Available on | ❌ Free | ❌ Basic | ✅ Pro | ✅ Business |
Staying organized and up-to-date with your submission data is aways important. That's why we have made it possible for you to receive notifications directly in Microsoft Teams. This native integration allows you to select a specific team and channel to receive your submission data, making it easier for you to stay on top of your work.
If you want to test the integration before committing to a paid plan, you can do so by registering for a free 14-day trial.
Not entirely sure how to set up the integration? Make sure to learn about it in our dedicated article first.
Connecting the Integration
You can connect the integration either by navigating to the "Integrations" tab in the navbar or by opening the dropdown menu of your funnel's card and selecting "Connect" - then just click "Connect" on Microsoft Team's card.
After logging in, you'll be prompted to grant permission to involve.me in order to connect to Microsoft Teams. Make sure to click "Accept" at the bottom of the page in order to proceed.
You'll also have the option to consent on behalf of your organization - please make sure first, that you're allowed to pick this option if you intend to check it.
Once the integration is connected to a funnel, you can choose the Team and which Channel under that team should receive the notifications, as well as which collected data from question fields (E.g. multiple choice elements, free text inputs, sliders, opt-in checkboxes, etc.) should be included in your notification messages.
Good to Know
All data that you collect is automatically sent to a channel of your choice as a message notification. It is not possible exclude certain data from being sent. Question elements are an exception to this rule, since you need to manually map these if you want to receive their data in your message notifications.
A new Microsoft Teams notification will always be created for every new submission, even if the same email address is used.
If you have configured a Microsoft Teams integration on a funnel and you duplicate said funnel, your integration settings will duplicate as well.
Opt-in Checkbox and GDPR
In order to be fully GDPR compliant, you will need to tick the option "Only trigger integration when opt-in checkbox element was selected" on your integration's settings and add a dedicated opt-in checkbox that sends data over to the integration, from your involve.me funnel.
Here's a step-by-step guide on how to set it up.
If GDPR is of no concern to you, then you can skip this step.
Testing Your Integration
Once the integration has been set up and connected to your funnel, it will be time to test it in order to ensure everything is working as intended, learn how to do it here.
If you still have any questions, please feel free to contact our support team.