Microsoft Teams

Teams meetings with prospects logged on the right deal.

For teams that sell on Microsoft, Teams meetings with external guests are logged on the matching deal with attendees and length.

Internal meetings stay out of the CRM unless you add a deal to them.

What syncs

External meetings only
Attendees and length
Link a meeting to a deal by hand

More integrations

See all 16

Gmail

Every thread with a contact on a deal lands on that deal, from the first reply.

Microsoft Outlook

The same inbox filing for Microsoft 365 and Exchange Online.

Google Calendar

Meetings show on the deal, and a booked meeting stops the sequence.

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