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Revenue.io + Microsoft Teams Integration
Turn Microsoft Teams meetings into actionable Salesforce data
Revenue.io’s Microsoft Teams integration connects your video meetings directly to Salesforce, giving sales teams complete visibility into conversations, outcomes, and coaching opportunities, without manual work.
About the integration
The Revenue.io + Microsoft Teams integration connects your Teams meetings directly to Salesforce, automatically capturing conversations, recordings, and key meeting details.
Sales teams gain instant visibility into every interaction, while managers unlock AI-powered insights and real-time guidance, without changing how reps work.
Key Features
Comprehensive Salesforce Event Logging
Automatically capture meeting subject, start/end times, participants, duration, and recordings. Events are intelligently matched to Salesforce leads and contacts based on attendee information.
Revenue.io Bot Integration
Secure Azure-based service that seamlessly interacts with Teams meetings using Microsoft APIs to capture and process your conversations.
In-Meeting Controls
The Revenue App for Teams allows users to receive processing updates, log notes, and record meeting dispositions directly within the Teams interface.
Flexible Recording Controls
Users can start/stop recordings during meetings, set recording preferences for future calls, and enable automatic recording based on their workflow needs.
Smart Contact Matching
Automatically associates Teams meetings with Salesforce records based on attendee names, prioritizing the most recently updated contacts and leads.
How It Works
Contact Support
Email support@revenue.io with your Microsoft Tenant ID to enable the integration
Configure Policies
Your Microsoft 365 Global Admin completes the setup including compliance recording and application access policies
Link Users
Ensure Revenue.io users are assigned Conversation AI licenses and linked to their Microsoft Teams accounts
Start Meeting
Begin a Teams meeting and watch as conversations are automatically captured, analyzed, and synced to Salesforce
Why Connect MS Teams with Revenue.io?
Automatically capture every meeting
Revenue.io logs Microsoft Teams meetings to Salesforce with key details, so reps never waste time on manual notes or updates.
Turn conversations into insights
Conversation AI and Moments™ make Teams meetings searchable and shareable, helping teams quickly surface what matters most without replaying full recordings.
Coach reps in real time
Deliver in-the-moment guidance directly inside Microsoft Teams so reps improve faster and managers coach at scale.
Keep Salesforce data clean and accurate
Revenue.io automatically logs Teams meetings with the right contacts, timing, and recordings, giving RevOps teams reliable Salesforce data they can trust for reporting and forecasting.