Ardovo + Microsoft Teams integration
Connect Ardovo to Microsoft Teams so your team communication work and your revenue data stay in one place. Rook posts to channels and takes commands inside Teams.
- Minutes Time to connect
- Two-way Sync direction
- No code Setup effort
Short answer
The Ardovo + Microsoft Teams integration keeps revenue signals inside the app your team already lives in. Deal changes, new leads, and forecast risks post to channels, Teams meetings log to the right contact and deal, and reps can move a stage or ask Rook to act with a message. Alerts out, updates back.
What flows between Ardovo and Microsoft Teams
Channel alerts
New leads, stage changes, and won or lost deals post to the Teams channels you map.
Update from Teams
Advance a deal, assign a task, or log a note with a message or an adaptive card action.
Meeting logging
Teams meetings attach to the matching contact and deal with attendees and notes captured.
Rook in Teams
Message Rook to summarize a deal, draft a recap, or update records without switching apps.
Setting up the Ardovo + Microsoft Teams integration
Connect in one click
Open Ardovo Settings, go to Integrations, find Microsoft Teams, and click Connect. Authorize the connection with OAuth or an API key.
Choose what syncs
Pick which records and events sync between Ardovo and Microsoft Teams, and set the direction to one-way or two-way.
Map your fields
Match Microsoft Teams fields to Ardovo fields once. Rook suggests the mapping so most teams accept the defaults and move on.
Turn it on
Rook backfills recent history, then keeps both sides current. You can pause, edit, or audit the sync anytime.
How the Ardovo + Microsoft Teams integration works
Ardovo installs as a Teams app and connects through Microsoft OAuth. Tracked Ardovo events post as adaptive cards to your chosen channels, and card buttons plus chat commands write updates back. Teams calendar meetings match to Ardovo records so activity history stays complete.
- Ardovo to Teams: lead, deal, and forecast cards in channels
- Teams to Ardovo: stage moves, task assignment, note logging via cards
- Both ways: meeting attendance and recaps synced to contacts and deals
Frequently asked questions
Does the integration work with Teams channels and chats?
Both. Post pipeline alerts to standard or private channels, and message Rook in a one-to-one chat to run updates or pull summaries. Adaptive cards give reps buttons to act without leaving the conversation.
Are Teams meetings logged to Ardovo automatically?
Yes. Meetings tied to a known contact or deal attach automatically with attendees, time, and any notes, so your activity timeline stays complete without manual logging.
How do I connect Microsoft Teams to Ardovo, and is it secure?
Open Ardovo Settings, go to Integrations, find Microsoft Teams, and click Connect. Authorize with OAuth or an API key, choose what syncs and in which direction, and Rook backfills history and keeps both sides current. Setup takes minutes, needs no code, and every change is written to the Ardovo audit log.