A Native Microsoft Teams App For Your CRM
Juicy Goosey installs as a native Microsoft Teams app via the Microsoft Teams Admin Center. It pushes deal alerts, lead notifications and task assignments into channels and chats. Slash commands let you update CRM records, reply to contacts and pull contact cards into a thread without leaving Teams.
How The Teams Integration Works
Five steps. About 60 seconds for personal install, slightly more if your org requires admin approval.
| Step | What Happens |
|---|---|
| 1. Install | From the Teams app catalog (org or per-user). |
| 2. Authenticate | Entra ID single sign-on. |
| 3. Map channels | Sales to your sales channel, leads to inbound, etc. |
| 4. Configure rules | Filters per channel, just like Slack. |
| 5. Done | Teams becomes your CRM activity surface. |
What Gets Posted To Teams
Deal Won
Adaptive card with value, owner and contact.
Deal Stage Change
Useful for SDR-to-AE handoffs.
New Lead From Tagged Source
Configurable filter.
Task Assigned To You
As a personal chat message.
Contact Replied
Threaded so the team can jump in.
Invoice Paid
Via Stripe, QuickBooks or Xero integration.
Slash Commands From Teams
/juicy add-dealCreate a deal from a channel.
/juicy replyRespond to a contact thread.
/juicy move-stageChange deal stage.
/juicy noteAdd a note to a contact.
/juicy searchPull a contact card into the channel as an adaptive card.
/juicy todayYour tasks due today.
Adaptive Cards
We use Microsoft adaptive cards so notifications are interactive. Click a button on a deal alert to mark followed-up, snooze the alert, or open the contact in CRM, all without leaving Teams. Cards render correctly in light mode, dark mode and mobile Teams.
Notification Filters
Same filter model as our Slack integration. Five dimensions, stack however you need.
| Filter | Example |
|---|---|
| Deal value | Only alert above $5k. |
| Source | Only organic or referral. |
| Owner | Only ping the assigned owner. |
| Stage | Only Proposal or Won. |
| Quiet hours | Mute outside 8am-6pm local. |
Tenant Compatibility
IT buyers care about this. We ship it transparently.
| Tenant Type | Supported |
|---|---|
| Microsoft 365 (commercial) | Yes |
| Teams Free | Yes |
| Education (EDU) | Yes |
| Government (GCC) | Yes |
| GCC High | Yes (manual onboarding) |
| DoD | Roadmap |
Versus Slack and Webhook-Only Tools
| Tool | Native Teams App | Adaptive Cards | Slash Commands | M365 SSO |
|---|---|---|---|---|
| Juicy Goosey | Yes | Yes | Yes | Yes |
| HubSpot | Yes | Yes | Yes | Yes |
| Salesforce | Yes (Sales App for Teams) | Yes | Limited | Yes |
| Pipedrive | Webhook only | No | No | Limited |
| Zoho | Native | Limited | Limited | Yes |
| Folk | Webhook only | No | No | No |
Power Automate (For Power Users)
If your org runs on Power Automate / Power Platform, Juicy Goosey ships a Power Automate connector with the same triggers and actions exposed via Microsoft's first-party automation surface. Useful when you need cross-Microsoft flows (Teams + SharePoint + Dataverse + Outlook).
For Outlook Users
Sister page: CRM with Outlook Integration. The Outlook sidebar story mirrors what we ship for Gmail. If you live in Outlook plus Teams, plan to use both.
Frequently Asked Questions
Add Juicy Goosey To Microsoft Teams In 60 Seconds.
Free 14-day trial. Entra ID SSO, adaptive cards, slash commands. GCC support out of the box.
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