Connect Microsoft Teams + Zoho CRM with no-code integration in a few clicks

Integrate Microsoft Teams to Zoho CRM easy, secure and without limits using visual builder and powerful API connectors

Looking for Microsoft Teams and Zoho CRM integration service?

Using Onlizer you can connect Microsoft Teams with Zoho CRM, setup notifications about events or enable communication in chats, automate data sync, data analytics and BI tools. Learn how to design, build, and automate anything for your work by integrating services like ClickUp and Google Forms to create visual automated apps and workflows

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How to connect Microsoft Teams + Zoho CRM

Onlizer provides you with all required tools to setup connection and send info between Microsoft Teams and Zoho CRM automatically. You can build and customize integrations fast using visual builder - no code required.

1

Connect

Securely connect Microsoft Teams and Zoho CRM accounts

2

Integrate

Customize your Microsoft Teams to Zoho CRM integration

3

Launch

Run automation Microsoft Teams + Zoho CRM online in 1 click

4

Enjoy

Cost and time savings with endless no-code abilities

Notify for Zoho CRM

Track important events in Zoho CRM and send them to Microsoft Teams

Setup send and receive notifications for events in Zoho CRM to Microsoft Teams in a few minutes.
Integrate Microsoft Teams to receive messages, send notifications and reminders, share reports and files, and enable automatic content posting into groups and chats.

  • Send notification to Microsoft Teams when Contact created in Zoho CRM
  • Send notification to Microsoft Teams when Contact updated in Zoho CRM
  • Send notification to Microsoft Teams when Deal created in Zoho CRM
  • Send notification to Microsoft Teams when Deal stage changed in Zoho CRM
  • Send notification to Microsoft Teams when Deal updated in Zoho CRM
  • Send notification to Microsoft Teams when Lead created in Zoho CRM
Create notification for Zoho CRM
Learn more about Notify
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Chats for Zoho CRM

Talk to your customers from Zoho CRM and close deals faster via Microsoft Teams

Onlizer Chats connects your Zoho CRM to Microsoft Teams and other messengers to send and receive messages, sync chats, add contacts and deals on the fly, schedule tasks and track activities.

Onlizer Chats messages sync

Close your deals in messengers

Connect your CRM to WhatsApp, Telegram, Microsoft Teams, Slack, Discord, Viber and other messengers to sync messages, add contacts and deals on the fly, schedule tasks, manage tickets and track activities.

Connect WhatsApp, Telegram, Viber, Teams to:

Onlizer Chats available now in beta mode. Request access to empower your communication

Onlizer Studio

Create customized individual integration of Microsoft Teams to Zoho CRM with flexible, easy to use, no-code and low-code tools

Onlizer Studio integrates Microsoft Teams and Zoho CRM with powerful visual API connectors and allows to build hi-customized individual automated solutions. With fast setup, secure services connection and cost-optimized runtime Onlizer Studio automations make your business more efficient and provide new level of business processes quality.

Integrate Microsoft Teams + Zoho CRM
Learn more about Onlizer Studio
Onlizer Studio integration setup

Best Solutions Grow Your Business Value

Our integration technology not only generates industry-leading long-term results, but results that are immediately demonstrable. Digital transformation and processes automation grants our customers advantage in competitive market and drive companies growth.
Check out some of our customers amazing results in the case studies below.

Automated sales Power BI reports with CallRail and Zoho CRM data

Our customer: Development company from EU with a wide network of sales offices.
Problem: Analyze and increase the efficiency of sales calls, and shorten the time of report preparation.
Solution: Automatic call tracking data sync with Zoho CRM leads and sales information, near-real-time data transfer and visualization in Power BI.

  • 16%

    Revenue increase due to better performance analysis

  • 3x

    Times increased satisfaction rate of customers according to feedback

  • 40 hours

    Working time of data analytics team is saved monthly

  • Daily

    Achieved data freshness of sales reports

Read more about integration case
Microsoft Teams

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.

Read more about Microsoft Teams integrations
Zoho CRM

Zoho CRM empowers a business around the world to engage leads, manage deals and handle communication with your clients. Integrate Zoho CRM with other services and automate contacts, leads and deals tracking, management and analytics.

Read more about Zoho CRM integrations

Microsoft Teams + Zoho CRM integration ideas

Support or submit Microsoft Teams and Zoho CRM integration idea and we'll invite you to use it early for free! Our development team will reach you personally with estimation for this request. Also you can vote for most relevant suggestions below.

Request Microsoft Teams + Zoho CRM integration Check all Microsoft Teams + Zoho CRM suggestions

Explore Microsoft Teams and Zoho CRM integration features

You can easy create integration for Microsoft Teams and Zoho CRM using no-code builder and customize it to fit your needs with great amount of events and actions availalbe in API connectors

Create data source in Zoho CRM

Allows create data source to connect Zoho CRM with BI services like Google Looker Studio or Power BI

Try trigger Trigger
Contact created in Zoho CRM

Trigger activates when new contact was created.

Try trigger Trigger
Contact updated in Zoho CRM

Trigger activates when new contact was updated.

Try trigger Trigger
Deal created in Zoho CRM

Trigger activates after new deal was created. Optionally you can select specific pipeline and status to track

Try trigger Trigger
Deal stage changed in Zoho CRM

Trigger activates when stage for existing deal was changed

Try trigger Trigger
Send Channel Message in Microsoft Teams

Send message to selected Microsoft Teams channel

Try action Action
Send Chat Message in Microsoft Teams

Send message to selected Microsoft Teams chat

Try action Action
Create lead in Zoho CRM

Create a new lead

Try action Action
Get accounts list in Zoho CRM

Return available accounts

Try action Action
Get campaigns list in Zoho CRM

Return available campaigns

Try action Action
Find or create contact in Zoho CRM

Find contact by Phone or Email. If Contact is not found - new will be created

Try action Action
Get contacts custom fields in Zoho CRM

Try action Action

FAQ

Connect Microsoft Teams and Zoho CRM in a few clicks and automate data exchange using no-code visual tools. Rich API connectors and optimized tools provide you with ability to fast setup integration for Microsoft Teams and Zoho CRM to empower your workflow.
Integration usually is a very straight forward process that can be done in a few steps. First you need to connect Microsoft Teams and Zoho CRM accounts. Then customize integration parameters using visual setup tools. Final step is to launch automation for Microsoft Teams to Zoho CRM online with single click.
Onlizer no-code solutions make it feasible for users without programming expertise to connect Microsoft Teams and Zoho CRM seamlessly, enabling synchronization between the two platforms with minimal effort.
Purpose of building integration is to automate actions in services like Zoho CRM when event occured in Microsoft Teams or when data changed in Zoho CRM to perform action in Microsoft Teams. Automated data exchange and custom actions allow reduce manual work and improve performance. Also, in most cases data exchange and sync can be implemented using event-driven or scheduled approach.
Yes, you can. Onlizer supports connection of multiple services like Microsoft Teams and Zoho CRM to the same account. We do not limit count of connections but even encourage you to connect more services to make our solutions most useful at scale.
Using powerful API connectors modules and visual tools you can connect Microsoft Teams and Zoho CRM with 300+ services like: