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Microsoft Teams + Relate

Update Microsoft Teams messages when pipeline stages are updated in Relate

Easily manage your workflow with this integration between the Relate app and Microsoft Teams. When an update occurs in your Relate pipeline stage, a new channel message will be sent in Microsoft Teams. It not only streamlines your communication but also ensures your team is immediately informed about vital changes, optimizing your project management efficiently.

Easily manage your workflow with this integration between the Relate app and Microsoft Teams. When an update occurs in your Relate pipeline stage, a new channel message will be sent in Microsoft Teams. It not only streamlines your communication but also ensures your team is immediately informed about vital changes, optimizing your project management efficiently.

  1. When this happens...
    RelateRelate
    Pipeline Stage Updated

    Triggers when a pipeline stage is updated. Return deal data with custom fields.

    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?
  • Relate triggers, actions, and search

    Contact Created

    Triggers when a new contact is created. Return contact data with custom fields.

    Trigger
    Instant
    Try It
  • Relate triggers, actions, and search

    Deal Assignee Updated

    Triggers when a deal assignee is updated. Return deal data with custom fields.

    Trigger
    Instant
    Try It
  • Relate triggers, actions, and search

    Deal Deleted

    Triggers when a deal is deleted. Return deal data with custom fields.

    Trigger
    Instant
    Try It
  • Relate triggers, actions, and search

    Organization Created

    Triggers when a new organization is created. Return organization data with custom fields.

    Trigger
    Instant
    Try It
  • Relate triggers, actions, and search

    Contact Deleted

    Triggers when a contact is deleted. Return contact data with custom fields.

    Trigger
    Instant
    Try It
  • Relate triggers, actions, and search

    Deal Created

    Triggers when a new deal is created. Return deal data with custom fields.

    Trigger
    Instant
    Try It
  • Relate triggers, actions, and search

    Deal Updated

    Triggers when a deal is updated. Return deal data with custom fields.

    Trigger
    Instant
    Try It
  • Relate triggers, actions, and search

    Organization Deleted

    Triggers when an organization is deleted. Return organization data with custom fields.

    Trigger
    Instant
    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

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  • Microsoft
  • Team Chat

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About Relate

Relate is a simple collaborative sales and CRM software.

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