How to Integrate Microsoft Teams with Zoho

Quick summary

This guide shows how to integrate Microsoft Teams with Zoho using Make.com to automate real-time notifications. By connecting a Zoho trigger to a Teams action, teams can stay updated on important CRM events without manual effort.

Steps

1. Go to your Make.com dashboard and click '+Create a new scenario'.
2. In the scenario editor, click the add icon, search for 'Zoho', and click on it.
3. Choose a trigger event for Zoho.
4. Click 'Create a connection' to link your Zoho account.
5. Select an account to continue to Zoho.
6. Edit your scenario by adding the relevant details for Zoho and click 'OK'.
7. In the scenario editor, click the add icon, search for 'Microsoft Teams', and click on it.
8. Choose an action event from Microsoft Teams.
9. Set up the workflow to define how Zoho triggers result in actions in Microsoft Teams and click 'OK'.
10. Click 'Run Once' to test the integration and confirm that the workflow sends the correct message to Microsoft Teams based on Zoho objects.
11. Confirm the integration is live — your team will now receive automated real-time notifications in Microsoft Teams based on Zoho activity.