FunnelCockpit + Microsoft Teams

Create Microsoft Teams messages for new FunnelCockpit contacts

Stay up-to-date with your CRM contacts by receiving alerts in Microsoft Teams when new contacts are added in FunnelCockpit. This automation workflow is triggered when a new CRM contact is created in FunnelCockpit and instantly sends a channel message in your specified Microsoft Teams channel. Keep your team informed and streamline communication to ensure everyone can act quickly on new contact information.

When this happens...
New CRM Contact
Triggers when a new CRM contact is created.
TriggerPolling
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.
ActionWrite

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Supported triggers and actions

- CRMRequired
Trigger
Polling
Try It
- FormRequired
Trigger
Instant
Try It
- WebinarRequired
Trigger
Polling
Try It
- EmailRequired
- First Name
- Last Name
- Email TagRequired
- Company
- Phone
- Zip code
- City
- Country
- UTM campaign
- UTM medium
- UTM source
- UTM term
- UTM content
- Digistore24 Affiliate ID
Action
Write
- WebinarRequired
- Date Count
- Max. 1 Date for next full hour
Action
Search

- TeamRequired
- ChannelRequired
- Member
- Highlight Word
Trigger
Polling
Try It
New Chat
Triggers when a new chat is created.
Trigger
Polling
Try It

- TeamRequired
- ChannelRequired
Trigger
Polling
Try It
- TeamRequired
- Channel NameRequired
- Description
- Favorite for All?
Action
Write
- Team Member(s)Required
- Message Text Format
- Message TextRequired
Action
Write
- TeamRequired
- Channel NameRequired
- Description
Action
Write
- TeamRequired
- Public ChannelRequired
- Message TextRequired
- Message Text Format
Action
Write
- ChatRequired
- Message Text Format
- Message TextRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- TeamRequired
- ChannelRequired
- Message IDRequired
Action
Search
- Chat IDRequired
- Message IDRequired
Action
Search
- TeamRequired
- Channel NameRequired
- Include Archived Channels
Action
Search

- Email Tag
Trigger
Polling
Try It
- SurveyRequired
Trigger
Polling
Try It
- CRMRequired
- EmailRequired
- Phone number
- First name
- Last name
- Company
- Zip code
- City
- UTM campaign
- UTM medium
- UTM source
- UTM term
- UTM content
- Digistore24 Affiliate ID
Action
Write
- WebinarRequired
- EmailRequired
- Start dateRequired
Action
Write
- TeamRequired
Trigger
Polling
Try It
- ChatRequired
- Exclude messages by you?
Trigger
Polling
Try It
- TeamRequired
Trigger
Polling
Try It
- TeamRequired
- ChannelRequired
Trigger
Polling
Try It
- Team MemberRequired
Action
Write
- ChatRequired
- MessageRequired
- Message TextRequired
- Message Text Format
Action
Write
- TeamRequired
- ChannelRequired
- Message IDRequired
- Message Text Format
- Reply ContentRequired
Action
Write
- TeamRequired
- ChannelRequired
- Message TextRequired
- Message Text Format
Action
Write
- Send ToRequired
- Message Text (Optional)
- Card TypeRequired
Action
Write
- TeamRequired
- Channel IDRequired
Action
Search
- Chat IDRequired
Action
Search
- Search byRequired
Action
Search

About FunnelCockpit

FunnelCockpit is your all-in-one marketing solution.

Learn more

Related categories

Contact Management

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 more