Out of all the team chat apps out there, Microsoft Teams' distinct advantage is its integration with Microsoft 365 products such as Excel and Outlook. Streamlining work and communication is a huge plus for small businesses needing to move quickly.
But what if you could connect all your apps to Microsoft Teams? That's not a hypothetical. If your business uses an app that doesn't have a built-in integration with Microsoft Teams, Zapier can help.
We connect web apps to automate the tedious stuff in your day. Our automatic workflows—which we call Zaps—send information from one app to another, so you don't have to hop between different apps to make things happen.
Microsoft Teams users rely on Zapier to track marketing efforts, coordinate sales, inform important business decisions, and more. We've collected a few recommended Zaps to get you started. Just click on any Use this Zap button and we'll guide you through the set-up process. You can read more about setting up Zaps here and learn how to use Zapier within MIcrosoft Teams.
Table of contents
You'll need a Zapier account to use the workflows in this piece. If you don't have an account yet, it's free to get started.
Stay up-to-date on marketing efforts
Marketing is a ton of work. To capture even one person's attention, you have to be in all the places: Google search, social media, SMS, and so on. And once you're in all the places, you need to not only track those efforts, but respond appropriately when necessary.
These Zaps will send updates to a Team channel, so you can keep track whenever someone leaves a Google review on your business, sends a message to your business Facebook page, and more.
Send Microsoft Teams channel messages for new Google My Business reviews
Send channel messages in Microsoft Teams when new attendees register on Eventbrite
Transmit messages to Microsoft Teams with new Facebook posts
Send Microsoft Teams channel messages for new messages sent to pages in Facebook Messenger
Send Microsoft Teams channel message for new Twilio SMS
If all goes well, your marketing efforts will generate leads. Many form and lead management apps have their own notifications, but if they come in by email or are only accessible in that app, there's a risk of overlooking one that will turn into a sale.
Use an automatic workflow to send notifications of new leads to a specific Teams channel. Members of your sales team can jump in and claim specific ones to follow up on, so you'll never have to worry about whether a lead went unclaimed.
Send Microsoft Teams channel messages for new HubSpot contacts
Send messages to Microsoft Teams channels for new Typeform entries
Send messages in Microsoft Teams when new leads are created in Facebook Lead Ads
Post new Salesforce leads to Microsoft Teams channels
Get sales updates
Your business is acquiring all these new leads, but are you making any sales? Most customer relationship management (CRM) apps will have some kind of dashboard illustrating where specific opportunities are in the sales process. While it's important to have a big-picture view of your sales pipeline, you also need to act quickly when there's a major change. For example, if a deal closes successfully, you need to make sure you get paid.
These Zaps will send a notification to a specific Teams channel whenever an opportunity moves to a stage in your sales pipeline.
Send channel messages in Microsoft Teams when new deals are accepted in Teamleader Focus
Send channel messages in Microsoft Teams when new invoices are paid in Teamleader Focus
Track document changes
Many spreadsheet apps allow multiple collaborators, which is a lifesaver for folks who tend to break spreadsheet formulas or just need a little extra help updating an expense report.
You can use a Zap to automatically notify you in Microsoft Teams whenever there's a new row or updated information in your favorite spreadsheet app.
Send messages in Microsoft Teams from new Airtable records
Post to Microsoft Teams channels with new or updated Google Sheets rows
The great thing about Microsoft Teams is that it virtually eliminates internal emails. Unfortunately, you still have to monitor your email if you're communicating with potential clients, vendors, and other outside people.
If you're spending the majority of your time in chat, emails will pile up quickly. (I speak from experience.) Try these Zaps, which will send a message in a Teams channel or chat whenever you receive an email.
Get alerts in Microsoft Teams for new emails in Microsoft Outlook
Send new inbound emails to Microsoft Teams channels
Send new parsed emails to Microsoft Teams channels
Send Microsoft Teams messages for new Microsoft Office 365 emails
You can use filter steps to refine these alerts, so you can avoid newsletter subscriptions from clogging your Teams notifications.
Get important reminders
You likely spend a significant amount of time in Microsoft Teams, so why not use it as a place for team reminders? For things you need done on a schedule—hourly, daily, weekly, monthly, quarterly—you can use Schedule to send the messages for you. Here are a few we recommend:
Post a random GIF from GIPHY every week on Microsoft Teams
If you need to remind your team about an upcoming meeting, you can use Zapier to automatically send a reminder message whenever there's an upcoming event on your calendar.
Post to Microsoft Teams channels when new Google Calendar events start
What if you work with tools that don't integrate with Zapier? If your apps have webhook functionality, you can use webhooks to connect your must-have platforms with Microsoft Teams.
Send Microsoft Teams messages from new caught webhooks
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Take your team chat to the next level
This is just the start of all that you can do with Microsoft Teams and Zapier. Zapier supports thousands of apps, so you automate almost any task at work. Start building your Zap now and see what you can create.