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.
- When this happens...New Channel MentionTriggers when a member or highlight word is mentioned in a channel. Requires installation of the Zapier app from the Teams Store.
- automatically do this!Update Module EntryUpdate existing entry in the selected module
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- TeamRequired
Try ItTriggerPolling- ChatRequired
- Exclude messages by you?
Try ItTriggerPolling- TeamRequired
Try ItTriggerPolling- TeamRequired
- ChannelRequired
Try ItTriggerPolling
- TeamRequired
- ChannelRequired
- Member
- Highlight Word
Try ItTriggerPolling- New Chat
Triggers when a new chat is created.
Try ItTriggerPolling - TeamRequired
- ChannelRequired
Try ItTriggerPolling- TeamRequired
- Channel NameRequired
- Description
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ActionWrite
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.
Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
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Related Zap Templates
- Create Microsoft Teams channel messages for new Zoho CRM module entries
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- Create channel messages in Microsoft Teams for new module entries in Zoho CRM
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- Send Microsoft Teams chat messages for new or updated Zoho CRM module entries
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