Can Microsoft 365 Planner and Salesforce talk in both directions?

Yes. Build one flow that starts in Microsoft 365 Planner and acts in Salesforce, and a second that runs the other way, in the same project.

On our EU cloud in Frankfurt, or self-hosted on your own infrastructure with Docker or Kubernetes. The MIT-licensed core means there is always an exit.

Connect Microsoft 365 Planner to Salesforce

Move data between Microsoft 365 Planner and Salesforce the moment it happens. Build the flow visually, or let AI write it for you, then run it on our cloud or your own infrastructure.

Start building Explore Microsoft 365 Planner Explore Salesforce

Microsoft 365 Planner triggers: 3
Microsoft 365 Planner actions: 12
Salesforce triggers: 9
Salesforce actions: 27

Automation ideas

What you can build with Microsoft 365 Planner and Salesforce

A few flows teams run between Microsoft 365 Planner and Salesforce. Use one as a starting point, or build your own from scratch.

New Plan Created in Microsoft 365 Planner creates Add Contact to Campaign in Salesforce
Triggers when a new Plan is created in Microsoft 365 Planner.
New Case Attachment in Salesforce creates Create Plan in Microsoft 365 Planner
Fires when a new Attachment or File is added to any Case record.
New Plan Created in Microsoft 365 Planner creates Add File to Record in Salesforce
Triggers when a new Plan is created in Microsoft 365 Planner.
New Case Attachment in Salesforce creates Create Bucket in Microsoft 365 Planner
Fires when a new Attachment or File is added to any Case record.
New Plan Created in Microsoft 365 Planner creates Add Lead to Campaign in Salesforce
Triggers when a new Plan is created in Microsoft 365 Planner.
New Case Attachment in Salesforce creates Create Task in Microsoft 365 Planner
Fires when a new Attachment or File is added to any Case record.

Questions, answered

No. Pick a trigger on either piece and an action on the other, map the fields, and turn the flow on. Add a code step later only if you want to.

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