Integrate Microsoft Teams with Agile CRM

Send information between Microsoft Teams and Agile CRM automatically, without writing any code, using Zoho Flow.

Build your own integrations between Microsoft Teams and Agile CRM

Connect Microsoft Teams and Agile CRM with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Microsoft Teams and Agile CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Event created

Triggers when a new event is created

Channel created

Triggers when a new channel is created in the selected team

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

All Actions - Actions are the automated tasks

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

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

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.

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.

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.

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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.

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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

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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