Microsoft Teams CRM Integration
Push CRM alerts and deal updates into Microsoft Teams channels so your team stays informed without app-switching.
If your organization runs on Microsoft 365, your CRM should talk to Teams natively. Most off-the-shelf CRM platforms either don't support Teams well or charge extra for a connector that barely works. We build a direct integration between your custom CRM and Microsoft Teams that delivers the right notifications to the right channels, supports interactive message cards, and keeps your team aligned on deals without another app to manage.
What We Connect with Microsoft Teams
Specific data points and features we sync between Microsoft Teams and your custom CRM. Not a generic connector that maps name and email and calls it done.
- Deal and pipeline updates posted to Teams channels via Adaptive Cards
- Task assignments and reminders sent as Teams notifications
- New lead alerts routed to the appropriate sales team channel
- Weekly CRM performance summaries posted automatically
- CRM record lookups via Teams messaging extensions
- Meeting notes and call logs from Teams linked to CRM contact records
How It Works
We build a custom Teams app using the Microsoft Graph API and Bot Framework that integrates directly with your CRM. CRM events push Adaptive Card messages to the right Teams channels with action buttons for common responses (assign, follow up, approve). We can also integrate Teams meeting data, linking call logs and notes back to CRM contact records. The integration respects your Microsoft 365 admin policies and security requirements out of the box.
Benefits Over Off-the-Shelf Connectors
What you get with a custom Microsoft Teams integration that no pre-built connector can offer.
Native Teams integration, with no third-party connector subscription
Adaptive Cards with action buttons for quick CRM actions from Teams
Notification rules built around your team structure and sales process
Meeting context from Teams captured in CRM contact history
Works within your existing Microsoft 365 security and compliance
No per-user connector fees. The integration is part of your CRM
What Our Clients Say
“Lumber sales, inventory management, and customer credit tracking in one system. Our account reps close faster because they can check inventory and credit limits in real time.”
Robert Engstrom
President, Northern Timber Co
Portland, OR
“Patient recall, treatment plan follow-up, and new patient marketing all automated. Our hygiene schedule hasn't had an empty slot in 6 months.”
Dr. Kevin O'Malley
Practice Owner, Bright Horizons Dental
Scottsdale, AZ
“We built our product but managed sales in spreadsheets. The irony wasn't lost on us. Custom CRM with Stripe billing integration transformed our revenue operations.”
Emily Chang
VP of Sales, CloudStack Solutions
San Francisco, CA
“Guest preferences, booking history, and loyalty status all in one profile. Our front desk staff deliver personalized experiences that keep guests coming back.”
Maria Santos
General Manager, The Waverly Hotel Group
Miami, FL
“Parent communication, staff coordination, and community engagement all centralized. Our district office went from managing 6 separate tools to one unified platform.”
Keith Donaldson
Superintendent, Apex School District
Boise, ID
“Wholesale and DTC in one system. Our sales reps see retail accounts and our marketing team sees consumer data. Same platform, different views. Exactly what we needed.”
Alex Drummond
COO, Fresh Coast Coffee
Grand Rapids, MI
“Seasonal workforce, multiple crop cycles, buyer requirements. It's complex. Our CRM handles all of it and integrates with our invoicing system. No more Excel chaos.”
Maria Gutierrez
Sales Director, Valley Fresh Produce
Salinas, CA
“Fly-in/fly-out workforce management, equipment tracking, and client reporting. Our CRM handles the unique complexities of remote mining operations in WA.”
Emma Richards
Operations Manager, Outback Mining Services
Perth, WA
Ready to Connect Microsoft Teams with Your CRM?
Book a discovery call and we'll walk you through exactly how Microsoft Teams will integrate with your custom CRM: direct API, no middleware, built for your workflow.