Microsoft Teams + EspoCRM Integration

Integrate EspoCRM to Microsoft Teams in one click, or tell Integrately AI how you want each contact handled. Notify your team, alert reps, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
  • EspoCRM
    Target list is created in EspoCRM Instant
  • EspoCRM
    Contact is created in EspoCRM Instant
  • EspoCRM
    Contact is deleted in EspoCRM Instant
  • EspoCRM
    Contact is updated in EspoCRM Instant
  • EspoCRM
    Task is created in EspoCRM Instant
  • EspoCRM
    Task is updated in EspoCRM Instant
  • EspoCRM
    Task is deleted in EspoCRM Instant
  • EspoCRM
    Account is created in EspoCRM Instant
  • EspoCRM
    Opportunity is created in EspoCRM Instant
  • EspoCRM
    Meeting is created in EspoCRM Instant
  • EspoCRM
    Opportunity is updated in EspoCRM Instant
  • EspoCRM
    Case is created in EspoCRM Instant
  • EspoCRM
    Account is updated in EspoCRM Instant
  • EspoCRM
    Account is deleted in EspoCRM Instant
  • EspoCRM
    Opportunity is deleted in EspoCRM Instant
  • EspoCRM
    Case is updated in EspoCRM Instant
  • EspoCRM
    Case is deleted in EspoCRM Instant
  • EspoCRM
    Meeting is updated in EspoCRM Instant
  • EspoCRM
    Meeting is deleted in EspoCRM Instant
  • EspoCRM
    Lead is updated in EspoCRM Instant
  • EspoCRM
    Lead is created in EspoCRM Instant
  • EspoCRM
    Lead is deleted in EspoCRM Instant
  • EspoCRM
    Call is created in EspoCRM Instant
  • EspoCRM
    Call record is updated in EspoCRM Instant
  • EspoCRM
    Call is deleted in EspoCRM Instant
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2.
  • 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
  • EspoCRM
    Search lead by name in EspoCRM
  • EspoCRM
    Create contact in EspoCRM
  • EspoCRM
    Search contact in EspoCRM
  • EspoCRM
    Update contact in EspoCRM
  • EspoCRM
    Delete contact in EspoCRM
  • EspoCRM
    Create lead in EspoCRM
  • EspoCRM
    Search lead email in EspoCRM
  • EspoCRM
    Update lead in EspoCRM
  • EspoCRM
    Delete lead in EspoCRM
  • EspoCRM
    Create task in EspoCRM
  • EspoCRM
    Create account in EspoCRM
  • EspoCRM
    Create case in EspoCRM
  • EspoCRM
    Create meeting in EspoCRM
  • EspoCRM
    Search account in EspoCRM
  • EspoCRM
    Update account in EspoCRM
  • EspoCRM
    Delete opportunity in EspoCRM
  • EspoCRM
    Delete meeting in EspoCRM
  • EspoCRM
    Create opportunity in EspoCRM
  • EspoCRM
    Search opportunity in EspoCRM
  • EspoCRM
    Search meeting in EspoCRM
  • EspoCRM
    Update opportunity in EspoCRM
  • EspoCRM
    Update meeting in EspoCRM
  • EspoCRM
    Search case in EspoCRM
  • EspoCRM
    Update case in EspoCRM
  • EspoCRM
    Delete account in EspoCRM
  • EspoCRM
    Delete case in EspoCRM
  • EspoCRM
    Create call in EspoCRM
  • EspoCRM
    Search call in EspoCRM
  • EspoCRM
    Update call in EspoCRM
  • EspoCRM
    Delete call in EspoCRM

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Ready Workflows Ready Workflows for EspoCRM + Microsoft Teams Integration

Capture leads, notify your team, update records, alert reps, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
EspoCRM + Microsoft Teams Integration

Send Microsoft Teams message for new EspoCRM contact

Anytime a new contact is added to your EspoCRM, 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 EspoCRM - 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 more
EspoCRM + Microsoft Teams Integration

Send Microsoft Teams message for new EspoCRM task

With this EspoCRM - Microsoft Teams integration, whenever a new task is created in EspoCRM, 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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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your EspoCRM + Microsoft Teams flow

Sync your core customer data with marketing, support, and scheduling tools to keep your entire team aligned. Pick a combination and activate it in one click.

Microsoft Teams
EspoCRM
+
HubspotHubspot (4)
+
SalesforceSalesforce (3)
+
GmailGmail (3)
+
CalendlyCalendly (3)
+
ZoomZoom (3)
+
Jira Software CloudJira Software Cloud (3)
E
H
M
Add every new EspoCRM contact to HubSpot, and notify your sales channel in Microsoft Teams.
New EspoCRM contacts appear in HubSpot instantly and your sales team hears about it in Microsoft Teams, keeping pipeline data updated everywhere.
E
H
M
Create a HubSpot deal whenever a new opportunity is created in EspoCRM, and alert your revenue channel in Microsoft Teams.
New EspoCRM opportunities instantly create HubSpot deals while notifying your revenue channel in Microsoft Teams.
E
H
M
Create a HubSpot task when a task is created in EspoCRM, and post the assignment in Microsoft Teams.
EspoCRM task assignments automatically generate HubSpot tasks while alerting your team in Microsoft Teams.
E
C
H
M
Use Claude to evaluate new EspoCRM contacts, create a qualified contact in HubSpot, and notify your sales team in Microsoft Teams.
Claude reviews new EspoCRM contact details, creates qualified records in HubSpot, and alerts your sales channel in Microsoft Teams.

Supported triggers and actions for Microsoft Teams and EspoCRM

Mix and match to build the exact automation you need

Microsoft Teams
Microsoft Teams Triggers & Actions
Chat message is received in Microsoft Teams
Triggers the automation when a chat message is received
Try it โ†’
Message posted in channel in Microsoft Teams
Triggers the automation when a message needs to be sent via SMS
Try it โ†’
Channel is created in Microsoft Teams
Triggers the automation when a new channel is created
Try it โ†’
New chat is created in Microsoft Teams
Triggers the automation when a new conversation is initiated
Try it โ†’
Get chat message in Microsoft Teams
Get chat message
Try it โ†’
Search user in Microsoft Teams
Searches for a user
Try it โ†’
Send channel message in Microsoft Teams
Sends a message to a channel
Try it โ†’
Send chat message in Microsoft Teams
Sends a chat message to a recipient or group
Try it โ†’
Create channel in Microsoft Teams
Creates a new channel
Try it โ†’
Search channel in Microsoft Teams
Searches for a channel
Try it โ†’
Create online meeting in Microsoft Teams
Schedules a new online meeting
Try it โ†’
Get user by ID in Microsoft Teams
Retrieves user information using their id
Try it โ†’
EspoCRM
EspoCRM Triggers & Actions
Instant
Target list is created in EspoCRM
Triggers the automation when a new target list is created
Try it โ†’
Instant
Contact is created in EspoCRM
Triggers the automation when a new contact is created
Try it โ†’
Instant
Contact is deleted in EspoCRM
Triggers the automation when a contact is removed from the particular list
Try it โ†’
Instant
Contact is updated in EspoCRM
Triggers the automation when a contact is updated
Try it โ†’
Instant
Task is created in EspoCRM
Triggers the automation when a new task is created
Try it โ†’
Instant
Task is updated in EspoCRM
Triggers the automation when any task is updated
Try it โ†’
Instant
Task is deleted in EspoCRM
Triggers the automation when a task is deleted
Try it โ†’
Instant
Account is created in EspoCRM
Triggers the automation when a new account is created
Try it โ†’
Instant
Opportunity is created in EspoCRM
Triggers the automation when any opportunity is updated
Try it โ†’
Instant
Meeting is created in EspoCRM
Triggers the automation when a new meeting is scheduled
Try it โ†’
Instant
Opportunity is updated in EspoCRM
Triggers the automation when any opportunity is updated
Try it โ†’
Instant
Case is created in EspoCRM
Triggers the automation when a new case is created
Try it โ†’
Instant
Account is updated in EspoCRM
Triggers the automation when an account is updated
Try it โ†’
Instant
Account is deleted in EspoCRM
Triggers the automation when an account is deleted
Try it โ†’
Instant
Opportunity is deleted in EspoCRM
Triggers the automation when any opportunity is deleted
Try it โ†’
Instant
Case is updated in EspoCRM
Triggers the automation when any case is updated
Try it โ†’
Instant
Case is deleted in EspoCRM
Triggers the automation when any case is deleted
Try it โ†’
Instant
Meeting is updated in EspoCRM
Triggers the automation when the details of any meeting are updated
Try it โ†’
Instant
Meeting is deleted in EspoCRM
Triggers the automation when a meeting is deleted
Try it โ†’
Instant
Lead is updated in EspoCRM
Triggers the automation when the lead information is updated
Try it โ†’
Instant
Lead is created in EspoCRM
Triggers the automation when a new lead is created
Try it โ†’
Instant
Lead is deleted in EspoCRM
Triggers the automation when a lead is removed from the system
Try it โ†’
Instant
Call is created in EspoCRM
Triggers the automation when a new call is made
Try it โ†’
Instant
Call record is updated in EspoCRM
Triggers the automation when call details are modified
Try it โ†’
Instant
Call is deleted in EspoCRM
Triggers the automation when a call is deleted from the log
Try it โ†’
Search lead by name in EspoCRM
Try it โ†’
Create contact in EspoCRM
Adds a new contact to the database
Try it โ†’
Search contact in EspoCRM
Finds and retrieves contact information
Try it โ†’
Update contact in EspoCRM
Updates contact information with new details
Try it โ†’
Delete contact in EspoCRM
Removes a contact from the address book
Try it โ†’
Create lead in EspoCRM
Generates new leads for potential customers
Try it โ†’
Search lead email in EspoCRM
Searches for a lead's email
Try it โ†’
Update lead in EspoCRM
Updates the lead information
Try it โ†’
Delete lead in EspoCRM
Removes a lead from the database
Try it โ†’
Create task in EspoCRM
Creates a new task
Try it โ†’
Create account in EspoCRM
Generates a new account
Try it โ†’
Create case in EspoCRM
Generates a new case entry
Try it โ†’
Create meeting in EspoCRM
Schedule a meeting
Try it โ†’
Search account in EspoCRM
Searches for account information
Try it โ†’
Update account in EspoCRM
Updates account information
Try it โ†’
Delete opportunity in EspoCRM
Removes a opportunity from the system
Try it โ†’
Delete meeting in EspoCRM
Removes a scheduled meeting from the calendar
Try it โ†’
Create opportunity in EspoCRM
Creates a new instance of the support system
Try it โ†’
Search opportunity in EspoCRM
Searches for a opportunity
Try it โ†’
Search meeting in EspoCRM
Searches for a meeting
Try it โ†’
Update opportunity in EspoCRM
Updates the opportunity details as needed
Try it โ†’
Update meeting in EspoCRM
Updates meeting details
Try it โ†’
Search case in EspoCRM
Searches for a case record
Try it โ†’
Update case in EspoCRM
Updates case details
Try it โ†’
Delete account in EspoCRM
Removes an account and all associated data from the system
Try it โ†’
Delete case in EspoCRM
Removes the particular case from the system
Try it โ†’
Create call in EspoCRM
Initiates a call to the recipient
Try it โ†’
Search call in EspoCRM
Searches for a call
Try it โ†’
Update call in EspoCRM
Updates call information
Try it โ†’
Delete call in EspoCRM
Deletes a call entry from the database
Try it โ†’

What can you automate with EspoCRM + Microsoft Teams?

Streamline your CRM data management and team communications with automated workflows.

What you can automate?
๐Ÿ‘ฅ
Sync new contacts instantly
Automatically capture contacts created in EspoCRM and send immediate notifications to your Microsoft Teams channels, ensuring your entire team stays informed.
๐Ÿ“Š
Track opportunities in real time
Turn new EspoCRM opportunities into instant team alerts in Microsoft Teams so sales reps can engage prospects without delay.
๐Ÿ””
Notify the right people immediately
Send targeted channel messages in Microsoft Teams whenever critical customer events occur in EspoCRM.
๐Ÿ”€
Route records based on submitted data
Direct specific EspoCRM opportunities or support cases to different Microsoft Teams channels depending on account tier or issue type.
๐Ÿ”„
Keep records updated automatically
Synchronise contact and task updates between EspoCRM and external tools so your database remains current at all times.
๐Ÿงน
Prevent duplicate entries
Search existing customer records before creating new ones, eliminating clutter and maintaining clean data standards.
๐Ÿ“…
Manage meeting schedules effortlessly
Log EspoCRM meetings and task updates directly into your collaborative workspace as soon as appointments are booked.
๐Ÿ”Œ
Extend flows to connected apps
Connect your EspoCRM and Microsoft Teams setup with third-party tools like HubSpot or Gmail to build comprehensive multi-step pipelines.
And much more...

Who is EspoCRM + Microsoft Teams integration for?

Teams managing customer relationships and collaboration channels rely on automated syncs to eliminate manual data entry and keep operations running smoothly.

Sales managers
Sales managers
Account executives
Account executives
Customer support leads
Customer support leads
Operations directors
Operations directors
Project coordinators
Project coordinators
CRM administrators
CRM administrators
๐Ÿ“ˆ
Sales managers
You're reviewing customer pipelines in EspoCRM but your team coordination happens in Microsoft Teams, so notification delays leave reps chasing cold leads โ€” with this integration, every new contact alert lands instantly and your team acts immediately.
โšก
Account executives
You need to act fast on new customer opportunities, but manual pipeline updates mean you find out about deals hours too late โ€” with this integration, every new opportunity triggers instant alerts so you never miss a closing window.
๐Ÿ“‹
Customer support leads
You answer to clients who expect immediate updates on support cases, but tracking tickets manually creates communication gaps โ€” with this integration, every case update posts automatically to your shared channels.
๐Ÿ”„
Operations directors
The volume of incoming contacts is too high for anyone to keep up by hand, leading to missed follow-ups across platforms โ€” with this integration, every record synchronises instantly without manual intervention.
๐ŸŽฏ
Project coordinators
You own the task execution phase and depend on upstream CRM inputs to hand over work properly, but manual handovers stall delivery โ€” with this integration, every new task flows straight into your workspace.
๐Ÿ—‚๏ธ
CRM administrators
You need a reliable customer history but keep finding gaps caused by missed data entry between apps โ€” with this integration, every record and contact stays accurate and up to date.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Microsoft Teams + EspoCRM

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

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Teams + EspoCRM 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 โ€” 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
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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 EspoCRM to Microsoft Teams?
Frequently Asked Questions
You can connect EspoCRM to Microsoft Teams in 1-click using Integrately, along with other apps like Hubspot, Salesforce, and Gmail. Use ready templates or ask Integrately AI to build your workflow.
Can I automatically send channel messages in Microsoft Teams when a contact is created in EspoCRM?
Frequently Asked Questions
Can I connect EspoCRM, Microsoft Teams, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for EspoCRM and Microsoft Teams?
Frequently Asked Questions
How does EspoCRM handle contact and task updates in these automations?
Frequently Asked Questions
Can Microsoft Teams trigger notifications for every new opportunity in EspoCRM?
Frequently Asked Questions
Do I need coding skills to automate EspoCRM and Microsoft Teams?
Frequently Asked Questions
Is the EspoCRM and Microsoft Teams integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect EspoCRM or Microsoft Teams With 1500+ Other Apps

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