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Microsoft Teams + Zoho CRM

Microsoft Teams + Zoho CRM

Microsoft Teams + Zoho CRM integrations

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

Stay on top of your CRM updates with this handy automation between Microsoft Teams and Zoho CRM. Whenever there's a new channel mention in Microsoft Teams, it will trigger an update to a module entry in Zoho CRM. This ensures your CRM records are always up-to-date, keeping your sales and customer support teams on the same page.

  1. When this happens...
    New Channel Mention
    New Channel Mention
    New Channel MentionTriggers when a member or highlight word is mentioned in a channel. Requires installation of the Zapier app from the Teams Store.
  2. automatically do this!
    Update Module Entry
    Update Module Entry
    Update Module EntryUpdate existing entry in the selected module
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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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Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
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