Keep Your Team Updated in Real-Time – Directly in Teams

With the integration between DealBuilder and Microsoft Teams, you can send automated notifications to your Teams channels whenever:

• A quote or contract is sent out.
• An agreement is signed.
• Agreement data or specific values are updated or completed.

Notifications can include key information from the agreement, such as the customer name, signing date, amount, and who signed it – all delivered directly to the channel where your team collaborates.

Whether you want to celebrate new agreements in a #sales channel, alert management in #board, or keep the finance department informed in #contracts, the Teams integration makes it easy to keep everyone updated – without extra clicks or manual work.

The result? Less friction, faster response times, and better collaboration across your entire team.