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Zoho CRM + Microsoft Teams Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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.

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.

Microsoft Teams Integrations
Microsoft Teams Alternatives

Looking for the Microsoft Teams Alternatives? Here is the list of top Microsoft Teams Alternatives

  • Slack Slack
  • TeamChat TeamChat
  • TeamGram TeamGram
  • TeamWave TeamWave

Best ways to Integrate Zoho CRM + Microsoft Teams

  • Zoho CRM Microsoft Teams

    Zoho CRM + Microsoft Teams

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

    Zoho CRM + Microsoft Teams

    Send Channel Messages in Microsoft Teams when New Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Microsoft Teams Send Channel Messages
  • Zoho CRM Microsoft Teams

    Zoho CRM + Microsoft Teams

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

    Zoho CRM + Microsoft Teams

    Delete user in Microsoft Teams when New Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Microsoft Teams Delete user
  • Zoho CRM Microsoft Teams

    Zoho CRM + Microsoft Teams

    Send Chat Message in Microsoft Teams when New Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Microsoft Teams Send Chat Message
  • Zoho CRM {{item.actionAppName}}

    Zoho CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Zoho CRM + Microsoft Teams in easier way

It's easy to connect Zoho CRM + Microsoft Teams without coding knowledge. Start creating your own business flow.

    Triggers
  • 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.

  • 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.

    Actions
  • 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.)

  • 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.

How Zoho CRM & Microsoft Teams Integrations Work

  1. Step 1: Choose Zoho CRM 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 Microsoft Teams 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 Zoho CRM to Microsoft Teams.

    (2 minutes)

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

Integration of Zoho CRM and Microsoft Teams

Zoho CRM is a customer relationship management software which helps you manage your leads and customers. Zoho CRM allows you to track, manage and grow your sales, leads, and retention. Zoho CRM offers several packages which offer the specific features that you need for your business. Zoho CRM has a variety of add-ons for specific business needs which include sales, marketing, customer service, e-commerce, finance and human resources. You can achieve all these tasks under one single software. Microsoft Teams is a group messaging platform which is part of the Microsoft Office 365 suite. It was first launched in November 2016, and it has since then been gaining popularity among users. Microsoft Teams is also similar to Slack as it provides group messaging services. The two software packages are aimed at different user bases as stated by their creators. Zoho CRM is aimed at small businesses while Microsoft Teams targets large enterprises.

Integration of Zoho CRM and Microsoft Teams

Integrating these two products is very easy due to the existence of APIs provided by each company. These APIs allow them to work together seamlessly. However, when there are two different products which work together perfectly, the integration might not seem so perfect with other products. For example, integrating Zoho CRM with Outlook doesn’t look that great due to the fact that they are not meant for the same purposes. There are some limitations when integrating with third-party applications. For instance, Microsoft Teams cannot be integrated with a chat room in Salesforce which is a popular business software.

Benefits of Integration of Zoho CRM and Microsoft Teams

The integration of both Zoho CRM and Microsoft Teams comes with a lot of benefits for users. One of the best benefits is the fact that they can now communicate even though they are in different locations. When you have both Zoho CRM and Microsoft Teams up and running, you can easily communicate with your team members without having to switch between software platforms. This way, you will be able to save a lot of time by using just one platform. Another benefit is that you will be able to access the data from both platforms from anywhere in the world. You will only require an internet connection and you will be able to access this information from anywhere in the world. This means that you can view your data even if you are on vacation or away from work. The integration of these two software packages also gives users the advantage of being able to access important information from one window. This way, you will be able to access your customer data from the Zoho CRM app which will be opened on the same window as your Microsoft Teams account. The integration of both software packages also allows you to share data with your cpleagues and clients via the Zoho CRM app or Microsoft Teams account depending on what you want to use for communication.

Zoho CRM and Microsoft Teams can enhance your business operations by providing effective ways of communicating with your team according to the needs of your organization. At the same time, you will be able to keep all your records in a single location thus making the process easier for everyone in your company.

The process to integrate Zoho CRM and Microsoft Teams 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.