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Microsoft Teams + Zoho CRM

Create Zoho CRM module entries from new Microsoft Teams channel mentions

Stay on top of important mentions in Microsoft Teams by effortlessly creating new module entries in Zoho CRM with this workflow. When someone mentions your team or a specific channel in Microsoft Teams, this automation will instantly add a new entry to your desired module in Zoho CRM. Save time and streamline your communication process, ensuring you never miss a crucial update and maintain an organized CRM system.

Stay on top of important mentions in Microsoft Teams by effortlessly creating new module entries in Zoho CRM with this workflow. When someone mentions your team or a specific channel in Microsoft Teams, this automation will instantly add a new entry to your desired module in Zoho CRM. Save time and streamline your communication process, ensuring you never miss a crucial update and maintain an organized CRM system.

  1. When this happens...
    Microsoft TeamsMicrosoft Teams
    New Channel Mention

    Triggers when a member or highlight word is mentioned in a channel. Requires installation of the Zapier app from the Teams Store.

    TriggerScheduled
  2. automatically do this!
    Zoho CRMZoho CRM
    Create Module Entry

    Creates a new entry in a module

    ActionWrite
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Supported triggers and actions

What does this mean?
    • TeamRequired

    Trigger
    Scheduled
    Try It
    • ChatRequired

    • Exclude messages by you?

    Trigger
    Scheduled
    Try It
    • TeamRequired

    Trigger
    Scheduled
    Try It
    • TeamRequired

    • Channel NameRequired

    • Description

    • Favorite for All?

    Action
    Write
    • TeamRequired

    • ChannelRequired

    • Member

    • Highlight Word

    Trigger
    Scheduled
    Try It
    • TeamRequired

    • ChannelRequired

    Trigger
    Scheduled
    Try It
    • TeamRequired

    • Channel NameRequired

    • Description

    Action
    Write
microsoft-teams logo
microsoft-teams logo

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 moreHelp

Related categories

  • Microsoft
  • Team Chat

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About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

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