Microsoft Teams + Zoho CRM integrations
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.
- 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!Create Module EntryCreates a new entry in a module
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More things you can do with Microsoft Teams and Zoho CRM
Discover other triggers and actions you can use with Microsoft Teams and Zoho CRM
- 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
- Favorite for All?
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
- Create Zoho CRM module entries for new Microsoft Teams chats
- Create Microsoft Teams channels for updated Zoho CRM module entries
- Notify Microsoft Teams with chat messages for new or updated Zoho CRM contacts
- Send chat messages in Microsoft Teams when new module entries are made in Zoho CRM
- Update Zoho CRM module entries when new channel mentions occur in Microsoft Teams
- Send channel messages in Microsoft Teams for new or updated module entries in Zoho CRM
- Send Microsoft Teams chat messages for new or updated Zoho CRM module entries
- Create channels in Microsoft Teams for new or updated contacts in Zoho CRM









