Microsoft Teams Integration | Zoho Forms - User Guide

Microsoft Teams Integration

If you wish to trigger notifications of form entries in your Microsoft Teams channel, you can use the Zoho Forms - Microsoft Teams Integration. Using this integration, you can trigger message cards using a bot in a Microsoft Teams channel when you receive new form entries.

Zoho Forms - Microsoft Teams Integration

Pre-requisites

To use the Microsoft Teams integration, you need a valid Zoho Forms account. Here is a link to our getting started page that can help you set up your Zoho Forms account. 
Note: Zoho Forms for Microsoft Teams is not available for the customers who have an account in zoho.cn domain.

Microsoft Teams Setup

  1. Install the Zoho Forms bot in your Microsoft Teams channel.
  2. Authorize your Zoho Forms account to receive messages through the bot. 
  3. After authorizing your account, log in to Zoho Forms and follow the steps given below. 

Zoho Forms Setup

  1. Log in to your Zoho Forms account using your account credentials or if you are an Office 365 user, you can sign in using Single Sign-On (SSO).
  2. Create a form in Zoho Forms.
  3. Once your form is ready, navigate to the Integrations tab and select Microsoft Teams.
  4. Select the Team and Channel to trigger bot notifications.
  5. Configure the message card under Message Template. You can choose the form fields to be displayed in the message card header and the form fields to be displayed as a summary inline.
  6. Click Integrate to complete the setup.

    Microsoft Teams Integration setup

Note:

  • To add another form from an already authorized account to the same channel and receive messages using the Zoho Forms bot, you can just follow the steps listed under Zoho Forms setup.
  • Any member of a channel who has permissions to modify the bot will be able to delete this setup or add a new form to the same channel to receive messages using the Zoho Forms bot. 

Set Alert on Integration Failure

Once your integration settings are saved, you can choose to receive an email alert if the integration fails.
To do so,
  1. Click Set Alert in the top-right corner.

  2. Configure the email alert template and click Save.

    Set Alert on Integration Failure

  3. To stop receiving email alerts on integration failure, click Remove Alert.

Note:

  • The option to set an email alert on integration failure is available only in our paid plans.

  • You can send email alerts to a maximum of 5 users within your organization.

  • An email alert will be triggered only on the first occurrence of integration failure every 24 hours.


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                Secure your business
                                                communication with Zoho Mail


                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times


                                                  Carry your calendar with you
                                                  Anytime, anywhere




                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now




                                                                  Zoho TeamInbox Resources



                                                                          Zoho DataPrep Resources



                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW


                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • Salesforce Integration

                                                                                                    Table of Contents Overview Integration Setup Supported Field Types Add Input Manually while mapping fields Trigger Actions while pushing form entries Set Alert on Integration Failure Overview With the Zoho Forms and Salesforce integration, you can ...
                                                                                                  • Google Sheets Integration

                                                                                                    Overview If you are looking to automate storing your form responses in a sheet and save the time spent on manual entry of form data into the sheet, you can use the Zoho Forms - Google Sheets integration. With this integration, your form responses ...
                                                                                                  • Zoho Sheet Integration

                                                                                                    Overview If you are looking to store your form responses in a sheet and save the time spent on manual entry of form data into the sheet, you can use the Zoho Forms-Zoho Sheet integration. With this integration, your form responses will automatically ...
                                                                                                  • Zoho Campaigns Integration

                                                                                                    Overview If you are looking to automate adding contacts to the mailing lists in your Zoho Campaigns account instead of adding them manually, use the Zoho Forms - Zoho Campaigns integration. With this integration, you can directly add form respondents ...
                                                                                                  • Zoho Recruit Integration

                                                                                                    Table of Contents Integration Setup Supported Field Types Trigger Actions in Zoho Recruit Set Alert on Integration Failure If you are using Zoho Recruit as the recruitment portal for your organization and looking to automate the collection and ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                      eBooks

                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                      Webinars

                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                        Zoho Show Resources