Microsoft Teams + CRM Integration
Start Teams meetings from CRM, view customer info in Teams, auto-log all communication history.
Request Integration Demo❌ Without Integration
- • Switch between Teams and CRM constantly
- • Manually log calls and meetings
- • No context about customers during calls
- • Team collaboration disconnected from CRM
- • Files shared in Teams not linked to deals
✅ With Rapitek Integration
- • CRM data visible in Teams sidebar
- • Calls and meetings logged automatically
- • Customer history visible during calls
- • CRM notifications in Teams channels
- • Files linked to customer records
Teams Integration Features
Complete Microsoft Teams integration for sales teams
Teams Meetings
Schedule and start Teams meetings directly from CRM records with one click.
Teams Calling
Make Teams calls from CRM. Call logs saved automatically to customer timeline.
Chat Integration
View CRM customer info while chatting in Teams. Full context at your fingertips.
File Sharing
Files shared in Teams conversations linked to CRM customer records.
CRM Notifications
Get CRM alerts for new leads, won deals, and task reminders in Teams.
CRM Search in Teams
Search and view CRM records without leaving Teams using /crm command.
How It Works
Connect M365
One-time Azure AD authorization
Install Teams App
Add Rapitek app to Teams
Configure Channels
Set up notification channels
Start Using
Meetings and calls synced
Popular Use Cases
Sales Meetings
Customer meetings with context
Team Collaboration
Discuss deals in Teams channels
Customer Calls
Click-to-call from CRM
Deal Updates
CRM alerts in Teams