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.

Prerequisites

To use the Microsoft Teams integration, you need a valid Zoho Forms account. Here is a  link   to our getting started page that might 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 T eam and C hannel 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. 

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