Keep everyone on your team up to date with real-time messages from Upsales directly in Microsoft Teams. Send notifications to your team on closed order, an opportunity or a booked appointment. You can also choose to trigger the notification based on a certain stage or appointment type.
How to create a webhook in Microsoft teams
When you install the Microsoft team app you need to insert a webhook for the channel you want Upsales to send the updates to. Here is a short guide on how to create the webhook.
- Go to Microsoft teams
- Click on the channel you want to add the Upsales integration to
- Click on the three dots "..."
- Choose connectors in the dropdown
- Press configure on incoming webhook
- Add a name, example "Upsales bot"
- Press Create
- Copy the URL and go to Upsales and add it to the integration.