Teams Integration - Send notifications from Membrain

This article will take you, a Membrain and Microsoft Teams Adminsitrator, through the steps to configure Membrain to send notifications to Microsoft Teams. Looking for info on how to create Teams meetings from Membrain with one click? Read this article instead Create Microsoft Teams online meetings

The integration between Teams and Membrain is a great way to help communication between teams who use Membrain. But what's really great about this Teams integration is it also keeps those who are not actively involved in Sales up-to-date on events and milestones within the Sales, Prospecting and Account Growth area of the business.

How it Works

The Teams integration connects Membrain to your Microsoft Teams workspace and allows you to send messages via Teams, using Membrain's Automated Events.

Here's an example of how you can use Teams to message anyone in your organization about important Membrain events, as they happen.

Setup

Membrain Admins can set up the Microsoft Teams integration in just a few simple steps:

1. From your profile picture (bottom left), click on System Setup
2. Scroll down to the Integrations area and click on the Teams integration tool
   
   
3. Click on Not Integrated and then Authenticate with Microsoft Teams
   
4. Pick an account and authorize Membrain to connect to your Microsoft Teams account.
   
5. And you're done!
   

Set up some Teams messages

Now its time to get started and set up some messages from Membrain to Teams. Administrators of Membrain can do this by adding an Event in the editor of a Sales Process, Prospecting Campaign or Account Growth Project.

Learn how to create an Event which sends to Teams in this article here Automated Events

Here are a few ideas to get started:

• Send a congratulatory update to colleagues when a Sales Project has been won!
• Notify the Finance channel when an "Agreement Signed" step in a Sales Project is completed
• Alert the Customer Success channel when a Sales Project generates a red flag
• Inform the Marketing channel when a "Demo required" step in the Sales Project is completed
• Notify the Sales channel when a Prospect has been converted to a Sales Project

A quick guide on how to set up a Teams message using automated Events:

1. Go to System Setup
2. Select a Sales Process, Prospecting Campaign or Account Growth Project
3. When in the editor, scroll down to the section Events and click Add Event
   
4. Add your message details and Membrain is ready to send it to Teams!