Integration: Microsoft Teams

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.

StepWhat Happens
1. InstallFrom the Teams app catalog (org or per-user).
2. AuthenticateEntra ID single sign-on.
3. Map channelsSales to your sales channel, leads to inbound, etc.
4. Configure rulesFilters per channel, just like Slack.
5. DoneTeams 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-deal

Create a deal from a channel.

/juicy reply

Respond to a contact thread.

/juicy move-stage

Change deal stage.

/juicy note

Add a note to a contact.

/juicy search

Pull a contact card into the channel as an adaptive card.

/juicy today

Your 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.

FilterExample
Deal valueOnly alert above $5k.
SourceOnly organic or referral.
OwnerOnly ping the assigned owner.
StageOnly Proposal or Won.
Quiet hoursMute outside 8am-6pm local.

Tenant Compatibility

IT buyers care about this. We ship it transparently.

Tenant TypeSupported
Microsoft 365 (commercial)Yes
Teams FreeYes
Education (EDU)Yes
Government (GCC)Yes
GCC HighYes (manual onboarding)
DoDRoadmap

Versus Slack and Webhook-Only Tools

ToolNative Teams AppAdaptive CardsSlash CommandsM365 SSO
Juicy GooseyYesYesYesYes
HubSpotYesYesYesYes
SalesforceYes (Sales App for Teams)YesLimitedYes
PipedriveWebhook onlyNoNoLimited
ZohoNativeLimitedLimitedYes
FolkWebhook onlyNoNoNo

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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