Microsoft Teams Freshworks CRM Integration using AI Agents
Appy Pie Automate allows you to Integrate Microsoft Teams with Freshworks CRM using AI Agents
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- 7 days free trial
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Simplify Microsoft Teams Freshworks CRM Integration with seamless setup
Easily set up Microsoft Teams Freshworks CRM Integration without coding. Start automating your workflows and Integrate Microsoft Teams with Freshworks CRM today.
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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 Reply Message
Triggers when a new reply 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 Appointment
trigger when new appointment created.
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New Completed Task
Trigger when any task gets completed.
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New Contact
Trigger when new contact is created.
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New Deal
Trigger when new deal created.
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New Task
Trigger when new task 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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Thread Message Reply
Create message reply
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Add Appointment
Add an appointment.
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Create Account
Create an account.
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Create Contact
Creates a contact.
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Create Deal
Creates a deal.
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Create Note
Creates a note.
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Create Task
Creates a task.
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Update Contact
Updates an existing contact.
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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.
-
New Message Posted to Channel
Triggers when a new message is posted to a specific #channel you choose.
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New Reply Message
Triggers when a new reply 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 Appointment
trigger when new appointment created.
-
New Completed Task
Trigger when any task gets completed.
-
New Contact
Trigger when new contact is created.
-
New Deal
Trigger when new deal created.
-
New Task
Trigger when new task created.
-
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.
-
Thread Message Reply
Create message reply
-
Add Appointment
Add an appointment.
-
Create Account
Create an account.
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Create Contact
Creates a contact.
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Create Deal
Creates a deal.
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Create Note
Creates a note.
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Create Task
Creates a task.
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Update Contact
Updates an existing contact.
How Microsoft Teams and Freshworks CRM Integrations Work
Follow the steps below to start setting up your Microsoft Teams integrations using Appy Pie Automate: using Appy Pie Automate:
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Step 1: Select Trigger
Choose Microsoft Teams as the trigger app, select event, authenticate & successfully Test
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Step 2: Select Action
After completing the trigger test, select Freshworks CRM as the action app from the list.
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Step 3: Authenticate
Connect your Freshworks CRM account & authenticate it.
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Step 4: Setup & Test
Select the data you want to send from Microsoft Teams to Freshworks CRM & your AI Agent is ready!
Choose the app you want to Integrate with Microsoft Teams and Freshworks CRM
- Microsoft Teams Zoom
- Microsoft Teams MINDBODY
- Microsoft Teams Adobe Acrobat Sign
- Microsoft Teams GoHighLevel
- Microsoft Teams Notion
- Microsoft Teams Adobe Connect
- Microsoft Teams MailChimp
- Microsoft Teams Tableau
- Microsoft Teams monday.com
- Microsoft Teams HubSpot
- Microsoft Teams Power BI
- Microsoft Teams Qlik Sense
- Microsoft Teams SharePoint
- Microsoft Teams Zoho CRM
- Microsoft Teams Autotask
- Freshworks CRM Microsoft Outlook
- Freshworks CRM LinkedIn
- Freshworks CRM Zoho Creator
- Freshworks CRM Office 365
- Freshworks CRM Google Calendar
- Freshworks CRM MailChimp
- Freshworks CRM Zendesk
- Freshworks CRM Slack
- Freshworks CRM QuickBooks Online
- Freshworks CRM Dropbox
- Freshworks CRM Typeform
- Freshworks CRM Zendesk Sell
- Freshworks CRM Zoho Mail
- Freshworks CRM Gmail
- Freshworks CRM HubSpot
Popular Templates for Microsoft Teams and Freshworks CRM Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Add Appointment in Freshworks CRM when New Team is created in Microsoft Teams
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When this happens:
New Team
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Then do this:
Add Appointment
Create Note to Freshworks CRM from New Team in Microsoft Teams
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When this happens:
New Team
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Then do this:
Create Note
Create Account to Freshworks CRM from New Team in Microsoft Teams
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When this happens:
New Team
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Then do this:
Create Account
Update Contact in Freshworks CRM when New Team is created in Microsoft Teams
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When this happens:
New Team
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Then do this:
Update Contact
Create Contact to Freshworks CRM from New Team in Microsoft Teams
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When this happens:
New Team
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Then do this:
Create Contact
Streamline Your Workflow with Appy Pie Automation
Frequently Asked Questions
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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.
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Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.
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The integration between Microsoft Teams and Freshworks CRM is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
- Connection Establishment: The first step is establishing a secure connection between Microsoft Teams and Freshworks CRM. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
- Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
- Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
- Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
- Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
- Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
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While assessing the security of integrating Microsoft Teams with Freshworks CRM, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Microsoft Teams-Freshworks CRM integration:
- Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
- Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
- Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
- Data Storage Security: This ensures that the databases or storage systems used by Microsoft Teams and Freshworks CRM integration have adequate security measures.
- User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
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