Microsoft Teams Integration to Zoho CRM

Microsoft Teams Integration to Zoho CRM

Discussions happen before, during, and after joint tasks to maintain alignment on objectives. A sales team's discussions can take various forms, such as in-person meetings, forum announcements, emails, notes in CRM records, and chat tools.

Zoho CRM's integration with Microsoft Teams enhances collaboration for sales and customer-facing teams, allowing for record sharing, real-time notifications, and staying informed on sales trends to aid in closing deals.

With this integration, you can:
  1. Share CRM records with a user or a channel in Microsoft Teams
  2. Distribute charts from your dashboard to users or channels in Microsoft Teams
  3. Get automatic notifications via Microsoft Teams for events in CRM
  4. Access CRM data within Microsoft Teams
Availability
Permission Required
Users with the administrator profile can set up this integration.


Enable Microsoft Teams Integration

Admins can enable Microsoft Teams integration in Zoho CRM to allow CRM users to share data to conversations and channels in Microsoft Teams.

To enable Microsoft Teams integration in Zoho CRM
  1. Navigate to Setup > Marketplace > Microsoft.
  2. Click the Teams tab.
  3. Click Enable.


Note
  1. Only users with Microsoft work accounts will be able to use this integration. Microsoft personal accounts cannot be used here.
  2. Once the admin has enabled the integration, users will need to authorize it the first time they take an action, like sharing a record through Teams.

  3. At any point in time, a user can link their Zoho CRM account to only one Microsoft Teams account. You'll have to unlink the accounts before making a connection to a new account. Instructions for how to do so will be available in the popup itself.

Once enabled, users and admins can:

Collaborate with peers in Teams

Share CRM data with peers via Teams












Share CRM dashboard components with peers via Teams












Receive automated notifications via Teams

Automated CRM notifications assist users in staying informed about crucial events in real-time. This includes:
  1. Receiving immediate updates on leads for prompt follow-ups by sales teams
  2. Progress notifications on leads and opportunities for sales managers
  3. Task reminders for sales representatives to remember important actions like follow-up calls or meetings, and so on.
Through the Microsoft Teams integration, users can now receive these notifications via Teams. You can trigger notifications related to workflow rules, signals, zia anomaly detection, and CommandCenter.

Note
We use the CRM Bot in MS Teams to send automated notifications to the users. If the user unsubscribes the Bot, they will not receive further notifications.
Trigger notifications through Workflow Rules















Enable Signals notifications via Microsoft Teams







Enable CommandCenter notifications via Microsoft Teams
















Enable Zia notifications via Microsoft Teams











Use commands to fetch CRM information within Microsoft Teams

During a conversation with your peers, you might need to access a specific CRM record.

By integrating Zoho CRM with Microsoft Teams, you can easily retrieve the necessary record without leaving the chat. Commands can be used within Microsoft Teams to fetch CRM records in the Leads, Contacts, Accounts, and Deals modules.

The syntax for these commands is Module [keyword] where:
  1. Module can be Leads, Contacts, Accounts, or Deals.
  2. Keyword is the record name.
Following are the chat commands that can be entered on Teams:
Purpose
Command
Example
Fetch a record from Leads module
Leads [value]
Leads Smith
Fetch a record from Contacts module
Contacts [value]
Contacts Watson
Fetch a record from Deals module
Deals [value]
Deals Trulhar
Fetch a record from Accounts module
Accounts [value]
Accounts Zylker

To enter a command
  1. Go to the CRM bot's window in Microsoft Teams or to a channel.
  2. In the message box, enter one of the commands seen above. For example,
    Leads [value]. If you are posting in a channel, you'll have to tag the CRM bot first.
  3. You will be offered a list of matching results to choose from. A business card view of the record is displayed.



Note
  1. Commands are only supported in the Leads, Accounts, Contacts, and Deals modules.
  2. Only 10 results will be shown.
  3. Note that the name of the module has to be in the plural form. For example, "Leads", "Contacts", "Accounts". The singular form of the module name is not supported in the commands.

Disable Microsoft Teams Integration

You can deactivate the entire integration by clicking on the Disable button. On deactivating, all the options in Zoho CRM to share via Microsoft Teams will no longer be available.

To deactivate the Microsoft Teams integration
  1. Log in to Zoho CRM with Administrator privileges.
  2. Go to Setup > Marketplace > Microsoft.
  3. Click the Teams tab.
  4. Click Disable.
Note
  1. All authorizations between CRM & Microsoft Teams will be removed when you do any of the following actions:
    1. Disable the integration in the CRM
    2. Uninstall the CRM bot in Teams
    3. Invoke the Revoke option in Teams
  2. When you disable the integration in any of the above ways, some Teams-related configurations will be removed completely. These will have to be reconfigured when you re-enable the integration. These include:
    1. Workflow notifications
    2. CommandCenter notifications
  3. Other Teams-related configurations will not be available when you disable the app. However, when you re-enable the integration and authorize the Microsoft Teams account, they will be restored to the state they were in at the time of disabling the integration. These include:
    1. Signals
    2. Zia notifications
    3. Anomaly detector notifications

    • Related Articles

    • Microsoft Exchange Extension for Zoho CRM

      Microsoft Exchange for Zoho CRM Microsoft Exchange - User Guide | Online Help - Zoho CRM Microsoft Exchange - Administrator Guide | Online Help - Zoho CRM The Microsoft Exchange extension for Zoho CRM allows you to integrate contacts, tasks, mails, ...

    • Get Ready to Sell on the Go with Zoho Mobile

      A mobile CRM is not a downsized version of the desktop CRM. It’s a more specialized and dedicated platform aimed at higher productivity. In the mobile version, you concentrate on what matters most. In this ebook, find out about the useful features ...

    • Zoho Sprints to Zoho Desk Integration

      Do you want to follow an organized scrum way to manage your daily ticket details? It's now possible with our Zoho Desk integration. Just add the Zoho Sprints app in the Zoho Desk marketplace.  Available plan: Premier, Professional, Enterprise. ...

    • Zoho Sprints to Zoho Projects Integration

      No matter how many projects you have on your list or teams to coordinate - Managing everything in the right way matters the most. Project management methodologies are many, and every team is bound to follow a standard process. That's why moving to a ...

    • Segmentation in Zoho CRM

      Customer segmentation is the process of categorizing customers based on common characteristics such as their region, industry, product preference, or revenue generated. It is a powerful technique that helps companies better address their customers' ...