Microsoft Teams Integration
Pre-requisites
Microsoft Teams Setup
-
Install the Zoho Forms bot in your Microsoft Teams channel.
-
Authorize your Zoho Forms account to receive messages through the bot.
- After authorizing your account, log in to Zoho Forms and follow the steps given below.
Zoho Forms Setup
- 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).
- Create a form in Zoho Forms.
- Once your form is ready, navigate to the Integrations tab and select Microsoft Teams.
- Select the Team and Channel to trigger bot notifications.
- 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.
- Click Integrate to complete the 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
Click Set Alert in the top-right corner.
Configure the email alert template and click Save.
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Still can't find what you're looking for?
Write to us: support@zohoforms.com
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho SalesIQ Resources
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
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 ...WebMerge Integration
Using this integration, you can automatically merge form responses into a WebMerge template every time a form submission comes in. This way, when you have set up any Delivery options for the template inside your WebMerge account, it will be ...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 ...