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eWay-CRM + Microsoft Teams Integrations

How to connect eWay-CRM + Microsoft Teams

Zapier lets you send info between eWay-CRM and Microsoft Teams automatically—no code required.

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Supported triggers and actions

What does this mean?
  • eWay-CRM triggers, actions, and search
    Save a Company
    Creates a new company or edits an existing one.
    Action
    Write
  • eWay-CRM triggers, actions, and search
    Save a Contact
    Creates a new contact or edits an existing one.
    Action
    Write
  • eWay-CRM triggers, actions, and search
    Save a Deal
    Creates a new deal or edits an existing one.
    Action
    Write
  • eWay-CRM triggers, actions, and search
    Save a Journal
    Creates a new journal or edits an existing one.
    Action
    Write
  • eWay-CRM triggers, actions, and search
    Save a Project
    Creates a new project or edits an existing one.
    Action
    Write
  • eWay-CRM triggers, actions, and search
    Save a Task
    Creates a new task or edits an existing one.
    Action
    Write
  • eWay-CRM triggers, actions, and search
    Find a Company
    Returns a specified company.
    Action
    Search
  • eWay-CRM triggers, actions, and search
    Find a Contact
    Returns a specified contact.
    Action
    Search
  • eWay-CRM

    Returns a specified deal.

    Scheduled

    Action

  • eWay-CRM

    Returns a specified journal.

    Scheduled

    Action

  • eWay-CRM

    Returns a specified project.

    Scheduled

    Action

  • eWay-CRM

    Returns a specified task.

    Scheduled

    Action

  • eWay-CRM

    Get a drop-down menu value.

    Scheduled

    Action

  • Microsoft Teams

    Triggers when a new channel is created within a team.

    Scheduled

    Trigger

  • Microsoft Teams

    Triggers when a member or highlight word is mentioned in a channel. Requires installation of the

    Scheduled

    Trigger

  • Microsoft Teams

    Triggers when a new message is received in a chat.

    Scheduled

    Trigger

  • Microsoft Teams

    Triggers when a new chat is created.

    Scheduled

    Trigger

  • Microsoft Teams

    Triggers when a new member is added to a team. Requires installation of the

    Scheduled

    Trigger

  • Microsoft Teams

    Triggers when a new message is posted in a channel. Requires installation of the

    Scheduled

    Trigger

  • Microsoft Teams

    Creates a new channel within a team. Requires installation of the

    Scheduled

    Action

  • Microsoft Teams

    Sends a message to a channel. Requires installation of the

    Scheduled

    Action

  • Microsoft Teams

    Sends a message in an existing chat.

    Scheduled

    Action

How eWay-CRM + Microsoft Teams Integrations Work

  1. Step 1: Authenticate eWay-CRM + Microsoft Teams.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

About eWay-CRM

eWay-CRM is a CRM software embedded right into Microsoft Outlook. It helps companies all around the world efficiently manage contacts, customers, deals, projects, and marketing campaigns.

Related categories

  • CRM (Customer Relationship Management)
microsoft-teams logo
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.

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