Integrate Microsoft Teams with Zoho CRM
Send information between Microsoft Teams and Zoho CRM automatically, without writing any code, using Zoho Flow.
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Get a message in Microsoft Teams when a lead is created in Zoho CRM
How it works
Get a message in Microsoft Teams when a lead is created in Zoho CRM
Zoho CRM + Microsoft Teams
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Supported 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 contact
Triggers when a new contact is created
New note
Triggers when a new note is added
Entry created or updated
Triggers when a record entry is created or updated
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New lead
Triggers when a new lead is created
User created or updated
Triggers when the details of an existing user are created or updated
New module
Triggers when a new module is created
Updated deal
Triggers when an existing deal is updated
New user
Triggers when a new user is created
Updated module entry
Triggers when an entry is updated in the selected module
All Actions - Actions are the automated tasks
Create event
Creates a new event
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 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
Add tags
Adds tags to the specified record
Convert lead to contact
Converts a lead to a contact
Add user
Adds a new user
Send mail merge
Sends a mail merge with details of the selected record
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Send email template
Sends an email to the specified users
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Raise signal
Raises a signal to Zoho CRM
Remove tags
Removes tags from the specified record
Add note
Adds a note to the selected module
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Update related module entry
Relates an entry in this module with an entry in another module
Update module entry
Updates the specified module entry
Update user
Updates the details of an existing user based on user ID
Fetch event
Fetches an event by its title or unique ID
Fetch user
Fetches the details of an existing user by name or email address
Fetch email template
Fetches an email template by name
Fetch lead
Fetches a lead by email address or unique ID
Fetch account
Fetches an account by its name or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch inventory template
Fetches an inventory template using ID
Clone module entry
Clones an existing module entry
Fetch contact
Fetches a contact by email address, unique ID, or name
Delete module entry
Deletes the specified entry
Fetch module entry
Fetches a module entry by the specified values
Fetch product
Fetches a product by its name or unique 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.
Similar apps
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
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