Integrating SugarCRM with Microsoft Teams by AI Agents and Assistants

Appy Pie Automate allows you to automate multiple workflows between SugarCRM and Microsoft Teams

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About SugarCRM

SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.

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.

Integrations for Microsoft Teams
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Connect SugarCRM + Microsoft Teams in easier way

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

  • Triggers
  • New Case

    Triggers when you add a new case

  • New Contact

    Triggers when you add a new contact

  • New Lead

    Triggers when you add a new lead

  • New Opportunity

    Triggers when you add a new opportunity

  • New Task

    Triggers when you add a new task

  • New User

    Triggers when you add a new user

  • 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 Reply Message

    Triggers when a new reply 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
  • Create Case

    Create a new case

  • 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 SugarCRM & Microsoft Teams Integrations Work

  1. Step 1: Choose SugarCRM as a trigger app and authenticate it on Appy Pie Automate.

    (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 SugarCRM to Microsoft Teams.

    (2 minutes)

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

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 1:37 am
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