Published Guides
70
Focused pages with known intent and use-case data.
About Microsoft Teams
Microsoft Teams is the operating system for the enterprise. Unlike Slack, it is deeply tied to the Office 365 ecosystem. Integrating Teams allows you to bring business processes (Salesforce approvals, Jira tickets, ServiceNow incidents) directly into the chat interface, reducing context switching for large organizations.
Integration Capabilities
Microsoft Teams has 7 native integrations in its API directory. This page focuses only on guides we publish and maintain.
How Microsoft Teams Integrations Usually Work
Start with the implementation model, not the connector. We map each pair by intent so you can decide if native sync is enough or if this workflow needs stronger controls.
Direct Paths
11
Native in at least one direction.
Connector Paths
59
Usually require mapping, retries, or approval gates.
Dominant intent for Microsoft Teams: Standard setup (All hub tools (Slack, HubSpot, Sheets, Salesforce) integrate with ALL other tools. These are money pages., deal approval cards) .
Recommended Build Path for Microsoft Teams
These are the only partners recommended on this hub, selected from workflow intent and risk signals. Use one path first, then expand only if your use case truly needs it.
Primary Recommendation: Relay for Approval-Sensitive Workflows
Some high-impact updates should be reviewed before they write into downstream systems, especially for finance, support, and compliance flows.
Relay adds human checkpoints and audit history without slowing every automation down.
Launch Microsoft Teams Approval Workflows ->Best for Fast Rollout: Make
59 of this tool's published integration guides require connector logic (field mapping, retries, and conditional routing).
Make is usually the fastest path for teams that need production-ready syncs without writing custom integration code.
Start Microsoft Teams Automation in Make ->If your workflow is fully native and low risk, skip paid automation and keep the stack simple.
Common Integration Patterns
- - Incident War Rooms: Automatically creating a Teams channel and inviting key engineers when a P0 incident is declared in Jira/ServiceNow.
- - Approval Cards: Sending 'Adaptive Cards' for expense or contract approvals that allow users to click 'Approve' directly in the chat.
- - CRM Activity Logging: Sales reps launching calls from Teams and having the recording/transcript auto-log to Salesforce.
Integration Challenges
- - Tenant Permissions: Enterprise IT (Admin Center) often blocks third-party apps by default, requiring specific whitelisting.
- - Notification Fatigue: Teams channels can become noisy dumping grounds for alerts, causing users to mute them.
- - Identity Mapping: If a user's UPN (User Principal Name) in Teams doesn't match their email in Salesforce, the integration won't know who is talking.
Before You Integrate
- 1. Check Admin Center: Verify that 'Allow third-party apps' is enabled in the Microsoft Teams Admin Center.
- 2. Map User Emails: Ensure Azure AD emails match the emails in the connected SaaS tools.
- 3. Use Webhooks: For simple notifications, use 'Incoming Webhooks' connectors as they are easier to set up than full bot apps.
Native Integrations from Microsoft Teams (7)
These guides cover integrations where Microsoft Teams includes a direct native path.
Asana
Work management platform for teams.
View setup guide ->
HubSpot
CRM platform for marketing, sales, and service automation.
View setup guide ->
Jira
Agile project management tool for software teams.
View setup guide ->
Salesforce
Enterprise-grade CRM for managing customer relationships.
View setup guide ->
Trello
Visual Kanban board tool for organizing tasks and team workflows with powerful integration capabilities.
View setup guide ->
Zendesk
Customer service software and support ticket system.
View setup guide ->
Zoom
Video conferencing platform for meetings and webinars.
View setup guide ->
Tools That Integrate into Microsoft Teams (4)
These integrations are native from the partner side and can still be configured in your Microsoft Teams workflow.
Canvas LMS
Learning Management System for schools and universities.
View setup guide ->
Gong
Revenue intelligence platform that records, transcribes, and analyzes sales calls.
View setup guide ->
Salesloft
Sales engagement platform for running multi-channel cadences and logging rep activity.
View setup guide ->
Typeform
Conversational data collection platform.
View setup guide ->
Connector-Based Integrations (59)
These workflows usually need connector logic. Open each setup guide to confirm scope before choosing a platform. If you need a starting point, use the recommendations in the section above.
ActiveCampaign
Customer experience automation (CXA) platform.
View setup guide ->
Airtable
Low-code platform for building collaborative apps.
View setup guide ->
Amazon
World's largest online marketplace and FBA network.
View setup guide ->
Amplitude
Product analytics platform for understanding user behavior and driving product growth.
View setup guide ->
Apollo.io
Outbound prospecting platform that finds, enriches, and engages B2B contacts with automated sequences.
View setup guide ->
Ashby
All-in-one recruiting software with ATS and CRM.
View setup guide ->
Auth0
Universal authentication and authorization platform with SSO, MFA, and identity management.
View setup guide ->
BambooHR
Cloud-based HR platform for small and medium businesses.
View setup guide ->
BigCommerce
Flexible, enterprise-grade e-commerce platform for fast-growing brands.
View setup guide ->
Bill.com
Intelligent business payments for AP and AR.
View setup guide ->
Brex
Corporate credit card and spend management platform for modern companies.
View setup guide ->
Calendly
Automated scheduling tool for meetings and appointments.
View setup guide ->
ClickUp
All-in-one productivity platform.
View setup guide ->
Clio
Leading legal practice management software.
View setup guide ->
Databox
Business intelligence and KPI dashboard platform for real-time analytics and data visualization.
View setup guide ->
DocuSign
Electronic signature and agreement cloud platform.
View setup guide ->
Drata
Automated compliance and security monitoring.
View setup guide ->
Dropbox
Cloud file storage, sharing, and collaboration platform.
View setup guide ->
eBay
Global auction and consumer-to-consumer marketplace.
View setup guide ->
Etsy
Marketplace for handmade, vintage, and creative goods.
View setup guide ->
Gelato
Global print-on-demand platform with local production.
View setup guide ->
GitHub
Host and review code, manage projects, and build software collaboratively.
View setup guide ->
Google Ads
Search and display advertising platform for reaching customers across Google Search, YouTube, and partner sites.
View setup guide ->
Google Analytics 4
The standard for web and app analytics and attribution. Track user behavior, measure conversions, and gain actionable insights to optimize your marketing efforts.
View setup guide ->
Greenhouse
Applicant Tracking System (ATS) for structured hiring.
View setup guide ->
Intercom
Customer service platform with messenger-first support.
View setup guide ->
Ironclad
Contract lifecycle management platform for enterprise deals.
View setup guide ->
Klaviyo
Marketing automation platform for e-commerce.
View setup guide ->
Linear
Modern issue tracking designed for software teams.
View setup guide ->
Looker
Business intelligence and big data analytics platform.
View setup guide ->
Loom
Video messaging platform for asynchronous communication, walkthroughs, and screen recording.
View setup guide ->
Mailchimp
Email marketing and automation platform for growing brands.
View setup guide ->
Mixpanel
Product analytics for tracking user behavior and retention.
View setup guide ->
Monday.com
Work OS for building custom workflows and projects.
View setup guide ->
NetSuite
Cloud ERP for enterprise resource planning.
View setup guide ->
Notion
All-in-one workspace for notes, docs, and databases.
View setup guide ->
Okta
Enterprise identity and access management platform with SAML, LDAP, and OAuth support.
View setup guide ->
Outreach
Sales execution platform for modern revenue teams.
View setup guide ->
PandaDoc
Document automation software for proposals and quotes.
View setup guide ->
PayPal
Global online payment system for transfers and sales.
View setup guide ->
Pipedrive
Sales CRM platform designed for sales teams to manage deals, pipelines, and customer relationships.
View setup guide ->
Plaid
Financial connectivity platform connecting applications to bank accounts and financial institutions.
View setup guide ->
Printify
Print-on-demand network for dropshipping custom products.
View setup guide ->
Qlik
End-to-end data analytics platform for self-service BI and embedded analytics.
View setup guide ->
QuickBooks
Cloud accounting software for small business bookkeeping.
View setup guide ->
Retool
Low-code platform for building internal tools and custom applications rapidly.
View setup guide ->
Rippling
Unified workforce platform for HR, IT, and Finance.
View setup guide ->
Segment
Customer Data Platform (CDP) for collecting and routing data.
View setup guide ->
SendGrid
Transactional email API for developers.
View setup guide ->
Shopify
The leading global e-commerce platform for online stores.
View setup guide ->
Snowflake
Cloud data platform for the enterprise.
View setup guide ->
Stripe
Payment processing platform for internet businesses.
View setup guide ->
Supabase
Open-source Firebase alternative with PostgreSQL, real-time APIs, and authentication.
View setup guide ->
Tableau
Analytics platform for visualizing and sharing business insights.
View setup guide ->
Vanta
Automated security monitoring and compliance.
View setup guide ->
Webflow
No-code website builder and CMS.
View setup guide ->
WooCommerce
Open-source e-commerce plugin for WordPress.
View setup guide ->
Xero
Cloud accounting software for small businesses.
View setup guide ->
Zoho CRM
The operating system for SMB sales teams.
View setup guide ->
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