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ActiveCampaign + Microsoft Teams

Send Microsoft Teams messages for new deal tasks in ActiveCampaign

When a new deal task is created in ActiveCampaign, this workflow keeps your team aligned by instantly sending a channel message in Microsoft Teams. This seamless connection ensures everyone is up-to-date on deal progress, fostering better collaboration and increased productivity. With this automation, you can bridge the gap between sales and communication platforms effectively.

When a new deal task is created in ActiveCampaign, this workflow keeps your team aligned by instantly sending a channel message in Microsoft Teams. This seamless connection ensures everyone is up-to-date on deal progress, fostering better collaboration and increased productivity. With this automation, you can bridge the gap between sales and communication platforms effectively.

  1. When this happens...
    ActiveCampaignActiveCampaign
    New Deal Task

    Triggers when a new deal task is created.

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

    Sends a message to a channel. Requires installation of the Zapier app from the Teams Store.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Custom ObjectRequired

    • Trigger EventsRequired

    Trigger
    Instant
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    • Task Type (Optional)

    Trigger
    Instant
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  • ActiveCampaign triggers, actions, and search

    New Automation Webhook

    Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.

    Trigger
    Instant
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    • ListRequired

    Trigger
    Instant
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    • Custom ObjectRequired

    Trigger
    Instant
    Try It
  • ActiveCampaign triggers, actions, and search

    New or Updated Account

    Triggers when a new account is added or an existing account's details are updated.

    Trigger
    Instant
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    • ListRequired

    Trigger
    Instant
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    • ListRequired

    Trigger
    Instant
    Try It
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About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.
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Related categories

  • Marketing Automation

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