CRM

TSansico
Contributor

Integration between Prospecting Workspace and Teams to trigger Notifications

After careful research, I know that it is currently not possible to trigger Teams Notifications based on the object "Lead".

 

For instance, I want to notify the owner of an account when a lead on his territory is moving from one stage to another, or when a lead gets created corresponding to a target account etc etc.

 

 

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TSansico
Contributor

Integration between Prospecting Workspace and Teams to trigger Notifications

Hello Trevor,

 

Indeed it seems to be working with Slack, but unfortunately, it's not possible (yet) with Teams. 

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trevordjones
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Integration between Prospecting Workspace and Teams to trigger Notifications

Hi @TSansico 

 

I don't have the teams integration installed here, but this is very doable in Slack using workflows.  Just choose a Lead Based Workflow and set it up like this:

 

2024-05-22 - 09_55_21 - Unnamed workflow - 2024-05-22 13_52_32 GMT+0000 _ HubSpot.png

It looks like the same should be possible with Teams.

 

- Trevor
If my post solves your problem, please accept it as a solution.

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