Microsoft Teams + Mobilo Card

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.

  1. When this happens...
    Mobilo CardMobilo Card
    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.

    TriggerPolling
  2. automatically do this!
    Microsoft TeamsMicrosoft Teams
    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

  • Mobilo Card triggers, actions, and search

    New Lead (For Your Group)

    Triggers when a new lead has been created for your group (or department), within the organization.

    Trigger
    Polling
    Try It
    • TeamRequired

    Trigger
    Polling
    Try It
    • ChatRequired

    • Exclude messages by you?

    Trigger
    Polling
    Try It
    • TeamRequired

    Trigger
    Polling
    Try It
microsoft-teams logo
microsoft-teams logo

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

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  • Microsoft
  • Team Chat

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mobilo-card logo
mobilo-card logo

About Mobilo Card

The Smart Business Card. Share your contact details with a tap and turn your meetings into leads. The only digital business card with data analytics and link tracking.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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