Unified Communication and Streamlined Workflow with Microsoft Teams
For organizations running on Microsoft 365, Teams is the hub for communication and collaboration. Connecting it to your CRM keeps everyone working from the same information.
Xirgosoft integrates Microsoft Teams with vTiger CRM for notifications, meetings and collaboration around customers, deals and tickets.
For businesses on Microsoft 365, Teams is where daily conversations happen. We connect it to vTiger using Microsoft's official APIs, so CRM updates and meetings fit naturally into your existing tools.
What We Deliver
Teams Notifications
Send CRM alerts for leads, deals and tickets to Teams channels.
Meeting Scheduling
Create Teams meetings from CRM records with automatic invites.
Record Sharing
Share CRM records and updates in Teams conversations.
Approval Requests
Handle quote and discount approvals inside Teams.
Activity Logging
Track Teams meetings in the CRM activity history.
Microsoft 365 Alignment
Works alongside Outlook and your Microsoft 365 setup.
How It Works
Register the App
We register the integration in Microsoft Entra ID (Azure AD) with secure permissions.
Set Up Notifications
CRM events post to selected Teams channels.
Enable Meeting Creation
Teams meetings are created from CRM records with automatic invites.
Log Activities
Meetings and key updates are recorded in CRM activity history.
Real-World Use Cases
Quote Approvals
A rep submits a discount request; the manager approves it from a Teams notification and the CRM updates.
Client Meetings
Account managers schedule Teams meetings from the account record with one click.
Support Escalations
Critical tickets are posted to a Teams support channel with a direct link to the record.
Why Choose Xirgosoft
- One collaboration hub for your whole team
- Faster decisions and approvals
- Consistent customer information across tools
- Smooth fit for Microsoft-based businesses
Our Process
- DiscoveryWe understand your business, workflows and goals.
- Planning & DesignWe define the solution, integrations and timeline.
- Build & IntegrateWe develop, configure, migrate data and test thoroughly.
- Launch & SupportWe go live, train your team and provide ongoing support.
Technologies & Platforms
Frequently Asked Questions
Does this require Microsoft 365?
Yes. Your users need Microsoft 365 accounts with Teams.
Is the connection secure?
Yes. It uses Microsoft's OAuth 2.0 authentication and only the permissions it needs.
Can it work with Outlook too?
Yes. We often combine Teams with our Office 365 email and calendar integration.
Can external customers join Teams meetings?
Yes. Customers join through the meeting link without a Microsoft account.
Bring Microsoft Teams and vTiger CRM together.
Talk to our experts today for a free consultation and quote.