Integrate Microsoft Teams with Mercately

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

Build your own integrations between Microsoft Teams and Mercately

Connect Microsoft Teams and Mercately 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 Mercately 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

Customer created

Triggers when a new customer is created

All Actions - Actions are the automated tasks

Create channel

Creates a new channel in the selected team

Post message to channel

Posts a message in the selected channel

Post message to chat

Posts a message to the specified chat

Add user to channel

Adds the specified user to a channel

Create event

Creates a new event

Update event

Updates the details of an existing event

Fetch channel

Fetches a channel by it's name

Fetch user by name or email

Fetches user by name or email

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 customer

Creates a new customer

Update deal

Updates the details of an existing deal

Update customer

Updates the details of an existing customer

Fetch customer by ID

Fetches the details of an existing customer using ID

Fetch deal by ID

Fetches the details of an existing deal using ID

Fetch customer using search parameter

Fetches the details of an existing customer using search parameter

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 Mercately?

Mercately is a CRM platform that helps businesses manage sales and customer communications through WhatsApp and other channels.

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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We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back.

Owain ap Rees

Director of Sales, CASIOPE

We are very pleased with Zoho, especially Zoho Flow. Zoho Flow has helped us break down data silos and ensured our teams work together seamlessly. It has streamlined our processes and systems, resulting in around an 80% reduction in our tickets and escalations. We didn’t need to hire a developer, as Zoho Flow is highly user-friendly and easy to use.

Mattias Johansson

CEO, Infinite Solutions

Zoho Flow has made our merchant onboarding at least 15 times faster—from 15 days down to under 24 hours. It also keeps our data in sync across our business apps in real time, so we're making decisions on current and accurate information.

Hugo Garcia

CEO, SHARC Energy

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