LeadConnector + Microsoft Teams
LeadConnector + Microsoft Teams
LeadConnector + Microsoft Teams integrations
Update Microsoft Teams chat messages when LeadConnector pipeline stages change
Effortlessly keep your team informed on important changes in your sales process with this workflow. When a pipeline stage is altered in LeadConnector, it will automatically trigger a chat message to be sent in Microsoft Teams. Stay up-to-date on your leads' progress and boost team communication with this time-saving automation.
- When this happens...Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
- automatically do this!Send Chat MessageSends a message to an existing chat.
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More things you can do with LeadConnector and Microsoft Teams
Discover other triggers and actions you can use with LeadConnector and Microsoft Teams
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First 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
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite- TeamRequired
Try ItTriggerPolling
- 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
ActionWrite- Workflow 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)
ActionWrite- 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
ActionWrite- TeamRequired
- ChannelRequired
- Member
- Highlight Word
Try ItTriggerPolling
About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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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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