Connect Close CRM and Microsoft Teams integrations
Connect Close CRM and Microsoft Teams with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Close CRM and Microsoft Teams to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Triggers when an email sequence is created or updated.
Triggers when an existing lead's status has been changed.
Triggers when a meeting is created, started, completed or canceled.
Triggers when a new membership is activated or deactivated.
Triggers when a new call activity is logged.
Triggers when a new contact is created.
Triggers when a new email activity is created.
Triggers when a new export is created.
Triggers when a new inbox item is created.
Triggers when a new lead is created.
Triggers when a new note activity is created.
Triggers when a new opportunity is created.
Triggers when a new smart view is created.
Triggers when a new SMS activity is created.
Triggers when a new task is created.
Triggers when an existing opportunity status has been changed.
Adds a new member.
Adds a member into an Office 365 Group.
Creates a new channel in a Microsoft Team.
Creates a new Office 365 Group.
Creates an online meeting. This will be a standalone meeting that is not associated with any event on the user's calendar; therefore, meetings created via this module will not show on the user's calendar.
Create Microsoft Team by calling from Office 365 Group.
Deletes a channel from team.
Deletes an online meeting by its ID.
Deletes Microsoft Team or Office 365 Group in an organization.
Retrieves the properties and relationships of a channel.
Retrieves a meeting by its ID.
Retrieves the properties and relationships of the specified Microsoft Team or Office 365 Group.
Performs an arbitrary authorized API call.
Creates a new reply to a message in the specified channel.
Sends a message to a team's channel or to a chat.
Updates the properties of the specified channel.
Updates an online meeting by its ID.
Updates the properties of Microsoft Team or Office 365 Group.
Retrives a presence of selected users. Not available for Personal account.
Lists all Microsoft Teams in an organization, including Office 365 Groups.
Lists all channels in Microsoft Team.
Lists all Microsoft Teams that authenticated user has joined in an organization.
Searches for users by a filter parameter.
Trusted by thousands of fast-scaling organizations around the globe
Build your Close CRM and Microsoft Teams integrations.
Create custom Close CRM and Microsoft Teams workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds a new member.
Adds a member into an Office 365 Group.
Creates a new channel in a Microsoft Team.
Creates a new contact.
Creates a new custom activity.
Creates a new lead.
Creates a new note activity.
Creates a new smart view.
Creates a new task.
Popular Close CRM and Microsoft Teams workflows.
Looking to get more out of Close CRM and Microsoft Teams? With Make you can visually integrate Close CRM and Microsoft Teams into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Generate an activity overview report in Google Sheets from Close CRM data
Automatically generate an activity overview report from Close CRM and add it to Google Sheets for streamlined data analysis and tracking.
TRY IT ->Send Microsoft Teams messages for new events in Monday.com and retrieve item details
Automatically send Microsoft Teams messages for new Monday.com events and retrieve item details, streamlining communication and task management across platforms.
TRY IT ->Send a message to Microsoft Teams and email leads from Facebook Lead Ads
Automatically send a Microsoft Teams message and email new leads from Facebook Lead Ads. Streamline communication and follow-up with potential customers efficiently.
TRY IT ->Update leads in CRM using advanced filters and custom webhooks
Automatically update leads in your CRM by applying advanced filters and triggering custom webhooks with Make's integration of gateway and close-crm modules.
TRY IT ->Search and update leads in Close CRM using advanced filters
Easily manage your sales pipeline by searching and updating leads in Close CRM using advanced filters. Automate lead updates for streamlined CRM management.
TRY IT ->Generate an activity overview report in Google Sheets from Close CRM data
Automatically generate an activity overview report in Google Sheets using data from Close CRM, streamlining your data analysis and reporting process.
TRY IT ->Generate images with Eden AI from prompts in a Microsoft Teams channel
Create captivating images using Eden AI in Microsoft Teams channels by simply providing prompts, enhancing visuals and team collaboration for impressive outcomes.
TRY IT ->Send notifications to Microsoft Teams channels for new job postings in Personio
Get instant alerts in Microsoft Teams channels whenever new job postings arise, streamlining collaboration and response times for enhanced recruitment productivity and success.
TRY IT ->Create or close a ticket in Zendesk from a new event in Calendly
Every time a new Calendly event is scheduled with you, a new ticket will be instantly created in Zendesk. If the event is canceled, the ticket will be closed. A notification will be sent to a Microsoft Teams channel. You need to have a Calendly premium account to create this integration.
TRY IT ->
FAQ
How it works
Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.
Trusted by 350,000+ customers
"Make really helped us to scale our operations, take the friction out of our processes, reduce costs, and relieved our support team. It is difficult to not become a fan."
"Make drives unprecedented efficiency within our business in ways we never imagined. It’s having an extra employee (or 10) for a fraction of the cost."
"The simplicity, flexibility and ability to build real complex automations without any knowledge of programming makes it the best thing since sliced bread."
"True citizen development in the entire company. Make is present in every department, empowering the company to offer a unique customer experience."
"I can't count the number of hours I've saved by using Make. Every single day is simpler because of Make's automation."
