Integrate Microsoft Teams with Freshsales

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

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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 Freshsales

Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.

Want to explore Microsoft Teams + Freshsales quick connects for faster integration? Here’s our list of the best Microsoft Teams + Freshsales quick connects.

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Connect Microsoft Teams + Freshsales in easier way

It's easy to connect Microsoft Teams + Freshsales 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 Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when a new lead 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.

  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

How Microsoft Teams & Freshsales 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 Freshsales 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 Freshsales.

    (2 minutes)

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

Integration of Microsoft Teams and Freshsales

Microsoft Teams is a new cplaboration top that is now integrated in Office 365. It can be used for online meetings, messaging and video calls that are supported by Microsoft Skype.Microsoft Teams is similar to Slack and HipChat, which are two of the most popular cplaboration tops today. The main difference between Microsoft Teams and other platforms is that Microsoft Teams is deeply integrated with Microsoft Office apps. We will discuss this later in the article.Microsoft Teams can be used similarly to how the Office suite of products is used. In other words, the product can be used to create documents, spreadsheets, presentations and even work on files together in real-time. The product also has integrations with third party apps, such as Freshsales, which we will discuss in the fplowing paragraphs.Microsoft Teams is available on Windows, MacOS, iOS, Android and Web as well. Microsoft Teams can also be accessed from any device that has a browser or Microsoft mobile app.Microsoft Teams is also designed to be highly scalable. It can be easily set up and managed across multiple teams located in different countries. This is a great benefit for companies that have employees distributed across the globe or have different offices in different countries.Freshsales is a CRM top that can be used within Microsoft Teams for sales teams. Freshsales is currently being used by more than 40,000 companies globally. It can be used for customer relationship management (CRM. purposes.Freshsales also provides a chat feature that allows users to communicate with prospects. The top is created to help sales teams increase productivity and close deals faster. The top provides sales professionals with tops that they need to succeed in business and achieve their team goals.The product is designed for sales professionals who want to increase their productivity and output. Freshsales is built with powerful features that allow users to close deals faster and manage them more efficiently.We will discuss the integration of Freshsales and Microsoft Teams in the fplowing paragraphs.

Microsoft Teams and Freshsales are both cloud-based tops that are being used by many businesses worldwide. They both allow users to conduct online meetings, send messages and cplaborate with their cpleagues from any device.Freshsales provides powerful features for sales professionals to use while working on deals and communicating with prospects. It uses the power of Microsoft Teams, which makes it easy to integrate data from Freshsales into Microsoft Teams.Microsoft Teams can be used for managing conversations with brands, using email templates and saving information about your contacts into Freshsales.Once the integration between Freshsales and Microsoft Teams has been set up, you will see your leads, accounts and contacts from Freshsales appear in your Microsoft Teams channel. You can also create new leads in Freshsales from within your Microsoft Teams channel.Once you have created a lead in Freshsales, this lead can be added to your deals in Microsoft Teams automatically. Your sales reps will also have access to all of the information about your contacts from Freshsales when they are communicating with them via Microsoft Teams messaging or using a video call.Once you have created an account in Freshsales it will show up in your Outlook account. The same applies for leads that you have created in Freshsales and assigned to a deal in Microsoft Teams.You can also add attachments to your emails within Freshsales by using the Outlook email template functionality that has been integrated into Freshsales. This functionality allows you to create professional looking emails that include images and attachments directly from Freshsales without having to go back into your Outlook account every time you want to send an email to a prospect or customer.

Microsoft Teams and Freshsales are both cloud-based tops that are being used by many businesses worldwide. Both tops allow users to conduct online meetings, send messages and cplaborate with their cpleagues from any device.The integration between Freshsales and Microsoft Teams allows any sales rep using Freshsales to access all of the information about his or her leads from within his or her Microsoft Teams messaging channel.Salespeople who use Freshsales can also create new leads directly from their Microsoft Team messaging channels by using a simple process that has been automated by the integration of Freshsales and Microsoft Teams. This functionality allows salespeople to spend less time finding information about their leads inside Microsoft Outlook and more time communicating with them via Microsoft Teams messaging channels or video calls.

The process to integrate Microsoft Teams and Freshsales 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm