Send new Mobilo Card leads as channel messages in Microsoft Teams
Streamline your lead management with this workflow. When a new lead is added in the Mobilo Card app, a channel message is promptly sent in Microsoft Teams. This keeps your team updated in real-time, enhancing efficiency and communication within your organization.
Streamline your lead management with this workflow. When a new lead is added in the Mobilo Card app, a channel message is promptly sent in Microsoft Teams. This keeps your team updated in real-time, enhancing efficiency and communication within your organization.
- When this happens...New Lead (For Your Organization)
Triggers when a new lead is created for any employee in your organization. If you just want to set this up for your own account, use the New Lead (for your account) trigger.
- 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 Lead (For Your Account)
Triggers when a new lead has been created for your own account.
Try ItNew Lead (For Your Organization)
Triggers when a new lead is created for any employee in your organization. If you just want to set this up for your own account, use the New Lead (for your account) trigger.
Try ItTeamRequired
ChannelRequired
Member
Highlight Word
Try ItNew Chat
Triggers when a new chat is created.
Try It