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CRM ⇄ Business productivity

Attio to Microsoft Teams integration — real-time, two-way sync

Keep Attio and Microsoft Teams in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Migrated from Mulesoft
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Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Attio and Microsoft Teams

Sync what happens in Microsoft Teams with the customer records in Attio, in real time and in both directions.

The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Microsoft Teams holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.

Stacksync connects Channel Messages, Chats & Chat Messages, Team Members & Users, Online Meetings in Microsoft Teams to Workspaces, Custom objects, People, Companies in Attio with bi-directional, real-time sync. Activity and record changes in Microsoft Teams update the matching contact or account in Attio, and CRM data flows the other way wherever Microsoft Teams can store and use it.

Common use cases

  • Sync team membership from HR or identity systems so channels match the org chart.
  • Route support case updates from the CRM into a triage channel for faster response.
  • Write product usage and enrichment data into Attio attributes so GTM teams work from live account signals.
  • Keep Attio aligned with a billing system or ERP on customer records and plan status.

Where Microsoft Teams can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Attio sync into Microsoft Teams, so people working there have the context without switching tools.

Where Microsoft Teams handles support or shared inboxes

Tickets and conversations attach to the right contact and account in Attio, so sales sees open issues before the next call.

Where Microsoft Teams supplies contact or company data

Enriched fields land directly on records in Attio, and refreshes keep them from going stale.

What you can sync between Attio and Microsoft Teams

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Attio objects Microsoft Teams objects
Custom objects Workspace-defined objects that behave like standard ones in the API. Chats & Chat Messages 1:1 and group chat content read under protected-API access for compliance use.
People Standard person object; synced with marketing tools and warehouse person tables. Team Members & Users Membership synced with identity, HR, or CRM ownership data.
Companies Standard company object; matched to billing and product accounts in two-way syncs. Online Meetings Meeting records synced with scheduling and CRM activity timelines.
Users Synced with incremental and full sync per the Stacksync docs. Tabs & Installed Apps App configuration read to audit or provision team workspaces.
Deals Pipeline records; read out for revenue reporting and written to from automation. Teams Team containers provisioned or read to mirror org and project structure.
Workspaces Synced with incremental and full sync per the Stacksync docs. Channels Channel targets used for routing synced notifications and updates.
What ships with Attio ⇄ Microsoft Teams

Connect Attio and Microsoft Teams for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Attio–Microsoft Teams connection.

Real-time

Two-way sync

Changes in Attio or Microsoft Teams instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Attio or Microsoft Teams data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Attio or Microsoft Teams record.

Observability

Monitoring

Track your Attio ⇄ Microsoft Teams sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Attio and Microsoft Teams.

How the Attio and Microsoft Teams connectors work

Attio

Integration surface
REST API
Authentication
Guided in-app connection ("Attio CRM" connection created in a few clicks, "without any coding required"); the docs do not name the underlying auth mechanism (OAuth vs API key)
Change detection
Webhooks on record and list-entry events, with polling as a fallback
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's published API rate limits.
Attio setup guide

Microsoft Teams

Integration surface
REST API (Microsoft Graph)
Authentication
OAuth 2.0 via Microsoft Entra ID; reading message content at scale requires Microsoft-approved protected-API access
Change detection
Graph change notifications (webhooks) for messages and membership; delta queries on some resources
Capabilities
read · write · webhooks
How it works

How to connect Attio to Microsoft Teams — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Attio and Microsoft Teams with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Attio connected
    Microsoft Teams connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Attio and Microsoft Teams objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Attio ⇄ Microsoft Teams
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Attio Microsoft Teams
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Attio and Microsoft Teams integration FAQ

SECURITY

Security teams love Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Attio and Microsoft Teams.

Popular · 8 of 386
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