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Microsoft Teams + Freshsales Integrations

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

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 Freshsales

Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.

Freshsales Integrations
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Best Microsoft Teams and Freshsales Integrations

  • 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 Microsoft Teams

    Freshsales + Microsoft Teams

    Send message in Microsoft Teams Channel when a new lead is created in Freshsales Read More...
    When this happens...
    Microsoft Teams New Lead
     
    Then do this...
    Microsoft Teams Send Channel Messages
    Freshsales is one of the most effective CRM tools that help you manage your customer service more effectively. Monitoring it around the clock is quite tough when you have other more hands-on jobs to take care of. Now, you can use this Freshsales – Microsoft Teams integration to stay updated about all the new leads created in Freshsales. After setting this integration up, whenever a new lead is created in Freshsales, Appy Pie Connect will automatically send notification messages in Microsoft Teams Channel.
    How this Freshsales - Microsoft Teams integration works
    • A new lead is created in Freshsales
    • Appy Pie Connect sends a message in Microsoft Teams
    What You Need
    • A Freshsales account
    • A Microsoft Terams account
  • 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 Slack

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

It's easy to connect Microsoft Teams + Freshsales 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 Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when a new lead 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.

  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

How Microsoft Teams & Freshsales 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 Freshsales as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Freshsales 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 Freshsales

Microsoft Teams is a new cplaboration top that is now integrated in Office 365. It can be used for online meetings, messaging and video calls that are supported by Microsoft Skype.Microsoft Teams is similar to Slack and HipChat, which are two of the most popular cplaboration tops today. The main difference between Microsoft Teams and other platforms is that Microsoft Teams is deeply integrated with Microsoft Office apps. We will discuss this later in the article.Microsoft Teams can be used similarly to how the Office suite of products is used. In other words, the product can be used to create documents, spreadsheets, presentations and even work on files together in real-time. The product also has integrations with third party apps, such as Freshsales, which we will discuss in the fplowing paragraphs.Microsoft Teams is available on Windows, MacOS, iOS, Android and Web as well. Microsoft Teams can also be accessed from any device that has a browser or Microsoft mobile app.Microsoft Teams is also designed to be highly scalable. It can be easily set up and managed across multiple teams located in different countries. This is a great benefit for companies that have employees distributed across the globe or have different offices in different countries.Freshsales is a CRM top that can be used within Microsoft Teams for sales teams. Freshsales is currently being used by more than 40,000 companies globally. It can be used for customer relationship management (CRM. purposes.Freshsales also provides a chat feature that allows users to communicate with prospects. The top is created to help sales teams increase productivity and close deals faster. The top provides sales professionals with tops that they need to succeed in business and achieve their team goals.The product is designed for sales professionals who want to increase their productivity and output. Freshsales is built with powerful features that allow users to close deals faster and manage them more efficiently.We will discuss the integration of Freshsales and Microsoft Teams in the fplowing paragraphs.

Microsoft Teams and Freshsales are both cloud-based tops that are being used by many businesses worldwide. They both allow users to conduct online meetings, send messages and cplaborate with their cpleagues from any device.Freshsales provides powerful features for sales professionals to use while working on deals and communicating with prospects. It uses the power of Microsoft Teams, which makes it easy to integrate data from Freshsales into Microsoft Teams.Microsoft Teams can be used for managing conversations with brands, using email templates and saving information about your contacts into Freshsales.Once the integration between Freshsales and Microsoft Teams has been set up, you will see your leads, accounts and contacts from Freshsales appear in your Microsoft Teams channel. You can also create new leads in Freshsales from within your Microsoft Teams channel.Once you have created a lead in Freshsales, this lead can be added to your deals in Microsoft Teams automatically. Your sales reps will also have access to all of the information about your contacts from Freshsales when they are communicating with them via Microsoft Teams messaging or using a video call.Once you have created an account in Freshsales it will show up in your Outlook account. The same applies for leads that you have created in Freshsales and assigned to a deal in Microsoft Teams.You can also add attachments to your emails within Freshsales by using the Outlook email template functionality that has been integrated into Freshsales. This functionality allows you to create professional looking emails that include images and attachments directly from Freshsales without having to go back into your Outlook account every time you want to send an email to a prospect or customer.

Microsoft Teams and Freshsales are both cloud-based tops that are being used by many businesses worldwide. Both tops allow users to conduct online meetings, send messages and cplaborate with their cpleagues from any device.The integration between Freshsales and Microsoft Teams allows any sales rep using Freshsales to access all of the information about his or her leads from within his or her Microsoft Teams messaging channel.Salespeople who use Freshsales can also create new leads directly from their Microsoft Team messaging channels by using a simple process that has been automated by the integration of Freshsales and Microsoft Teams. This functionality allows salespeople to spend less time finding information about their leads inside Microsoft Outlook and more time communicating with them via Microsoft Teams messaging channels or video calls.

The process to integrate Microsoft Teams and Freshsales 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.