Send a message in Microsoft Teams when a new party is created in Capsule CRM

■Overview

When new customer information is added to Capsule CRM, do you manually notify your team in Microsoft Teams? Manual updates can lead to missed follow-ups and delays in sharing information. With this workflow, a message is automatically sent to a designated Microsoft Teams channel whenever a new Party is created in Capsule CRM. This eliminates the effort of manual information sharing and keeps your team aligned in real time.

■Who Should Use This Template

• Anyone who wants to quickly share Capsule CRM customer information in Microsoft Teams
• Sales professionals who want to prevent missed notifications and delays caused by manual information sharing
• Anyone who wants to automate the integration between Capsule CRM and Microsoft Teams and improve operational efficiency

■Benefits of This Template

• Automatically send notifications when a Party is created in Capsule CRM, reducing the time spent manually sharing information
• Prevent human errors such as missed notifications and copy-and-paste mistakes, enabling reliable information sharing across your team

■Workflow

1. First, connect Capsule CRM and Microsoft Teams to Yoom
2. Next, select Capsule CRM as the trigger and set the action to “When a new Party is created”
3. Finally, select Microsoft Teams as the operation, set the action to “Send a message to a channel,” and configure the notification content

※“Trigger”: The action that starts the flow; “Operation”: The action performed within the flow after the trigger starts

■Customization Options

• In the Microsoft Teams “Send a message to a channel” action, select the channel where you want to send notifications
• Customize the message content freely. Include information retrieved from Capsule CRM, such as the customer name, to create clearer, more informative notifications

■Notes

• ‍‍Connect both Capsule CRM and Microsoft Teams to Yoom.
• Microsoft 365 (formerly Office 365) offers plans for home users and businesses (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.