Skip to main content

How do I integrate SalesScreen with Microsoft Teams?

Push SalesScreen feed messages to the Microsoft Teams channels of your choice!

Written by Simon Hordvik
Updated over a week ago

Overview
Use the Microsoft Teams integration to push SalesScreen feed messages to one or more Microsoft Teams channels. This is useful if your team spends a lot of time in Teams and you want a steady stream of activities and achievements to appear there.

What does this integration do?

  • Sends selected SalesScreen feed posts to channels in your Microsoft Teams workspace.

  • Lets you build workflows to control which posts go to which channels or groups.

  • Lets you import users from Microsoft Teams into SalesScreen and create accounts for them.

Prerequisites

  • An active SalesScreen subscription.

  • A SalesScreen admin account. Only admins can activate the integration.

  • The Microsoft Teams user who authorizes the integration must have the App Manager privilege.

Set up the integration

Step 1: Go to Integrations in SalesScreen

  1. Sign in to SalesScreen with an admin account.

  2. Click Manage in the bottom‑left corner, then select Settings.

    • If you do not see Manage, you are not signed in as an admin.

  3. In the left‑hand menu under Integrations, click Integrations.

  4. In the list of integrations, find Microsoft Teams and click Integrate.

Step 2: Add an instance

On the Microsoft Teams integration page:

  1. Click + Add Instance in the top‑right corner.

Step 3: Authorize the integration

  1. On the next page, click Authorize Integration.

  1. You will be redirected to Microsoft’s login page (if you are not already signed in).

  2. After signing in, Microsoft will show you what the SalesScreen app is requesting access to.

  3. Review the requested permissions and accept them.

After you accept, SalesScreen stores the integration configuration and redirects you back to SalesScreen.

That’s it—your SalesScreen account is now connected to your Microsoft Teams workspace.

Build workflows

Once the integration is authorized, you can build workflows that control which SalesScreen feed posts are sent to which Microsoft Teams channel or group.

Use workflows to, for example:

  • Send all closed‑won deals to a specific sales channel.

  • Post new competitions or achievements to a team’s general channel.

(Workflows are configured in the integration’s settings area; follow your internal “Build workflows” article if you have one.)

Import users from Microsoft Teams

The integration also lets you import users from your Microsoft Teams workspace into SalesScreen. For each imported user, SalesScreen creates a user account.

You can import users in two ways:

  1. From the integration settings

    • Go to Manage > Settings > Integrations.

    • Click Manage on Microsoft Teams.

    • Go to Settings and choose Import Users.

  2. From the Users page

    • Navigate to Manage > Users.

    • Use the option to import users from Microsoft Teams.

Remove the integration (terminate)

If you want to remove the SalesScreen app and terminate the integration:

  1. Go to Manage > Settings > Integrations.

  2. Click Manage on Microsoft Teams.

  3. Open Settings and click Terminate Integration.

This deletes the integration configuration and effectively disconnects SalesScreen from Microsoft Teams.

Need assistance?

If you have any questions or need help:

  • Click the chat bubble in the bottom‑right corner of SalesScreen.

  • Our support team will be happy to assist you via live chat.


​
​

Did this answer your question?