Integrate Zoho CRM with Microsoft Teams

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Get a message in Microsoft Teams when a lead is created in Zoho CRM



Get a notification in your team chat app automatically when there's a new lead in your CRM. This flow posts a message in Microsoft Teams when a new lead is created in Zoho CRM.

How it works
1) A lead is created in Zoho CRM.
2) Zoho Flows sends a notification in Microsoft Teams.
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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

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

All Triggers - A trigger kickstarts the flow

Entry created or updated

Triggers when a record entry is created or updated

New note

Triggers when a new note is added

User created or updated

Triggers when the details of an existing user are created or updated

New module entry

Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

New module

Triggers when a new module is created

New lead

Triggers when a new lead is created

New contact

Triggers when a new contact is created

Updated module entry

Triggers when an entry is updated in the selected module

New user

Triggers when a new user is created

Updated deal

Triggers when an existing deal is updated

Channel created

Triggers when a new channel is created in the selected team

Event created

Triggers when a new event is created

All Actions - Actions are the automated tasks

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

Add note

Adds a note to the selected module

Create or update contact

Creates a new contact. Updates the contact details if the email already exists.

Remove tags

Removes tags from the specified record

Draft email template

Drafts an email based on the selected template

Update module entry

Updates the specified module entry

Send email template

Sends an email to the specified users

Send mail merge

Sends a mail merge with details of the selected record

Update related module entry

Relates an entry in this module with an entry in another module

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

Add tags

Adds tags to the specified record

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

Convert lead to contact

Converts a lead to a contact

Add user

Adds a new user

Update user

Updates the details of an existing user based on user ID

Fetch user

Fetches the details of an existing user by name or email address

Fetch lead

Fetches a lead by email address or unique ID

Fetch contact

Fetches a contact by email address, unique ID, or name

Fetch inventory template

Fetches an inventory template using ID

Fetch email template

Fetches an email template by name

Fetch event

Fetches an event by its title or unique ID

Clone module entry

Clones an existing module entry

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

Cancel call

Cancels a event

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

Add user to channel

Adds the specified user to a channel

Create event

Creates a new event

Post message to channel

Posts a message in the selected channel

Post message to chat

Posts a message to the specified chat

Create channel

Creates a new channel in the selected team

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

Fetch channel

Fetches a channel by it's name

Fetch user by name or email

Fetches user by name or email

Cancel event

Cancels the specified event

Fetch event

Fetches the details of an existing event by title or ID

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.

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.

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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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 the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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