Less Annoying CRM + Microsoft Teams

Less Annoying CRM + Microsoft Teams integrations

Update Microsoft Teams with new messages when Less Annoying CRM pipeline items status changes

Stay updated with changes in your CRM directly from your chat app. With this workflow, whenever there's an update to a pipeline item status in Less Annoying CRM, a channel message is instantly sent on Microsoft Teams. It simplifies the process of notification, maintaining transparency across teams, and helping to save time. Capitalize on this integration to streamline communication and never miss an important CRM update.

When this happens...
Pipeline Item Status UpdateTriggers when a new pipeline item is added or its status is updated.
TriggerInstant
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.
ActionWrite

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More things you can do with Less Annoying CRM and Microsoft Teams

Discover other triggers and actions you can use with Less Annoying CRM and Microsoft Teams

- Hook should trigger for actions taken by:
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Instant
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- Form
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- Hook should trigger for actions taken by:
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- Hook should trigger for actions taken by:
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- Hook should trigger for actions taken by:
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- Contact
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- Note
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- Contact to edit
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- User to assign contact to
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- Contact
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- Group
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- Name
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- Due Date
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- Description
- User to assign task to (default: this user)
- Calendar to create task on (default: primary calendar)
- Contact to attach task to
Action
Write
- Contact Name (if used, only search Contacts)
- Company Name (if used, only search Companies)
- Email Search (searches both)
- Phone Search (searches both)
- Get contact by unique LACRM Id
Action
Search
- Contact Name (if used, only search Contacts)
- Company Name (if used, only search Companies)
- Email Search (searches both)
- Phone Search (searches both)
- Get contact by unique LACRM Id
- Record Type
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- User to assign contact to
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Action
Search or write
- Team
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Polling
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- Chat
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- Exclude messages by you?
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Polling
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- Team
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Polling
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- Team
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- Channel
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Polling
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- Team Member
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Action
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- Chat
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- Message
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- Message Text
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- Message Text Format
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- Team
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- Channel
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- Message ID
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- Message Text Format
- Reply Content
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- Team
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- Channel
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- Message Text
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- Message Text Format
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- Send To
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- Message Text (Optional)
- Card Type
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- Chat
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- Message ID
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- Api_docs_info
- Stop on error
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- HTTP Method
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- URL
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- Query string parameters
- Additional request headers
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- Team
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- Channel
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- Message ID
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- Chat ID
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- Message ID
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Action
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- Team
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- Channel Name
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- Include Archived Channels
Action
Search

- Hook should trigger for actions taken by:
  Required
Trigger
Instant
Try It
- Hook should trigger for actions taken by:
  Required
Trigger
Instant
Try It
- Hook should trigger for actions taken by:
  Required
Trigger
Instant
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- Record Type
  Required
- User to assign contact to
  Required
Action
Write
- Contact
  Required
- Group
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Action
Write
- Pipeline Item to update
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- Status
- Note
Action
Write
- Contact to attach item to
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- Pipeline
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- Status
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- Note
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Write
- Stop on error
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- HTTP Method
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- URL
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- Query string parameters
- Additional request headers
- Body
Action
Write
- Contact that item is attached to
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- Pipeline that item belongs to
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- Status that item is set to
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Search
- Contact to attach item to
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- Pipeline
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- Status
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- Note
Action
Search or write
- Team
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- Channel
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- Member
- Highlight Word
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Polling
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New Chat
Triggers when a new chat is created.
Trigger
Polling
Try It
- Team
  Required
- Channel
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Trigger
Polling
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- Team
  Required
- Channel Name
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- Description
- Favorite for All?
Action
Write
- Team Member(s)
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- Message Text Format
- Message Text
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Action
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- Team
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- Channel Name
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- Description
Action
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- Team
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- Public Channel
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- Message Text
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- Message Text Format
Action
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- Chat
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- Message Text Format
- Message Text
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Action
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- Availability
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- Duration (Minutes)
Action
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- Info
- Display Name
- First Name
- Last Name
- Mobile Phone
- Business Phone
- About Me
- Birthday
Action
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- Team
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- Channel ID
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Action
Search
- Chat ID
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Action
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- Search by
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Action
Search

About Less Annoying CRM

Less Annoying CRM is a small business CRM with easy-to-use features at an affordable price. Manage all leads, notes, and tasks in one place.

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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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Microsoft

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