Microsoft Teams + Twozo CRM

Create chats and send messages in Microsoft Teams for new deals added in Twozo CRM

Boost team collaboration with this simplified workflow. Every time a new deal is added in the Twozo CRM, it triggers a chat creation and message in Microsoft Teams. This ensures constant updates on fresh business deals without the need for platform hopping. Streamline your communication processes and speed up decision-making with this integration.

When this happens...
New Deal Added
Triggers when a new deal is added.
TriggerInstant
automatically do this!
Create Chat and Send Message
Creates a new chat (one-on-one or group) and sends an initial message.
ActionWrite

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Supported triggers and actions

New Activity Added
Triggers when a new activity is added.
Trigger
Instant
Try It
New Contact Added
Triggers when a new contact is added.
Trigger
Instant
Try It
New Product Added
Triggers when a new product is added.
Trigger
Instant
Try It
Company Updated
Triggers when a company is updated.
Trigger
Instant
Try It
Deal Updated
Triggers when a deal is updated.
Trigger
Instant
Try It

Product Updated
Triggers when a product is updated.
Trigger
Instant
Try It
Add Followers to Contact
Add followers to the contact
Action
Write

Add Note to Company
Add note to the company
Action
Write
Add Note to Deal
Add note to the deal
Action
Write
Add Tags to Company
Add tags to the company
Action
Write
Add Tags to Deal
Add tags to the deal
Action
Write
Create Company
Creates a new company.
Action
Write
Create Deal
Creates a new deal.
Action
Write
Update Activity
Update the existing activity.
Action
Write
Update Contact
Update the existing contact.
Action
Write
Update Product
Update the existing product.
Action
Write
- 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

New Company Added
Triggers when a new company is added.
Trigger
Instant
Try It
New Deal Added
Triggers when a new deal is added.
Trigger
Instant
Try It
Activity Updated
Triggers when a activity is updated.
Trigger
Instant
Try It
Contact Updated
Triggers when a contact is updated.
Trigger
Instant
Try It
Deal Stage Updated
Triggers when a deal stage is updated.
Trigger
Instant
Try It
Add Followers to Company
Add followers to the company
Action
Write
Add Followers to Deal
Add followers to the deal
Action
Write
Add Note to Contact
Add note to the contact
Action
Write
Add Product to Deal
Add product to the deal
Action
Write
Add Tags to Contact
Add tags to the contact
Action
Write
Create Activity
Creates a new activity.
Action
Write
Create Contact
Creates a new contact.
Action
Write
Create Product
Creates a new product.
Action
Write
Update Company
Update the existing company.
Action
Write
Update Deal
Update the existing deal.
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 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

Related categories

Similar apps

About Twozo CRM

Twozo CRM is a powerful tool for managing customers, automating workflows across your business systems.

Related categories

CRM (Customer Relationship Management)

Microsoft Teams + Twozo CRM

Create chats and send messages in Microsoft Teams for new deals added in Twozo CRM

New Activity Added

New Contact Added

New Product Added

Company Updated

Deal Updated

Product Updated

Add Followers to Contact

Add Note to Company

Add Note to Deal

Add Tags to Company

Add Tags to Deal

Create Company

Create Deal

Update Activity

Update Contact

Update Product

New Channel Mention

New Chat

New Channel Message

Create Channel

Create Chat and Send Message

Create Private Channel

Send Bot Message

Send Chat Message

API Request (Beta)

Get Channel Message

Get Chat Message

Find Public Channels

New Company Added

New Deal Added

Activity Updated

Contact Updated

Deal Stage Updated

Add Followers to Company

Add Followers to Deal

Add Note to Contact

Add Product to Deal

Add Tags to Contact

Create Activity

Create Contact

Create Product

Update Company

Update Deal

New Channel

New Chat Message

New Team Member

New Reply to Message

Create One-on-One Chat

Edit Chat Message

Reply to Channel Message

Send Channel Message

Send Message with Card

Get Channel by ID

Get Chat by ID

Find Team Member

About Microsoft Teams

Related categories

Similar apps

Slack

Chatwork

Rocket.Chat

About Twozo CRM

Related categories