Microsoft Teams + SharpSpring Integration

Integrate Microsoft Teams to SharpSpring in one click, or tell Integrately AI how you want each contact handled. Create contacts and accounts, send channel and chat messages, alert your team, and track conversions 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
  • SharpSpring
    Contact is created in SharpSpring
  • SharpSpring
    Account is created in SharpSpring
  • SharpSpring
    Opportunity is created in SharpSpring
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2.
  • Microsoft Teams
    Search user in Microsoft Teams
  • Microsoft Teams
    Get chat message 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
  • SharpSpring
    Create contact in SharpSpring
  • SharpSpring
    Update contact in SharpSpring
  • SharpSpring
    Search contact in SharpSpring
  • SharpSpring
    Create account in SharpSpring
  • SharpSpring
    Search account in SharpSpring
  • SharpSpring
    Update account in SharpSpring
  • SharpSpring
    Create opportunity in SharpSpring
  • SharpSpring
    Update opportunity in SharpSpring
  • SharpSpring
    Create campaign in SharpSpring
  • SharpSpring
    Search campaign in SharpSpring

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Ready Workflows Ready Workflows for Microsoft Teams + SharpSpring Integration

Capture contacts, notify your team, send channel messages, update accounts, and track opportunities, all in just one click.

Most popular automationsmost-popular-automations
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Connect more apps to your Microsoft Teams + SharpSpring flow

Sync your marketing automation and team collaboration with CRM, spreadsheet, scheduling, and email platforms to keep every workflow running. Pick a combination and activate it in one click.

Microsoft Teams
SharpSpring
+
SalesforceSalesforce (6)
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Google SheetsGoogle Sheets (6)
+
HubSpotHubSpot (6)
+
CalendlyCalendly (6)
+
ZoomZoom (6)
+
MailchimpMailchimp (6)
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Create a Salesforce contact for every new SharpSpring contact, and notify your sales team in Microsoft Teams
New SharpSpring contacts appear in Salesforce instantly while Microsoft Teams alerts your sales channel, so your reps never miss a new lead.
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When a SharpSpring opportunity is created, update the matching Salesforce account and post an alert in Microsoft Teams
SharpSpring opportunities update your Salesforce accounts automatically and notify Microsoft Teams, keeping every department aligned on pipeline status.
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If a SharpSpring contact has an enterprise account, create a priority lead in Salesforce and notify your leadership channel in Microsoft Teams
Enterprise-tier SharpSpring contacts trigger high-priority Salesforce leads and instant Microsoft Teams leadership alerts.
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Search for a Salesforce contact when a SharpSpring form is submitted, update their record, and notify your support team in Microsoft Teams
SharpSpring form submissions update existing Salesforce contacts and alert your Microsoft Teams support channel automatically.
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When a SharpSpring account is created, log the details in Salesforce and send a welcome notification in Microsoft Teams
New SharpSpring accounts are automatically logged in Salesforce while Microsoft Teams announces the new client to your team.
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Use Claude to evaluate every new SharpSpring lead, create a qualified Salesforce record, and announce it in Microsoft Teams
Claude analyses new SharpSpring leads before creating qualified Salesforce records and alerting your Microsoft Teams channel.

Supported triggers and actions for Microsoft Teams and SharpSpring

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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Search user in Microsoft Teams
Searches for a user
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Get chat message in Microsoft Teams
Get chat message
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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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SharpSpring
SharpSpring Triggers & Actions
Contact is created in SharpSpring
Triggers the automation when a new contact is created
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Account is created in SharpSpring
Triggers the automation when a new account is created
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Opportunity is created in SharpSpring
Triggers the automation when any opportunity is updated
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Create contact in SharpSpring
Adds a new contact to the database
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Update contact in SharpSpring
Updates contact information with new details
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Search contact in SharpSpring
Finds and retrieves contact information
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Create account in SharpSpring
Generates a new account
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Search account in SharpSpring
Searches for account information
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Update account in SharpSpring
Updates account information
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Create opportunity in SharpSpring
Creates a new instance of the support system
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Update opportunity in SharpSpring
Updates the opportunity details as needed
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Create campaign in SharpSpring
Generates and launch a new marketing campaign
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Search campaign in SharpSpring
Searches for a campaign
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What can you automate with Microsoft Teams + SharpSpring?

Streamline your marketing automation and team collaboration by connecting SharpSpring events directly to Microsoft Teams.

What you can automate?
🚀
Send Microsoft Teams alerts for new SharpSpring contacts
Trigger instant Microsoft Teams channel messages the moment a new contact is created in SharpSpring, ensuring your sales team never misses an inbound lead.
📋
Capture every submitted form field in your messages
Map all available SharpSpring form submission answers directly into Microsoft Teams notifications instead of only basic names, giving your team complete context.
🔔
Notify the right team member as soon as leads arrive
Route specific SharpSpring contact events to designated Microsoft Teams channels so department specialists get notified immediately.
🔀
Route actions based on submitted field criteria
Send high-value enterprise SharpSpring contacts to priority Microsoft Teams channels while standard submissions go to general channels.
🔄
Keep team channels updated as contact details change
Automatically post updates to Microsoft Teams whenever a SharpSpring contact or account record is modified.
🔍
Search and update records instead of creating duplicates
Check if a contact already exists in your system before creating a new record, ensuring clean data across your workspace.
⏱️
Handle later status changes and cancellations
Trigger Microsoft Teams alerts when SharpSpring opportunities are closed, won, or cancelled by prospects.
🔗
Extend your workflow to Google Sheets or HubSpot
Connect your Microsoft Teams and SharpSpring flow with additional tools like Google Sheets or HubSpot for advanced multi-step automation.
And much more...

Who is Microsoft Teams + SharpSpring integration for?

Sales, marketing, and operations teams managing campaigns and client communication benefit by keeping SharpSpring marketing data instantly synced with Microsoft Teams collaboration.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Account managers
Account managers
Operations teams
Operations teams
Sales executives
Sales executives
Data analysts
Data analysts
📈
Performance marketers
You're running marketing campaigns across multiple channels but your campaign tracking reports only update when someone manually exports data from SharpSpring, so the numbers you're optimising against are always outdated — with this integration, every new contact lands in Microsoft Teams instantly and your data stays current.
Sales development reps
You need to follow up with inbound prospects immediately, but new form submissions sit in SharpSpring unread until someone checks the dashboard hours later — with this integration, every new lead triggers an instant channel alert in Microsoft Teams and your team can act right away.
🤝
Account managers
You answer to clients who want immediate updates on campaign progress and new account creations, but compiling status reports by hand takes hours every week — with this integration, every new SharpSpring account automatically posts updates to Microsoft Teams and keeps stakeholders informed.
📊
Operations teams
The volume of inbound leads and form submissions is too high for anyone to keep up with by hand, leading to missed opportunities and scattered records — with this integration, every contact event flows directly into Microsoft Teams and keeps your pipeline fully organized.
🔄
Sales executives
You depend on marketing teams to hand over qualified leads from SharpSpring, but manual handoffs cause delays and friction between departments — with this integration, every new opportunity creates instant notifications in Microsoft Teams and ensures seamless handoffs.
📁
Data analysts
You need a reliable history of all marketing activities and contact creation events, but manual logging keeps leaving frustrating gaps in your tracking history — with this integration, every event is captured accurately across Microsoft Teams and SharpSpring without missing a record.
Our team

Ready Workflows Did you know?

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

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Why choose Integrately to automate Microsoft Teams + SharpSpring

Build and manage your Microsoft Teams + SharpSpring 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 + SharpSpring 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Microsoft Teams to SharpSpring?
Frequently Asked Questions
You can easily connect Microsoft Teams to SharpSpring using 1-click automations on Integrately. Choose from ready templates with Salesforce, Google Sheets, HubSpot, and other tools, or ask Integrately AI to build the integration.
Can I automatically send Microsoft Teams messages when a SharpSpring contact is created?
Frequently Asked Questions
Can I connect Microsoft Teams, SharpSpring, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Teams and SharpSpring?
Frequently Asked Questions
How does Microsoft Teams handle channel messages in these automations?
Frequently Asked Questions
Can SharpSpring contacts update automatically without manual data entry?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Teams and SharpSpring?
Frequently Asked Questions
Is the Microsoft Teams and SharpSpring integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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