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Microsoft Teams + Perspective

Send channel messages in Microsoft Teams for new leads via funnel in Perspective

Stay on top of your business operations with this helpful workflow. Whenever there is a new lead via Funnel in the Perspective app, it instantly sends a channel message in Microsoft Teams. This process ensures that your team stays updated and reacts promptly to new leads, improving response times and potentially boosting sales. Utilize this efficient system to keep your team in the loop and capitalize on new business opportunities.

Stay on top of your business operations with this helpful workflow. Whenever there is a new lead via Funnel in the Perspective app, it instantly sends a channel message in Microsoft Teams. This process ensures that your team stays updated and reacts promptly to new leads, improving response times and potentially boosting sales. Utilize this efficient system to keep your team in the loop and capitalize on new business opportunities.

  1. When this happens...
    PerspectivePerspective
    New Lead via Funnel

    Triggers when a new lead is created via a funnel.

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

    Sends a message to a channel. Requires installation of the Zapier app from the Teams Store.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FunnelRequired

    Trigger
    Instant
    Try It
    • TeamRequired

    Trigger
    Scheduled
    Try It
    • ChatRequired

    • Exclude messages by you?

    Trigger
    Scheduled
    Try It
    • TeamRequired

    Trigger
    Scheduled
    Try It
    • FunnelRequired

    Trigger
    Instant
    Try It
    • TeamRequired

    • ChannelRequired

    • Member

    • Highlight Word

    Trigger
    Scheduled
    Try It
  • Microsoft Teams triggers, actions, and search

    New Chat

    Triggers when a new chat is created.

    Trigger
    Scheduled
    Try It
    • TeamRequired

    • ChannelRequired

    Trigger
    Scheduled
    Try It
microsoft-teams logo
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 moreHelp

Related categories

  • Microsoft
  • Team Chat

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perspective logo
perspective logo

About Perspective

Perspective is a mobile funnel builder which lets you create beautiful mobile experiences.

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