Share updated Freshworks CRM (Freshsales Suite) deal via Microsoft Teams message
Freshworks CRM (Freshsales Suite) + Microsoft Teams Integration
Freshworks CRM (Freshsales Suite) + Microsoft Teams Integration
Connect Freshworks CRM (Freshsales Suite) to Microsoft Teams in 1 click
Free forever.Use premium features free for 14 days.1.
Contact is created in Freshworks CRM (Freshsales Suite)- Contact is updated in Freshworks CRM (Freshsales Suite)
- Deal is updated in Freshworks CRM (Freshsales Suite)
- Deal is created in Freshworks CRM (Freshsales Suite)
- Task is created in Freshworks CRM (Freshsales Suite)
- Account is created in Freshworks CRM (Freshsales Suite)
- Account is updated in Freshworks CRM (Freshsales Suite)
Chat message is received in Microsoft Teams- Message posted in channel in Microsoft Teams
- Channel is created in Microsoft Teams
- New chat is created in Microsoft Teams
2.
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Ready Workflows for Freshworks CRM (Freshsales Suite) + Microsoft Teams Integration
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Most popular automations
Send Microsoft Teams message for new Freshworks CRM (Freshsales Suite) contact
Anytime a new contact is added to your Freshworks CRM (Freshsales Suite), 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 Freshworks CRM (Freshsales Suite) - 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!
See moreFurthermore, with this Freshworks CRM (Freshsales Suite) - 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!
Send Microsoft Teams message for new Freshworks CRM (Freshsales Suite) task
With this Freshworks CRM (Freshsales Suite) - Microsoft Teams integration, whenever a new task is created in Freshworks CRM (Freshsales Suite), 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.
See morePlus, 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.
Send Microsoft Teams message for new Freshworks CRM (Freshsales Suite) deal
Whenever a new deal is created in your Freshworks CRM (Freshsales Suite), 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 deal 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 deals. In short, this Freshworks CRM (Freshsales Suite) - Microsoft Teams integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
See moreThis not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more deals. In short, this Freshworks CRM (Freshsales Suite) - Microsoft Teams integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
Send Microsoft Teams message for new Freshworks CRM (Freshsales Suite) account
Freshworks CRM (Freshsales Suite) + Microsoft Teams Integration
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Who Is This Integration For?
Sales Teams
Customer Support Teams
Project Managers
Marketing Teams
Account Managers
Sales Teams
Sales teams are constantly juggling multiple leads and clients. FreshworksCRM helps them manage their contacts and deals, but they need a quick way to share updates or discuss specific deals with team members, which is where integrating with Microsoft Teams becomes invaluable.
Customer Support Teams
Customer support teams track issues and interactions in FreshworksCRM, but when a critical issue arises, they often need rapid team collaboration in Microsoft Teams to strategize a response or gather necessary information.
Project Managers
Project managers track progress and client communications in FreshworksCRM but require seamless communication with their team in Microsoft Teams to ensure everyone is aligned on tasks and timelines.
Marketing Teams
Marketing teams generate leads through campaigns managed in FreshworksCRM and need to quickly share insights or campaign results with colleagues in Microsoft Teams to adjust strategies in real-time.
Account Managers
Account managers oversee client interactions in FreshworksCRM and foresee the need to quickly coordinate internally via Microsoft Teams to address a client’s evolving needs or troubleshoot issues.
What Can You Automate With Freshworks CRM (Freshsales Suite) + Microsoft Teams
Notify team about new leads
When a new lead is added in FreshworksCRM, you can automatically send a notification to a Microsoft Teams channel. This helps keep your team in the loop and allows for quick follow-through on potential deals.
Share deal updates instantly
Automatically post updates to a Microsoft Teams channel whenever a deal stage changes in FreshworksCRM. Your sales team stays informed and can discuss strategy without delay.
Alert on unresolved tickets
If a customer support ticket is unresolved for a specific period, trigger an alert in Microsoft Teams to prompt immediate attention. This ensures none of your important tickets falls through the cracks.
Discuss new contacts in Team
When new contact is created in FreshworksCRM, you can automatically share their info in a Microsoft Teams chat or channel. This keeps your team aware of key new connections and fosters collaboration.
Team notification for task updates
Automatically notify your Microsoft Teams when tasks in FreshworksCRM are updated or completed. This keeps everyone aligned on the project status and next steps.
And much more...
Top 10 Most Popular Freshworks CRM (Freshsales Suite) Automations from
Integrately Community
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Create Freshworks CRM (Freshsales Suite) contact for new Elementor Forms form submission
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Create Freshworks CRM (Freshsales Suite) contact for new WordPress user
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Create Apollo opportunity from new Freshworks CRM (Freshsales Suite) contact
Send AiSensy template message for new Freshworks CRM (Freshsales Suite) task
Create Apollo opportunity for new Freshworks CRM (Freshsales Suite) deal
Send MSG91 sms for new Freshworks CRM (Freshsales Suite) task
Send WhatsApp message for new Freshworks CRM (Freshsales Suite) task
Create Apollo opportunity from new Freshworks CRM (Freshsales Suite) contact
Send AiSensy template message for new Freshworks CRM (Freshsales Suite) task
Create Apollo opportunity for new Freshworks CRM (Freshsales Suite) deal
Send MSG91 sms for new Freshworks CRM (Freshsales Suite) task
Send WhatsApp message for new Freshworks CRM (Freshsales Suite) task
Top 10 Most Popular Microsoft Teams Automations from
Integrately Community
Most popular
01
Send Microsoft Teams message for new Discord message
02
Send Microsoft Teams message for new Salesforce record
03
Send Microsoft Teams message for new Google Sheets row
04
Create Notion database item for new message received in Microsoft Teams
05
Send Microsoft Teams message for updated Google Sheets row
06
Create GoHighLevel note for new Microsoft Teams message
07
Send Microsoft Teams message for new MySQL row
08
Send Microsoft Teams message for new SQL Server row
09
Create Zoho Recruit record for new message received in Microsoft Teams
10
Send Microsoft Teams message for new Grist record
Most popular
01
Send Microsoft Teams message for new Discord message
02
Send Microsoft Teams message for new Salesforce record
03
Send Microsoft Teams message for new Google Sheets row
04
Create Notion database item for new message received in Microsoft Teams
05
Send Microsoft Teams message for updated Google Sheets row
06
Create GoHighLevel note for new Microsoft Teams message
07
Send Microsoft Teams message for new MySQL row
08
Send Microsoft Teams message for new SQL Server row
09
Create Zoho Recruit record for new message received in Microsoft Teams
10
Send Microsoft Teams message for new Grist record
How Integrately Works?
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You Can Also Connect Freshworks CRM (Freshsales Suite) or Microsoft Teams With 1400+ Other Apps
Freshworks CRM (Freshsales Suite)
Freshworks is an all-in-one solution for sales, marketing, customer support and service teams to optimize their existing workflows. It helps you close deals faster, win more business, and retain your best customers.
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.
