How can I filter for specific keywords?

DryMerge allows you to filter messages based on specific keywords or phrases. Just specify the keywords that should trigger task creation, and DryMerge will handle the rest.

Can I use this with another CRM instead of Zoho?

Yes, you can use this with another CRM instead of Zoho. Just specify which CRM you want to use, and DryMerge will adjust the automation accordingly.

Which people use this automation? What do they use it for?

This automation is used by project managers and team leads who need to ensure important discussion points in chats are translated into actionable tasks.

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Microsoft Teams + Zoho CRM

Create Zoho CRM Tasks for Keywords Mentioned in Microsoft Teams

Automatically create a new Zoho CRM task when a specific keyword is mentioned in a Microsoft Teams channel. This automation helps teams track actionable items discussed in chats without manual logging, ensuring important tasks are never missed.

Keyword Mentioned

Triggers when a specific keyword is used in a channel.

Create CRM Task

Creates a new task linked to the keyword.

See more Microsoft Teams to Zoho CRM integrations or use AI to customize your automation.

or pick a common variation below

Create Zoho CRM Contacts from Mentions in Microsoft Teams

Microsoft Teams + Zoho CRM

Create Zoho CRM Events for Meetings Scheduled in Microsoft Teams

Microsoft Teams + Zoho CRM

Create Zoho CRM Leads from Microsoft Teams Messages

Microsoft Teams + Zoho CRM

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Zoho CRM tasks for keywords mentioned in Microsoft Teams"

Create Zoho CRM tasks for keywords mentioned in Microsoft Teams

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Microsoft Teams + Zoho CRM.

Create Teams Channel

Creates a new channel in Microsoft Teams

Create Teams Channel Post

Creates a new post in a Microsoft Teams channel

Send Teams Chat Message

Sends a chat message to a Microsoft Teams chat

List Teams Chats

Lists all chats in Microsoft Teams

List Teams Channels

Lists all channels in Microsoft Teams

New Microsoft Teams Channel

Triggers when a new channel is created in Microsoft Teams

New Microsoft Teams Channel Post

Triggers when a new post is created in a Microsoft Teams channel

New Microsoft Teams Chat

Triggers when a new chat is created in Microsoft Teams

New Microsoft Teams Chat Message

Triggers when a new message is posted in a Microsoft Teams channel

Create Zoho CRM Task

Creates a new task in Zoho CRM

Update Zoho CRM Task

Updates an existing task in Zoho CRM

Get Zoho CRM Task

Retrieves details of a specific task from Zoho CRM

App details

Microsoft Teams

Microsoft Teams is a unified communication and collaboration platform that combines chat, video meetings, file storage, and application integration. Streamline teamwork and automate workflows based on messages and events.

Zoho CRM

Zoho CRM is a web-based business tool for customer relationship management. Manage your organization's sales, marketing, customer support, and inventory in a single system.

Related apps

Slack

Team Chat

Discord

Voice Chat

Salesforce

Sales CRM

HubSpot

CRM Platform

Get Started with DryMerge

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