Microsoft Teams Integration

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What it will do

The Microsoft Teams integration sends real-time CRM notifications to your Teams channels, keeping your organization informed about deals, tasks, and customer activity.

Planned features

Deal alerts: notifications when deals move stages, are won, or are lost
Task notifications: alerts when tasks are assigned, due, or overdue
Custom channel routing: send different event types to different Teams channels
Adaptive cards: rich, interactive notification cards with action buttons
Conversation tabs: view CRM record details in a Teams tab without leaving the app

How it will work

Go to Settings > Integrations > Microsoft Teams
Click Connect to Teams
Authorize HARi in your Microsoft 365 tenant
Select channels for notifications
Configure which events to send

Current alternative: Teams via incoming webhooks

You can send HARi notifications to Teams today using Teams incoming webhooks:

In Microsoft Teams, go to a channel and add an Incoming Webhook connector
Copy the webhook URL
In HARi, create a workflow with a Call Webhook action
Use the Teams webhook URL as the target
Format the payload as a Teams message card:

{
  "title": "Deal Won!",
  "text": "Acme Corp Renewal - HK$45,000",
  "themeColor": "00cc00"
}

Example notifications

#sales-alerts: “Deal ‘BigCorp Enterprise’ moved to Negotiation. Amount: HK$120,000.”
#task-updates: “Task overdue: Follow up with Wiresk. Assigned to: John.”
#wins: “Deal WON: Acme Corp - HK$45,000. Closed by Sarah.”

Request early access

Want to be notified when the Microsoft Teams integration launches? Contact us to join the early access list.