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CommunicationOAuth 2.0BYOK

Microsoft Teams + Coeffection

Deep integration with Microsoft Teams for meetings, phone calls, channel notifications, and CRM bot interactions.

Teams meetingsTeams PhoneChannel notificationsCRM BotPresence sync

Everything you get with Microsoft Teams

5 powerful features, seamlessly integrated

Microsoft Teams

Pipeline Review

Today · 2:00 PM — 2:45 PM

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AK
SJ
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CB
45 min

Meeting Chat

CB
Coeffection Bot2:01 PM

Pipeline Review started. Acme Corp — Stage: Proposal. Value: $45,000.

CB
Coeffection Bot2:03 PM

Reminder: Contract expires in 3 days. Action required.

1

Teams Meetings

Schedule, manage, and track Teams meetings directly from contact and opportunity records. Auto-sync recordings and transcripts.

Active
2

Teams Phone System

Click-to-call, call logging, and voicemail integration for organizations with Teams Phone licenses.

Active
3

Channel Notifications

Post CRM events (deals won, leads assigned, etc.) to Teams channels as rich adaptive cards.

Active
4

CRM Bot

Interact with your CRM from Teams chat. Look up contacts, create leads, log activities, and view pipeline summaries.

Active
5

Presence Sync

See real-time Teams presence status (available, busy, away) on CRM contact and user cards.

Active

Setup in minutes

Bring your own API key — connect and go

  1. 1

    Ensure you have a Microsoft 365 or Office 365 account with Teams enabled.

  2. 2

    Return to Coeffection and click Connect to start the OAuth authorization flow.

  3. 3

    Sign in with your Microsoft account and grant Coeffection access to Teams, calendar, and contacts.

  4. 4

    For org-wide features (Teams Phone, presence), an administrator must grant consent.

  5. 5

    Once connected, configure meeting defaults, notification channels, and bot settings.

Bring Your Own API Key

Connect Microsoft Teams using your own account and credentials. No middleman, no markup — you maintain full control and ownership of your integration.

OAuth 2.0

Securely connect with a single click. No credentials stored — we use industry-standard token-based authorization.

Your Keys, Your Control

Credentials never leave your tenant. Encrypted at rest with AES-256.

Zero Markup

Pay the provider directly at their published rates. No Coeffection surcharge.

Enterprise Security

SOC 2 compliant credential storage with automatic key rotation support.

Ready to close more deals?

Join thousands of sales teams using Coeffection to streamline their pipeline and automate quote-to-cash.