Microsoft Teams
Stay connected with team notifications.
Overview
Enhance collaboration and communication by integrating Microsoft Teams with our CRM. Keep your sales and support teams connected in real time.
Benefits
Seamless team collaboration – Share CRM updates and tasks directly in Teams channels.
Instant notifications – Get real-time alerts for deals, tasks, and customer interactions.
Schedule & join meetings – Set up Teams meetings from the CRM.
Centralized communication – Keep sales and support conversations in one place.
Step-by-Step Integration Guide
Step 1 : Navigate to the Integrations Page
Log in to your CRM dashboard.
Go to Settings > Integrations.
Find Microsoft Teams under the Communication & Collaboration category.
Step 2 : Connect Your Microsoft Teams Account
Click "Connect Microsoft Teams" and sign in with your Microsoft account.
Grant the necessary permissions to sync messages, meetings, and notifications.
Step 3 : Configure Your Teams Preferences
Choose which CRM notifications to send to Teams.
Connect CRM pipelines with relevant Teams channels.
Enable meeting scheduling and video conferencing integration.
Step 4 : Start Using Microsoft Teams with CRM
Receive CRM updates directly in Microsoft Teams.
Assign and track tasks within Teams conversations.
Schedule meetings and sync them with the CRM calendar.
