Connect Zoho CRM and Microsoft Teams
Integrate Zoho CRM with Microsoft Teams to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send Channel Message in Microsoft Teams when New Lead in Zoho-crm
Create Channel in Microsoft Teams when New Lead in Zoho-crm
Create Private Channel in Microsftteams when New Lead in Zoho-crm
Reply to Channel Message in Microsftteams when New Lead in Zoho-crm
Send Chat Message on Microsoft Teams when New Lead in Zoho-crm
Popular Zoho CRM + Microsoft Teams flows
Start from a real workflow other teams are already running.
Choose a trigger
Zoho CRM
When this happens...
New Lead
New Contact
New Account
New Deals
New Task
New or Updated Lead
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 Channel Message in Microsoft Teams when New Lead in Zoho-crm
Use this flowCreate Channel in Microsoft Teams when New Lead in Zoho-crm
Use this flowCreate Private Channel in Microsftteams when New Lead in Zoho-crm
Use this flowReply to Channel Message in Microsftteams when New Lead in Zoho-crm
Use this flowSend Chat Message on Microsoft Teams when New Lead in Zoho-crm
Use this flowGet all Chats in Microsftteams when New Lead in Zoho-crm
Use this flowGet all Teams in Microsftteams when New Lead in Zoho-crm
Use this flowGet all Catalog in Microsftteams when New Lead in Zoho-crm
Use this flowGet all Deleted Teams from Microsoft Teams when New Lead in Zoho-crm
Use this flowSend Channel Message in Microsoft Teams when New Contact in Zoho-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Zoho CRM and Microsoft Teams.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Triggers when a new lead is created.
New Contact
Triggers when a new contact is created.
New Account
Triggers when a new account is created.
New Deals
Triggers when a new deal is created.
New Task
Triggers when a new task is created.
New or Updated Lead
Triggers when a lead is created or updated in Zoho CRM since the last schedule run.
Do thisActions
Action is the task that follows automatically within your Zoho CRM integrations.
Update a lead
Update an existing lead by Email, Mobile and ID.
Create a Note
Create a note in the selected module
Create a lead
Creates a new lead
Search Lead
Searchs Lead by Mobile Number
Update Note in Lead
Updates an existing note associated with a specific Lead
Add Tags to Leads
Attach tags to existing leads by lead ID, email, or mobile number; optionally replace existing tags.
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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Learn how to automate Zoho CRM and Microsoft Teams workflows.
Learn how to automate Zoho CRM and Microsoft Teams workflows.
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About Zoho CRM
Zoho CRM is an AI-powered customer relationship management platform that helps businesses manage leads, contacts, deals, customer interactions, sales automation, forecasting, and analytics 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 Zoho 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 Zoho 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 Zoho CRM triggers actions in Microsoft Teams, and a separate workflow where Microsoft Teams triggers actions in Zoho 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 Zoho 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 Zoho 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.
