Microsoft Teams + Cloze Integration

Integrate Cloze to Microsoft Teams in one click, or tell Integrately AI how you want each connection handled. Post messages, create notes, log communications, and schedule online meetings automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Microsoft Teams
    Chat message is received in Microsoft Teams
  • Microsoft Teams
    Message posted in channel in Microsoft Teams
  • Microsoft Teams
    Channel is created in Microsoft Teams
  • Microsoft Teams
    New chat is created in Microsoft Teams
  • Cloze
    Person is updated in Cloze Instant
  • Cloze
    Project is updated in Cloze Instant
  • Cloze
    Company is updated in Cloze Instant
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2.
  • Microsoft Teams
    Get chat message in Microsoft Teams
  • Microsoft Teams
    Search user in Microsoft Teams
  • Microsoft Teams
    Send channel message in Microsoft Teams
  • Microsoft Teams
    Send chat message in Microsoft Teams
  • Microsoft Teams
    Create channel in Microsoft Teams
  • Microsoft Teams
    Search channel in Microsoft Teams
  • Microsoft Teams
    Create online meeting in Microsoft Teams
  • Microsoft Teams
    Get user by ID in Microsoft Teams
  • Cloze
    Create person in Cloze
  • Cloze
    Update person in Cloze
  • Cloze
    Create note in Cloze
  • Cloze
    Create communication in Cloze
  • Cloze
    Create to do in Cloze
  • Cloze
    Update company in Cloze
  • Cloze
    Create company in Cloze
  • Cloze
    Create timeline event in Cloze
  • Cloze
    Create project in Cloze
  • Cloze
    Update project in Cloze

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Ready Workflows Ready Workflows for Cloze + Microsoft Teams Integration

Post messages to channels, create timeline events, update projects, notify team members, and schedule online meetings, all in just one click.

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Connect more apps to your Cloze + Microsoft Teams flow

Extend your CRM and messaging setup by syncing tasks, meetings, support logs, and marketing campaigns across your workspace. Pick a combination and activate it in one click.

Microsoft Teams
Cloze
+
SalesforceSalesforce (4)
+
CalendlyCalendly (4)
+
ZoomZoom (4)
+
Google CalendarGoogle Calendar (4)
+
HubSpotHubSpot (4)
+
MailchimpMailchimp (4)
C
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Create a Salesforce contact when a person is updated in Cloze, and notify your team in Microsoft Teams
Updated Cloze professional connections instantly appear as Salesforce contacts while Microsoft Teams alerts your sales channel.
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C
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When a Salesforce lead is created, create a note in Cloze and post an alert in Microsoft Teams
New Salesforce leads automatically generate a note in Cloze and trigger a Microsoft Teams channel notification.
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C
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When a Salesforce opportunity updates, update the matching project in Cloze and notify Microsoft Teams
Salesforce opportunity changes update your Cloze project status and broadcast an update in Microsoft Teams.
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C
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Use ChatGPT to summarise new Salesforce leads, log them as notes in Cloze, and notify Microsoft Teams
AI summarises Salesforce leads before writing them into Cloze and posting the brief to Microsoft Teams.

Supported triggers and actions for Microsoft Teams and Cloze

Mix and match to build the exact automation you need

Microsoft Teams
Microsoft Teams Triggers & Actions
Chat message is received in Microsoft Teams
Triggers the automation when a chat message is received
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Message posted in channel in Microsoft Teams
Triggers the automation when a message needs to be sent via SMS
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Channel is created in Microsoft Teams
Triggers the automation when a new channel is created
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New chat is created in Microsoft Teams
Triggers the automation when a new conversation is initiated
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Get chat message in Microsoft Teams
Get chat message
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Search user in Microsoft Teams
Searches for a user
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Send channel message in Microsoft Teams
Sends a message to a channel
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Send chat message in Microsoft Teams
Sends a chat message to a recipient or group
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Create channel in Microsoft Teams
Creates a new channel
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Search channel in Microsoft Teams
Searches for a channel
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Create online meeting in Microsoft Teams
Schedules a new online meeting
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Get user by ID in Microsoft Teams
Retrieves user information using their id
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Cloze
Cloze Triggers & Actions
Instant
Person is updated in Cloze
Triggers the automation when a person's details are updated
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Instant
Project is updated in Cloze
Triggers the automation when a project is updated
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Instant
Company is updated in Cloze
Triggers the automation when the company's profile is updated
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Create person in Cloze
Generates a new person
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Update person in Cloze
Updates the information of a person
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Create note in Cloze
Creates a new note in the particular format
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Create communication in Cloze
Sends out messages or notifications to designated recipients
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Create to do in Cloze
Creates a new to-do item
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Update company in Cloze
Updates company information
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Create company in Cloze
Generates a new company profile with given details
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Create timeline event in Cloze
Creates a new timeline event
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Create project in Cloze
Creates a new project
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Update project in Cloze
Updates project information
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What can you automate with Cloze + Microsoft Teams?

Streamline your relationship management and team collaboration with automated workflows designed for every stage of your work.

What you can automate?
🔄
Post Microsoft Teams alerts for Cloze updates
Send channel messages in Microsoft Teams automatically whenever a person, project, or company is updated in Cloze, keeping your entire department informed without manual status checks.
📝
Capture every meeting note and communication
Create detailed notes and log communications in Cloze straight from your team discussions, ensuring no important interaction or feedback is ever left unrecorded.
💬
Alert the right team member instantly
Route chat messages and channel notifications to specific team members the moment a new connection event occurs, eliminating delayed responses and missed opportunities.
🔀
Route workflows based on submitted fields
Execute different actions depending on specific data fields submitted in your updates, ensuring VIP contacts and standard inquiries follow distinct internal paths.
🔄
Keep project stages synchronized
Update projects and company profiles in Cloze automatically as discussions progress in Microsoft Teams, maintaining perfect alignment across your operational tools.
🔍
Search and update records without duplicates
Search existing users and update active records cleanly rather than creating redundant entries, keeping your relationship databases clean and organised.
📅
Schedule online meetings effortlessly
Create online meetings in Microsoft Teams and log corresponding timeline events in Cloze the moment a new schedule is confirmed.
🔗
Extend workflows to external apps like HubSpot
Connect your core Cloze and Microsoft Teams flow with HubSpot to push new contacts, trigger secondary pipelines, and expand your team automation stack.
And much more...

Who is Cloze + Microsoft Teams integration for?

Relationship managers, sales reps, and operations teams rely on this integration to eliminate manual updates, keeping professional connections synchronized with team chat channels instantly.

Sales Directors
Sales Directors
Account Managers
Account Managers
Client Success Leads
Client Success Leads
Operations Coordinators
Operations Coordinators
Business Development Reps
Business Development Reps
CRM Administrators
CRM Administrators
📈
Sales Directors
You're reviewing pipeline reports across multiple channels but your relationship tracking sheet only updates when someone manually exports updates, so the metrics you're optimising against are always a few hours behind — with this integration, every connection lands in your workspace instantly and your data stays current.
Account Managers
You need to act fast when high-value clients update their requirements, and you find out too late because notifications sit buried in unread email threads — with this integration, every project update triggers an instant alert in chat so you can respond immediately.
🤝
Client Success Leads
You answer to external stakeholders who want to see active progress on every professional connection, but compiling manual status reports takes hours every week — automating both apps means status updates post themselves to your shared channels without extra effort.
📊
Operations Coordinators
The volume of incoming connection requests is too high for anyone to keep up by hand, leading to missed follow-ups and fragmented communication logs — automating both apps means every interaction is logged and routed correctly from day one.
💼
Business Development Reps
You own the next step in the pipeline and depend on someone upstream to hand over contact notes before you can reach out, causing unnecessary delays — this integration means handoffs happen the moment a record updates.
🗂️
CRM Administrators
You need a reliable history of every professional connection and keep finding gaps where team members forgot to copy details over between systems — connecting these apps means your audit trails remain accurate and complete.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Microsoft Teams + Cloze

Build and manage your Microsoft Teams + Cloze automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Teams + Cloze with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Cloze to Microsoft Teams?
Frequently Asked Questions
You can connect Cloze and Microsoft Teams in 1-click using ready workflows on Integrately, or use Integrately AI to build custom sequences linking Salesforce, HubSpot, Zoom, and 1,500+ other apps.
Can I automatically post Microsoft Teams channel messages when a Cloze person is updated?
Frequently Asked Questions
Can I connect Cloze, Microsoft Teams, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Cloze and Microsoft Teams?
Frequently Asked Questions
How does Cloze sync contact and person updates with Microsoft Teams?
Frequently Asked Questions
Can I schedule Microsoft Teams online meetings from Cloze events?
Frequently Asked Questions
Do I need coding skills to automate Cloze and Microsoft Teams?
Frequently Asked Questions
Is the Cloze and Microsoft Teams integration free?
Frequently Asked Questions
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You Can Also Connect Cloze or Microsoft Teams With 1500+ Other Apps

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Microsoft Teams
Popular Microsoft Teams Integrations
Sync Microsoft Teams with project management, support, and reporting tools to keep communication working across your stack.