Integrate Microsoft Teams with 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

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