Customer.io and Microsoft Teams automations — Sales & Leads

Ready-made scenarios where Customer.io and Microsoft Teams work for you (sales & leads): pick one — a copy appears in your account and runs on its own.

18 scenarios

New messages in Microsoft Teams — Updating customers in Customer.io
New conversations in microsoftTeams — Updating customers in Customer.io
New members in Microsoft Teams — Updating customers in Customer.io
New conversations in Microsoft Teams — Customers in Customer.io
New messages in Microsoft Teams — Customers in Customer.io
New members in Microsoft Teams — Customers in Customer.io
New customers in Customer.io — Channels in Microsoft Teams
New messages in Microsoft Teams — Customers in Customer.io
New messages in Microsoft Teams — Updating customers in Customer.io
Stage change: deals in hubspot — Sending messages in Microsoft Teams
Auto-handle lead replies from email — CRM task and sales alert
High-value lead alerts — to chat, sheet and calendar
Client onboarding from an intake form — checklist, consultant and kickoff
Capture and route leads from every channel
Intake and routing of service requests with appointment booking
Leads: a personal reply, a nudge and a booked call
Client onboarding after a won deal
A sales assistant across every messenger