Integrate Customerly with Microsoft Teams

Appy Pie Connect allows you to automate multiple workflows between Customerly and Microsoft Teams

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About Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

About Microsoft Teams

Microsoft Teams is a hub for teamwork, productivity, and collaboration. It brings together your chat, meetings, notes, people, and tools into one place. And it's accessible from anywhere, on any device.

Microsoft Teams Integrations
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Best Customerly and Microsoft Teams Integrations

  • Customerly  Integration Microsoft Teams Integration

    Customerly + Microsoft Teams

    Add Member in Microsoft Teams when New Lead is created in Customerly Read More...
    Close
    When this happens...
    Customerly  Integration New Lead
     
    Then do this...
    Microsoft Teams Integration Add Member
  • Customerly  Integration Microsoft Teams Integration

    Customerly + Microsoft Teams

    Send Channel Messages in Microsoft Teams when New Lead is created in Customerly Read More...
    Close
    When this happens...
    Customerly  Integration New Lead
     
    Then do this...
    Microsoft Teams Integration Send Channel Messages
  • Customerly  Integration Microsoft Teams Integration

    Customerly + Microsoft Teams

    Create Channel to Microsoft Teams from New Lead in Customerly Read More...
    Close
    When this happens...
    Customerly  Integration New Lead
     
    Then do this...
    Microsoft Teams Integration Create Channel
  • Customerly  Integration Microsoft Teams Integration

    Customerly + Microsoft Teams

    Delete user in Microsoft Teams when New Lead is created in Customerly Read More...
    Close
    When this happens...
    Customerly  Integration New Lead
     
    Then do this...
    Microsoft Teams Integration Delete user
  • Customerly  Integration Microsoft Teams Integration

    Customerly + Microsoft Teams

    Send Chat Message in Microsoft Teams when New Lead is created in Customerly Read More...
    Close
    When this happens...
    Customerly  Integration New Lead
     
    Then do this...
    Microsoft Teams Integration Send Chat Message
  • Customerly  Integration {{item.actionAppName}} Integration

    Customerly + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Customerly + Microsoft Teams in easier way

It's easy to connect Customerly + Microsoft Teams without coding knowledge. Start creating your own business flow.

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • New Chat

    Trigger every time a new chat is created.

  • New Chat Message

    Trigger every time a new chat message is created.

  • New Meeting

    Trigger every time a new meeting is created.

  • New Message Posted to Channel

    Triggers when a new message is posted to a specific #channel you choose.

  • New Team

    Trigger every time a new team is created.

  • New User

    Trigger every time a new user is added in the group's user list.

    Actions
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • Add Member

    Add new member in a group.

  • Create Channel

    Creates a new channel.

  • Create Chat

    Creates a new chat.

  • Create Meeting

    Create a meeting

  • Delete user

    Delete an user from an Ms Team group.

  • Send Channel Messages

    Post a new message to a channel you choice.

  • Send Chat Message

    Send Chat Message.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Customerly & Microsoft Teams Integrations Work

  1. Step 1: Choose Customerly as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Microsoft Teams as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Customerly to Microsoft Teams.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Customerly and Microsoft Teams

Microsoft’s corporate products have been always been a good choice for small to medium size companies. It was a blend of various software tops that had all the functions needed by a company. In the past few years, Microsoft has been continuously introducing new products and services in the market, all of which are unique and useful, but not necessarily targeted towards a specific industry. Thus, one of the biggest challenges for a business is finding a product that meets their needs.

In this paper, I will discuss about a new product that was announced by Microsoft on November 15th, 2017. The product was named “Customerly” and it is intended to be an integration between Microsoft Teams and ServiceNow. The purpose of Customerly is to make customer management easier by allowing more efficient communication between businesses and their customers. In addition, Customerly will allow more cplaboration between employees inside a business, thus helping them complete tasks faster and more efficiently. This integration will also help Microsoft to shift its focus from being a service provider to being a platform provider.

  • Integration of Customerly and Microsoft Teams
  • Customerly is an app that can be integrated into a company’s Microsoft Teams account. The app allows users to perform many tasks such as receiving notifications from ServiceNow, scheduling meetings with clients, sharing files via Slack, receiving updates from ServiceNow, creating reports from the data gathered from ServiceNow and other activities. In addition, users can create custom workflows so that they can automate their processes within Microsoft Teams. Furthermore, Customerly has a wide range of features that allow users to view information from ServiceNow in a simple and modern format via the app. The user can then manage their customer’s information through a web application or a mobile application.

  • Benefits of Integration of Customerly and Microsoft Teams
  • The integration of these two apps will provide many benefits for both Microsoft Teams and ServiceNow users, including:

    First, it will allow users to create reports based on data gathered from ServiceNow through another app called “ServiceNow Analytics”. In addition, it will allow users to create custom workflows that will improve the efficiency of their teams and help them complete tasks faster and more efficiently. Another benefit is that users can manage their customer’s information through both web and mobile applications.

    Customerly is an app that can be integrated into a company’s Microsoft Teams account. The app allows users to perform many tasks such as receiving notifications from ServiceNow, scheduling meetings with clients, sharing files via Slack, receiving updates from ServiceNow, creating reports from the data gathered from ServiceNow and other activities. In addition, users can create custom workflows so that they can automate their processes within Microsoft Teams. Furthermore, Customerly has a wide range of features that allow users to view information from ServiceNow in a simple and modern format via the app. The user can then manage their customer’s information through a web application or a mobile application.

    The process to integrate 403 Forbidden and 403 Forbidden may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.