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Microsoft Teams + Twozo CRM

Create chats and send messages in Microsoft Teams for new deals added in Twozo CRM

Boost team collaboration with this simplified workflow. Every time a new deal is added in the Twozo CRM, it triggers a chat creation and message in Microsoft Teams. This ensures constant updates on fresh business deals without the need for platform hopping. Streamline your communication processes and speed up decision-making with this integration.

When this happens...
New Deal AddedTriggers when a new deal is added.
TriggerInstant
automatically do this!
Create Chat and Send MessageCreates a new chat (one-on-one or group) and sends an initial message. If you select only yourself, no chat is created — the message is sent to your own Teams chat (shown as "(You)" in the Chat dropdown).
ActionWrite

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More things you can do with Twozo CRM and Microsoft Teams

Discover other triggers and actions you can use with Twozo CRM and Microsoft Teams

New Activity Added
Triggers when a new activity is added.
Trigger
Instant
Try It
New Contact Added
Triggers when a new contact is added.
Trigger
Instant
Try It
New Product Added
Triggers when a new product is added.
Trigger
Instant
Try It
Company Updated
Triggers when a company is updated.
Trigger
Instant
Try It
Deal Updated
Triggers when a deal is updated.
Trigger
Instant
Try It

Product Updated
Triggers when a product is updated.
Trigger
Instant
Try It
Add Followers to Contact
Add followers to the contact
Action
Write

Add Note to Company
Add note to the company
Action
Write
Add Note to Deal
Add note to the deal
Action
Write
Add Tags to Company
Add tags to the company
Action
Write
Add Tags to Deal
Add tags to the deal
Action
Write
Create Company
Creates a new company.
Action
Write
Create Deal
Creates a new deal.
Action
Write
Update Activity
Update the existing activity.
Action
Write
Update Contact
Update the existing contact.
Action
Write
Update Product
Update the existing product.
Action
Write
- 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
- Send To
  Required
- Approver
- Adaptive Card JSON
  Required
- Approve Button Label
- Decline Button Label
- Approval ID
Action
Write
- Team
  Required
- Channel
  Required
- Message Text
  Required
- Message Text Format
- Importance
Action
Write
- Send To
  Required
- Message Text (Optional)
- Card Type
  Required
- Add Message Context to Buttons
Action
Write
- Chat
  Required
- Message ID
  Required
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

New Company Added
Triggers when a new company is added.
Trigger
Instant
Try It
New Deal Added
Triggers when a new deal is added.
Trigger
Instant
Try It
Activity Updated
Triggers when a activity is updated.
Trigger
Instant
Try It
Contact Updated
Triggers when a contact is updated.
Trigger
Instant
Try It
Deal Stage Updated
Triggers when a deal stage is updated.
Trigger
Instant
Try It
Add Followers to Company
Add followers to the company
Action
Write
Add Followers to Deal
Add followers to the deal
Action
Write
Add Note to Contact
Add note to the contact
Action
Write
Add Product to Deal
Add product to the deal
Action
Write
Add Tags to Contact
Add tags to the contact
Action
Write
Create Activity
Creates a new activity.
Action
Write
Create Contact
Creates a new contact.
Action
Write
Create Product
Creates a new product.
Action
Write
Update Company
Update the existing company.
Action
Write
Update Deal
Update the existing deal.
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
- 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
- Chat
  Required
- Message
  Required
- Message Text
- Card Type
  Required
- Disable Buttons
- Status Text
Action
Write
- Api_docs_info
- 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

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.

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About Twozo CRM

Twozo CRM is a powerful tool for managing customers, automating workflows across your business systems.

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Related categories

CRM (Customer Relationship Management)