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Microsoft Teams + Customerly Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft Teams and Customerly

About Microsoft Teams

Microsoft Teams is a hub for teamwork, productivity, and collaboration. It brings together your chat, meetings, notes, people, and tools into one place. And it's accessible from anywhere, on any device.

About Customerly

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

Customerly Integrations

Best Microsoft Teams and Customerly Integrations

  • Microsoft Teams Slack

    Microsoft Teams + Slack

    Add a Channel in Slack Whenever a New Channel is Created in Microsoft Teams Read More...
    When this happens...
    Microsoft Teams New Channel
     
    Then do this...
    Slack Create Channel
    Make your team collaboration more efficient by integrating your Microsoft Teams with Slack. Once you set this integration up, whenever a new channel is created in Microsoft Teams, Appy Pie Connect will automatically create a corresponding channel in Slack. This integration will help you keep all your team members on the same page and prevent any miscommunication or lack of collaboration.
    How this Microsoft Teams - Slack Integration Works
    • A new channel is created on Microsoft Teams
    • Appy Pie Connect automatically creates a corresponding channel on Slack
    What You Need
    • A Slack account
    • A Microsoft Teams account
  • Microsoft Teams Slack

    Microsoft Teams + Slack

    Set Slack Channel Topic When New Team Is Created On Microsoft Teams Read More...
    When this happens...
    Microsoft Teams New Team
     
    Then do this...
    Slack Set Channel Topic
    If you’re spending way too much time looking for information that you need to share with your team members in your Microsoft Teams, this integration is for you. You don’t need to learn programming, just integrate Slack with your Google Sheets and thereafter whenever a new team is created on Microsoft Teams, Appy Pie Connect will automatically update the indicated Slack channel's topic with the details you need to share with your team.
    How This Integration Works
    • A new team is created in Microsoft Teams
    • Appy Pie Connect automatically sets a new topic for a Slack Channel
    What is Needed for This Integration
    • A Slack account
    • A Microsoft Teams Account
  • Microsoft Teams Slack

    Microsoft Teams + Slack

    Send a Message in Slack Channel Whenever a New Message is Posted in a Microsoft Teams Channel Read More...
    When this happens...
    Microsoft Teams New Message Posted to Channel
     
    Then do this...
    Slack Send Channel Message
    Set up this Microsoft Teams – Slack integration and we will automate the interaction between them. After setting this integration up, whenever a message is posted in Microsoft Teams Channel, Appy Pie Connect will send a notification message in your chosen channel on Slack. So, keep both of your teams informed at all times by integrating your Microsoft Teams with Slack now.
    How This Integration Works
    • A new message is posted in a Microsoft Channel
    • Appy Pie Connect automatically shares that message on your Slack Channel
    What Is Needed for This Integration
    • A Microsoft Teams Account
    • A Slack Account
  • Microsoft Teams Freshsales

    Microsoft Teams + Freshsales

    Create leads in Freshsales from new messages in a Microsoft Teams channel Read More...
    When this happens...
    Microsoft Teams New Message Posted to Channel
     
    Then do this...
    Freshsales Create Lead
    Set up this Freshsales - Microsoft Teams integration and we will automate the interaction between the two. After setting this integration up, whenever a message is posted in a channel on Microsoft Teams, Appy Pie Connect will create a new lead in Freshsales. Our automation platform lets you integrate Freshsales with Microsoft Teams without writing a single line of code.
    How This Freshsales – Microsoft Teams integration Works
    • A new message is posted in a channel on Microsoft Teams
    • Appy Pie Connect automatically creates a new lead in Freshsales
    What You Need
    • A Freshsales account
    • A Microsoft Teams account
  • Microsoft Teams Slack

    Microsoft Teams + Slack

    Send a Message in Slack Private Channel Whenever a New Message is Posted in a Microsoft Teams Channel Read More...
    When this happens...
    Microsoft Teams New Message Posted to Channel
     
    Then do this...
    Slack Send Private Channel Message
    Set up this Microsoft Teams – Slack integration and we will automate the interaction between them. After setting this integration up, whenever a message is posted in Microsoft Teams Channel, Appy Pie Connect will send a notification message in your chosen private channel on Slack. So, keep both of your teams informed at all times by integrating your Microsoft Teams with Slack now.
    How This Integration Works
    • A new message is posted in a Microsoft Channel
    • Appy Pie Connect automatically shares that message on your Slack Private Channel
    What Is Needed for This Integration
    • A Microsoft Teams Account
    • A Slack Account
  • Microsoft Teams Slack

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Microsoft Teams {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Microsoft Teams + Customerly in easier way

It's easy to connect Microsoft Teams + Customerly without coding knowledge. Start creating your own business flow.

    Triggers
  • New Chat

    Trigger every time a new chat is created.

  • New Chat Message

    Trigger every time a new chat message is created.

  • New Meeting

    Trigger every time a new meeting is created.

  • New Message Posted to Channel

    Triggers when a new message is posted to a specific #channel you choose.

  • New Team

    Trigger every time a new team is created.

  • New User

    Trigger every time a new user is added in the group's user list.

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    Actions
  • Add Member

    Add new member in a group.

  • Create Channel

    Creates a new channel.

  • Create Chat

    Creates a new chat.

  • Create Meeting

    Create a meeting

  • Delete user

    Delete an user from an Ms Team group.

  • Send Channel Messages

    Post a new message to a channel you choice.

  • Send Chat Message

    Send Chat Message.

  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

How Microsoft Teams & Customerly Integrations Work

  1. Step 1: Choose Microsoft Teams as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Microsoft Teams with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Customerly as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Customerly with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Teams and Customerly

Microsoft Teams ia a chat-based workspace in Office 365 that bring together the people, apps and tops you need to cplaborate, easily communicate and get work done. It’s where conversations with cpleagues flow naturally, enabling you to get more done across your organization. It forges a more natural communication environment that keeps everyone informed and organized.

Customerly is a platform that brings together sales, marketing and customer support teams to give companies a single view of their customers, so they can communicate with them in a contextual way that gives each customer the best experience possible. The platform delivers a personalised email experience based on each person’s interests, preferences and purchase history.

  • Integration of Microsoft Teams and Customerly
  • Microsoft teams and Customerly provide a very good cplaboration experience for sales, marketing and customer support teams. Both sputions have similar functionalities in terms of cplaboration, messaging and tracking usage data of its users.

    Customerly is a top that creates email templates based on user profiles. Using these profiles the emails can be sent at the right time with the right content. Microsoft Teams does not have that capability and it can only send email templates created by users themselves. This means that in order to know what specific information to include in an email template for a specific user, it needs to be sent manually by the support team. For example, if a new customer buys something from a company, the support team has to send an email with this information manually, instead of automatically adding this information to a template. Therefore creating an integration between these two products would enable the support team to send a template-based email for each new customer that buys something from the company.

    The process to integrate Microsoft Teams and Customerly may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.