Capsule CRM + Microsoft Teams
Send Microsoft Teams channel messages for new or updated Capsule CRM opportunities
Keep your team informed about new or updated opportunities in Capsule CRM by sending channel messages in Microsoft Teams. This workflow streamlines communication, ensuring everyone stays on the same page, making it easy for your team to stay organized and collaborate on deals.
Keep your team informed about new or updated opportunities in Capsule CRM by sending channel messages in Microsoft Teams. This workflow streamlines communication, ensuring everyone stays on the same page, making it easy for your team to stay organized and collaborate on deals.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- 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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About Capsule CRM
Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
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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.
