Capsule CRM + Microsoft Teams Integration

Connect Capsule CRM to Microsoft Teams in 1 click

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1.
  • Capsule CRM
    Person is created in Capsule CRM Instant
  • Capsule CRM
    Person is updated in Capsule CRM Instant
  • Capsule CRM
    Task is created in Capsule CRM Instant
  • Capsule CRM
    Task is updated in Capsule CRM Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM Instant
  • Capsule CRM
    Case is created in Capsule CRM Instant
  • Capsule CRM
    Case is updated in Capsule CRM Instant
  • Capsule CRM
    Organisation is created in Capsule CRM Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM Instant
  • 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
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2.

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Ready Workflows Ready Workflows   for Capsule CRM + Microsoft Teams Integration

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Most popular automationsmost-popular-automations
Capsule CRM + Microsoft Teams Integration

Send Microsoft Teams message for new Capsule CRM person

Anytime a new person is added to your Capsule CRM, 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 Capsule CRM - Microsoft Teams integration, you can rest assured that your new person 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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Capsule CRM + Microsoft Teams Integration

Send Microsoft Teams message for new Capsule CRM task

With this Capsule CRM - Microsoft Teams integration, whenever a new task is created in Capsule CRM, message will be sent via Microsoft Teams. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Capsule CRM + Microsoft Teams Integration

Send Microsoft Teams message for new Capsule CRM opportunity

Whenever a new opportunity is created in your Capsule CRM, you'll want to communicate with your team to make sure everyone is on the same page. Sending Microsoft Teams message ensures that everyone knows about the new opportunity and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more opportunitys. In short, this Capsule CRM - Microsoft Teams integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
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Automations

Top 10 Most Popular Capsule CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Elementor Forms logo
Capsule CRM logo
Create Capsule CRM person for new Elementor Forms form submission
Activate
Elementor Forms logo
Capsule CRM logo
Create Capsule CRM opportunity for new Elementor Forms form submission
Activate
Shopify logo
Capsule CRM logo
Create Capsule CRM person from new Shopify customer
Activate
WPForms logo
Capsule CRM logo
Create Capsule CRM person for new WPForms form submission
Activate
Wave logo
Capsule CRM logo
Create Capsule CRM person for new Wave customer
Activate
Elementor Forms logo
Capsule CRM logo
Create Capsule CRM person for new Elementor Forms form submission
Activate
Elementor Forms logo
Capsule CRM logo
Create Capsule CRM opportunity for new Elementor Forms form submission
Activate
Shopify logo
Capsule CRM logo
Create Capsule CRM person from new Shopify customer
Activate
WPForms logo
Capsule CRM logo
Create Capsule CRM person for new WPForms form submission
Activate
Wave logo
Capsule CRM logo
Create Capsule CRM person for new Wave customer
Activate
Bit Form logo
Capsule CRM logo
Create Capsule CRM person for new Bit Form response
Activate
Capsule CRM logo
Phaxio logo
Send Phaxio fax for new Capsule CRM opportunity
Activate
GroovePages logo
Capsule CRM logo
Create Capsule CRM person for new GroovePages response
HappyForms logo
Capsule CRM logo
Create Capsule CRM person for new HappyForms form submission
Elite Funnels logo
Capsule CRM logo
Create Capsule CRM person for new Elite Funnels form submission
Bit Form logo
Capsule CRM logo
Create Capsule CRM person for new Bit Form response
Activate
Capsule CRM logo
Phaxio logo
Send Phaxio fax for new Capsule CRM opportunity
Activate
GroovePages logo
Capsule CRM logo
Create Capsule CRM person for new GroovePages response
HappyForms logo
Capsule CRM logo
Create Capsule CRM person for new HappyForms form submission
Elite Funnels logo
Capsule CRM logo
Create Capsule CRM person for new Elite Funnels form submission

Top 10 Most Popular Microsoft Teams Automations from
Integrately Community

Most popularmost-popular-automations
01
Discord logo
Microsoft Teams logo
Send Microsoft Teams message for new Discord message
02
Salesforce logo
Microsoft Teams logo
Send Microsoft Teams message for new Salesforce record
03
Google Sheets logo
Microsoft Teams logo
Send Microsoft Teams message for new Google Sheets row
04
Microsoft Teams logo
Notion logo
Create Notion database item for new message received in Microsoft Teams
05
Google Sheets logo
Microsoft Teams logo
Send Microsoft Teams message for updated Google Sheets row
cloud
Microsoft Teams
app integration
06
Microsoft Teams logo
GoHighLevel (Legacy) logo
Create GoHighLevel note for new Microsoft Teams message
07
MySQL logo
Microsoft Teams logo
Send Microsoft Teams message for new MySQL row
08
SQL Server logo
Microsoft Teams logo
Send Microsoft Teams message for new SQL Server row
09
Microsoft Teams logo
Zoho Recruit logo
Create Zoho Recruit record for new message received in Microsoft Teams
10
Grist logo
Microsoft Teams logo
Send Microsoft Teams message for new Grist record
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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750 Tasks
in $19.99
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in $19.99

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You Can Also Connect Capsule CRM or Microsoft Teams With 1400+ Other Apps

Capsule CRM
Capsule CRM
Capsule is a revolutionary sales CRM that helps you manage your contacts, pipeline and activities. The easy to use interface allows you to keep track of all your interactions with customers in one convenient place.
Microsoft Teams
Microsoft Teams
Microsoft teams allows you to chat, call and collaborate with your colleagues faster and easier than ever before. The platform has been designed as a place for conversations, meetings, notes, files and other aspects of teamwork in one place.