LeadSimple + Microsoft Teams

Send chat messages in Microsoft Teams when new processes are created in LeadSimple

Ensure a prompt response to new processes in LeadSimple by using this workflow. When a process is created in LeadSimple, a chat message is sent in Microsoft Teams. This automation helps maintain real-time communication and enhances the response time which can significantly boost your team's productivity.

When this happens...
Process Created
Triggers when a new process is created.
TriggerInstant
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Send Chat Message
Sends a message in an existing chat.
ActionWrite

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Supported triggers and actions

What does this mean?

Call Completed
Triggers when a new call is completed.
Trigger
Instant
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Lead Changes Stage
Triggers when a lead changes stages.
Trigger
Instant
Try It
Lead Created
Triggers when a new lead is created.
Trigger
Instant
Try It
Lead Is Reassigned
Triggers when a lead is reassigned.
Trigger
Instant
Try It
Outbound Conversation Created
Triggers when an outbound conversation is created.
Trigger
Instant
Try It

Process Changes Tags
Triggers when a process changes tags.
Trigger
Instant
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Process Reassigned
Triggers when a process is reassigned.
Trigger
Instant
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Task Created
Triggers when a task is created.
Trigger
Instant
Try It
- Name
- Comments
- PipelineRequired
- StageRequired
- Source
- Assignee
- Tags
- Created At
- Closed At
- Cost
- Value
- Num Units
- Full Name
- Email Addresses
- Company Name
- Mobile Phone Number
- Office Phone
- Home Phone
- Mailing Address
- Mailing Address City
- Mailing Address State
- Mailing Address Zip Code
- Street Address
- City
- State
- Zip Code
- Property Type
- Bathrooms
- Bedrooms
- Occupancy
- Square Feet
- Estimated Rent
- Lease start date
- Lease end date
Action
Write
- Name
- Comments
- Process TypeRequired
- StageRequired
- User
- Tags
- Due At
- Property
- Unit
Action
Write
- ConversationRequired
- TagRequired
Action
Write
- ConversationRequired
- Assignee
- Status
- Snooze Expiration
Action
Write
- Process TypeRequired
- ProcessRequired
- Name
- Comments
- Tags
- Stage
- Assignee
Action
Write
- PropertyRequired
- UnitRequired
- Unit Number
- Num Bedrooms
- Num Bathrooms
- Occupancy
- Square Feet
- Estimated Rent
- Delinquent Rent
- Lease Start Date
- Lease End Date
- Tags
Action
Write
- PipelineRequired
- SearchRequired
Action
Search
- SearchRequired
Action
Search
- SearchRequired
Action
Search
- IDRequired
Action
Search
- TeamRequired
- ChannelRequired
- Member
- Highlight Word
Trigger
Scheduled
Try It
New Chat
Triggers when a new chat is created.
Trigger
Scheduled
Try It
- TeamRequired
- ChannelRequired
Trigger
Scheduled
Try It
- TeamRequired
- Channel NameRequired
- Description
Action
Write
- ChatRequired
- Message Text Format
- Message TextRequired
Action
Write

Lead Changes Pipeline
Triggers when a lead changes pipelines.
Trigger
Instant
Try It
Lead Changes Tags
Triggers when a lead's tags change.
Trigger
Instant
Try It
Lead Opens Email
Triggers when a lead opens email.
Trigger
Instant
Try It
Inbound Conversation Created
Triggers when an inbound conversation is created.
Trigger
Instant
Try It
Process Changes Stage
Triggers when a process changes stages.
Trigger
Instant
Try It
Process Created
Triggers when a new process is created.
Trigger
Instant
Try It
Task Completed
Triggers when a task is completed.
Trigger
Instant
Try It
- From NumberRequired
- To NumberRequired
- Call Duration (in seconds)
- Call Recording URL
- Description
- Outcome
- Created At
Action
Write
- LeadRequired
- Note TextRequired
- Created At
Action
Write
- ProcessRequired
- Note TextRequired
- Created At
Action
Write
- ContactRequired
- First Name
- Last Name
- Company/Secondary Name
- Email Addresses
- Mobile Phone Number
- Home Phone Number
- Office Phone Number
- Mailing Address
- Mailing Address City
- Mailing Address State
- Mailing Address Zip Code
- Tags
Action
Write
- PipelineRequired
- LeadRequired
- Name
- Comments
- Tags
- Stage
- Assignee
- Num Units
Action
Write
- PropertyRequired
- Property Type
- Address Line 1
- Address City
- Address State
- Address Zip Code
- Tags
Action
Write
- SearchRequired
Action
Search
- Process Type
- SearchRequired
Action
Search
- PropertyRequired
- SearchRequired
Action
Search
- IDRequired
Action
Search
- TeamRequired
Trigger
Scheduled
Try It
- ChatRequired
- Exclude messages by you?
Trigger
Scheduled
Try It
- TeamRequired
Trigger
Scheduled
Try It
- TeamRequired
- Channel NameRequired
- Description
- Favorite for All?
Action
Write
- TeamRequired
- ChannelRequired
- Message Text Format
- Message TextRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

About LeadSimple

LeadSimple is the CRM that property management and real estate companies use to scale and grow.

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Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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 Help

Related categories

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LeadSimple + Microsoft Teams

Send chat messages in Microsoft Teams when new processes are created in LeadSimple

Call Completed

Lead Changes Stage

Lead Created

Lead Is Reassigned

Outbound Conversation Created

Process Changes Tags

Process Reassigned

Task Created

Create Lead

Name

Comments

StageRequired

Source

Assignee

Tags

Created At

Closed At

Cost

Value

Num Units

Full Name

Email Addresses

Company Name

Mobile Phone Number

Office Phone

Home Phone

Mailing Address

Mailing Address City

Mailing Address State

Mailing Address Zip Code

Street Address

City

State

Zip Code

Property Type

Bathrooms

Bedrooms

Occupancy

Square Feet

Estimated Rent

Lease start date

Lease end date

Create Process

Name

Comments

Process TypeRequired

StageRequired

User

Tags

Due At

Property

Unit

Tag Conversation

ConversationRequired

TagRequired

Update Conversation

ConversationRequired

Assignee

Status

Snooze Expiration

Update Process

Process TypeRequired

ProcessRequired

Name

Comments

Tags

Stage

Assignee

Update Unit

PropertyRequired

UnitRequired

Unit Number

Num Bedrooms

Num Bathrooms

Occupancy