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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings Microsoft Teams and Zoho CRM together. Build enterprise-grade automation in minutes.

Our most popular template

Create Microsoft Teams channel messages for new Zoho CRM module entries
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Zoho CRM + Microsoft Teams
Update Zoho CRM module entries when new channel mentions occur in Microsoft Teams
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Microsoft Teams + Zoho CRM
Create channel messages in Microsoft Teams for new module entries in Zoho CRM
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Zoho CRM + Microsoft Teams
Create Zoho CRM module entries for new Microsoft Teams chats
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Microsoft Teams + Zoho CRM
Send channel messages in Microsoft Teams for new or updated module entries in Zoho CRM
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Zoho CRM + Microsoft Teams
Create Zoho CRM module entries from new Microsoft Teams channel mentions
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Microsoft Teams + Zoho CRM

Create Microsoft Teams channel messages for new Zoho CRM module entries

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Zoho CRM + Microsoft Teams

Update Zoho CRM module entries when new channel mentions occur in Microsoft Teams

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Microsoft Teams + Zoho CRM

Create channel messages in Microsoft Teams for new module entries in Zoho CRM

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Zoho CRM + Microsoft Teams

Create Zoho CRM module entries for new Microsoft Teams chats

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Microsoft Teams + Zoho CRM

Send channel messages in Microsoft Teams for new or updated module entries in Zoho CRM

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Zoho CRM + Microsoft Teams

Create Zoho CRM module entries from new Microsoft Teams channel mentions

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Microsoft Teams + Zoho CRM

Create Zoho CRM module entries from new Microsoft Teams channel messages
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Microsoft Teams + Zoho CRM
Create Microsoft Teams channels for updated Zoho CRM module entries
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Zoho CRM + Microsoft Teams

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Zapier makes it easy to integrate Microsoft Teams with Zoho CRM - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Channel" from Microsoft Teams.

Add your action

An action happens after the trigger—such as "Add Attachment" in Zoho CRM.

You’re connected!

Zapier seamlessly connects Microsoft Teams and Zoho CRM, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- 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
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

- 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 Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write

For AI agents & developers

Use Microsoft Teams and Zoho CRM with AI agents and code

Beyond Zap workflows. Call Microsoft Teams and Zoho CRM actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Microsoft Teams and Zoho CRM actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Channel
Add Attachment

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Microsoft Teams and Zoho CRM actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* microsoft-teams / zoho-crm action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Microsoft Teams and Zoho CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Microsoft Teams on the Zapier blog

Learn how to automate Zoho CRM on the Zapier blog

Make work flow with AI

Level up your Microsoft Teams to Zoho CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Microsoft Teams + Zoho CRM integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Teams and Zoho CRM

What do I need to get started with integrating Microsoft Teams and Zoho CRM?

To get started, you will need active accounts on both Microsoft Teams and Zoho CRM. Additionally, you should have the necessary permissions to create integrations and access relevant data in both platforms.

How do I authenticate my Microsoft Teams and Zoho CRM accounts?

Authentication is done by logging into your Microsoft Teams and Zoho CRM accounts through our integration setup process. Once authenticated, we can securely access data from both platforms to create triggers and actions.

Can I create a new record in Zoho CRM when a message is posted in Microsoft Teams?

Yes, you can set a trigger for when a message is posted in a specific channel in Microsoft Teams. An action can then be created to add a new record to Zoho CRM based on the contents of the message.

Is it possible to get notifications in Microsoft Teams for updates in Zoho CRM?

Absolutely. You can configure triggers for various updates in Zoho CRM, such as new leads or deal status changes, and set actions to send notifications to specific channels or users in Microsoft Teams.

What types of Triggers are available for this integration?

For this integration, common triggers include new messages posted in Microsoft Teams channels, as well as changes or additions like new records, updated records, or other activities within Zoho CRM.

Can I customize the information that gets sent from Zoho CRM to Microsoft Teams?

Yes, you can customize which fields and information are included when sending data from Zoho CRM to Microsoft Teams. This ensures only relevant information is shared across platforms.

Are there any limitations I should be aware of when setting up this integration?

While we strive for extensive compatibility, some features may have limitations such as frequency of trigger checks or API rate limits imposed by either platform. We recommend reviewing these details during setup.

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 moreLearn moreHelpHelp

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About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

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Connect Microsoft Teams and Zoho CRM to power AI-driven automation

Launch your first automated workflow

Create Microsoft Teams channel messages for new Zoho CRM module entries

Update Zoho CRM module entries when new channel mentions occur in Microsoft Teams

Create channel messages in Microsoft Teams for new module entries in Zoho CRM

Create Zoho CRM module entries for new Microsoft Teams chats

Send channel messages in Microsoft Teams for new or updated module entries in Zoho CRM

Create Zoho CRM module entries from new Microsoft Teams channel mentions

Create Microsoft Teams channel messages for new Zoho CRM module entries

Update Zoho CRM module entries when new channel mentions occur in Microsoft Teams

Create channel messages in Microsoft Teams for new module entries in Zoho CRM

Create Zoho CRM module entries for new Microsoft Teams chats

Send channel messages in Microsoft Teams for new or updated module entries in Zoho CRM

Create Zoho CRM module entries from new Microsoft Teams channel mentions

Create Zoho CRM module entries from new Microsoft Teams channel messages

Create Microsoft Teams channels for updated Zoho CRM module entries

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Microsoft Teams and Zoho CRM with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Microsoft Teams and Zoho CRM to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Microsoft Teams on the Zapier blog

6 ways to automate Microsoft Teams

How to create an auto-responder (and other bots) in Microsoft Teams

How to use Zapier within Microsoft Teams

Learn how to automate Zoho CRM on the Zapier blog

5 ways to use the Zapier Zoho CRM integration

Make work flow with AI

Frequently Asked Questions about Microsoft Teams + Zoho CRM integrations

Connect Microsoft Teams to Zoho CRM on the world's largest no-code automation platform