Microsoft Teams + Zoho CRM
Send Microsoft Teams chat messages for new or updated Zoho CRM module entries
Stay on top of your CRM updates and keep your team informed with this efficient workflow. Whenever a new or updated module entry is detected in Zoho CRM, it will trigger a chat message to be sent in Microsoft Teams. This automation helps you promptly share vital information with your team and ensures everyone stays aligned and updated on the latest customer interactions.
Stay on top of your CRM updates and keep your team informed with this efficient workflow. Whenever a new or updated module entry is detected in Zoho CRM, it will trigger a chat message to be sent in Microsoft Teams. This automation helps you promptly share vital information with your team and ensures everyone stays aligned and updated on the latest customer interactions.
- When this happens...New/Updated Module Entry
Triggers instantaneously when any entry is created or updated in the specified module.
- automatically do this!Send Chat Message
Sends a message in an existing chat.
- Free forever for core features
- 14 day trial for premium features & apps
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
