Microsoft Teams form integration
Post every new lead in a Microsoft Teams channel, and message the team from workflows when a meeting is booked.
StarterOn Starter and up. Free plan, no card needed.
What you can do with Microsoft Teams
Tags show the plan a workflow starts on.
New lead alerts
StarterPick a team and channel, and each fill posts there with its answers.
A Teams step in workflows
StarterPost to Teams from any workflow, like when a meeting is booked or canceled.
Long answers cut short
StarterLong answers are cut to fit, with a link to the full fill in Claritia.
Clear when a channel's gone
StarterA deleted channel fails with what to do, never in silence.
Teams meeting links
Work and school accounts get a Teams link on each booked meeting.
Never lost
StarterIf Teams is busy, the post tries again on its own.
Connect Microsoft Teams in a few minutes
- 01
Connect Microsoft
Go to Settings, then Integrations, and sign in with Microsoft.
- 02
Pick the channel
Open the form's Sync tab, add Teams and pick a team and channel.
- 03
Publish
New fills post in the channel as they come in.
Forms to start with
Each one is a real form you can fill in now, ready to send to Microsoft Teams.
Works with the rest of your tools
Every lead goes to Claritia first, then to each tool you connect.
Questions
Something else? hello@tryclaritia.com
Does it add Teams links to meetings?
Yes. Connect Outlook with a work or school Microsoft 365 account and pick Teams as the location.
Can an answer ping the whole channel?
No. Alerts never mention anyone.
Which plan has the Microsoft Teams integration?
Starter and up, from $15/seat/month.