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. 
Notes
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, under Collaboration & HR 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
Notes

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.