Microsoft Teams + Solve CRM Integration

Integrate Microsoft Teams to Solve CRM in one click, or tell Integrately AI how you want each contact handled. Create contacts, notify your service team, update records, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
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
  • Solve CRM
    Contact is created in Solve CRM
  • Solve CRM
    Company is created in Solve CRM
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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
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM

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Ready Workflows Ready Workflows for Microsoft Teams + Solve CRM Integration

Capture contacts, organise details, keep CRM updated, alert your team, and send follow-ups, all in just one click.

Most popular automationmost-popular-automations
Solve CRM + Microsoft Teams Integration

Send Microsoft Teams message for new Solve CRM contact

Anytime a new contact is added to your Solve 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 Solve CRM - 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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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Microsoft Teams + Solve CRM flow

Extend your customer service workflows with calendar scheduling, document management, and communication tools. Pick a combination and activate it in one click.

Microsoft Teams
Solve CRM
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Google CalendarGoogle Calendar (8)
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Microsoft OutlookMicrosoft Outlook (8)
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CalendlyCalendly (8)
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ZoomZoom (8)
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Google DriveGoogle Drive (8)
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StripeStripe (8)
G
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Create a Solve CRM contact from a new Google Calendar event, and notify the team in Microsoft Teams
New Google Calendar events automatically generate a Solve CRM contact while alerting your Microsoft Teams channel, so your service team never misses a meeting.
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When a new Solve CRM contact is created, schedule a Google Calendar meeting and alert your Microsoft Teams channel
Every new Solve CRM contact automatically gets a Google Calendar meeting scheduled and a notification posted in Microsoft Teams, keeping your team coordinated.
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When a Google Calendar event is updated, update the matching Solve CRM contact and post the update in Microsoft Teams
Google Calendar event changes instantly update your Solve CRM contact details and notify your Microsoft Teams channel, preventing outdated schedules.
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Create a Google Calendar meeting for every Solve CRM contact marked for review, and confirm it in Microsoft Teams
Solve CRM contacts flagged for review automatically trigger a Google Calendar meeting and a Microsoft Teams notification for quick action.
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If a Google Calendar invite is marked urgent, create a priority Solve CRM contact and alert the team in Microsoft Teams
Urgent Google Calendar invites instantly generate a priority Solve CRM contact and alert your Microsoft Teams channel for immediate handling.
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When a Google Calendar meeting concludes, update the Solve CRM contact notes and post a summary to Microsoft Teams
Concluded Google Calendar meetings update your Solve CRM contact notes automatically and notify your Microsoft Teams channel of the outcome.
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Use Claude to summarise every Google Calendar meeting description, create a Solve CRM contact, and notify Microsoft Teams
Claude summarises your Google Calendar meeting descriptions before creating a Solve CRM contact and alerting your Microsoft Teams channel.
G
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Turn every Google Calendar booking into a Solve CRM contact, schedule a Zoom meeting, and announce it in Microsoft Teams
Google Calendar bookings become Solve CRM contacts, generate a Zoom meeting, and trigger an announcement in Microsoft Teams instantly.

Supported triggers and actions for Microsoft Teams and Solve CRM

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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Solve CRM
Solve CRM Triggers & Actions
Contact is created in Solve CRM
Triggers the automation when a new contact is created
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Company is created in Solve CRM
Triggers the automation when a new company is created
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Create contact in Solve CRM
Adds a new contact to the database
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Create company in Solve CRM
Generates a new company profile with given details
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What can you automate with Microsoft Teams + Solve CRM?

Streamline your customer service workflows and team collaboration with powerful automated actions between Microsoft Teams and Solve CRM.

What you can automate?
🔄
Create Solve CRM contacts from Microsoft Teams messages
Automatically generate a new contact in Solve CRM whenever a chat message or channel message is received in Microsoft Teams, eliminating manual copy-pasting.
📋
Capture every submitted contact detail
Map all available contact fields and metadata from Microsoft Teams conversations straight into Solve CRM records without losing important context.
🔔
Alert your team instantly in Microsoft Teams
Notify your service channel in Microsoft Teams the moment a new contact or company is created in Solve CRM, ensuring rapid response times.
🔀
Route contacts based on specific criteria
Apply conditional rules to direct urgent customer inquiries to priority Solve CRM contact lists while routing standard queries accordingly.
🔄
Keep your CRM records fully synchronized
Automatically update Solve CRM contacts and company profiles whenever related chat discussions or channel updates occur in Microsoft Teams.
🔍
Prevent duplicate records automatically
Search existing database entries before creating new records, ensuring your Solve CRM environment stays clean and free of duplicates.
📈
Manage status updates and follow-ups
Track stage movements and trigger automated follow-up reminders across both platforms as customer relationships evolve.
🔌
Extend flows with supporting calendar apps
Connect Google Calendar or Microsoft Outlook to your core pair to schedule follow-up meetings automatically after contact creation.
And much more...

Who is Microsoft Teams + Solve CRM integration for?

Connecting Microsoft Teams and Solve CRM eliminates manual data entry, keeping customer service and collaboration aligned so teams never miss important updates.

Customer service managers
Customer service managers
Support team leads
Support team leads
Account managers
Account managers
Operations directors
Operations directors
Service representatives
Service representatives
System administrators
System administrators
📈
Customer service managers
You're tracking support metrics across spreadsheets but your CRM updates only when someone manually logs customer interactions, so the numbers you're reviewing are always hours behind — with this integration, every new contact lands in Solve CRM instantly and your metrics stay current.
Support team leads
You need to act fast on customer escalations, but message notifications sit buried in chats until it is too late to respond — with this integration, every new Solve CRM contact alerts your team instantly on Microsoft Teams so you can respond immediately.
🤝
Account managers
You answer to clients who want visibility into service progress, but pulling manual updates takes hours away from client calls — with this integration, every Solve CRM update posts straight to your Microsoft Teams channel to keep everyone informed.
📊
Operations directors
Customer service volume is too high for anyone to keep track of manually, leading to missed client details and lost context — with this integration, every customer interaction syncs automatically between Solve CRM and Microsoft Teams without manual effort.
👥
Service representatives
You own the customer follow-up step but depend on team members to manually hand over client notes from chats, causing delays in scheduling — with this integration, every Microsoft Teams message creates a structured Solve CRM contact instantly.
🗂️
System administrators
You need a reliable history of customer interactions, but team members keep missing key details when copying data between chat and CRM — with this integration, every contact and message is logged securely across both platforms without gaps.
Our team

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Why choose Integrately to automate Microsoft Teams + Solve CRM

Build and manage your Microsoft Teams + Solve CRM 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 + Solve CRM 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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Select a trigger from Google Sheets
2
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Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Microsoft Teams to Solve CRM?
Frequently Asked Questions
You can connect Microsoft Teams and Solve CRM in one click using pre-built templates or by asking Integrately AI to set up the workflow. It links seamlessly with tools like Google Calendar, Microsoft Outlook, and Calendly.
Can I automatically create Solve CRM contacts from Microsoft Teams messages?
Frequently Asked Questions
Can I connect Microsoft Teams, Solve CRM, and Google Calendar?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Teams and Solve CRM?
Frequently Asked Questions
How does Microsoft Teams handle chat messages in this integration?
Frequently Asked Questions
How does Solve CRM manage new contacts created through automation?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Teams and Solve CRM?
Frequently Asked Questions
Is the Microsoft Teams and Solve CRM integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Teams or Solve CRM With 1500+ Other Apps

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Solve CRM Integrations arrow right
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