Agile CRM + Microsoft Teams Integration

Integrate Agile CRM to Microsoft Teams in one click, or tell Integrately AI how you want each contact handled. Notify your team in Microsoft Teams, update deals, create tasks, and log events automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Agile CRM
    Contact is created in Agile CRM
  • Agile CRM
    Tag is added to contact in Agile CRM
  • Agile CRM
    Deal is created in Agile CRM
  • Agile CRM
    Deal milestone is changed in Agile CRM
  • Agile CRM
    Task is created in Agile CRM
  • Agile CRM
    Event is created in Agile CRM
  • Agile CRM
    Case is created in Agile CRM
  • 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
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2.
  • Agile CRM
    Create contact in Agile CRM
  • Agile CRM
    Update contact in Agile CRM
  • Agile CRM
    Add score to contact in Agile CRM
  • Agile CRM
    Add tag to contact in Agile CRM
  • Agile CRM
    Create deal in Agile CRM
  • Agile CRM
    Create task in Agile CRM
  • Agile CRM
    Add note in Agile CRM
  • Agile CRM
    Search contact in Agile CRM
  • Agile CRM
    Search company in Agile CRM
  • Agile CRM
    Create company in Agile CRM
  • Agile CRM
    Subscribe to campaign in Agile CRM
  • Agile CRM
    Add event in Agile CRM
  • Microsoft Teams
    Get chat message in Microsoft Teams
  • Microsoft Teams
    Search user 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

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Ready Workflows Ready Workflows for Agile CRM + Microsoft Teams Integration

Capture contacts, notify your team in Microsoft Teams, update deals, and log tasks, all in just one click.

Most popular automationsmost-popular-automations
Agile CRM + Microsoft Teams Integration

Send Microsoft Teams message for new Agile CRM contact

Anytime a new contact is added to your Agile 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 Agile 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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Agile CRM + Microsoft Teams Integration

Send Microsoft Teams message for new Agile CRM task

With this Agile CRM - Microsoft Teams integration, whenever a new task is created in Agile CRM, 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.
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Agile CRM + Microsoft Teams Integration

Send Microsoft Teams message for new Agile CRM deal

Whenever a new deal is created in your Agile CRM, 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 Agile CRM - Microsoft Teams integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
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Connect more apps to your Agile CRM + Microsoft Teams flow

Sync your core pair with marketing, sales, scheduling, and payment tools to extend your workflows. Pick a combination and activate it in one click.

Agile CRM
Microsoft Teams
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HubspotHubspot (8)
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MailchimpMailchimp (8)
+
SalesforceSalesforce (8)
+
CalendlyCalendly (8)
+
ZoomZoom (8)
+
StripeStripe (8)
A
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Add every new Agile CRM contact to HubSpot, and notify your team in Microsoft Teams
New Agile CRM contacts appear in HubSpot instantly and your team hears about it in Microsoft Teams.
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Create a HubSpot deal when a deal is created in Agile CRM, and post it in Microsoft Teams
Agile CRM deals sync directly into HubSpot while alerting your Microsoft Teams channel.
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When an Agile CRM deal milestone changes, update HubSpot and notify Microsoft Teams
Deal stage updates in Agile CRM immediately reflect in HubSpot and notify your Microsoft Teams channel.
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Create a HubSpot task for every task created in Agile CRM, and confirm it in Microsoft Teams
Agile CRM tasks generate matching HubSpot tasks and alert your team in Microsoft Teams.
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If a tag is added to contact in Agile CRM, update HubSpot and alert Microsoft Teams
Tagged Agile CRM contacts trigger HubSpot updates and Microsoft Teams alerts.
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When an Agile CRM case is created, log it in HubSpot and post to Microsoft Teams
Customer support cases in Agile CRM open HubSpot records and notify Microsoft Teams.
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Use Claude to summarise new Agile CRM events, save to HubSpot, and notify Microsoft Teams
Claude summarises Agile CRM events before saving them to HubSpot and posting in Microsoft Teams.
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Turn new Agile CRM contacts into HubSpot records, notify Microsoft Teams, and log in Asana
Agile CRM contacts populate HubSpot, alert Microsoft Teams, and create Asana tasks.

Supported triggers and actions for Agile CRM and Microsoft Teams

Mix and match to build the exact automation you need

Agile CRM
Agile CRM Triggers & Actions
Contact is created in Agile CRM
Triggers the automation when a new contact is created
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Tag is added to contact in Agile CRM
Triggers the automation when a tag is added
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Deal is created in Agile CRM
Triggers the automation when a deal is created
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Deal milestone is changed in Agile CRM
Triggers the automation when a deal milestone is changed
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Task is created in Agile CRM
Triggers the automation when a new task is created
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Event is created in Agile CRM
Triggers the automation when a new event is created
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Case is created in Agile CRM
Triggers the automation when a new case is created
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Create contact in Agile CRM
Adds a new contact to the database
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Update contact in Agile CRM
Updates contact information with new details
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Add score to contact in Agile CRM
Assigns a score to a contact
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Add tag to contact in Agile CRM
Assigns a tag to a contact
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Create deal in Agile CRM
Generates a new deal with
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Create task in Agile CRM
Creates a new task
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Add note in Agile CRM
Adds a note to the selected item
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Search contact in Agile CRM
Finds and retrieves contact information
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Search company in Agile CRM
Finds information about a company
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Create company in Agile CRM
Generates a new company profile with given details
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Subscribe to campaign in Agile CRM
Subscribes to a campaign
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Add event in Agile CRM
Schedule an event
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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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Get chat message in Microsoft Teams
Get chat message
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Search user in Microsoft Teams
Searches for a user
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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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What can you automate with Agile CRM + Microsoft Teams?

Automate your workflows by connecting Agile CRM triggers directly to Microsoft Teams messaging and collaboration actions.

What you can automate?
🔔
Notify your team instantly on new contacts
Notify your team instantly in Microsoft Teams whenever a new contact is created in Agile CRM.
📋
Capture complete contact and deal details
Send complete contact and deal details including custom tags and notes straight to Microsoft Teams channels.
🎯
Route deal updates to specific channels
Direct specific Agile CRM deal updates to designated Microsoft Teams channels or individual chats.
🔀
Segment notifications by deal stage or value
Route Agile CRM deal milestones to different Microsoft Teams channels based on the deal value or stage.
🔄
Keep Microsoft Teams channels updated
Update Microsoft Teams messages or channel logs automatically as Agile CRM records change.
🔍
Search and update records before posting
Search and update existing Agile CRM records before posting activity summaries to Microsoft Teams.
🏁
Trigger alerts on deals and cases
Trigger Microsoft Teams alerts when Agile CRM deals close or cases are resolved.
🔗
Sync Agile CRM data into HubSpot and Teams
Sync Agile CRM contacts directly into HubSpot while simultaneously alerting your team in Microsoft Teams.
And much more...

Who is Agile CRM + Microsoft Teams integration for?

Connecting Agile CRM and Microsoft Teams helps sales, support, and marketing teams eliminate manual data entry, streamline internal communication, and keep every workflow running smoothly without delays.

Performance marketers
Performance marketers
Sales reps
Sales reps
Project managers
Project managers
Support agents
Support agents
Account managers
Account managers
Operations teams
Operations teams
📈
Performance marketers
You're tracking leads in Agile CRM but your team misses new submissions because updates stay trapped in the CRM, so response times lag behind — with this integration, every new contact triggers an instant Microsoft Teams channel message so reps can follow up immediately.
Sales reps
You create deals and update milestones in Agile CRM all day, but colleagues find out too late about closed accounts, so handoffs stall — automating both apps means every deal change posts directly to Microsoft Teams so your team stays aligned.
📋
Project managers
You oversee client onboarding through Agile CRM tasks and events, but tracking progress across tools leads to missed milestones, so delivery timelines slip — connecting these apps means every new task posts straight to Microsoft Teams to keep projects on track.
📞
Support agents
You log incoming customer cases in Agile CRM, but high ticket volumes make manual handoffs painfully slow, so response queues back up — this integration means every new case alerts Microsoft Teams instantly for rapid triage.
🤝
Account managers
You manage client relationships and deals in Agile CRM, but waiting for manual notifications delays cross-functional handovers, so internal reviews stall — automating both apps means every milestone update notifies Microsoft Teams instantly.
🗂️
Operations teams
You maintain customer records and contact history in Agile CRM, but manual logging creates data gaps, so reporting remains incomplete — connecting these apps means every contact update flows reliably into your team workspace.
Our team

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Why choose Integrately to automate Agile CRM + Microsoft Teams

Build and manage your Agile CRM + Microsoft Teams automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Agile CRM + Microsoft Teams 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
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 Agile CRM to Microsoft Teams?
Frequently Asked Questions
You can connect Agile CRM to Microsoft Teams in one click using pre-built templates on Integrately. Link your accounts and use Integrately AI to set up custom automated workflows.
Can I automatically send Microsoft Teams messages when an Agile CRM contact is created?
Frequently Asked Questions
Can I connect Agile CRM, Microsoft Teams, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Agile CRM and Microsoft Teams?
Frequently Asked Questions
How do deal milestones work with Agile CRM and Microsoft Teams?
Frequently Asked Questions
Can I send Microsoft Teams notifications for specific Agile CRM tasks?
Frequently Asked Questions
Do I need coding skills to automate Agile CRM and Microsoft Teams?
Frequently Asked Questions
Is the Agile CRM and Microsoft Teams integration free?
Frequently Asked Questions
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You Can Also Connect Agile CRM or Microsoft Teams With 1500+ Other Apps

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