【Zoho CRM】Microsoft Teamsとの連携機能リリースのお知らせ

【Zoho CRM】Microsoft Teamsとの連携機能リリースのお知らせ

ユーザーの皆さま、こんにちは。コミュニティチームの中野です。

今回は「Zoho CRM アップデート情報」の中からMicrosoft Teams との連携機能リリースについて紹介します。

 

現在、Zoho CRMでは、既にチャットツール：Zoho Cliq、Slack、Google Chatとの連携が可能ですが、

今回の機能アップデートにて、Microsoft Teamsとの連携機能がリリースされました。


 

Microsoft Teamsとの連携を設定することにより、以下のことができるようになりました。

 

Microsoft TeamsのユーザーもしくはチャンネルへZoho CRMデータを共有する
  

社内でCRM内のデータを共有することで、円滑に内容を確認することができます。


  

Microsoft Teams でCRMから通知を受信する
  

顧客からのメッセージ、Ziaが検出した異常、ワークフロー、コマンドセンターのジャーニーなどに設定された通知をMicrosoft Teams経由で受信することで、CRM上の情報を常に把握できます。


 

 

Microsoft Teams内でCRMデータを確認する
  

Microsoft Teams 内のコマンドを使用して、見込み客、連絡先、取引先、および商談タブのCRMデータを取得できます。



  このほか、ダッシュボードからMicrosoft Teamsのユーザーやチャンネルに図やグラフを共有することもできるようになりましたので、併せてご確認ください。

 

 適応環境：スタンダード以上のプラン、すべてのデータセンター 

いかがでしょうか。Microsoft Teams を利用中のユーザーさんはぜひ試してみてください。

 

●Zoho CRM アップデート情報は以下ページにて随時更新中！

https://zurl.co/jKTM

 

……………………………………………………………………………………………

 

＋＋Zoho オンラインフォーラムに投稿された情報を、いち早くGETしませんか？＋＋

 

︎Zoho Japan Community フォーラムの右側「フォローする」ボタンをクリックいただくと、最新の新着投稿やコメントをメールでお送りします。興味のあるサブフォーラムの投稿のみ通知を受け取ることも可能です。

（フォーラムTopから興味のあるサブフォーラムをクリック後「フォローする」をクリック）

コミュニティのイベント情報も当フォーラムでお知らせ予定ですので、ぜひフォローをお願いします！

 

●︎Zoho Japan Community フォーラム  を見る

 


 





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