Microsoft Teams + Salespanel

Send chat messages in Microsoft Teams when new leads are identified in Salespanel

Boost your sales efficiency with this integrated workflow. When a lead is identified in Salespanel, it sparks a chat message in Microsoft Teams instantly. This ensures your team can promptly respond to potential customers, enhancing communication and potentially increasing sales conversions. Harness the power of this automated process to keep your team in the loop and accelerate your sales pipeline.

When this happens...
Lead Identified
Triggers when a lead is identified.
TriggerInstant
automatically do this!
Send Chat Message
Sends a message to an existing chat.
ActionWrite

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Supported triggers and actions

- SegmentRequired
Trigger
Instant
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- SegmentRequired
Trigger
Instant
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Lead Score Updated
Triggers when lead score of a lead is updated.
Trigger
Instant
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- Visitor IdentifierRequired
- CategoryRequired
- LabelRequired
- Activity Identifier
- Metadata
- Create a New Lead Automatically
Action
Write
- TeamRequired
Trigger
Polling
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- ChatRequired
- Exclude messages by you?
Trigger
Polling
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- TeamRequired
Trigger
Polling
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- TeamRequired
- ChannelRequired
Trigger
Polling
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- Team MemberRequired
Action
Write
- ChatRequired
- MessageRequired
- Message TextRequired
- Message Text Format
Action
Write
- TeamRequired
- ChannelRequired
- Message IDRequired
- Message Text Format
- Reply ContentRequired
Action
Write
- TeamRequired
- ChannelRequired
- Message TextRequired
- Message Text Format
Action
Write
- Send ToRequired
- Message Text (Optional)
- Card TypeRequired
Action
Write
- TeamRequired
- Channel IDRequired
Action
Search
- Chat IDRequired
Action
Search
- Search byRequired
Action
Search

Lead Identified
Triggers when a lead is identified.
Trigger
Instant
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Export Visitor
Triggers when you click the "Push to Zapier" button for a person or a visiting company lead in Salespanel.
Trigger
Instant
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Visiting Company Identified
Triggers when a new opportunity is identified.
Trigger
Instant
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- Visitor IdentifierRequired
- Visitor AttributesRequired
- Create a New Lead Automatically
Action
Write
- TeamRequired
- ChannelRequired
- Member
- Highlight Word
Trigger
Polling
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New Chat
Triggers when a new chat is created.
Trigger
Polling
Try It
- TeamRequired
- ChannelRequired
Trigger
Polling
Try It
- TeamRequired
- Channel NameRequired
- Description
- Favorite for All?
Action
Write
- Team Member(s)Required
- Message Text Format
- Message TextRequired
Action
Write
- TeamRequired
- Channel NameRequired
- Description
Action
Write
- TeamRequired
- Public ChannelRequired
- Message TextRequired
- Message Text Format
Action
Write
- ChatRequired
- Message Text Format
- Message TextRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- TeamRequired
- ChannelRequired
- Message IDRequired
Action
Search
- Chat IDRequired
- Message IDRequired
Action
Search
- TeamRequired
- Channel NameRequired
- Include Archived Channels
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 more