Zoho CRM and Microsoft Teams integration

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!

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 app (FAQ)

What data sources are available for Zoho CRM?

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

Leads

See all leads from your Zoho CRM account

New Leads

See new leads from your connected Zoho account

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.

Accounts

To get the list of available records in the Accounts module.

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

Accounts - get /crm/v4/Accounts/{record_id}/actions/share

To get the details of a shared record in the Accounts module.

Accounts - get /crm/v4/Accounts/{record_id}/Attachments/{attachment_id}

To download a file attached to a record.

Accounts - get /crm/v4/Accounts/{record_id}/photo

To download a photo associated with a module.

Accounts - get /crm/v4/Accounts/{record-id}/Attachments

Accounts - get /crm/v4/Accounts/actions/count

Accounts - get /crm/v4/Accounts/actions/mass_update

To get the status of the mass update job scheduled previously.

Accounts - get /crm/v4/Accounts/deleted

To get the list of available records in the Accounts module.

Accounts - get /crm/v4/Products/{record_id}/Accounts

To get the Accounts associated with a Product.

Accounts - get /crm/v4/settings/modules/Accounts

To get the metadata of the Accounts Module.

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.

Assignment Rules

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

What features does the Microsoft Teams integration offer?

By using the Zoho CRM app for Microsoft Teams you get the following features:

Use apps within

Get access to all App Directory apps within Microsoft Teams without any additional setup

Can embed Cards

Custom Cards made with Adenin's drag-and-drop Card designer can be embedded into the Microsoft Teams experience

Is a chatbot

Ask the customizable chatbot anything about Zoho CRM data using just natural language

Provides dashboards

Create dashboard with Zoho CRM data along with other apps from the the App Directory

What are the 2 best Zoho CRM Microsoft Teams apps?

These 2 Zoho CRM Cards can be added to your Microsoft Teams instance straight away:

Leads

Add to Microsoft Teams

New Leads

Add to Microsoft Teams

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.

Helping organizations connecting their data

We're always delighted to hear from users – especially if the reviews are this glowing

"⭐️⭐️⭐️⭐️⭐️ Shows a timeline of upcoming events"

Our team needed a straight forward way to see upcoming sales calls in SharePoint. This web part lets you show users their own calendars, as well as shared ones and was just the ticket. During installation we got an error message, which the support addressed.

— Sandra (11/03/2024) Microsoft AppSource

"⭐️⭐️⭐️⭐️⭐️ The Digital Chatbots"

What do you like best about the product?
It provides reminders from my google calendar. I can customise my board to access all my daily essentials in one place. Such as google drive, emails, Jira updates, and more. It has made my life much easier. I do not have to open every single app separately to find messages.
What do you dislike about the product?
It is a bit pricey. The prices could be lower.
What problems is the product solving and how is that benefiting you?
Saving time and energy by providing all updates in one place. Connected to several apps such as Slack, gmail, drive, sheets, etc.

— Kriti B. (10/15/2024) G2 Crowd

"⭐️⭐️⭐️⭐️⭐️ Simple widget"

This simply reads in your RSS feeds and makes it into a web part, for example to share your company blog. The web part's look can be fully adjusted, but there is a small monthly fee for this service (outside of a small monthly allowance).

— Kate Wilkinson (09/20/2024) Microsoft AppSource

"⭐️⭐️⭐️⭐️⭐️ Viva Connections"

We connected Workday to our Viva Connections dashboard to show users their PTO balances and offer a convenient way to request time off. The support was very helpful to go through an internal Infosec approval which added about 6 weeks to be able to roll it out. But the result is perfect!

— Emilia Barakat (09/22/2024) Microsoft AppSource

"⭐️⭐️⭐️⭐️⭐️ Show conversations from non-Teams locations"

Through a merger we had some locations that were used to Slack, and with this web part we could easily import their recent conversations into our SharePoint pages which makes it easier for management to monitor our new stores.

— Agnes Robertson (10/17/2024) Microsoft AppSource

"⭐️⭐️⭐️⭐️ The app store Viva was meant to have"

Despite a lot of hype around Viva dashboard we always held back rolling it out as there was just not a lot of apps available for it, we use ServiceNow, Salesforce and Workday for example; none of which are available in App Source. The only way really was to make up a custom ACE that's pretty much just a fancier bookmark to link out to each portal. So I was stunned to see these 3 apps being available through this Viva app. SNOW took help from their support team get started, and we hit one or two roadblocks submitting requests to Workday, etc. so it's not perfect but after a couple of support sessions we were able to put together a Viva homepage that works great for users and, to my eye, really delivers on the vision Microsoft promised with Viva being the central tab in Teams + SharePoint. So this app = must have

— Verified user (07/27/2024) Microsoft AppSource

"⭐️⭐️⭐️⭐️⭐️ App store for web parts"

I understand this is a company trying to create a marketplace of apps for SharePoint web parts which is a cool idea. It generates a list from the connected app's API which you can then refine. The selection could be a lot bigger, but for the apps I wanted and they had, it worked really well.

— Verified user (03/05/2024) Microsoft AppSource

Install Zoho CRM integration for Microsoft Teams

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

1. Add Zoho CRM to adenin
2. Integrate adenin into Microsoft Teams

Click the Add button below
Add Zoho CRM to adenin
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.
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.
Zoho CRM
Your Card will now appear on your adenin dashboard.
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 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.

Stay up-to-date with the Zoho CRM app for Microsoft Teams