Connect Microsoft Teams to Zoho CRM

Build an AI agent that works across Microsoft Teams and Zoho CRM, on a schedule or when you click Run.

12 source actions

10 target actions

Reverse direction supported

Start building Have us set it up (A$490)Browse Microsoft Teams integrations

Why Connect Microsoft Teams & Zoho CRM?

Read what you need from Microsoft Teams

Your agent uses Microsoft Teams's documented actions to pull the records it needs, each time it runs.

Run a Zoho CRM action

Then it uses one of 10 documented actions, such as Convert Lead, Create Object, Download Attachment.

Test it, then put it on a schedule

Run it once on your own data and check the result. Then set it to run daily, on weekdays or weekly.

Available Triggers & Actions

Microsoft Teams

Triggers (6)

New Channel

Emit new event when a new channel is created within a team. See the documentation

polling

New Channel Message

Emit new event when a new message is posted in a channel. See the documentation

polling

New Chat

Emit new event when a new chat is created. See the documentation

polling

New Chat Message

Emit new event when a new message is received in a chat. See the documentation

polling

New Team

Emit new event when a new team is joined by the authenticated user. See the documentation

polling

New Team Member

Emit new event when a new member is added to a team. See the documentation

polling

Actions (12)

Create Channel

Create a new channel in Microsoft Teams. See the docs here

Get Chat Message

Get a specific message from a chat. See the documentation

Get Current User

Returns the authenticated Microsoft Teams user's ID, display name, email, and principal name via Microsoft Graph. Call this first when the user says 'my channels', 'my chats', or needs identity context. Use the returned id to identify the sender in **Send Channel Message** or **Send Chat Message** results. See the documentation.

List Channel Messages

Lists messages in a Microsoft Teams channel. See the documentation

List Channels

Lists all channels in a Microsoft Team. See the docs here

List Chats

Lists all chat conversations for the authenticated user. See the documentation

List Messages in Chat

Get the list of messages in a chat. See the documentation

List Shifts

Get the list of shift instances for a team. See the documentation

List Teams

Lists all teams the authenticated user has joined. See the documentation

Search Messages

Search for email or chat messages. See the documentation

Send Channel Message

Send a message to a team's channel. Optionally include inline images via hostedContents. See the documentation

Send Chat Message

Send a message to a team's chat. Optionally include inline images via hostedContents. See the docs here

Zoho CRM

Triggers (9)

New Contact (Instant)

Emits an event each time a new contact is created in Zoho CRM

webhook

New Event (Instant)

Emit new custom events from Zoho CRM

webhook

New Lead (Instant)

Emits an event each time a new lead is created in Zoho CRM

webhook

New Module Entry (Instant)

Emit new events each time a new module/record is created in Zoho CRM

webhook

New or Updated Contact (Instant)

Emits an event each time a new contact is created or updated in Zoho CRM

webhook

New or Updated Lead (Instant)

Emits an event each time a new lead is created or updated in Zoho CRM

webhook

New or Updated Module Entry (Instant)

Emits an event each time a module/record is created or edited in Zoho CRM

webhook

New User

Emits an event each time a new user is created in Zoho CRM

polling

Updated Module Entry (Instant)

Emits an event each time a new module/record is updated in Zoho CRM

webhook

Actions (10)

Convert Lead

Converts a Lead into a Contact or an Account. See the documentation

Create Object

Create a new object/module entry. See the documentation

Download Attachment

Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.

Get Object

Gets record data given its id.

List Fields

Gets the field metadata for the specified module

List Modules

Retrieves a list of all the modules available in your CRM account.

List Objects

Gets the list of available records from a module.

Search Objects

Retrieves the records that match your search criteria.

Update Object

Updates existing entities in the module. See the documentation

Upload Attachment

Uploads an attachment file to Zoho CRM from a URL or file path. See the documentation

Integration Features

12 documented Microsoft Teams actions

10 documented Zoho CRM actions

Plain-English agent instructions

Daily, weekday or weekly schedule, or run on demand

Execution monitoring

A supported Zoho CRM to Microsoft Teams direction

Capability Examples

Microsoft Teams trigger → Zoho CRM action

Catalog example

Microsoft Teams

New Channel

Zoho CRM

Convert Lead

Zoho CRM trigger → Microsoft Teams action

Reverse direction

Zoho CRM

New Contact (Instant)

Microsoft Teams

Create Channel

How It Works

Connect Apps

Authenticate your Microsoft Teams and Zoho CRM accounts

Describe the Job

Say what to read from Microsoft Teams and what to do in Zoho CRM

Choose an Action

Select the documented Zoho CRM operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Scheduled or On-demand Runs

Runs daily, on weekdays or weekly at a set time, or when you click Run. It does not fire on live Microsoft Teams events yet.

Automated Actions

Use 10 documented Zoho CRM actions each time the agent runs.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Describe the job in plain English. The agent picks theMicrosoft Teams and Zoho CRM actions it needs.

Your Own Accounts

You connect your own Microsoft Teams and Zoho CRM accounts. App connections need a paid plan.

Execution Review

Test the workflow and review provider responses before relying on it in production.

Reverse Integration Available

Also connect Zoho CRM to Microsoft Teams for bidirectional automation

View Integration

All Microsoft Teams Integrations

Explore all available Microsoft Teams connections

View All Integrations

All Zoho CRM Integrations

Explore all available Zoho CRM connections

View All Integrations

Popular Integrations

View all integrations →

More Zoho CRM Integrations

View all Zoho CRM integrations →

Ready to Connect Microsoft Teams & Zoho CRM?

Build this agent in Mazaal AI and test it on your ownMicrosoft Teams and Zoho CRM data.

Start building

Rather not build it yourself? We set up one Microsoft Teams to Zoho CRM agent on your accounts for A$490: a 30-minute call, a test on your real data, and 14 days of fixes. Plan billed separately. Email Enod

Connect Microsoft Teams to Zoho CRM

Why Connect Microsoft Teams & Zoho CRM?

Read what you need from Microsoft Teams

Run a Zoho CRM action

Test it, then put it on a schedule

Available Triggers & Actions

Microsoft Teams

Triggers (6)

Actions (12)

Zoho CRM

Triggers (9)

Actions (10)

Integration Features

Capability Examples

Microsoft Teams trigger → Zoho CRM action

Zoho CRM trigger → Microsoft Teams action

How It Works

Connect Apps

Describe the Job

Choose an Action

Test and Review

Frequently Asked Questions

Is the Microsoft Teams to Zoho CRM direction supported?

Does it run the moment something changes in Microsoft Teams?

Which Zoho CRM actions are available?

Can I also connect Zoho CRM to Microsoft Teams?

Integration Benefits

Scheduled or On-demand Runs

Automated Actions

Provider Authentication

Guided Configuration

Your Own Accounts

Execution Review

Reverse Integration Available

All Microsoft Teams Integrations

All Zoho CRM Integrations

Popular Integrations

More Zoho CRM Integrations

Ready to Connect Microsoft Teams & Zoho CRM?