Microsoft Teams + Zoho CRM
Create channel messages in Microsoft Teams for new module entries in Zoho CRM
Keep your team updated on new Zoho CRM module entries by sending channel messages in Microsoft Teams. This workflow enhances collaboration and boosts productivity by enabling seamless communication and sharing vital entry information instantly, eliminating the need for manual tracking.
Keep your team updated on new Zoho CRM module entries by sending channel messages in Microsoft Teams. This workflow enhances collaboration and boosts productivity by enabling seamless communication and sharing vital entry information instantly, eliminating the need for manual tracking.
- When this happens...New Module Entry
Triggers instantaneously when any entry is created in the specified module.
- automatically do this!Send Channel Message
Sends a message to a channel. Requires installation of the Zapier app from the Teams Store.
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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.
Try ItModuleRequired
Try ItNew 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.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
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.
Try ItNew 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.
Try ItModuleRequired
Try ItModuleRequired
Try It
