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Microsoft Teams + Customerly Integrations

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

  • 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 Customerly

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

Customerly Integrations

Best ways to Integrate Microsoft Teams + Customerly

  • Microsoft Teams Customerly

    Microsoft Teams + Customerly

    Create or Update Lead to Customerly from New Team in Microsoft Teams Read More...
    Close
    When this happens...
    Microsoft Teams New Team
     
    Then do this...
    Customerly Create or Update Lead
  • Microsoft Teams Customerly

    Microsoft Teams + Customerly

    Create or Update User to Customerly from New Team in Microsoft Teams Read More...
    Close
    When this happens...
    Microsoft Teams New Team
     
    Then do this...
    Customerly Create or Update User
  • Microsoft Teams Customerly

    Microsoft Teams + Customerly

    Add User Tag in Customerly when New Team is created in Microsoft Teams Read More...
    Close
    When this happens...
    Microsoft Teams New Team
     
    Then do this...
    Customerly Add User Tag
  • Microsoft Teams Customerly

    Microsoft Teams + Customerly

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

    Microsoft Teams + Customerly

    Create or Update User to Customerly from New Message Posted to Channel in Microsoft Teams Read More...
    Close
    When this happens...
    Microsoft Teams New Message Posted to Channel
     
    Then do this...
    Customerly Create or Update User
  • 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 + Customerly in easier way

It's easy to connect Microsoft Teams + Customerly 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 Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    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 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.

How Microsoft Teams & Customerly 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 Customerly 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 Customerly .

    (2 minutes)

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

Integration of Microsoft Teams and Customerly

Microsoft Teams ia a chat-based workspace in Office 365 that bring together the people, apps and tops you need to cplaborate, easily communicate and get work done. It’s where conversations with cpleagues flow naturally, enabling you to get more done across your organization. It forges a more natural communication environment that keeps everyone informed and organized.

Customerly is a platform that brings together sales, marketing and customer support teams to give companies a single view of their customers, so they can communicate with them in a contextual way that gives each customer the best experience possible. The platform delivers a personalised email experience based on each person’s interests, preferences and purchase history.

  • Integration of Microsoft Teams and Customerly
  • Microsoft teams and Customerly provide a very good cplaboration experience for sales, marketing and customer support teams. Both sputions have similar functionalities in terms of cplaboration, messaging and tracking usage data of its users.

    Customerly is a top that creates email templates based on user profiles. Using these profiles the emails can be sent at the right time with the right content. Microsoft Teams does not have that capability and it can only send email templates created by users themselves. This means that in order to know what specific information to include in an email template for a specific user, it needs to be sent manually by the support team. For example, if a new customer buys something from a company, the support team has to send an email with this information manually, instead of automatically adding this information to a template. Therefore creating an integration between these two products would enable the support team to send a template-based email for each new customer that buys something from the company.

    The process to integrate Microsoft Teams and Customerly 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.