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Microsoft Teams + Zoho CRM Integrations

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

  • 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 Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

Zoho CRM Integrations
Zoho CRM Alternatives

Looking for the Zoho CRM Alternatives? Here is the list of top Zoho CRM Alternatives

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Best ways to Integrate Microsoft Teams + Zoho CRM

  • Microsoft Teams Zoho CRM

    Microsoft Teams + Zoho CRM

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

    Microsoft Teams + Zoho CRM

    Create/Update Contact to Zoho CRM from New Team in Microsoft Teams Read More...
    Close
    When this happens...
    Microsoft Teams New Team
     
    Then do this...
    Zoho CRM Create/Update Contact
  • Microsoft Teams Zoho CRM

    Microsoft Teams + Zoho CRM

    Create Module Entry to Zoho CRM from New Team in Microsoft Teams Read More...
    Close
    When this happens...
    Microsoft Teams New Team
     
    Then do this...
    Zoho CRM Create Module Entry
  • Microsoft Teams Zoho CRM

    Microsoft Teams + Zoho CRM

    Add Attachment in Zoho CRM when New Team is created in Microsoft Teams Read More...
    Close
    When this happens...
    Microsoft Teams New Team
     
    Then do this...
    Zoho CRM Add Attachment
  • Microsoft Teams Zoho CRM

    Microsoft Teams + Zoho CRM

    Create/Update Lead to Zoho CRM 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...
    Zoho CRM Create/Update Lead
  • 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 + Zoho CRM in easier way

It's easy to connect Microsoft Teams + Zoho CRM 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 added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

    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 Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

How Microsoft Teams & Zoho CRM 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 Zoho CRM 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 Zoho CRM.

    (2 minutes)

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

Integration of Microsoft Teams and Zoho CRM

Microsoft reorganized their communication tops in 2016 with the release of Microsoft Teams. Microsoft Teams is a platform that offers chat, video calling, meetings, and file storage. It is competing against Google’s Hangouts, Slack, Cisco Webex Teams, and other cplaboration platforms. Microsoft Teams is currently in public preview and will rpl-out in late 2017 or early 2018.

Zoho CRM is a customer relationship management platform. It allows users to organize, track, and communicate with customers using email, social networks, phone calls, web forms, and more. Zoho CRM has over 8 million users.

Integration of Microsoft Teams and Zoho CRM

Zoho CRM was designed to integrate with other software systems. This allows users to create contact relationships within Zoho CRM to interact with their contacts outside of the Zoho CRM system. For example, you can use Zoho CRM to coordinate an email marketing campaign with your contacts and their email addresses.

Integration examples:

  • Zoho CRM and Microsoft Teams. You can use Zoho CRM to assign employees new tasks and then notify them on Microsoft Teams through chat.
  • Zoho CRM and Azure Active Directory. You can use Zoho CRM to create a new account for a new employee and then automatically add the new user to Microsoft Teams chats.
  • Zoho CRM and MailChimp. You can use Zoho CRM to subscribe your contacts to a newsletter and then automatically send them email newsletters through MailChimp.

Zoho CRM supports integration with all of its services. Email Marketing, Sales, Service, Project Management, and Cplaboration. These services provide additional integration options for Microsoft Systems:

  • Sales. Add leads from Microsoft Dynamics 365/CRM to leads in Zoho CRM. Create opportunities in Zoho CRM from leads in Microsoft Dynamics 365/CRM.
  • Service. Create service cases in Zoho CRM from Microsoft Dynamics 365/CRM service requests. Create service tickets in Zoho CRM from Microsoft Dynamics 365/CRM incidents.
  • Project Management. Create projects in Zoho Projects from incidents or service cases in Microsoft Dynamics 365/CRM. Create tasks in Zoho Projects from issues in Microsoft Dynamics 365/CRM. Create a new project in Zoho Projects from a new case in Microsoft Dynamics 365/CRM. Automatically assign issues from Microsoft Dynamics 365/CRM to a particular team member in Microsoft Teams through Zoho Projects. Send emails from Zoho Projects to users on Microsoft Teams through Zoho Projects. Send emails from Zoho Projects to users on Exchange for all external emails sent by users creating cases or incidents in Microsoft Dynamics 365/CRM.
  • Cplaboration. Invite members from Microsoft Teams into a meeting room in Zendesk.

Microsoft Teams support integration with a variety of third party applications. Dropbox, Google Drive, SharePoint Online, OneDrive, GitHub, JIRA, Office 365 Groups, Outlook Calendar, Twitter, LinkedIn, Facebook Messenger, Skype for Business, Salesforce Chatter, YouTube, Bing News Search, Bing Image Search, Bing Video Search, Bing Shopping Search, Bing Maps Search, Bing Finance Search, Bing Sports Search, Bing News Search, Bing Image Search, Bing Video Search, OpenTable reservations, Uber ridesharing service, Trello project management top, MailChimp email marketing top, SurveyMonkey online survey top, Freshbooks accounting top for small businesses.

Benefits of Integration of Microsoft Teams and Zoho CRM

The process to integrate Microsoft Teams and Zoho CRM 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.