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Microsoft Teams Integration

If your company uses the Microsoft 365 suite most likely you’re also using Microsoft Teams to keep your team connected via chat. Microsoft Teams is a collaborative workspace within the Microsoft suite that works as your internal business chat tool.

Qualified integrates with Microsoft Teams to allow for your most important insights and signals from Qualified to flow into your company chat rooms. Think better visibility into your highest valued visitors hitting your site in real time and alerts going straight to your Account Executives when their Open Opportunities are browsing your legal and infosec pages.

In this guide we’ll go over how to configure Microsoft Teams to use alongside the Qualified app.

Getting Started

To get started you’ll want to first login to your Qualified.com account using Administrator credentials. Once you’re all logged in navigate to Settings > Microsoft Teams as shown below.

Don’t see this link? Contact our support team for help getting this feature turned on.


Microsoft Teams in the Navigtation.


Connect to Microsoft Teams

Now that you’re on the Microsoft Teams connection page within Qualified you’ll want to first click the “Connect to Microsoft Teams” button to trigger the Microsoft 365 authorization popup as shown below.

Connect to Microsoft Teams button.


When the Microsoft authorization pop up appears you’ll want to enter in your Microsoft email address that’s tied to your company Outlook account. 

You’ll want to note that you do not need to be a Microsoft Teams administrator in order to connect the integration. Once connected we’ll show you the Team channels that you are authorized to see and let you pick the Team you’d like to alert with your Qualified information from that list.



Next, accept the screen asking to access your Microsoft Teams information so that we can pull in the Teams that you have authorization to add alerts to. 

Once completed, you’ll notice the connection button change to now reflect the action to “Disconnect.” 


Disconnect button appearing after connection.


 Adding the Qualified to Team in Microsoft Teams

In the next five steps we’ll walk you through connecting the Qualified app to your Microsoft Teams to finalize the integration.

First, you’ll want to open up Microsoft Teams and login using an administrator account in Microsoft Teams. 

Navigate to your app library and click “Upload a custom app” and then click on the Manifest zip file for the Qualified bot. 


Download Qualified file.


After the app has downloaded you’ll want to click on it to open it.

Click on the Qualified app.


Finally, click “Add to a Team” and enter a team/channel name you wish to receive alerts in, and then click the “Set up a bot” button. For this example, we are going to use the Team “Sales Reps” and the Channel “General.”

Select Channel.


You will see a welcome message appear in the “General” channel for the team you added the bot to. This message is always sent to the “General” channel, and not any other channels for the selected team.

Welcome message from Qualified.

Configuring Alerts

After you've successfully connected to Microsoft Teams you'll also want to set up your alerts within your Qualified experiences. This will tell us when you'd like to alert your sales team within Teams of certain visitors on your website.

To get started you'll want to login to your Qualified.com account and click the gear icon to open your Settings page and navigate to the “Experiences” tab. This will show all of your experiences that you've built alongside your customer success manager. Click on the experience built for your most high value visitors such as your ABM Red Carpet or Open Opportunities.

Most likely you'll want to alert your team right away to this high value visitor, so right before the first step in your experience select to add a new step OR alternatively you can add this step after your Qualify & Route node to alert your team. Click the “Add Action” button in your step menu and then click the “Send a Microsoft Teams alert” option as shown below.

Microsoft Teams Alert

Customize Your Alerts

You can enter an alert subject and an alert message body. You also need to select a channel/multiple channels to alert. 

When no customized message is created you'll see a view of all of your visitor fields (as shown below), however you can customize your Microsoft Teams message at any time using our variable tags to show the information that's most important to you, including Salesforce Owner (if the visitor is a lead or contact).

Customizing your alert message.


You'll want to note that the channel must have the app installed, otherwise the dropdown menu will not let you select the channel. The dropdown menu is organized with the parent teams being alphabetized, and the channels under each team are alphabetized as well. Disabled channels are moved to the bottom of the dropdown as well, and valid channels are elevated to the top of the dropdown.

Summary

Qualified integrates with Microsoft Teams to allow for your most important insights and signals from Qualified to flow into your company chat rooms. Think better visibility into your highest valued visitors hitting your site in real time and alerts going straight to your Account Executives when their Open Opportunities are browsing your legal and infosec pages.

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See Qualified in action on your website. Request a live demo and one of our reps will contact you immediately, or talk to us right now.

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