LeadConnector + Microsoft Teams

Send channel messages in Microsoft Teams when pipeline stages update in LeadConnector

Streamline your sales process with this workflow that springs into action when there's a change in pipeline stage within LeadConnector. It promptly sends a channel message in Microsoft Teams, ensuring that your team stays informed and coordinated. Stay on top of your leads and enhance team communication effortlessly with this handy setup.

Streamline your sales process with this workflow that springs into action when there's a change in pipeline stage within LeadConnector. It promptly sends a channel message in Microsoft Teams, ensuring that your team stays informed and coordinated. Stay on top of your leads and enhance team communication effortlessly with this handy setup.

  1. When this happens...
    LeadConnectorLeadConnector
    Pipeline Stage Changed

    Triggers when the pipeline stage was updated for an opportunity.

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

    Sends a message to an existing channel.

    ActionWrite
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Supported triggers and actions

    • 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

    Action
    Write
    • 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)

    Action
    Write
    • 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

    Action
    Write
    • TeamRequired

    • ChannelRequired

    • Member

    • Highlight Word

    Trigger
    Polling
    Try It
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About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Learn more

Related categories

  • Marketing Automation

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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.
Learn more

Related categories

  • Microsoft
  • Team Chat

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