Connect Microsoft Teams and ATZ CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Channel Message
New Channel
New Chat Message
New Reply to Message
New Chat
Choose an Action
Automatically do this!
Create Candidate
Update candidate
Create Contact
Update Contact
Create Organization
Update Deal
Create job opening
Update Organization
Update Job
Ready to use Microsoft Teams and ATZ CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Channel Message
Triggers when a new message is posted in a channel.
New Channel
Trigger when new cchannel is created
New Chat Message
Triggers when new message is received in a chat
New Reply to Message
Triggers when a new reply is added to a message in a channel.
New Chat
Triggers when new chat is created.
Add contact
Add a new contact to ATZ CRM.
Do thisActions
Action is the task that follows automatically within your Microsoft Teams integrations.
Send Channel Message
Sends a message to a specific channel in Microsoft Teams.
Create Channel
Creates a new channel within a specified team in Microsoft Teams.
Create Private Channel
Create a new private channel in a team.
Reply to Channel Message
Creates a reply to a channel message
Send Chat Message
Sends a message in existing chat.
Get all Chats
Get an all existing chats.
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Step by step guides to integrate Microsoft Teams and ATZ CRM
Frequently Asked Questions
To start, connect both your Microsoft Teams and ATZ CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Teams triggers actions in ATZ CRM (or vice versa).
Absolutely. You can customize how Microsoft Teams data is recorded in ATZ CRM. This includes choosing which data fields go into which fields of ATZ CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Teams and ATZ CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Microsoft Teams and ATZ CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 MoreAbout ATZ CRM
ATZ CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.
Learn More
