Collaborate on deals right inside Microsoft Teams
Push CRM notifications to channels, send meeting notes straight to the deal record, and keep your whole revenue team aligned without leaving Teams.
How it works
For teams that run their day in Microsoft Teams, Leadify keeps the CRM in the room. Deal and lead notifications post to the channels you choose, meeting notes from Teams calls flow onto the matching record, and reps collaborate on opportunities without ever switching apps. The CRM stays current because the work already happens in Teams.
CRM notifications in your channels
Deal, lead, and pipeline alerts post to the Teams channels and chats you pick.
- New lead and assignment alerts
- Stage change and won-deal posts
- At-risk and stalled-deal warnings
- Route by team, channel, or owner
Meeting notes to the CRM
Notes and key points from Teams meetings land on the matching deal automatically.
- Notes attached to the right opportunity
- Action items captured as tasks
- Attendees mapped to CRM contacts
- Searchable on the deal timeline
Collaborate without leaving Teams
Pull up a deal, tag a teammate, and update the record from inside a Teams conversation.
- View deal details in a Teams card
- @mention teammates on an opportunity
- Update stage and add notes inline
- Changes sync back to the CRM
Where teams use it
Built for real revenue work.
Deal war rooms
Spin up a channel for a big opportunity and let CRM updates, meeting notes, and teammate input collect in one place the whole team can see.
Notes that don't get lost
The takeaways from a Teams call attach to the deal instead of dying in someone's private notebook, so the next step is clear.
Aligned cross-functional teams
Sales, solutions, and leadership stay on the same page because deal context lives in the Teams channels they already watch.
“Our team practically lives in Teams. Having deal alerts and meeting notes flow into the same channels means the CRM is finally something people actually see and use.”
FAQ
Questions, answered.
How does the Microsoft Teams integration work?
You add the Leadify app to Microsoft Teams and connect it to your CRM. From there, notifications post to the channels you choose, meeting notes flow to the matching deal, and you can view and update records inside Teams. Everything syncs back to Leadify.
Does it capture notes from Teams meetings?
Yes. Notes and action items from your Teams meetings attach to the matching deal record, with attendees mapped to CRM contacts, so the follow-up is clear and nothing gets lost after the call.
Can I choose which alerts go to which channels?
You can. Route notifications by team, channel, deal stage, or owner so each group sees only what's relevant. Alerts can go to shared channels or direct chats.
Does it work with our Microsoft 365 tenant?
Yes. The integration is built for Microsoft 365 and installs into your existing Teams environment with admin consent, respecting your tenant's permissions and compliance settings.
Make Teams your deal collaboration hub
Connect Microsoft Teams and keep every deal moving in one place.