Microsoft Teams + ShareBuilders
Get notified in Microsoft Teams about new ShareBuilders CRM accounts
After you set up this template, Zapier will automatically notify a chosen Microsoft Teams channel when a new account is created in ShareBuilders CRM. This is an effortless way to keep your team up-to-date and ready to take action.
After you set up this template, Zapier will automatically notify a chosen Microsoft Teams channel when a new account is created in ShareBuilders CRM. This is an effortless way to keep your team up-to-date and ready to take action.
- When this happens...New Company Account
Triggers when a new company account is created.
- automatically do this!Send Bot Message
Sends a message to a public channel from the Zapier bot. Requires installation of the Zapier app from the Teams Store.
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New Company Account
Triggers when a new company account is created.
Try ItNew Contact
Triggers when a new contact is created.
Try ItCompany NameRequired
Lead OwnerRequired
Lead SourceRequired
Company Website
Product Category
Related Contact First Name
Related Contact Last Name
Related Contact Email
Related Contact Business Phone
Related Contact Mobile Phone
Related Contact Title
Related Contact Category
Id
Value
Activity SubjectRequired
Activity DateRequired
New Company Lead
Triggers when a new company lead is created.
Try ItType
SubjectRequired
Activity Notes
Activity DateRequired
Activity Start TimeRequired
Activity DurationRequired
Activity Location
Assigned To
Related Contact
Source
Contact Identification
First Name
Last Name
Title
Email Address
Business Phone
Mobile Phone
Source
Address One
Address Two
City
State
Postal Code
Private Contact
eMarketing Opt-In
Company Name
Category
Contact Notes
Company Lead NameRequired
