Microsoft Teams
Create Teams meetings from Agiled and get activity notifications in Teams channels.
Overview
If your organization runs on Microsoft 365, this app connects Agiled to Teams. Schedule video meetings from any Agiled record, and receive notifications in Teams channels when deals progress, tasks are completed, or invoices are paid. Your team stays in Teams while staying up to date with Agiled.
Configure
- 1
Authorize Microsoft 365. In Agiled, go to Settings > Apps, click Microsoft Teams, and authorize with your Microsoft 365 account.
- 2
Configure notifications. Choose which Teams channels receive Agiled notifications and which event types to include.
- 3
Start scheduling. Create Teams meetings from any Agiled record. Meetings appear on your Outlook calendar.
What you can do
Schedule from Agiled
Create Teams meetings from contacts, deals, and projects. The invite is sent to all participants automatically.
Activity notifications
Route Agiled notifications to Teams channels so your team sees updates without leaving Microsoft 365.
Meeting logging
Completed meetings are logged on the contact timeline for a complete interaction record.
Microsoft 365 native
Works with your existing Microsoft 365 account and Outlook calendar.
Capabilities
Microsoft Teams app features
Meeting scheduling
Create Teams meetings from Agiled records.
Channel notifications
Send Agiled activity notifications to specific Teams channels.
Activity logging
Meetings are logged on contact timelines.
Outlook sync
Meetings appear on your Outlook calendar.
Rich notifications
Teams messages include contact names, amounts, and links back to Agiled.
Event filtering
Choose which Agiled events trigger Teams notifications.
FAQ
Microsoft Teams FAQ
Yes. A Microsoft 365 Business or Enterprise plan is required for Teams integration. Personal Microsoft accounts are not supported.
Yes. You can connect both and route different notifications to each platform.
Currently, the integration supports Teams video meetings. Voice calling through Teams Phone is on the roadmap.
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Get Agiled notifications in Slack channels for deals, tasks, invoices, and more.
Twilio
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Send SMS messages and notifications to contacts directly from Agiled.
Google Meet
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Create Google Meet links from Agiled and log meetings on contact timelines.
Google Calendar
By Agiled
Sync Agiled events, tasks, and meetings with Google Calendar.
Google Contacts
By Agiled
Sync contacts between Agiled CRM and Google Contacts.
Bring Agiled into Microsoft Teams
Connect Teams to schedule meetings and get notifications without leaving Microsoft 365.