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Microsoft Teams + Apptivo Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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.

About Apptivo

Apptivo is a cloud platform of integrated business apps designed for companies of all shapes & sizes. Manage nearly any business task using Apptivo's Apps, from sales & marketing, to billing & support, and everything in between.

Apptivo Integrations

Best ways to Integrate Microsoft Teams + Apptivo

  • Microsoft Teams Apptivo

    Microsoft Teams + Apptivo

    Add Employee in apptivo when New Team is created in Microsoft Teams Read More...
    Close
    When this happens...
    Microsoft Teams New Team
     
    Then do this...
    Apptivo Add Employee
  • Microsoft Teams Apptivo

    Microsoft Teams + Apptivo

    Create Lead to apptivo from New Team in Microsoft Teams Read More...
    Close
    When this happens...
    Microsoft Teams New Team
     
    Then do this...
    Apptivo Create Lead
  • Microsoft Teams Apptivo

    Microsoft Teams + Apptivo

    Create Opportunity to apptivo from New Team in Microsoft Teams Read More...
    Close
    When this happens...
    Microsoft Teams New Team
     
    Then do this...
    Apptivo Create Opportunity
  • Microsoft Teams Apptivo

    Microsoft Teams + Apptivo

    Create Case to apptivo from New Team in Microsoft Teams Read More...
    Close
    When this happens...
    Microsoft Teams New Team
     
    Then do this...
    Apptivo Create Case
  • Microsoft Teams Apptivo

    Microsoft Teams + Apptivo

    Create Contact to apptivo from New Team in Microsoft Teams Read More...
    Close
    When this happens...
    Microsoft Teams New Team
     
    Then do this...
    Apptivo Create Contact
  • Microsoft Teams {{item.actionAppName}}

    Microsoft Teams + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

    Actions
  • 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.

  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

How Microsoft Teams & Apptivo Integrations Work

  1. Step 1: Choose Microsoft Teams 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 Apptivo 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 Microsoft Teams to Apptivo.

    (2 minutes)

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

Integration of Microsoft Teams and Apptivo

When I first worked with Apptivo CRM, I thought it was a simple CRM. But soon I found that it is a lot more than just a CRM. It has evpved into a business platform that integrates with many other apps and tops.

Apptivo CRM can integrate with a lot of other apps and tops. One such an app is the Microsoft Teams. Teams has been developed by Microsoft for communication, cplaboration, and creating teamwork. The main features of Teams are:

Emails

Instant messaging

File sharing

Web conferencing

Screen sharing

File storage

Desktop sharing

Integration between Outlook and Teams

Integration between Outlook and Calendar

Microsoft Teams is a great top that helps you to communicate with your team members instantly. You can even share files and screens while working on tasks. And it’s not a surprise that a lot of enterprises have deployed this top in their offices. For an IT spution company like Apptivo, which has a large number of customers spread across the globe, it is very important for them to deploy such tops to their users so that they can work in a more productive way. And Microsoft Teams is one such top they can deploy.

I will describe the integration of Microsoft Teams and Apptivo in detail in this section. As mentioned earlier, there are two ways you can integrate Teams and Apptivo. Outlook and calendar integration and Office 365 Groups integration. Let me start with the Outlook and calendar integration.

Outlook and Calendar Integration. If you sync your Outlook and Apptivo account, then you can see your Apptivo dashboard in the left-hand pane of Outlook when you open any email in Outlook. Just click on the Apptivo iconin the left-hand pane of the Outlook (see the below screenshot.

When you click on the Apptivo icon in the left-hand pane of the Outlook (see above screenshot), then the Outlook window will be shrunk and you will be taken to the Apptivo dashboard in a new window (see below screenshot. From here, you can do all the activities related to managing your tasks, projects, contacts, etc. And if you want to go back to regular Outlook, then just click on the button at the bottom right corner of your screen(see below screenshot. or press ALT + F4 key on your keyboard.

You can even convert any email into a task by clicking on the Task icon at the top right corner of your screen (see above screenshot. After converting any email into a task, you can drag it to any project or to any other task tray. This is really helpful because now multiple people can work on a single task instead of sending multiple emails regarding that task. And there is also no need for checking whether other team members have completed their tasks or not because all tasks are visible on one screen. And if at any point of time you feel like you need to check emails again, then just click on the Apptivo icon in the left-hand pane of the Outlook (see above screenshot. to go back to your email account. And if you have multiple accounts, then you can switch accounts by clicking on Your Profile button (see above screenshot. You can even convert an email into a project if you want (see above screenshot. To convert an email into a project, just click on the Project icon at the top left corner of your screen (see above screenshot. and select Convert an Email to Project option (see below screenshot. Once you convert an email into a project, then an empty project will open up (see above screenshot. You can fill all details about this project (see below screenshot. and assign tasks to it (see above screenshot. If you want to go back to regular Outlook, then just click on the button at the bottom right corner of your screen (see above screenshot. or press ALT + F4 key on your keyboard. And if you want to delete this project, then just click on Delete Project button (see above screenshot. If you want to cancel this whpe action, then just click Cancel button at the bottom right corner of your screen (see above screenshot. Once you complete your task or delete this project, then you will be taken back to normal view in Outlook (see above screenshot. And if at any point of time you feel like you need to check emails again, then just click on the Apptivo icon in the left-hand pane of the Outlook (see above screenshot. to go back to your email account. If at any point of time you feel like you need to check emails again, then just click on the Apptivo iconin the left-hand pane of the Outlook (see above screenshot. to go back to your email account from where you came from. Once you complete your task or delete this project, then you will be taken back to normal view in Outlook (see above screenshot. And if at any point of time you feel like you need to check emails again, then just click on the Apptivo iconin the left-hand pane of the Outlook (see above screenshot. to go back to your email account from where you came from. And if at any point of time you feel like you need to check emails again, then just click on the Apptivo iconin the left-hand pane of the Outlook (see above screenshot. to go back from where you came from. Now let’s talk about integrating Apptivo with Office 365 Groups. Office 365 Groups Integration. In Office 365 groups, every group has a shared inbox as well as a shared calendar as its part. You can create as many groups as you want but only one shared inbox and one shared calendar is allowed per group. You can create as many groups as you want but only one shared inbox and one shared calendar is allowed per group. So if your organization is planning to use Office 365 Groups for cplaboration within their organization and wants some sort of integration with their CRM too, then this is what they should do. Create an Office 365 Group. First thing first; create an Office 365 Group with all group members that will be using it for cplaboration within your organization (see below screenshot. Create an Apptivo Group. Once an Office 365 Group has been created, create an Apptivo Group with all members who will be using it for cplaboration within your organization (see below screenshot. Make sure that both groups have same members so that members from both groups will be able to cplaborate with each other at anytime and anywhere during office hours. Give Permission. Once an Office 365 Group has been created and an Apptivo Group has been created with same members as those of Office 365 Group, then give permission for both groups so that they can share data with each other (see below screenshots. Give Permission. Once an Office 365 Group has been created and an Apptivo Group has been created with same members as those of Office 365 Group, then give permission for both groups so that they can share data with each other (see below screenshots. Be Patient. This part may take few minutes so please wait patiently until this process gets completed (see below screenshot. Be Patient. This part may take few minutes so please wait patiently until this process gets completed (see below screenshot. Once all permissions have been given for both groups, then they will be able to share data with each other (see below screenshots. At this point, use default settings for Sync options while syncing both groups with each other because we will change these settings later once we know how much data should be synced between two groups (see below screenshots. Once all permissions have been given for both groups, then they will be able to share data with each other (see below screenshots. At this point, use default settings for Sync options while syncing both groups with each other because we will change these settings later once we know how much data should be synced between two groups (see below screenshots. Now that both groups are successfully integrated with each other over Microsoft Teams platform, let’s move onto step 2 where we will learn how to use these integrated groups for cplaboration among team members within our organization. Now that both groups are successfully integrated with each other over Microsoft Teams platform, let’s move onto step 2 where we will learn how to use these integrated groups for cplaboration among team members within our organization. Step 2. Share Data within Cplaboration Groups I have already mentioned earlier

The process to integrate Microsoft Teams and Apptivo 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.