Start for free

Microsoft TeamsCommunication

Microsoft Teams in X3 CRM

X3 CRM creates Teams links for bookings with Outlook. Coming soon to X3 Automation: read Teams messages and write them after your approval.

Start for freeBook a setup call

01What you can do with it

What you do with Microsoft Teams and X3.

X3 CRM

Sales

  • Create a Teams link in the Outlook calendar automatically for bookings
More about X3 CRM

X3 AutomationComing soon

Process automation

  • Read and summarize messages from channels
  • Notify the team about new inquiries or approvals
More about X3 Automation

02See it in action

Here's how it looks in X3.

Real screens from the app with sample data.

Contact with its origin from Growth Intelligence, status bar, history (emails, calls, appointments), next appointment and deal
Sample data

Contact History of emails, calls and meetings on the contact.

Image 1 of 2: Contact

Contact on the phone: call, email, appointment with one tap
Sample data

Image 1 of 2: Contact

03How the connection works

Connect Microsoft Teams in three steps.

  1. 01

    Connect your account

    In the X3 CRM settings, you sign in to Microsoft Teams with your own account.

  2. 02

    Choose

    You decide which mailbox, calendar or conferencing account is used.

  3. 03

    Get to work

    Emails, meetings and links show up right on the contact and in your bookings.

04Privacy and security

Your data, your rules.

  • X3 CRMYou connect your own account by signing in to Microsoft Teams directly.

Data flow and subprocessors Privacy policy

06Questions

Microsoft Teams and X3 in a nutshell.

Can I connect Microsoft Teams to X3?

Yes. X3 CRM creates Teams links for bookings with Outlook. Coming soon to X3 Automation: read Teams messages and write them after your approval.

What does X3 do with Microsoft Teams?

Create a Teams link in the Outlook calendar automatically for bookings.

Do I need a developer for this?

No. You set up the connection in X3 yourself. If you like, we can do it together in a call.

What about data protection?

You connect your own Microsoft Teams account by signing in with the provider. Which data X3 processes, and where, is set out in the privacy policy.

How much does the Microsoft Teams integration cost?

The integration is part of X3 CRM. You'll find what X3 CRM costs on the pricing page.

07Get started

Connect Microsoft Teams to X3.

One X3 account, Microsoft Teams connected in a few steps.Prefer to do it together? We'll set it up with you.

Start for freeBook a setup call

Rather talk?