Sales lead alerts
Post new lead form submissions to your sales team's channel so reps can claim and follow up on leads directly from Microsoft Teams.
COMMUNICATION
Youform meets
Microsoft Teams.
Get instant Microsoft Teams notifications for new form submissions. Use Youform as the starting point for a workflow in Zapier, then map your answers to an available Microsoft Teams action.
See how to connectLET’S PUT IT TOGETHER
From an answer
to a next step.
Set up your connection once, then let it become part of the way you work.
Explore Youform on ZapierMake a form for the information you need
Start from a Youform template or build your own. Include the fields your next step needs, such as a name, email address, or project brief.
Choose your connection in Zapier
Connect Youform as your trigger and choose Microsoft Teams as the next app. Select an action supported by the connector and your account.
Map your answers and test the workflow
Match your form fields to the action fields. Check a test result in Microsoft Teams, then activate the workflow when it behaves as expected.
GOOD THINGS YOU COULD SET IN MOTION
A few ideas
to get you started.
Choose an action available in your automation tool, then use these ideas to shape your workflow.
IT support requests
Route internal IT request forms to a dedicated support channel where your help desk team can triage and respond to tickets as responses arrive.
HR application notifications
Notify your hiring team in Teams whenever a new job application comes through so they can review candidates collaboratively.
Customer feedback monitoring
Stream customer feedback and survey results into a Teams channel so your product and support teams can stay on top of sentiment.
Is this a native Youform integration?
This connection uses Zapier between Youform and Microsoft Teams. You configure the action and field mapping in Zapier.
Which actions can I use?
Choose from the actions currently available for Microsoft Teams in Zapier. Your connected account and the fields required by that action determine what you can send.
How can I send a useful message to the right Teams channel?
Choose a Team and channel that the connected account can post to, then compose the message using the important form fields. Your organization may require approval for the app connection.
Which plan do I need?
Youform offers unlimited forms and responses on its free plan, within fair usage guidelines. Check the current plans for your chosen features. Any connected app or automation service has its own pricing and usage limits.
