Connect Microsoft Teams and Zendesk Sell 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!
Update a Company
Stop Sequence Enrollment
Create product in a Catalog
Update product in a Catalog
Find a Task
Create a Lead
Create a Note
Find a Person
Find a Lead
Find a Contact
Find a Deal Stage
Find a User
Find a Product in Catalog
Find a Deal Source
Find a Deal
Find a Company
Create a Person
Create a Company
Create a Task
Create a Deal
Update a Person
Update a Deal
Update a Lead
Retrieve All Contacts
Retrieve All Custom Fields
Retrieve All Deal Sources
Retrieve All Deals
Retrieve All Lead Conversions
Retrieve All Lead Sources
Retrieve All Lead Unqualified Reasons
Retrieve All Lead
Retrieve All Notes
Retrieve All Orders
Retrieve All Pipelines
Retrieve All Products
Retrieve All Tags
Retrieve All Tasks
Retrieve All Users
Ready to use Microsoft Teams and Zendesk Sell automations
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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.
New Product in Catalog
Triggers when a new product is added in catalog
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 Zendesk Sell
Frequently Asked Questions
To start, connect both your Microsoft Teams and Zendesk Sell accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Teams triggers actions in Zendesk Sell (or vice versa).
Absolutely. You can customize how Microsoft Teams data is recorded in Zendesk Sell. This includes choosing which data fields go into which fields of Zendesk Sell, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Teams and Zendesk Sell 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 Zendesk Sell. 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 Zendesk Sell
Elevate your sales process with Zendesk Sell, a powerful sales automation and CRM platform designed to help you close deals faster and build stronger customer relationships.
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