Capsule CRM + Microsoft Teams Integration

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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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Capsule CRM + Microsoft Teams Integration
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
2.
  • Capsule CRM
    Create person in Capsule CRM
  • Capsule CRM
    Search person in Capsule CRM
  • Capsule CRM
    Create opportunity in Capsule CRM
  • Capsule CRM
    Search opportunity in Capsule CRM
  • Capsule CRM
    Create task in Capsule CRM
  • Capsule CRM
    Add note to entity in Capsule CRM
  • Capsule CRM
    Create organisation in Capsule CRM
  • Capsule CRM
    Search organisation in Capsule CRM
  • Capsule CRM
    Search person or organisation in Capsule CRM
  • Capsule CRM
    Add tag to entity in Capsule CRM
  • Capsule CRM
    Create case in Capsule CRM
  • Capsule CRM
    Search case in Capsule CRM
  • Capsule CRM
    Search milestone in Capsule CRM
  • 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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