Share updated Bigin by Zoho CRM deal via Microsoft Teams message
Bigin by Zoho CRM + Microsoft Teams Integration
Bigin by Zoho CRM + Microsoft Teams Integration
Integrate Bigin by Zoho CRM to Microsoft Teams in one click, or tell Integrately AI how you want each contact handled. Alert your team instantly, sync meeting notes, notify channels of deal updates, and track every sales activity automatically.
Free forever.Use premium features free for 14 days.1.
Contact is created in Bigin by Zoho CRM- Company is created in Bigin by Zoho CRM
- Company is updated in Bigin by Zoho CRM
- Contact is updated in Bigin by Zoho CRM
- Deal is updated in Bigin by Zoho CRM
- Deal is created in Bigin by Zoho CRM
- Task is created in Bigin by Zoho CRM
- Event is created in Bigin by Zoho CRM
- Call is created in Bigin by Zoho CRM
- Product is created in Bigin by Zoho CRM
Chat message is received in Microsoft Teams- Message posted in channel in Microsoft Teams
- Channel is created in Microsoft Teams
- New chat is created in Microsoft Teams
2.
- Create deal in Bigin by Zoho CRM
- Search company by field in Bigin by Zoho CRM
- Search contact in Bigin by Zoho CRM
- Create contact in Bigin by Zoho CRM
- Update contact in Bigin by Zoho CRM
- List contact deals by contact id in Bigin by Zoho CRM
- Update deal in Bigin by Zoho CRM
- Search deal in Bigin by Zoho CRM
- Search deal by ID in Bigin by Zoho CRM
- Create company in Bigin by Zoho CRM
- Search company in Bigin by Zoho CRM
- Update company in Bigin by Zoho CRM
- Get company by ID in Bigin by Zoho CRM
- Create task in Bigin by Zoho CRM
- Search task in Bigin by Zoho CRM
- Update task in Bigin by Zoho CRM
- Create call in Bigin by Zoho CRM
- Create event in Bigin by Zoho CRM
- Update event in Bigin by Zoho CRM
- Search event in Bigin by Zoho CRM
- Update product in Bigin by Zoho CRM
- Search product in Bigin by Zoho CRM
- Create product in Bigin by Zoho CRM
- Get contact by ID in Bigin by Zoho CRM
- Get chat message in Microsoft Teams
- Search user in Microsoft Teams
- Send channel message in Microsoft Teams
- Send chat message in Microsoft Teams
- Create channel in Microsoft Teams
- Search channel in Microsoft Teams
- Create online meeting in Microsoft Teams
- Get user by ID in Microsoft Teams
Trusted by experts at...
Ready Workflows for Bigin by Zoho CRM + Microsoft Teams Integration
Alert your team in Microsoft Teams, create deals, schedule meetings, notify sales channels, and update records, all in just one click.
Most popular automations
Send Microsoft Teams message for new Bigin by Zoho CRM contact
Anytime a new contact is added to your Bigin by Zoho 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 Bigin by Zoho 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!
See moreFurthermore, with this Bigin by Zoho 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!
Send Microsoft Teams message for new Bigin by Zoho CRM task
With this Bigin by Zoho CRM - Microsoft Teams integration, whenever a new task is created in Bigin by Zoho 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.
See morePlus, 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.
Send Microsoft Teams message for new Bigin by Zoho CRM deal
Whenever a new deal is created in your Bigin by Zoho 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 Bigin by Zoho CRM - Microsoft Teams integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
See moreThis not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more deals. In short, this Bigin by Zoho CRM - Microsoft Teams integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
Create Microsoft Teams online meeting for new Bigin by Zoho CRM contact
Bigin by Zoho CRM + Microsoft Teams Integration
Share updated Bigin by Zoho CRM contact via Microsoft Teams message
Bigin by Zoho CRM + Microsoft Teams Integration
Create Bigin by Zoho CRM task for new Microsoft Teams message
Microsoft Teams + Bigin by Zoho CRM Integration
Create Bigin by Zoho CRM contact for new Microsoft Teams message
Microsoft Teams + Bigin by Zoho CRM Integration
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Connect more apps to your Bigin by Zoho CRM + Microsoft Teams flow
Connect your CRM and collaboration setup with email, scheduling, video calls, marketing, and payment tools to handle every follow-up. Pick a combination and activate it in one click.
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Gmail (6)
Gmail (6) +
Calendly (6)
Calendly (6) +
Zoom (6)
Zoom (6) +
HubSpot (6)
HubSpot (6) +
Stripe (6)
Stripe (6) +
Mailchimp (6)
Mailchimp (6) B
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Send a Gmail email when a contact is created in Bigin by Zoho CRM, and notify your team in Microsoft Teams
New contacts in Bigin by Zoho CRM trigger a welcome email in Gmail and a notification in Microsoft Teams instantly.
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Send a Microsoft Teams channel message when a Gmail email is received, and create a task in Bigin by Zoho CRM
Important incoming Gmail emails instantly create a task in Bigin by Zoho CRM and alert your team in Microsoft Teams.
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When a deal is updated in Bigin by Zoho CRM, send a confirmation email via Gmail and post an update in Microsoft Teams
Deal progress in Bigin by Zoho CRM triggers customer emails via Gmail and team updates in Microsoft Teams.
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Create a Bigin by Zoho CRM task for every replied Gmail thread, and confirm it in Microsoft Teams
Email replies in Gmail automatically generate tasks in Bigin by Zoho CRM and notify your team in Microsoft Teams.
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If a new Bigin by Zoho CRM contact is enterprise tier, send a personalised Gmail onboarding email and alert your sales channel in Microsoft Teams
Enterprise contacts in Bigin by Zoho CRM trigger custom Gmail onboarding emails and Microsoft Teams alerts.
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Use Claude to summarise every incoming Gmail support email, create a contact in Bigin by Zoho CRM, and alert your support channel in Microsoft Teams
Claude summarises incoming Gmail messages, creates Bigin by Zoho CRM contacts, and alerts Microsoft Teams.
Supported triggers and actions for Bigin by Zoho CRM and Microsoft Teams
Mix and match to build the exact automation you need
Bigin by Zoho CRM Triggers & Actions
Contact is created in Bigin by Zoho CRM
Triggers the automation when a new contact is created
Try it → Company is created in Bigin by Zoho CRM
Triggers the automation when a new company is created
Try it → Product is created in Bigin by Zoho CRM
Triggers the automation when a new product is created
Try it → Microsoft Teams Triggers & Actions
Chat message is received in Microsoft Teams
Triggers the automation when a chat message is received
Try it → Message posted in channel in Microsoft Teams
Triggers the automation when a message needs to be sent via SMS
Try it → New chat is created in Microsoft Teams
Triggers the automation when a new conversation is initiated
Try it → What can you automate with Bigin by Zoho CRM + Microsoft Teams?
Streamline your sales pipeline and team communication with ready-to-run automation recipes.
🎯
Sync new Bigin by Zoho CRM deals to Microsoft Teams channels
Automatically post a Microsoft Teams channel message whenever a new deal is created in Bigin by Zoho CRM. Your team stays informed on every new sales opportunity the moment it happens.
📋
Capture every submitted contact detail accurately
Map all available Bigin by Zoho CRM contact and company fields directly into your collaborative workspace. Ensure your team sees complete lead information without switching tabs.
🔔
Alert the right team member instantly
Send targeted Microsoft Teams notifications whenever important activities like tasks, calls, or events are logged in Bigin by Zoho CRM. Keep the right department aligned on every development.
🔀
Route workflows based on submitted fields
Trigger different Microsoft Teams alerts or create specific Bigin by Zoho CRM tasks depending on deal value, contact tier, or custom field criteria submitted in your pipeline.
🔄
Keep records updated as deals progress
Automatically update contact and deal information across Bigin by Zoho CRM and Microsoft Teams as sales stages shift. Eliminate manual status tracking across tools.
🛡️
Prevent duplicate records automatically
Search existing company and contact records in Bigin by Zoho CRM before creating new entries. Keep your database clean and free of redundant customer profiles.
⏱️
Handle later status changes seamlessly
Trigger automated follow-ups and notifications when deals are won, lost, or updated. Maintain full visibility over your pipeline lifecycle from start to finish.
🔌
Extend your workflow with supporting apps
Connect Bigin by Zoho CRM and Microsoft Teams with Gmail, Calendly, Zoom, HubSpot, Stripe, or Mailchimp to build powerful multi-step operational pipelines.
And much more...
Who is Bigin by Zoho CRM + Microsoft Teams integration for?
Sales managers, support teams, and account executives use this integration to keep pipeline data synced and team collaboration seamless without manual updates.
Sales Operations Managers
Account Executives
Customer Success Leads
High-Volume Sales Teams
Sales Development Reps
CRM Administrators
📈
Sales Operations Managers
You rely on accurate pipeline reporting to brief leadership, but manual exports leave your dashboards hours behind — automating both apps means every deal update lands in your tracking channels instantly and your numbers stay current.
⚡
Account Executives
You need to act fast when prospects take action, but notifications arrive too late in your chat threads — with this integration, every new contact and deal milestone triggers instant alerts so you never miss a warm lead.
🤝
Customer Success Leads
You answer to stakeholders who want transparent progress reports on active accounts, but gathering updates manually takes hours — connecting these apps means every task and activity is logged and shared without extra effort.
🚀
High-Volume Sales Teams
You handle hundreds of incoming leads daily, and manual data entry causes missed follow-ups and lost revenue — automating both apps means every submission and call is processed instantly without manual data entry.
🔄
Sales Development Reps
You depend on upstream lead handoffs to start your outreach, but delays stall your daily momentum — this integration means every new contact triggers immediate handoffs and follow-up tasks without waiting around.
📋
CRM Administrators
You need a reliable, complete history of all customer interactions, but gaps appear when team members forget to log activities — automating both apps means every record and message stays synchronised across your systems.
Did you know?
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Why choose Integrately to automate Bigin by Zoho CRM + Microsoft Teams
Build and manage your Bigin by Zoho CRM + Microsoft Teams automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Bigin by Zoho CRM + Microsoft Teams with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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.
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Frequently Asked Questions
How do I connect Bigin by Zoho CRM to Microsoft Teams?
You can connect Bigin by Zoho CRM to Microsoft Teams in 1-click using ready templates on Integrately, or ask Integrately AI to build the automation. It links your CRM activities with team chat notifications instantly, alongside 1,500+ other apps like Gmail and HubSpot.
Can I automatically notify Microsoft Teams when a new deal is created in Bigin by Zoho CRM?
Can I connect Bigin by Zoho CRM, Microsoft Teams, and Gmail?
What is a good Zapier alternative for Bigin by Zoho CRM and Microsoft Teams?
How does Bigin by Zoho CRM handle contact and deal updates in this integration?
How do Microsoft Teams notifications work with Bigin by Zoho CRM data?
Do I need coding skills to automate Bigin by Zoho CRM and Microsoft Teams?
Is the Bigin by Zoho CRM and Microsoft Teams integration free?
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