Microsoft Teams Integration
B2B quote alerts, delivered straight into Microsoft Teams.
Webhook-based notifications for your Teams workspace — same event coverage as Slack.
Connector Technical Specs
Integration Overview
How TackQuote connects with Microsoft Teams
Eliminate manual data entry, prevent shipping or pricing errors, and streamline B2B order execution.
TackQuote delivers real-time quote event notifications to your Microsoft Teams channels via webhooks. Your team gets instant visibility into quote activity — sent, viewed, approved, rejected — without leaving Teams.
Bi-Directional Sync
Data objects synchronized between systems
Here is exactly how data flows between TackQuote and Microsoft Teams to maintain complete system alignment.
Bi-Directional Data Transfer
Streamline data exchanges between TackQuote and Microsoft Teams without double data entry.
Automated Event Triggers
Execute sync actions automatically when quotes change state (created, sent, signed, accepted).
Secure Token Authentication
Connect via encrypted OAuth 2.0 or API key credentials with scoped multi-tenant authorization.
Audit Trail Logging
Track all sync operations, payload payloads, and execution timestamps in your TackQuote dashboard.
Capabilities
What's included in the Microsoft Teams connector
Built out-of-the-box for enterprise sales teams, distributors, and manufacturers.
Teams Webhook Notifications
TackQuote sends rich adaptive card notifications to Teams channels for every configured quote event.
Per-Channel Routing
Different quote events can go to different Teams channels — route approvals to sales, accounting events to finance.
Adaptive Card Format
Notifications use Teams adaptive card format with quote details, buyer name, amount, and a direct action link.
Rep Mentions
Quote events can @mention the owning rep in the notification so the right person acts on it immediately.
Setup Guide
4 steps to connect Microsoft Teams
TackQuote connects to Teams using incoming webhook connectors. No app installation required.
Create a Teams incoming webhook
In Microsoft Teams, right-click the channel you want notifications in → Connectors → Incoming Webhook. Create and copy the webhook URL.
Add to TackQuote
Paste the webhook URL in TackQuote Integrations → Microsoft Teams. Configure which quote events trigger notifications.
Test and go live
Send a test notification from TackQuote. Once it appears in Teams with the correct formatting, you're ready.
Requirements
What you need to get started
Prerequisites for authenticating Microsoft Teams with your TackQuote tenant.
- Microsoft Teams (any plan)
- Channel connector permission (standard Teams user)
- TackQuote Basic plan or above
All integrations included
No per-connector fees, middleware subscriptions, or hidden charges. Connect Microsoft Teams and all 63+ connectors under your standard TackQuote plan.
FAQ
Frequently asked questions about Microsoft Teams
Does TackQuote support Teams app installation?
Currently, TackQuote uses incoming webhooks for Teams. A native Teams app with deeper integration is on our roadmap.
What permissions do I need to set this up?
Just standard Teams user permissions to create a channel connector — no tenant admin approval is required for incoming webhooks.
Can different quote events go to different Teams channels?
Yes. Create a separate incoming webhook per channel and map quote event types to each one in TackQuote Integrations → Microsoft Teams.
Workflow Ecosystem
Works seamlessly alongside Microsoft Teams
Combine shipping, ERP, CRM, and payment connectors for end-to-end B2B sales automation.
Ready to connect Microsoft Teams?
Start your free 14-day TackQuote trial. Connect Microsoft Teams in under 5 minutes with zero credit card required.