Microsoft Teams automations — CRM Sync

Ready-made scenarios where Microsoft Teams works for you (crm sync): pick one — a copy appears in your account and runs on its own.

97 scenarios

New members in Microsoft Teams — Updating customers in QuickBooks Online
New messages in Microsoft Teams — Contacts in Amo Crm
New members in Microsoft Teams — Customers in QuickBooks Online
New messages in Microsoft Teams — Updating contacts in Amo Crm
New customers in Clockify — Channels in Microsoft Teams
New channels in Microsoft Teams — Contacts in hubspot
New conversations in microsoftTeams — Updating customers in Shopify
New messages in Microsoft Teams — Customers in QuickBooks Online
New members in Microsoft Teams — Finding customers in Get Course
New messages in Microsoft Teams — Processing leads in zohoCrm
New messages in Microsoft Teams — Leads in Amo Crm
New conversations in Microsoft Teams — Contacts in Amo Crm
New messages in Microsoft Teams — Updating leads in Amo Crm
Updated contacts in Autopilot — Updating channels in Microsoft Teams
HubSpot submissions become tasks in Microsoft Teams
New conversations in Microsoft Teams — Leads in Amo Crm
New customers in Stripe — Running apis in Microsoft Teams
New messages in Microsoft Teams — Finding contacts in Google Contacts
Deal moves a stage in HubSpot — a task appears in Microsoft Teams
New messages in Microsoft Teams — Updating deals in Bitrix24
New channels in Microsoft Teams — Leads in Amo Crm
Closed deals are announced in Microsoft Teams
New leads in Copper — Channels in Microsoft Teams
New conversations in Microsoft Teams — Finding customers in Get Course
New HubSpot projects become tasks in Microsoft Teams
New Google Drive deal — instant Microsoft Teams alert
New channels in Microsoft Teams — Contacts in Amo Crm
New channels in Microsoft Teams — Deals in Bitrix24
New deals in Copper — Channels in Microsoft Teams
New members in Microsoft Teams — Engagements in hubspot
New members in Microsoft Teams — Deleting leads in Pipedrive
New members in Microsoft Teams — Updating leads in Amo Crm
New messages in Microsoft Teams — Updating customers in Stripe
New lead in HubSpot becomes a task in Microsoft Teams
New messages in Microsoft Teams — Finding customers in Get Course
New messages in Microsoft Teams — Deals in Bitrix24
Push Salesforce leads into Microsoft Teams audiences
New conversations in Microsoft Teams — Contacts in HubSpot — variant 2
New conversations in Microsoft Teams — Updating contacts in Amo Crm
Updated customers in Chargebee — Running apis in Microsoft Teams
CRM changes announced in your messenger
New conversations in Microsoft Teams — Processing leads in Zoho CRM
New leads in Facebook Lead Ads — Updating channels in Microsoft Teams
New conversations in microsoftTeams — Updating leads in Amo Crm
New CRM deal, task in your task manager
New conversations in Microsoft Teams — Customers in QuickBooks Online
Updated deals in Pipedrive — Running apis in Microsoft Teams
New conversations in Microsoft Teams — Finding contacts in Google Contacts
New messages in Microsoft Teams — Customers in QuickBooks Online
New messages in Microsoft Teams — Updating customers in Yclients
New contacts in pipedrive — Notes in pipedrive — variant 3
New contacts in Amo Crm — Channels in Microsoft Teams
Found: deals in Pipedrive — Running apis in Microsoft Teams
New members in Microsoft Teams — Contacts in Amo Crm
New conversations in microsoftTeams — Contacts in Amo Crm
New contacts in activeCampaign — Running apis in Microsoft Teams
New members in Microsoft Teams — Contacts in HubSpot
New messages in Microsoft Teams — Contacts in Amo Crm
New contacts in activeCampaign — Updating channels in Microsoft Teams
New members in Microsoft Teams — Contacts in Amo Crm
New messages in Microsoft Teams — Contacts in Amo Crm
New messages in Microsoft Teams — Contacts in Amo Crm
Updated contacts in microsoftDynamicsCrm — Running apis in Microsoft Teams
Found: contacts in Google Contacts — Channels in Microsoft Teams
New messages in Microsoft Teams — Updating leads in salesforce
Found: customers in Get Course — Running apis in Microsoft Teams
New contacts in Amo Crm — Running apis in Microsoft Teams
New messages in Microsoft Teams — Leads in Amo Crm
Found: contacts in Google Contacts — Updating channels in Microsoft Teams
New messages in Microsoft Teams — Finding contacts in Google Contacts
New Amo Crm contacts — into Microsoft Teams audiences
New messages in Microsoft Teams — Processing leads in zohoCrm
New members in Microsoft Teams — Updating contacts in Amo Crm
New messages in Microsoft Teams — Updating contacts in Amo Crm
New tasks in Microsoft Teams — Leads in Amo Crm
New contacts in Amo Crm — Updating channels in Microsoft Teams
Contacts from Amo Crm into Microsoft Teams audiences
Found: deals in Pipedrive — Channels in Microsoft Teams
New contacts in activeCampaign — Channels in Microsoft Teams
New conversations in microsoftTeams — Updating contacts in Amo Crm
New messages in Microsoft Teams — Finding customers in Get Course
New customers in Get Course — Channels in Microsoft Teams
New contacts in googleContacts — Updating contacts in googleContacts
Microsoft Teams members with email check via hunter into Amo Crm
New CRM contacts — enrichment and alert
A booked meeting — a CRM task and a reminder
A paid invoice moves the deal in your CRM
New deals routed automatically — to the team, table, and slides
Copying line items into a new deal and notifying the team
CRM event alerts across channels — with a log
CRM contact lookup right inside your team chat
When a payment lands: receipt, CRM update and a team ping
Site visitors — straight into CRM contacts and deals
A lead replies — the CRM card updates and a task lands on a rep
Manage your pipedrive CRM from a messenger via an AI assistant
Adding and enriching CRM leads without duplicates
An AI assistant over your CRM in any messenger