Integrate MS Teams with Zoho CRM for faster collaboration

Zoho has added (finally) MS Teams to Zoho CRM chat integrations.

Sales teams operate faster by sharing records for quick collaboration and receiving real-time notifications to facilitate faster responses. Organizations which rely on MS Teams for their work can benefit from Zoho CRM's integration with MS Teams. This is addition to the current Cliq, Slack and Google Chat integrations.

Admins can enable this integration for their organization.

With this integration users can share CRM records with a user or channels within in Microsoft Teams

You and your colleagues can share records and quickly get on the same page in your conversations. For example, imagine you come across a note in a record and want to bring it up with the person who wrote it. You can easily share the record to that individual in Teams and begin your conversation.

Distribute charts from your dashboard to users or channels in Microsoft Teams

You can share dashboard components as well. Let's say you are a manager who wants to inform the team about target achievement. Share the relevant dashboard chart on your team's channel for quick attention.

Get automatic notifications in Microsoft Teams for events in CRM via workflows

Stay on top of events in CRM by receiving automatic notifications in MS Teams for messages from customers, anomalies Zia has detected, CRM record events, CommandCenter journey events, and so on.

Access CRM Data within Microsoft Teams

​Use Commands within Microsoft Teams to fetch CRM records in the Leads, Contacts, Accounts, and Deals modules.

Please refer help document for more information related to this integration.

Availability

Editions: Standard and above
DCs: All
Release plan: This feature will be available for partners by this weekend. It will be released in a phased manner to all users in all DCs in the next few weeks.

[Update | 29 July 2024] This feature has been released to all users in all DCs.

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