Integrate Agile CRM with Microsoft Teams
Send information between Agile CRM and Microsoft Teams automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Agile CRM and Microsoft Teams using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Deal
Triggers when a new deal is created
New Ticket
Triggers when a new ticket is created
New Task
Triggers when a new task is created
Event created
Triggers when a new event is created
Channel created
Triggers when a new channel is created in the selected team
All Actions - Actions are the automated tasks
Create Deal
Creates a new deal
Create Company
Creates a new company
Create Contact
Creates a new contact
Create Event
Creates a new event
Add note to deal
Adds a note to an existing deal
Create Task
Creates a task for the selected contact
Create Ticket
Creates a new ticket
Add note to contact
Adds a note to an existing contact
Update Company
Updates the details of an existing Company based on company ID
Update Task
Updates the details of an existing Task based on task ID
Create event
Creates a new event
Add user to channel
Adds the specified user to a channel
Create channel
Creates a new channel in the selected team
Post message to chat
Posts a message to the specified chat
Post message to channel
Posts a message in the selected channel
Update event
Updates the details of an existing event
Fetch user by name or email
Fetches user by name or email
Fetch channel
Fetches a channel by it's name
Fetch chat by display name or email
Fetches a one-on-one chat by display name or email address
Cancel event
Cancels the specified event
Fetch event
Fetches the details of an existing event by title or ID
What is Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
Similar apps
What is Microsoft Teams?
Microsoft Teams is group chat software. You can host online meetings, make calls, and effectively collaborate with your team on chat.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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