CRM Integrations for Microsoft Teams

Boost productivity by integrating your CRM to Microsoft Teams

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About CRM Integrations for Microsoft Teams

Tailor Microsoft Teams to your organization's needs with CRM integration

By bringing CRM data directly into Teams, employees can access customer information, collaborate on sales and service tasks, and make informed decisions without switching between different platforms. 

This seamless integration fosters better teamwork, speeds up response times, and ensures that everyone is on the same page when managing customer relationships, ultimately leading to improved customer satisfaction and business growth.

Easily integrate top 3rd party apps with MS Teams for increased productivity!

Salesforce
Salesforce is a leading CRM platform that helps businesses manage sales, customer service, and marketing. Integration with Microsoft Teams allows users to access Salesforce records, collaborate on deals, and update customer information directly from Teams.

HubSpot is a CRM known for its marketing, sales, and customer service tools. Integrating HubSpot with Microsoft Teams enables seamless communication about leads, customer interactions, and marketing campaigns, all within the Teams environment.

Microsoft’s own CRM, Dynamics 365, offers robust tools for sales, marketing, and customer service. When integrated with Teams, it allows users to collaborate on Dynamics 365 data, share insights, and manage customer relationships directly from within Teams.

Zoho CRM is a versatile platform for managing sales, marketing, and support. Integration with Microsoft Teams provides real-time notifications, easy access to customer data, and the ability to collaborate on deals without leaving the Teams interface.

Pipedrive is a sales-focused CRM that helps teams track leads and manage sales pipelines. Integrating Pipedrive with Teams allows users to receive updates on sales activities, discuss deals, and keep the sales process moving smoothly within the Teams platform.

Discover CRM Integrations with Microsoft Teams

Effortless and frictionless collaboration with your CRM on Microsoft Teams

Accessing customer data

With the integration, sales or support teams can view customer data directly within Microsoft Teams, eliminating the need to switch between different applications

Automating notifications

Automated notifications can be set up in Microsoft Teams, alerting team members about new leads, opportunities, or customer issues within the CRM

Collaboration on customer interactions

Collaborate on customer interactions

Improved reporting

Real-time insights into the team's performance and enable them to make data-driven decisions

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Assessment

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VoIP Solutions

Record and store safely all communications on Teams with a call recording solution

Case Study

25% lower monthly telephone bills after moving their telephony to Teams

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