Microsoft Teams + Outreach

Microsoft Teams + Outreach integrations

Send Teams notifications for new Outreach prospects

Enhance team communication and collaboration by setting up this automation. Whenever a new prospect is added in Outreach, this workflow sends a notification to a designated MS Teams channel. Seamlessly share prospect information and empower your team to work cohesively towards converting leads into valuable customers.

When this happens...
New ProspectTriggers when a new prospect is created.
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 Outreach and Microsoft Teams

Discover other triggers and actions you can use with Outreach and Microsoft Teams

- Sequence ID
  Required
Trigger
Polling
Try It
New Call
Triggers when a new call is logged.
Trigger
Instant
Try It
New Prospect
Triggers when a new prospect is created.
Trigger
Instant
Try It
Updated Account
Triggers when an account is updated.
Trigger
Instant
Try It
Updated Opportunity
Triggers when an opportunity is updated.
Trigger
Instant
Try It

Updated Task
Triggers when a task is updated.
Trigger
Instant
Try It
- First Name
- Last Name
- Email Addresses
- Account ID
- Opportunity IDs
- Stage ID
- Persona ID
- Owner ID
- Tags
- Personal Info - Middle Name
- Personal Info - Nickname
- Personal Info - Gender
- Personal Info - Date of Birth
- Phone Numbers - Home
- Phone Number - Mobile
- Phone Numbers - Work
- Phone Numbers - VoIP
- Phone Numbers - Other
- Job Details - Title
- Job Details - Occupation
- Job Details - Start Date
- Education - School
- Education - Degree
- Education - Graduation Date
- Location - Address 1
- Location - Address 2
- Location - City
- Location - State
- Location - ZIP
- Location - Country
- Location - Region
- Location - Time Zone (IANA)
- Links - Website 1
- Links - Website 2
- Links - Website 3
- Links - LinkedIn URL
- Links - Twitter URL
- Links - GitHub URL
- Links - Facebook URL
- Links - Google+ URL
- Links - StackOverflow URL
- Other Info - Source
- Other Info - On Market
- Other Info - Lead Score
- Other Info - Campaign Name
- Personal Note 1
- Personal Note 2
- Company
- CustomFieldHelpText
Action
Write

- Team
  Required
Trigger
Polling
Try It
- Chat
  Required
- Exclude messages by you?
Trigger
Polling
Try It
- Team
  Required
Trigger
Polling
Try It
- Team
  Required
- Channel
  Required
Trigger
Polling
Try It
- Team Member
  Required
Action
Write
- Chat
  Required
- Message
  Required
- Message Text
  Required
- Message Text Format
Action
Write
- Team
  Required
- Channel
  Required
- Message ID
  Required
- Message Text Format
- Reply Content
  Required
Action
Write
- Team
  Required
- Channel
  Required
- Message Text
  Required
- Message Text Format
Action
Write
- Send To
  Required
- Message Text (Optional)
- Card Type
  Required
Action
Write
- Chat
  Required
- Message ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Team
  Required
- Channel
  Required
- Message ID
  Required
Action
Search
- Chat ID
  Required
- Message ID
  Required
Action
Search
- Team
  Required
- Channel Name
  Required
- Include Archived Channels
Action
Search

New Account
Triggers when a new account is created.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Updated Call
Triggers when a call is updated.
Trigger
Instant
Try It
Updated Prospect
Triggers when a prospect is updated.
Trigger
Instant
Try It
- Sequence ID
  Required
- Prospect ID
  Required
- Mailbox ID
  Required
Action
Write
- Sequence Name to Search For
- Sequence ID
Action
Search
- Team
  Required
- Channel
  Required
- Member
- Highlight Word
Trigger
Polling
Try It
New Chat
Triggers when a new chat is created.
Trigger
Polling
Try It
- Team
  Required
- Channel
  Required
Trigger
Polling
Try It
- Team
  Required
- Channel Name
  Required
- Description
- Favorite for All?
Action
Write
- Team Member(s)
  Required
- Message Text Format
- Message Text
  Required
Action
Write
- Team
  Required
- Channel Name
  Required
- Description
Action
Write
- Team
  Required
- Public Channel
  Required
- Message Text
  Required
- Message Text Format
Action
Write
- Chat
  Required
- Message Text Format
- Message Text
  Required
Action
Write
- Availability
  Required
- Duration (Minutes)
Action
Write
- Info
- Display Name
- First Name
- Last Name
- Mobile Phone
- Business Phone
- About Me
- Birthday
Action
Write
- Team
  Required
- Channel ID
  Required
Action
Search
- Chat ID
  Required
Action
Search
- Search by
  Required
Action
Search

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 moreLearn moreHelpHelp

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About Outreach

Outreach is a single platform that unlocks seller productivity to help sales teams efficiently create and close more pipeline.

Learn moreLearn moreHelpHelp

Related categories

Sales & CRM

Related Zap Templates

Send Teams notifications for new tasks in Outreach

Related Zap Templates

Send Teams notifications for new tasks in Outreach