Connect Kylas CRM and Microsoft Teams
Integrate Kylas CRM with Microsoft Teams to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send Chat Message on Microsoft Teams when New Lead Created in Kylas CRM
Get all Catalog in Microsftteams when New Lead Created in Kylas CRM
Create Channel in Microsoft Teams when New Contact in Kylas-crm
Reply to Channel Message in Microsftteams when New Contact in Kylas-crm
Send Chat Message on Microsoft Teams when New Contact in Kylas-crm
Popular Kylas CRM + Microsoft Teams flows
Start from a real workflow other teams are already running.
Choose a trigger
Kylas CRM
When this happens...
New Lead Created
New Contact
Lead Updated
New Deal
Choose an action
Microsoft Teams
Automatically do this!
Send Channel Message
Create Channel
Create Private Channel
Reply to Channel Message
Send Chat Message
Get all Chats
Get all Teams
Get all Catalog
Get all Deleted Teams
Send Chat Message on Microsoft Teams when New Lead Created in Kylas CRM
Use this flowGet all Catalog in Microsftteams when New Lead Created in Kylas CRM
Use this flowCreate Channel in Microsoft Teams when New Contact in Kylas-crm
Use this flowReply to Channel Message in Microsftteams when New Contact in Kylas-crm
Use this flowSend Chat Message on Microsoft Teams when New Contact in Kylas-crm
Use this flowGet all Chats in Microsftteams when New Contact in Kylas-crm
Use this flowGet all Teams in Microsftteams when New Contact in Kylas-crm
Use this flowGet all Deleted Teams from Microsoft Teams when New Contact in Kylas-crm
Use this flowSend Channel Message in Microsoft Teams when Lead Updated in Kylas-crm
Use this flowReply to Channel Message in Microsftteams when Lead Updated in Kylas-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Kylas CRM and Microsoft Teams.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Created
Runs when new lead is created
New Contact
Triggers when a new contact is added in Kylas CRM.
Lead Updated
Triggers when a lead is updated in Kylas CRM.
New Deal
Triggers when a new deal is generated in the system.
New Channel Message
Triggers when a new message is posted in a channel.
New Channel
Trigger when new cchannel is created
Do thisActions
Action is the task that follows automatically within your Kylas CRM integrations.
Create or Update Lead
Create a lead in Kylas CRM; update or skip if a duplicate phone or email is found.
Create Contact
Creates a Contact on Kylas CRM.
Create Company
Creates a new company on Kylas CRM.
Create Deal
Create a new sales deal
Find Contacts
Look up a contact by ID or search by fields (name, email, phone, company, department, designation). Return the first match or all matches, and optionally return only selected fields.
Search Deal
Find deals by ID or keyword.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Kylas CRM and Microsoft Teams workflows.
Learn how to automate Kylas CRM and Microsoft Teams workflows.
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About Kylas CRM
Kylas CRM is an enterprise-grade sales CRM for growing businesses to manage leads, contacts, deals, tasks, automation, and team productivity in one place.
Learn more
About Microsoft Teams
Microsoft Teams is a collaboration platform that integrates people, content, and tools to enhance teamwork and communication. It offers chat, video conferencing, file sharing, and app integration to streamline workflows and improve productivity.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Kylas CRM and Microsoft Teams accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Kylas CRM and Microsoft Teams as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Microsoft Teams. No coding required.
Yes. You can set up a workflow where Kylas CRM triggers actions in Microsoft Teams, and a separate workflow where Microsoft Teams triggers actions in Kylas CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Kylas CRM and Microsoft Teams. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Kylas CRM and Microsoft Teams integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
