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Zoho CRM and Microsoft Teams integration

Easily show your live Zoho CRM data inside Microsoft Teams

Get the power of a smart assistant that talks to your Zoho CRM data and pin relevant Adaptive Cards to the built-in dashboard

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Screenshot of Microsoft Teams
App picker with Zoho CRM selected
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Zoho CRM

Leads

Your Zoho CRM data is now securely showing in Microsoft Teams

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Make your life easier with adenin’s Zoho CRM integration for Microsoft Teams

Imagine having adaptive cards, a smart chatbox, forms, and a dashboard from Zoho CRM working seamlessly within your MS Teams workspace. Spicy, right? That's what adenin offers with its integration of Zoho CRM with Microsoft Teams. You can also bounce this magic into your Outlook inbox with the same ease and fluidity.

Features:

  • An intelligent chatbot with smart answers from Zoho CRM.
  • Adaptive cards that integrate with your existing Zoho CRM data.
  • Convenient forms that can be filled out within Microsoft Teams.
  • A comprehensive dashboard with your CRM data.
  • Full compatibility with Microsoft 365 and the new MetaOS app.

Benefits:

  • Access to all your Zoho CRM data from within your favorite Microsoft applications.
  • Hassle-free data entry and updates using native Teams forms.
  • Real-time updates and easy-to-understand analytics on the dashboard.
  • Save time and increase productivity by eliminating the need to switch between apps.
  • A streamlined workflow with the intelligent chatbot serving up the most relevant CRM data.
  • Enjoy the power and flexibility of the Microsoft 365 ecosystem.

So, what are you waiting for? Start your journey to a better, more integrated work experience.

Get your free adenin account today and bring the power of Zoho CRM to Microsoft Teams and Outlook!

Connect Zoho CRM to Microsoft Teams now

About adenin’s Microsoft Teams channel

Ask your adenin smart assistant anything in Microsoft Teams, just like you would ask a colleague. The built-in language processor, understands user questions naturally and pulls up the correct real-time data to fulfill their request. Save your team valuable time... Read more

Alternative chatbot to Microsoft Teams

ChatGPT

Frequently asked questions about Microsoft Teams Zoho CRM integration (FAQ)

What data sources are available for Zoho CRM?

Zoho CRM provides a total of 294 data sources. See the first 16 below.

Zoho CRM integration
Leads
See all leads from your Zoho CRM account
Zoho CRM integration
New Leads
See new leads from your connected Zoho account
Zoho CRM integration
a Specific Email of a Record
Use this API to get the details of the emails sent from a record in any of these modules. This API returns ten emails per API call.
Zoho CRM integration
Accounts
To get the list of available records in the Accounts module.
Zoho CRM integration
Accounts - get /crm/v4/Accounts/{record_id}/actions/blueprint
To get the next available transitions for that record, fields available for each transitions, current value of each field, and their validation(if any
Zoho CRM integration
Accounts - get /crm/v4/Accounts/{record_id}/actions/share
To get the details of a shared record in the Accounts module.
Zoho CRM integration
Accounts - get /crm/v4/Accounts/{record_id}/Attachments/{attachment_id}
To download a file attached to a record.
Zoho CRM integration
Accounts - get /crm/v4/Accounts/{record_id}/photo
To download a photo associated with a module.
Zoho CRM integration
Accounts - get /crm/v4/Accounts/{record-id}/Attachments
Zoho CRM integration
Accounts - get /crm/v4/Accounts/actions/count
Zoho CRM integration
Accounts - get /crm/v4/Accounts/actions/mass_update
To get the status of the mass update job scheduled previously.
Zoho CRM integration
Accounts - get /crm/v4/Accounts/deleted
To get the list of available records in the Accounts module.
Zoho CRM integration
Accounts - get /crm/v4/Products/{record_id}/Accounts
To get the Accounts associated with a Product.
Zoho CRM integration
Accounts - get /crm/v4/settings/modules/Accounts
To get the metadata of the Accounts Module.
Zoho CRM integration
All Emails of a Record
Use this API to get the details of the emails sent from a record in any of these modules. This API returns ten emails per API call.
Zoho CRM integration
Assignment Rules

To see the other 278 data sources, go to the main Zoho CRM listing in the App Directory.

Is the Microsoft Teams integration free?

Yes, Microsoft Teams is one of the channels built-in into adenin, a platform that integrates all kinds of work apps into a personal dashboard as well as your other work applications, such as intranets or chatbots. Bear in mind that, even though channels such as Microsoft Teams are free, the use of adenin (including using data from Zoho CRM) incurs usage charges according to your plan. See the pricing page for details →

Who is the Microsoft Teams integration for?

adenin’s Microsoft Teams connector is a popular choice for Marketing and Sales teams at small to large organizations. The data sources that are built into Zoho CRM (see above) are incredibly simple to integrate into Microsoft Teams and don't require any technical know-how. The adenin platform completely handles authenticating with Zoho CRM and then loads your data into an Adaptive Card layout that, in turn, will be embedded into Microsoft Teams.

Do I have to be a developer to use the Microsoft Teams integration with Zoho CRM?

No, the integration is designed to help busy managers stay on top of their various workplace applications, where Zoho CRM is just one of many examples (see others). As such, we designed many tools that reduce the amount of coding expected of users: Starting with the Zoho CRM integration, which you can set up yourself in just a few, completely code-free, steps (see instructions).

Then with the built-in Card designer we automatically generate a layout from your Zoho CRM data. You could tweak this further in the low-code designer, either yourself if you have some HTML-related skills, or with a little help from us – just reach out to one of the team.

Lastly, there will be the Microsoft Teams integration which is self-explanatory to install. Just check the installation instructions section for more details.

How does adenin ensure my Zoho CRM data is safely delivered to Microsoft Teams?

We use the secure OAuth standard which means you authorize adenin accessing your Zoho CRM data and in turn authorize us to share this data with Microsoft Teams. Both of these authorizations can be revoked by you at any point through the Linked accounts menu (requires user account). No data is ever stored on adenin servers, instead it is directly sent to the client (in this case Microsoft Teams) who will treat it in accordance with their privacy policy. Please also check out our Privacy Policy for more details.

Install Zoho CRM integration for Microsoft Teams

With adenin you can easily integrate any business app into Microsoft Teams

  1. Click the Add button below

    adenin logoAdd Zoho CRM to adenin

  2. Either log in or create your free adenin account. Then you will be directed to your personal dashboard where the installation of your Zoho CRM integration will start.

  3. Follow the steps in the modal by clicking Next including selecting your data source, authorizing your Zoho CRM account and more attributes (if they are required).

    At the end click Finish and our built-in smart technology generates a Card with the live data it received from the Zoho CRM API.

    Image of Zoho CRM securely connecting with authorization from user
    Zoho CRM icon

    Zoho CRM

  4. Your Card will now appear on your adenin dashboard.

  5. Modify or embed your Zoho CRM Adaptive Card from the ··· button in the top right-hand corner of your card:

    Click Edit in Designer to open the Card’s layout in the low-code Adaptive Card designer.

    By clicking Share you can see options for embedding your Card into intranet and chatbot channels. For example, your Zoho CRM works as a SharePoint web part, or with chatbots such as Microsoft Teams.

To begin, add the adenin’s Microsoft Teams integration to your Microsoft Teams account.

Simply follow the Add to Teams button to open the adenin app in Microsoft Teams. Click Add to add it to your Teams account.

Then you can choose between Chat and Dashboard to either speak to the chatbot or see your personal dashboard.

If you see an error message like this, it's likely that you don't have the correct permissions to install our Teams app. Please contact your administrator.

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With all our other apps, your possibilities are endless

adenin’s Microsoft Teams integration isn't just limited to CRM applications, such as Zoho CRM. Truly transform your Microsoft Teams experience by simply browsing our App Directory for all your other work tools.

It’s like a personal homescreen where you can monitor everything with ease and from one central location.

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