Send Companies to Microsoft Teams with Automation

You can set up a Workflow to automatically send companies to a Microsoft Teams channel when they match your criteria, no manual steps required.

Workflows connect triggers to actions. In this case, the trigger defines when a company should be sent, and the action sends the company to the Microsoft Teams channel you choose. This helps your team act on relevant Leadfeeder data without manual steps.

STEP 1: Navigate to Workflows in the left-hand navigation.

STEP 2: Create a new Workflow or open an existing one. Define your trigger and any filters for the companies you want to target.

STEP 3: Add a new action and select Send to Microsoft Teams.

STEP 4: Choose the Teams channel you want to post to. Optionally, add a custom text message to provide your team with extra context alongside the company card.

STEP 5: Save and activate the Workflow.

When the Workflow runs, Leadfeeder will post a company card to the selected Teams channel. The message includes key company details and, where user matching is configured, will @mention the relevant team member.

📌 Please note: This action requires the Microsoft Teams integration to be connected. Workflows using Teams as an action are available on supported plans.

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