LeadConnector + Microsoft Teams
Update Microsoft Teams with messages when LeadConnector pipeline stages change
Stay on top of your sales processes with this powerful workflow. When a lead progresses to a different stage within LeadConnector, this automation promptly notifies your team on Microsoft Teams. It keeps everyone updated in real-time, ensuring no critical updates are missed, thus fostering better collaborative decisions and quicker responses.
Stay on top of your sales processes with this powerful workflow. When a lead progresses to a different stage within LeadConnector, this automation promptly notifies your team on Microsoft Teams. It keeps everyone updated in real-time, ensuring no critical updates are missed, thus fostering better collaborative decisions and quicker responses.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Send Channel Message
Sends a message to a channel. Requires installation of the Zapier app from the Teams Store.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
TeamRequired
Try It
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Campaign IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
TeamRequired
ChannelRequired
Member
Highlight Word
Try It
