Send Taptok Leads as Channel Message in Teams

Modified on Mon, 18 Mar 2024 at 01:05 PM

The Integrations Dashboard is a feature available in our Business and Enterprise Plans, designed to seamlessly connect Taptok's Professional Networking Solutions with over 6,000 apps. It enhances lead conversion value and boosts audience engagement by providing unlimited integration possibilities. Among these integrations, you'll discover some of the most popular CRM solutions, highly requested by many of our valued customers.

One such integration is Teams. Before delving into the steps below, we recommend reading this article about Integrations, which explains how to use the Integrations Dashboard and set it up: Link to the Article.

Here's how to set up Taptok+Teams:
  • From the Main Dashboard's sidebar, click on "Organization."
  • Then, select "Integrations."
  • Click on the "Create Zap" button under the "Your Taptok Zaps" menu

Trigger:
  • Within the Zapier screen, below the AI option, click on "1. Trigger" (the "Trigger" is the event that initiates the Zap)
  • In the new screen, select the application from which Zapier will collect information. In this scenario, it's Taptok's Platform, so choose or search for Taptok
  • Under "App & Event," click on "Choose an Event." You'll find options that initiate the Event; for example, select "New Lead" to automatically create a new lead when it's added within Taptok's Platform
  • Click on "Continue."
  • If prompted, grant permission for Zapier to connect with your Taptok profile. Click "Sign In" or "Continue" if you're already signed up
  • Click "Authorize."
  • Click "Continue."
  • Click "Test Trigger." Zapier will collect any current Contacts and Leads in your Taptok Account. If none have been created, you can create a "Test Contact."
  • If you have one or more contacts or leads already, click on the New Contact bullet point and then Click on Continue with the selected record

Action:
After specifying the Trigger, it's time to connect with the second application and create an Action.
  • On Zapier's main screen, click on "2. Action."
  • Search for and select the application you want to connect to; in this case, Teams
  • Under "Event," select the one that best matches the Event of your Trigger, such as "Send Channel Message in Teams."
  • Click on "Continue."
  • You may need to sign in to the second application using your credentials
  • Click "Continue."
  • Under "Action," click on "Team" and search the Teams group you want to share the lead with. Under channel select the channel leads will be sent.
  • On Message Text Format select "Plain"
  • On Message Text select the fields you need to be automatically gathered from Taptok Leads; we suggest adding a title such as "A new Taptok Lead has been created" to identify where this lead is coming from
  • Scroll down and click "Continue" once you've selected all the necessary fields
  • You can edit the name of your Zaps below the Zapier logo
  • Click "Skip Test" or "Test Step" to save your Zap
  • Finally, click "Publish" to finalize the Zap creation


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