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Get Started FreeTriggers when you add a new case
Triggers when you add a new contact
Triggers when you add a new lead
Triggers when you add a new opportunity
Triggers when you add a new task
Triggers when you add a new user
Trigger every time a new chat is created.
Trigger every time a new chat message is created.
Trigger every time a new meeting is created.
Triggers when a new message is posted to a specific #channel you choose.
Triggers when a new reply message is posted to a specific #channel you choose.
Trigger every time a new team is created.
Trigger every time a new user is added in the group's user list.
Create a new case
Add new member in a group.
Creates a new channel.
Creates a new chat.
Create a meeting
Delete an user from an Ms Team group.
Post a new message to a channel you choice.
Send Chat Message.
Create message reply
Triggers when you add a new case
Triggers when you add a new contact
Triggers when you add a new lead
Triggers when you add a new opportunity
Triggers when you add a new task
Triggers when you add a new user
Trigger every time a new chat is created.
Trigger every time a new chat message is created.
Trigger every time a new meeting is created.
Triggers when a new message is posted to a specific #channel you choose.
Triggers when a new reply message is posted to a specific #channel you choose.
Trigger every time a new team is created.
Trigger every time a new user is added in the group's user list.
Create a new case
Add new member in a group.
Creates a new channel.
Creates a new chat.
Create a meeting
Delete an user from an Ms Team group.
Post a new message to a channel you choice.
Send Chat Message.
Create message reply
Choose SugarCRM as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Microsoft Teams as the action app from the list.
Connect your Microsoft Teams account & authenticate it.
Select the data you want to send from SugarCRM to Microsoft Teams & your AI Agent is ready!
New Lead
Send Channel Messages
New Contact
Add Member
New Contact
Create Channel
New Contact
Delete user
New Contact
Send Chat Message
SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.
Microsoft Teams is a hub for teamwork, productivity, and collaboration. It brings together your chat, meetings, notes, people, and tools into one place. And it's accessible from anywhere, on any device.
The integration between SugarCRM and Microsoft Teams is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating SugarCRM with Microsoft Teams, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the SugarCRM-Microsoft Teams integration:
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