Microsoft Teams + Dashly Integration

Integrate Dashly to Microsoft Teams in one click, or tell Integrately AI how you want each lead handled. Notify your team, assign follow-ups, create online meetings, and update your workspace automatically.

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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
  • Dashly
    Lead is created in Dashly
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2.
  • Microsoft Teams
    Search user in Microsoft Teams
  • Microsoft Teams
    Get chat message 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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Ready Workflows Ready Workflows for Dashly + Microsoft Teams Integration

Alert your sales team in Microsoft Teams, create online meetings, schedule channels, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Dashly + Microsoft Teams Integration

Send Microsoft Teams message for new Dashly contact

Many businesses rely on marketing to bring in new customers and grow their sales. One key element of successful marketing is staying in touch with your prospective customers. However, manually sending out messages to each new contact can be time-consuming and ineffective. Fortunately, there is a better way.

By automatically sending a Microsoft Teams message for every new Dashly contact, you can stay connected with your prospects without spending hours crafting individual messages. This simple automation can help you build better relationships with your prospects and close more sales.
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Connect more apps to your Dashly + Microsoft Teams flow

Capture leads in Dashly, sync them to your CRM or analytics platform, and alert your team in Microsoft Teams instantly. Pick a combination and activate it in one click.

Microsoft Teams
Dashly
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HubspotHubspot (5)
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Google Analytics 4Google Analytics 4 (5)
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SalesforceSalesforce (5)
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CalendlyCalendly (5)
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TypeformTypeform (5)
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MailchimpMailchimp (5)
D
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Add every new Dashly lead to HubSpot, and notify your sales team in Microsoft Teams
New Dashly leads appear in HubSpot as contacts instantly and your team hears about it in Microsoft Teams, eliminating manual copy-pasting.
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Create a HubSpot deal for every Dashly lead, and alert your account owner in Microsoft Teams
Turn Dashly leads into active HubSpot deals and notify the assigned rep in Microsoft Teams right away.
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Set up a HubSpot follow-up task for every Dashly lead, and schedule a Microsoft Teams meeting
Keep your pipeline organised in HubSpot and schedule discussions in Microsoft Teams without switching tabs.
D
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If a Dashly lead matches enterprise criteria in HubSpot, alert senior management in Microsoft Teams
Route enterprise prospects to HubSpot and notify leadership in Microsoft Teams based on submitted criteria.
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Use ChatGPT to qualify Dashly leads, create HubSpot contacts, and brief your team in Microsoft Teams
AI analyses Dashly leads before creating HubSpot records and briefing your team in Microsoft Teams.

Supported triggers and actions for Microsoft Teams and Dashly

Mix and match to build the exact automation you need

Microsoft Teams
Microsoft Teams Triggers & Actions
Chat message is received in Microsoft Teams
Triggers the automation when a chat message is received
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Message posted in channel in Microsoft Teams
Triggers the automation when a message needs to be sent via SMS
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Channel is created in Microsoft Teams
Triggers the automation when a new channel is created
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New chat is created in Microsoft Teams
Triggers the automation when a new conversation is initiated
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Search user in Microsoft Teams
Searches for a user
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Get chat message in Microsoft Teams
Get chat message
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Send channel message in Microsoft Teams
Sends a message to a channel
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Send chat message in Microsoft Teams
Sends a chat message to a recipient or group
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Create channel in Microsoft Teams
Creates a new channel
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Search channel in Microsoft Teams
Searches for a channel
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Create online meeting in Microsoft Teams
Schedules a new online meeting
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Get user by ID in Microsoft Teams
Retrieves user information using their id
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Dashly
Dashly Triggers & Actions
Lead is created in Dashly
Triggers the automation when a new lead is created
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No action is available

What can you automate with Dashly + Microsoft Teams?

Streamline your conversion workflows and team notifications by connecting Dashly and Microsoft Teams.

What you can automate?
🚀
Send instant lead alerts from Dashly to Microsoft Teams
Trigger an immediate notification in Microsoft Teams the moment a prospective customer converts in Dashly, ensuring your sales team never misses an inquiry.
📋
Capture every submitted lead field accurately
Map all available contact details and custom questions submitted in Dashly straight into your Microsoft Teams messages and connected destination apps.
🔔
Notify the right team member right away
Route incoming leads directly to specific Microsoft Teams channels or individual chat threads based on visitor department, region, or interest.
🔀
Route leads conditionally based on submitted answers
Send high-priority enterprise inquiries to executive channels in Microsoft Teams while routing standard leads to general sales queues.
🔄
Keep your workspace updated as details change
Automatically update existing contact records and team notifications whenever a visitor updates their information in Dashly.
🛡️
Prevent duplicate records across your stack
Search existing databases before creating new records to ensure clean data management across Dashly and your team tools.
📅
Schedule online meetings automatically upon conversion
Trigger Microsoft Teams online meetings and calendar invites the moment a qualified visitor submits their information in Dashly.
🔗
Extend your workflow to CRMs and analytics
Connect Dashly and Microsoft Teams with HubSpot or Salesforce to sync leads, update pipelines, and notify your team in a single multi-step flow.
And much more...

Who is Dashly + Microsoft Teams integration for?

Marketing and sales teams connect Dashly and Microsoft Teams to eliminate manual handoffs, accelerate lead response times, and keep communication aligned across the workspace.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Account executives
Account executives
Lead generation managers
Lead generation managers
Onboarding specialists
Onboarding specialists
Operations directors
Operations directors
📈
Performance marketers
You monitor campaign conversion numbers in Dashly but your reporting sheet only updates when someone manually exports records, so the metrics you review are always outdated — this integration means every new lead triggers immediate updates and your data stays current.
⚡
Sales development reps
You need to reach out to inbound website prospects immediately, but notifications arrive hours late because lead details sit in unmonitored dashboards — this integration means every new lead is announced in your workspace instantly so you can initiate contact right away.
🤝
Account executives
You answer to sales managers who want real-time visibility into incoming prospect activity, but coordination relies on manual status updates — this integration means every conversion flows straight into your collaboration channels so progress is always transparent.
📊
Lead generation managers
Your website generates high volumes of traffic that require constant manual sorting before anyone can take action, causing leads to fall through the cracks — this integration means high-speed routing handles incoming volume automatically without manual bottlenecks.
👥
Onboarding specialists
You own the client setup process but depend on marketing teams to manually hand over visitor information from Dashly, leading to communication gaps — this integration means upstream lead handoffs happen instantly and your team is alerted without delay.
🗂️
Operations directors
You need a reliable history of visitor interactions for auditing and analytics, but manual logging leaves frequent gaps in your records — this integration means every single customer touchpoint is captured accurately and stored without missing details.
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Why choose Integrately to automate Microsoft Teams + Dashly

Build and manage your Microsoft Teams + Dashly automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Teams + Dashly with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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Frequently Asked Questions

How do I connect Dashly to Microsoft Teams?
Frequently Asked Questions
You can connect Dashly to Microsoft Teams in 1-click using ready workflows on Integrately, or use Integrately AI to set up custom multi-step automations with tools like HubSpot, Salesforce, and Calendly.
Can I automatically send Dashly leads to Microsoft Teams channels?
Frequently Asked Questions
Can I connect Dashly, Microsoft Teams, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Dashly and Microsoft Teams?
Frequently Asked Questions
How does Dashly trigger data to Microsoft Teams?
Frequently Asked Questions
Can I schedule Microsoft Teams meetings from Dashly leads?
Frequently Asked Questions
Do I need coding skills to automate Dashly and Microsoft Teams?
Frequently Asked Questions
Is the Dashly and Microsoft Teams integration free?
Frequently Asked Questions
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