Connect Microsoft Teams to Agile CRM

Use 6 documented Microsoft Teams triggers to run 14 documented Agile CRM actions.

6 source triggers

14 target actions

Reverse direction supported

Start Free Trial Browse Microsoft Teams integrations

Why Connect Microsoft Teams & Agile CRM?

Start with a Microsoft Teams event

Choose from 6 documented triggers, including New Channel, New Channel Message, New Chat.

Run a Agile CRM action

Send the event into one of 14 documented actions, such as Add Score to Contact, Add Tags to Contact, Create Company.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

Microsoft Teams

Triggers (6)

New Channel

Emit new event when a new channel is created within a team. See the documentation

polling

New Channel Message

Emit new event when a new message is posted in a channel. See the documentation

polling

New Chat

Emit new event when a new chat is created. See the documentation

polling

New Chat Message

Emit new event when a new message is received in a chat. See the documentation

polling

New Team

Emit new event when a new team is joined by the authenticated user. See the documentation

polling

New Team Member

Emit new event when a new member is added to a team. See the documentation

polling

Actions (12)

Create Channel

Create a new channel in Microsoft Teams. See the docs here

Get Chat Message

Get a specific message from a chat. See the documentation

Get Current User

Returns the authenticated Microsoft Teams user's ID, display name, email, and principal name via Microsoft Graph. Call this first when the user says 'my channels', 'my chats', or needs identity context. Use the returned id to identify the sender in **Send Channel Message** or **Send Chat Message** results. See the documentation.

List Channel Messages

Lists messages in a Microsoft Teams channel. See the documentation

List Channels

Lists all channels in a Microsoft Team. See the docs here

List Chats

Lists all chat conversations for the authenticated user. See the documentation

List Messages in Chat

Get the list of messages in a chat. See the documentation

List Shifts

Get the list of shift instances for a team. See the documentation

List Teams

Lists all teams the authenticated user has joined. See the documentation

Search Messages

Search for email or chat messages. See the documentation

Send Channel Message

Send a message to a team's channel. Optionally include inline images via hostedContents. See the documentation

Send Chat Message

Send a message to a team's chat. Optionally include inline images via hostedContents. See the docs here

Agile CRM

Triggers (3)

New Contact

Emit new event when a new contact is created

polling

New Task

Emit new event when a new task is created

polling

New Ticket

Emit new event when a new ticket is created

polling

Actions (14)

Add Score to Contact

Used to change the score of a contact. See the documentation

Add Tags to Contact

Adds a tag or tags to an existing contact. See the documentation

Create Company

Create a new company in Agile CRM. See the documentation

Create Contact

Create a new contact in Agile CRM. See the documentation

Create Contact Note

Adds a note to a contact. See the documentation

Create Deal

Create a new deal in Agile CRM. See the documentation

Create Deal Note

Adds a note to a deal. See the documentation

Create Task

Create a new task in Agile CRM. See the documentation

Create Ticket

Create a new ticket in Agile CRM. See the documentation

List Filter Options

Retrieves available options for the Filter field.

Update Company

Updates an existing company in Agile CRM. See the documentation

Update Contact

Update an existing contact in Agile CRM. See the documentation

Update Deal

Updates an existing deal in Agile CRM. See the documentation

Update Deal Note

Update a note attached to a deal. See the documentation

Integration Features

6 documented Microsoft Teams triggers

14 documented Agile CRM actions

Configurable field mapping

Conditional workflow steps

Execution monitoring

A supported Agile CRM to Microsoft Teams direction

Capability Examples

Microsoft Teams trigger → Agile CRM action

Catalog example

Microsoft Teams

New Channel

Agile CRM

Add Score to Contact

Agile CRM trigger → Microsoft Teams action

Reverse direction

Agile CRM

New Contact

Microsoft Teams

Create Channel

How It Works

Connect Apps

Authenticate your Microsoft Teams and Agile CRM accounts

Choose a Trigger

Select a documented Microsoft Teams event

Choose an Action

Select the documented Agile CRM operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 6 documented Microsoft Teams triggers.

Automated Actions

Run one of 14 documented Agile CRM actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

Reverse Integration Available

Also connect Agile CRM to Microsoft Teams for bidirectional automation

View Integration

All Microsoft Teams Integrations

Explore all available Microsoft Teams connections

View All Integrations

All Agile CRM Integrations

Explore all available Agile CRM connections

View All Integrations

Popular Integrations

View all integrations →

More Agile CRM Integrations

View all Agile CRM integrations →

Ready to Connect Microsoft Teams & Agile CRM?

Build this supported workflow in Mazaal AI and test it with your own provider accounts.

Get Started Free

Connect Microsoft Teams to Agile CRM

Why Connect Microsoft Teams & Agile CRM?

Start with a Microsoft Teams event

Run a Agile CRM action

Map and review the workflow

Available Triggers & Actions

Microsoft Teams

Triggers (6)

Actions (12)

Agile CRM

Triggers (3)

Actions (14)

Integration Features

Capability Examples

Microsoft Teams trigger → Agile CRM action

Agile CRM trigger → Microsoft Teams action

How It Works

Connect Apps

Choose a Trigger

Choose an Action

Test and Review

Frequently Asked Questions

Is the Microsoft Teams to Agile CRM direction supported?

Which Microsoft Teams triggers are available?

Which Agile CRM actions are available?

Can I also connect Agile CRM to Microsoft Teams?

Integration Benefits

Trigger-driven Workflows

Automated Actions

Provider Authentication

Guided Configuration

Field Mapping

Execution Review

Reverse Integration Available

All Microsoft Teams Integrations

All Agile CRM Integrations

Popular Integrations

More Agile CRM Integrations

Ready to Connect Microsoft Teams & Agile CRM?