Integrations
Microsoft Teams
trumpet integration

Microsoft Teams

Get Microsoft Teams alerts in your channel when buyers open, share or comment on your Pods.

Connect
Microsoft Teams
Book a demo
Categories

Collaboration

Set up
Connect
Microsoft Teams
from the Integrations page in your trumpet account.

Overview

The Microsoft Teams integration posts buyer activity from your Pods into a Teams channel, so your team can follow up while interest is high without leaving Teams.

In trumpet

Ask Copilot about your Teams conversations

Copilot can pull context from your Teams deal conversations, such as agreed next steps, into the Pod you're building.

In Microsoft Teams

Channel alerts for Pod activity

A message lands in your chosen Teams channel when someone opens, shares, comments on or interacts with a Pod.

What syncs

  • Pod opened, shared and commented on
  • Mutual Action Plan updated
  • Attachments and proposals downloaded, files uploaded
  • Forms submitted and documents signed
  • Videos and voice notes played

Before you start

  • Permission to add a webhook workflow to a Teams channel. If you don't have it, your Teams admin can set it up.

Set up

  1. In the Teams channel, open the menu, choose Workflows, then "Send webhook alerts to channel", and copy the URL it creates.
  2. In trumpet, go to Settings, then Integrations, and click Connect on Microsoft Teams.
  3. Paste the webhook URL to finish connecting.

Full guide: How to set up the Microsoft Teams integration

Microsoft Teams

Get Microsoft Teams alerts in your channel when buyers open, share or comment on your Pods.

Connect
Microsoft Teams
Or book a demo

Use it in:

Copilot
Analytics

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Integration FAQs

Yes. Trumpet sends alerts to a Microsoft Teams channel when buyers open, share or comment on a Pod, update a Mutual Action Plan, sign a document or download a file.

With a Teams webhook. Create a "Send webhook alerts to channel" workflow in your Teams channel, copy its URL, and paste it into the Microsoft Teams card on the trumpet Integrations page.

Pod opened, shared and commented on, Mutual Action Plan updated, attachment and proposal downloaded, file uploaded, form submitted, document signed, and video or voice note played.

Not today. The trumpet Teams integration posts to the channel you connect. Per-Pod channels are available with the trumpet Slack integration.

No. The trumpet Microsoft Teams integration only sends alerts to Teams. Copilot uses Teams context only when Teams is connected to Copilot.