Overview
Teams integrations typically use incoming webhooks or Microsoft Graph depending on product edition. Adaptive Cards render structured CRM updates inside channels familiar to Microsoft 365 organizations. Align notification content with how account teams work in Teams channels per region or segment.
What data is involved
- Notification payloads with deep links to CRM entities.
- Optional: user mapping between Entra ID and CRM users for @mentions in advanced setups.
Step-by-step setup
Sign in or sign up at HelloGrowthCRM. Open the login page, enter your credentials (or use Google), or choose Sign up if you need a new account. You must be signed in before you can open Settings and connect this integration.
Open login page(opens in a new tab)app.hellogrowthcrm.com/login
Open Settings. In the left sidebar, under Admin, click Settings (you will land on the Settings area; the URL is app.hellogrowthcrm.com/settings).
Open Settings(opens in a new tab)app.hellogrowthcrm.com/settings
Go to Integrations. On the Settings screen, use the middle settings menu. Under COMMUNICATION, click Integrations (star icon). Then find and configure this connector—the connector-specific steps below pick up from here.
Open Settings (Integrations)(opens in a new tab)app.hellogrowthcrm.com/settings
- Open Settings → Integrations → Teams.
- Configure the incoming webhook URL for your channel.
- Select notification events from the CRM.
Best practices
- Use a dedicated team/channel for revenue ops alerts.
- Coordinate with IT on webhook expiration and app permission reviews.
Best for & common use cases
Enterprises standardized on Microsoft 365.
- Revenue reviews with notifications in the same hub as documents and meetings.
FAQ
Governance
Treat API keys and webhooks as production secrets. Align field mapping with your privacy policy and regional regulations (GDPR, marketing consent, telemarketing rules). Your admin controls which roles can install or edit integrations.