Connect Zoho CRM to Microsoft Teams

Use 9 documented Zoho CRM triggers to run 12 documented Microsoft Teams actions.

9 source triggers

12 target actions

Reverse direction supported

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Why Connect Zoho CRM & Microsoft Teams?

Start with a Zoho CRM event

Choose from 9 documented triggers, including New Contact (Instant), New Event (Instant), New Lead (Instant).

Run a Microsoft Teams action

Send the event into one of 12 documented actions, such as Create Channel, Get Chat Message, Get Current User.

Map and review the workflow

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

Available Triggers & Actions

Zoho CRM

Triggers (9)

New Contact (Instant)

Emits an event each time a new contact is created in Zoho CRM

webhook

New Event (Instant)

Emit new custom events from Zoho CRM

webhook

New Lead (Instant)

Emits an event each time a new lead is created in Zoho CRM

webhook

New Module Entry (Instant)

Emit new events each time a new module/record is created in Zoho CRM

webhook

New or Updated Contact (Instant)

Emits an event each time a new contact is created or updated in Zoho CRM

webhook

New or Updated Lead (Instant)

Emits an event each time a new lead is created or updated in Zoho CRM

webhook

New or Updated Module Entry (Instant)

Emits an event each time a module/record is created or edited in Zoho CRM

webhook

New User

Emits an event each time a new user is created in Zoho CRM

polling

Updated Module Entry (Instant)

Emits an event each time a new module/record is updated in Zoho CRM

webhook

Actions (10)

Convert Lead

Converts a Lead into a Contact or an Account. See the documentation

Create Object

Create a new object/module entry. See the documentation

Download Attachment

Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.

Get Object

Gets record data given its id.

List Fields

Gets the field metadata for the specified module

List Modules

Retrieves a list of all the modules available in your CRM account.

List Objects

Gets the list of available records from a module.

Search Objects

Retrieves the records that match your search criteria.

Update Object

Updates existing entities in the module. See the documentation

Upload Attachment

Uploads an attachment file to Zoho CRM from a URL or file path. See the documentation

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

Integration Features

9 documented Zoho CRM triggers

12 documented Microsoft Teams actions

Configurable field mapping

Conditional workflow steps

Execution monitoring

A supported Microsoft Teams to Zoho CRM direction

Capability Examples

Zoho CRM trigger → Microsoft Teams action

Catalog example

Zoho CRM

New Contact (Instant)

Microsoft Teams

Create Channel

Microsoft Teams trigger → Zoho CRM action

Reverse direction

Microsoft Teams

New Channel

Zoho CRM

Convert Lead

How It Works

Connect Apps

Authenticate your Zoho CRM and Microsoft Teams accounts

Choose a Trigger

Select a documented Zoho CRM event

Choose an Action

Select the documented Microsoft Teams 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 9 documented Zoho CRM triggers.

Automated Actions

Run one of 12 documented Microsoft Teams 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 Microsoft Teams to Zoho CRM for bidirectional automation

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All Microsoft Teams Integrations

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Connect Zoho CRM to Microsoft Teams

Why Connect Zoho CRM & Microsoft Teams?

Start with a Zoho CRM event

Run a Microsoft Teams action

Map and review the workflow

Available Triggers & Actions

Zoho CRM

Triggers (9)

Actions (10)

Microsoft Teams

Triggers (6)

Actions (12)

Integration Features

Capability Examples

Zoho CRM trigger → Microsoft Teams action

Microsoft Teams trigger → Zoho CRM action

How It Works

Connect Apps

Choose a Trigger

Choose an Action

Test and Review

Frequently Asked Questions

Is the Zoho CRM to Microsoft Teams direction supported?

Which Zoho CRM triggers are available?

Which Microsoft Teams actions are available?

Can I also connect Microsoft Teams to Zoho CRM?

Integration Benefits

Trigger-driven Workflows

Automated Actions

Provider Authentication

Guided Configuration

Field Mapping

Execution Review

Reverse Integration Available

All Zoho CRM Integrations

All Microsoft Teams Integrations

Popular Integrations

More Microsoft Teams Integrations

Ready to Connect Zoho CRM & Microsoft Teams?