Freshworks CRM (Freshsales Suite) + Microsoft Teams Integration

Integrate Freshworks CRM (Freshsales Suite) to Microsoft Teams in one click, or tell Integrately AI how you want each lead handled. Update your records, notify your team, create tasks, and trigger follow-ups automatically.

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1.
  • Freshworks CRM (Freshsales Suite)
    Contact is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Contact is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Task is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is updated in Freshworks CRM (Freshsales Suite)
  • 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.
  • Freshworks CRM (Freshsales Suite)
    Search contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create product in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by email in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by phone number in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get contact by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Delete contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get deal by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search deal by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create or Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get account by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search account by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Mark task as completed in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get task by id in Freshworks CRM (Freshsales Suite)
  • 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 Freshworks CRM (Freshsales Suite) + Microsoft Teams Integration

Notify your team about contact updates, post new deals to channels, create tasks, and sync records, all in just one click.

Most popular automationsmost-popular-automations
Freshworks CRM (Freshsales Suite) + Microsoft Teams Integration

Send Microsoft Teams message for new Freshworks CRM (Freshsales Suite) contact

Anytime a new contact is added to your Freshworks CRM (Freshsales Suite), 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 Freshworks CRM (Freshsales Suite) - 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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Freshworks CRM (Freshsales Suite) + Microsoft Teams Integration

Send Microsoft Teams message for new Freshworks CRM (Freshsales Suite) task

With this Freshworks CRM (Freshsales Suite) - Microsoft Teams integration, whenever a new task is created in Freshworks CRM (Freshsales Suite), 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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Freshworks CRM (Freshsales Suite) + Microsoft Teams Integration

Send Microsoft Teams message for new Freshworks CRM (Freshsales Suite) deal

Whenever a new deal is created in your Freshworks CRM (Freshsales Suite), 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 Freshworks CRM (Freshsales Suite) - 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 Freshworks CRM (Freshsales Suite) + Microsoft Teams flow

Connect your CRM and chat tools with marketing, billing, and scheduling platforms to keep your entire business aligned. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
Microsoft Teams
+
HubspotHubspot (4)
+
GmailGmail (3)
+
CalendlyCalendly (3)
+
ZoomZoom (3)
+
MailchimpMailchimp (3)
+
StripeStripe (3)
F
H
M
Create a HubSpot contact when a Freshworks CRM (Freshsales Suite) contact is created, and notify your team in Microsoft Teams
New contacts in Freshworks CRM (Freshsales Suite) immediately appear in HubSpot while Microsoft Teams alerts your sales channel.
F
H
M
When a Freshworks CRM (Freshsales Suite) deal is updated, update HubSpot and alert your team in Microsoft Teams
Keep pipeline stages aligned between Freshworks CRM (Freshsales Suite) and HubSpot while notifying your team in Microsoft Teams.
F
H
M
Create a HubSpot deal when a Freshworks CRM (Freshsales Suite) deal is created, and post the details in Microsoft Teams
New deals in Freshworks CRM (Freshsales Suite) instantly generate HubSpot records and notify your team in Microsoft Teams.
F
H
M
When a Freshworks CRM (Freshsales Suite) account is created, create a company in HubSpot and notify your team in Microsoft Teams
New accounts in Freshworks CRM (Freshsales Suite) automatically populate HubSpot and trigger Microsoft Teams alerts.

Supported triggers and actions for Freshworks CRM (Freshsales Suite) and Microsoft Teams

Mix and match to build the exact automation you need

Freshworks CRM (Freshsales Suite)
Freshworks CRM (Freshsales Suite) Triggers & Actions
Contact is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new contact is created
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Contact is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a contact is updated
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Deal is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is updated
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Deal is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is created
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Task is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new task is created
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Account is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new account is created
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Account is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when an account is updated
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Search contact in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information
Try it β†’
Create product in Freshworks CRM (Freshsales Suite)
Adds a new product to the CRM
Try it β†’
Create contact in Freshworks CRM (Freshsales Suite)
Adds a new contact to the database
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Search contact by email in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information using their email address
Try it β†’
Update contact in Freshworks CRM (Freshsales Suite)
Updates contact information with new details
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Search contact by phone number in Freshworks CRM (Freshsales Suite)
Finds information about a contact using the phone number
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Get contact by id in Freshworks CRM (Freshsales Suite)
Retrieves a contact's information based on their id
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Add note to a contact in Freshworks CRM (Freshsales Suite)
Adds a note to a contact
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Create task for contact in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a contact
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Delete contact in Freshworks CRM (Freshsales Suite)
Removes a contact from the address book
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Create deal in Freshworks CRM (Freshsales Suite)
Generates a new deal with
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Get deal by id in Freshworks CRM (Freshsales Suite)
Retrieves a deal by its id
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Search deal by name in Freshworks CRM (Freshsales Suite)
Searches for a deal by its name with
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Create task for deal in Freshworks CRM (Freshsales Suite)
Creates a new task for a particular deal
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Add note to a deal in Freshworks CRM (Freshsales Suite)
Adds a note to a deal
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Update deal in Freshworks CRM (Freshsales Suite)
Updates deal information based on new criteria or changes
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Create or Update contact in Freshworks CRM (Freshsales Suite)
Adds or update contact information
Try it β†’
Create account in Freshworks CRM (Freshsales Suite)
Generates a new account
Try it β†’
Create task for an account in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a account
Try it β†’
Get account by id in Freshworks CRM (Freshsales Suite)
Retrieves account information based on the account id
Try it β†’
Search account by name in Freshworks CRM (Freshsales Suite)
Searches for an account using the name
Try it β†’
Add note to an account in Freshworks CRM (Freshsales Suite)
Adds a note to the account without manual input
Try it β†’
Mark task as completed in Freshworks CRM (Freshsales Suite)
Marks the task as completed
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Get task by id in Freshworks CRM (Freshsales Suite)
Retrieves a task using its id
Try it β†’
Microsoft Teams
Microsoft Teams Triggers & Actions
Chat message is received in Microsoft Teams
Triggers the automation when a chat message is received
Try it β†’
Message posted in channel in Microsoft Teams
Triggers the automation when a message needs to be sent via SMS
Try it β†’
Channel is created in Microsoft Teams
Triggers the automation when a new channel is created
Try it β†’
New chat is created in Microsoft Teams
Triggers the automation when a new conversation is initiated
Try it β†’
Get chat message in Microsoft Teams
Get chat message
Try it β†’
Search user in Microsoft Teams
Searches for a user
Try it β†’
Send channel message in Microsoft Teams
Sends a message to a channel
Try it β†’
Send chat message in Microsoft Teams
Sends a chat message to a recipient or group
Try it β†’
Create channel in Microsoft Teams
Creates a new channel
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Search channel in Microsoft Teams
Searches for a channel
Try it β†’
Create online meeting in Microsoft Teams
Schedules a new online meeting
Try it β†’
Get user by ID in Microsoft Teams
Retrieves user information using their id
Try it β†’

What can you automate with Freshworks CRM (Freshsales Suite) + Microsoft Teams?

Streamline your sales pipeline by triggering instant notifications, updating customer records, and synchronising tasks across your core tools.

What you can automate?
πŸ”„
Automate contact synchronization across platforms
Send contact updates from Freshworks CRM (Freshsales Suite) directly to your communication channels. Eliminate manual data entry and ensure your team stays informed of every new lead.
πŸ“‹
Capture every submitted field and detail
Map all available contact and deal attributes into your notifications. Ensure your team receives comprehensive background information with every automated alert.
πŸ””
Notify the right team members instantly
Trigger targeted Microsoft Teams channel messages the moment a Freshworks CRM (Freshsales Suite) event occurs. Keep sales and support staff updated without delay.
πŸ”€
Route workflows based on submitted fields
Direct notifications to specific channels depending on deal values or contact tiers. Ensure high-priority opportunities reach the right decision-makers immediately.
πŸ”„
Keep your records updated in real time
Automatically reflect deal stage changes and contact updates across your connected workspaces. Maintain absolute consistency between your CRM and communication hubs.
βž•
Create or update records without duplicates
Check existing database entries before adding new contacts or deals. Prevent clutter by updating existing records when matching information is found.
⚑
Handle later status changes and renewals
Trigger automated tasks and alerts when deals are won, lost, or renewed. Maintain visibility throughout the entire customer lifecycle.
πŸ”Œ
Extend your automation flow to supporting apps
Connect your core pair with email, billing, or scheduling tools to build robust multi-step pipelines. Streamline complex business processes effortlessly.
And much more...

Who is Freshworks CRM (Freshsales Suite) + Microsoft Teams integration for?

Sales managers, support teams, and account executives use this integration to eliminate manual data entry, speed up collaboration, and keep their pipelines current.

Sales operations analysts
Sales operations analysts
Account executives
Account executives
Customer success managers
Customer success managers
High-volume sales teams
High-volume sales teams
Sales development representatives
Sales development representatives
Customer operations teams
Customer operations teams
πŸ“ˆ
Sales operations analysts
You pull contact reports from Freshworks CRM (Freshsales Suite) to analyze pipeline health, but manual export delays mean your dashboard metrics are always hours behind β€” with this integration, every new record syncs instantly and your team reports remain current.
⚑
Account executives
You depend on rapid deal updates in Freshworks CRM (Freshsales Suite) to close enterprise accounts, but delayed notifications leave you scrambling to catch up β€” with this integration, every pipeline change posts instantly and your workflow stays uninterrupted.
🀝
Customer success managers
You report client onboarding progress to stakeholders, but manual tracking across tools leads to overlooked task milestones β€” with this integration, every account creation triggers immediate alerts and your project tracking stays transparent.
πŸš€
High-volume sales teams
You process hundreds of incoming leads in Freshworks CRM (Freshsales Suite) daily, but manual notification processes cause missed follow-ups β€” with this integration, every submission alerts your team instantly and lead response times improve.
πŸ”„
Sales development representatives
You rely on upstream lead qualification in Freshworks CRM (Freshsales Suite) before starting outreach, but delayed handoffs slow down your prospecting β€” with this integration, every qualified contact notifies you immediately and outreach begins without delay.
πŸ“‹
Customer operations teams
You audit customer interaction histories in Freshworks CRM (Freshsales Suite), but fragmented communication channels leave gaps in your audit logs β€” with this integration, every update and task syncs reliably and your historical records remain complete.
Our team

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Why choose Integrately to automate Freshworks CRM (Freshsales Suite) + Microsoft Teams

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

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1,500+ apps connected
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20M+ Ready Automations
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AI that builds your automations
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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 β€” 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.
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Frequently Asked Questions

How do I connect Freshworks CRM (Freshsales Suite) to Microsoft Teams?
Frequently Asked Questions
You can connect Freshworks CRM (Freshsales Suite) to Microsoft Teams using 1-click automations on Integrately. Choose from ready-made templates or ask Integrately AI to build the workflow for you.
Can I automatically send Freshworks CRM (Freshsales Suite) contact updates to Microsoft Teams?
Frequently Asked Questions
Can I connect Freshworks CRM (Freshsales Suite), Microsoft Teams, and Hubspot?
Frequently Asked Questions
What is a good Zapier alternative for Freshworks CRM (Freshsales Suite) and Microsoft Teams?
Frequently Asked Questions
How does Freshworks CRM (Freshsales Suite) handle contact updates in this integration?
Frequently Asked Questions
How does Microsoft Teams handle channel messages in this integration?
Frequently Asked Questions
Can I automate Freshworks CRM (Freshsales Suite) and Microsoft Teams without coding?
Frequently Asked Questions
Is the Freshworks CRM (Freshsales Suite) and Microsoft Teams integration free?
Frequently Asked Questions
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You Can Also Connect Freshworks CRM (Freshsales Suite) or Microsoft Teams With 1500+ Other Apps

Freshworks CRM (Freshsales Suite)
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