IRIS CRM + Microsoft Teams integrations
Send channel messages in Microsoft Teams when new leads are created in IRIS CRM
Boost your productivity by streamlining your lead management process. With this workflow, newly created leads in IRIS CRM will instantly push a channel message in Microsoft Teams. This automatic process eliminates the need to manually update your team about new leads, ensuring everyone is promptly informed and can swiftly take action.
- When this happens...Lead CreatedTriggers when a lead is created.
- automatically do this!Send Bot MessageSends a message to a public channel from the Zapier bot. Requires installation of the Zapier app from the Teams Store.
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More things you can do with IRIS CRM and Microsoft Teams
Discover other triggers and actions you can use with IRIS CRM and Microsoft Teams
- Info
- Current StatusRequired
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- Current StatusRequired
Try ItTriggerInstant- Info
- Current StatusRequired
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- Previous StatusRequired
- New StatusRequired
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- Lead Deleted
Triggers when a lead is deleted.
Try ItTriggerInstant - Info
- Current StatusRequired
Try ItTriggerInstant- Lead Restored
Triggers when a lead is restored.
Try ItTriggerInstant - Lead Updated
Triggers when a lead is updated.
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IRIS CRM is a payments platform for tracking leads, merchants and calculating residuals for processors such as First Data, TSYS and WorldPay.
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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.






