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Zoho CRM
Zoho CRM

Microsoft Teams and Zoho CRM Integration

Send automated notifications and messages to users or channels in Microsoft Teams. Automate sales operations and contact management in Zoho CRM. and much more by connecting Microsoft Teams and Zoho CRM.

Popular Workflows

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Send message to channel in MS Teams on a Contact update in Zoho CRM
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Send message to channel in MS Teams on a Contact update in Zoho CRM
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Send message to channel in MS Teams on a Lead update in Zoho CRM
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Send message to channel in MS Teams on a Lead update in Zoho CRM
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Send message to channel in MS Teams on a New contact in Zoho CRM
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Send message to channel in MS Teams on a New contact in Zoho CRM
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Send message to channel in MS Teams on a New lead in Zoho CRM
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Send message to channel in MS Teams on a New lead in Zoho CRM
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Send message to channel in MS Teams on a New task in Zoho CRM
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Send message to channel in MS Teams on a New task in Zoho CRM

Create Microsoft Teams and Zoho CRM workflow in minutes

Start building your workflows with triggers and actions

TriggerTrigger

Contact Modified
Contact Modified
Contact update in Zoho CRM
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Contact Modified
Contact Modified
Contact update in Zoho CRM
Lead Modified
Lead Modified
Lead update in Zoho CRM
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Lead Modified
Lead Modified
Lead update in Zoho CRM
New Contact Created
New Contact Created
New contact in Zoho CRM
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New Contact Created
New Contact Created
New contact in Zoho CRM
New Lead Created
New Lead Created
New lead in Zoho CRM
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New Lead Created
New Lead Created
New lead in Zoho CRM
New Module Entry
New Module Entry
New module entry in Zoho CRM
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New Module Entry
New Module Entry
New module entry in Zoho CRM
New Task Created
New Task Created
New task in Zoho CRM
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New Task Created
New Task Created
New task in Zoho CRM
Show More

ActionsActions

Create Channel
Create Channel
Create channel in MS Teams
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Create Channel
Create Channel
Create channel in MS Teams
Send Message to Channel
Send Message to Channel
Send message to channel in MS Teams
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Send Message to Channel
Send Message to Channel
Send message to channel in MS Teams
Add Contact
Add Contact
Create contact in Zoho CRM
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Add Contact
Add Contact
Create contact in Zoho CRM
Add Event
Add Event
Create event in Zoho CRM
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Add Event
Add Event
Create event in Zoho CRM
Add Lead
Add Lead
Create lead in Zoho CRM
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Add Lead
Add Lead
Create lead in Zoho CRM
Add Task
Add Task
Create task in Zoho CRM
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Add Task
Add Task
Create task in Zoho CRM
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Explore Integrations

Microsoft TeamsMicrosoft Teams

Microsoft Teams is a modern communication software that helps teams collaborate and share information easily. It provides chat, video and notification services.

Zoho CRMZoho CRM

Zoho CRM is one of the most popular cloud based CRM software solutions for SMB. It helps manage leads, opportunities, sales pipeline and more.

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Robert Zeitz

Director of Cloud Applications & Service Delivery

After using a few different automation workflow programs, we decided to go with Workativ, for its’ easy-to-use interface and systems integration. Using Workativ feels like it was truly designed with the user in mind. More importantly the Workativ team has shown tremendous customer support allowing us to continue to expand their software’s capabilities to meet our needs.

The Workativ team always considers the users feed backs and needs to create brand new features allowing us to design out the exact workflow we need. With their support we have been able to automate our onboarding, offboarding, and up keeping our employee data across all systems.

We look forward to further exploring the world of automation with their help!

Why Workativ Automate?

Most workflow products are complex, expensive, and bloated with things that you don’t need. Workativ Automate is purpose built iPaaS to help you connect and automate your workplace tasks. It’s easy to use yet powerful, and affordable to all.

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Simple and Intuitive

Create app integrations and workflows using simple UI interface. No coding or developer support required.

Powerful Tools

Format data, add conditional logic, set approvals, or time intervals into your workflows.

100+ Connectors

Connect 100+ cloud apps. Use app triggers, webhooks to run your workflows.

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Data encryption at rest and transit, data retention controls and audit logs. ISO 27001 certified.

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