IRIS CRM + Microsoft Teams
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.
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 Created
Triggers when a lead is created.
- 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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