Microsoft Teams + Zoho CRM

Send chat messages in Microsoft Teams when new module entries are made in Zoho CRM

Upgrade your business communications with this efficient workflow. Whenever there's a new module entry in Zoho CRM, a chat message is immediately sent in Microsoft Teams. This seamless connection ensures that your team stays updated about every progress in your CRM, enhancing productivity and communication in your business operations. No longer worry about missed updates, let this integration streamline information flow across your team.

Upgrade your business communications with this efficient workflow. Whenever there's a new module entry in Zoho CRM, a chat message is immediately sent in Microsoft Teams. This seamless connection ensures that your team stays updated about every progress in your CRM, enhancing productivity and communication in your business operations. No longer worry about missed updates, let this integration streamline information flow across your team.

  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

Related categories

  • 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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