Microsoft Teams + Customerly Integrations
Appy Pie Connect allows you to automate multiple workflows between Microsoft Teams and Customerly
- No code
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- Lightning Fast Setup
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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 IntegrationsBest ways to Integrate Microsoft Teams + Customerly
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Microsoft Teams + Customerly
Create or Update Lead to Customerly from New Team in Microsoft Teams Read More...When this happens...
New Team
Then do this...
Create or Update Lead
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Microsoft Teams + Customerly
Create or Update User to Customerly from New Team in Microsoft Teams Read More...When this happens...
New Team
Then do this...
Create or Update User
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Microsoft Teams + Customerly
Add User Tag in Customerly when New Team is created in Microsoft Teams Read More...When this happens...
New Team
Then do this...
Add User Tag
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Microsoft Teams + Customerly
Create or Update Lead to Customerly from New Message Posted to Channel in Microsoft Teams Read More...When this happens...
New Message Posted to Channel
Then do this...
Create or Update Lead
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Microsoft Teams + Customerly
Create or Update User to Customerly from New Message Posted to Channel in Microsoft Teams Read More...When this happens...
New Message Posted to Channel
Then do this...
Create or Update User
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When this happens...
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It's easy to connect Microsoft Teams + Customerly without coding knowledge. Start creating your own business flow.
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New Chat
Trigger every time a new chat is created.
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New Chat Message
Trigger every time a new chat message is created.
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New Meeting
Trigger every time a new meeting is created.
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New Message Posted to Channel
Triggers when a new message is posted to a specific #channel you choose.
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New Team
Trigger every time a new team is created.
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New User
Trigger every time a new user is added in the group's user list.
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New Lead
Triggers when a new lead is created.
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New User
Triggers when a new user is created.
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Add Member
Add new member in a group.
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Create Channel
Creates a new channel.
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Create Chat
Creates a new chat.
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Create Meeting
Create a meeting
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Delete user
Delete an user from an Ms Team group.
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Send Channel Messages
Post a new message to a channel you choice.
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Send Chat Message
Send Chat Message.
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Add User Tag
Attach a tag to an existing user or lead.
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Create or Update Lead
Creates or updates a lead.
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Create or Update User
Creates or updates a new user.
How Microsoft Teams & Customerly Integrations Work
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Step 1: Choose Microsoft Teams as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Customerly as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Microsoft Teams to Customerly .
(2 minutes)
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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.
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.
