Microsoft Teams + ShareBuilders integrations
Get notified in Microsoft Teams about new ShareBuilders CRM accounts
After you set up this template, Zapier will automatically notify a chosen Microsoft Teams channel when a new account is created in ShareBuilders CRM. This is an effortless way to keep your team up-to-date and ready to take action.
- When this happens...New Company AccountTriggers when a new company account is created.
- 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.
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More things you can do with ShareBuilders and Microsoft Teams
Discover other triggers and actions you can use with ShareBuilders and Microsoft Teams
- New Company Account
Triggers when a new company account is created.
Try ItTriggerInstant - New Contact
Triggers when a new contact is created.
Try ItTriggerInstant - Company NameRequired
- Lead OwnerRequired
- Lead SourceRequired
- Company Website
- Product Category
- Related Contact First Name
- Related Contact Last Name
- Related Contact Email
- Related Contact Business Phone
- Related Contact Mobile Phone
- Related Contact Title
- Related Contact Category
- Id
- Value
ActionWrite- Activity SubjectRequired
- Activity DateRequired
ActionSearch
- New Company Lead
Triggers when a new company lead is created.
Try ItTriggerInstant - Type
- SubjectRequired
- Activity Notes
- Activity DateRequired
- Activity Start TimeRequired
- Activity DurationRequired
- Activity Location
- Assigned To
- Related Contact
- Source
ActionWrite- Contact Identification
- First Name
- Last Name
- Title
- Email Address
- Business Phone
- Mobile Phone
- Source
- Address One
- Address Two
- City
- State
- Postal Code
- Private Contact
- eMarketing Opt-In
- Company Name
- Category
- Contact Notes
ActionWrite- Company Lead NameRequired
ActionSearch
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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