Microsoft Teams + CallRail Integration

Connect Microsoft Teams to CallRail in 1 click

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Popular Microsoft Teams + CallRail Workflows

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CallRail + Microsoft Teams Integration

Send Microsoft Teams message for new CallRail form

When you receive a new CallRail form, you can automatically send a Microsoft Teams message. This is a great way to stay on top of new responses and ensure that you're always providing the best possible customer service. Plus, it's just one less thing that you have to remember to do manually!

So go ahead and set up your automatic Microsoft Teams message today. Your future self will thank you.
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CallRail + Microsoft Teams Integration

Send Microsoft Teams message for new CallRail contact

Anytime a new contact is added to your CallRail, automatically send them a message through Microsoft Teams letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this CallRail - Microsoft Teams integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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CallRail + Microsoft Teams Integration

Send message from Microsoft Teams for new sms received in CallRail

There are many reasons why you would want to send an message in Microsoft Teams when a text message is received in CallRail.

Perhaps you want to respond to the customer quickly and don't have time to type out a response on your phone. Maybe you want to keep all customer communication in one place, or perhaps you just want an extra layer of security by sending confidential information via message instead of sms.

No matter what your reason, setting up message notifications for incoming sms is easy and can be done in just a few minutes. Give it a try today!
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Microsoft Teams + CallRail Integration
1.
  • Microsoft Teams
    Chat message is received in Microsoft Teams
  • Microsoft Teams
    Message posted in channel in Microsoft Teams
  • Microsoft Teams
    Channel is created in Microsoft Teams
  • Microsoft Teams
    New chat is created in Microsoft Teams
  • CallRail
    Phone call is completed in CallRail Instant
  • CallRail
    Phone call is updated in CallRail Instant
  • CallRail
    Phone call is started in CallRail Instant
  • CallRail
    Outbound call is completed in CallRail Instant
  • CallRail
    Form is captured in CallRail Instant
  • CallRail
    User is created in CallRail
  • CallRail
    SMS is sent in CallRail Instant
  • CallRail
    SMS is received in CallRail Instant
  • CallRail
    Company is created in CallRail
  • CallRail
    Session tracker is created in CallRail
  • CallRail
    Source tracker is created in CallRail
2.
  • Microsoft Teams
    Search user in Microsoft Teams
  • Microsoft Teams
    Send channel message in Microsoft Teams
  • Microsoft Teams
    Send chat message in Microsoft Teams
  • Microsoft Teams
    Create channel in Microsoft Teams
  • Microsoft Teams
    Search channel in Microsoft Teams
  • Microsoft Teams
    Create online meeting in Microsoft Teams
  • Microsoft Teams
    Get user by ID in Microsoft Teams
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