Microsoft Teams + Zoho CRM

Send new Zoho CRM module entries as chat messages in Microsoft Teams

Keep track of new data in Zoho CRM in real-time. Once a new module entry happens in your CRM, a chat message is instantly sent in Microsoft Teams. Efficiently keep your team informed, boosting collaboration and responding faster to new leads or information. Enhance productivity without missing vital details.

Keep track of new data in Zoho CRM in real-time. Once a new module entry happens in your CRM, a chat message is instantly sent in Microsoft Teams. Efficiently keep your team informed, boosting collaboration and responding faster to new leads or information. Enhance productivity without missing vital details.

  1. When this happens...
    Zoho CRMZoho CRM
    New Module Entry

    Triggers instantaneously when any entry is created in the specified module.

    TriggerInstant
  2. automatically do this!
    Microsoft TeamsMicrosoft Teams
    Send Chat Message

    Sends a message to an existing chat.

    ActionWrite
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Supported triggers and actions

  • Zoho CRM triggers, actions, and search

    New Lead

    Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    Trigger
    Polling
    Try It
  • Zoho CRM triggers, actions, and search

    New or Updated Contact

    Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

    Trigger
    Polling
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
microsoft-teams logo
microsoft-teams logo

About Microsoft Teams

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.
Learn more

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  • Microsoft
  • Team Chat

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zoho-crm logo
zoho-crm logo

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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