Real-time
Two-way sync
Changes in Creatio CRM or Microsoft Teams instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Business productivity
Creatio CRM to Microsoft Teams integration — real-time, two-way sync
Keep Creatio CRM 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
Case study
Migrated from Mulesoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Creatio CRM and Microsoft Teams
Sync what happens in Microsoft Teams with the customer records in Creatio CRM, 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 Team Members & Users, Online Meetings, Tabs & Installed Apps, Teams in Microsoft Teams to Accounts, Contacts, Leads, Opportunities in Creatio CRM with bi-directional, real-time sync. Activity and record changes in Microsoft Teams update the matching contact or account in Creatio CRM, and CRM data flows the other way wherever Microsoft Teams can store and use it.
Common use cases
- Route support case updates from the CRM into a triage channel for faster response.
- Archive channel messages into a warehouse for compliance and communication analytics.
- Two-way sync of accounts, orders, and products between Creatio and an ERP so sales and fulfillment share one record of truth.
- Mirror custom no-code objects into Postgres so internal applications can query them without OData calls.
Where Microsoft Teams handles support or shared inboxes
Tickets and conversations attach to the right contact and account in Creatio CRM, so sales sees open issues before the next call.
Where Microsoft Teams supplies contact or company data
Enriched fields land directly on records in Creatio CRM, and refreshes keep them from going stale.
Where Microsoft Teams can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Creatio CRM sync into Microsoft Teams, so people working there have the context without switching tools.
What you can sync between Creatio CRM 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.
| Creatio CRM objects | Microsoft Teams objects | |
|---|---|---|
| Accounts Company records at the center of Creatio's CRM model; commonly synced with ERP customer masters. | Channel Messages Posted messages read for archiving or written to broadcast record changes. | |
| Contacts Person records linked to accounts, activities, and cases. | Chats & Chat Messages 1:1 and group chat content read under protected-API access for compliance use. | |
| Leads Inbound interest records qualified into opportunities; synced for funnel reporting. | Team Members & Users Membership synced with identity, HR, or CRM ownership data. | |
| Opportunities Deal records with stages and amounts used in revenue syncs. | Online Meetings Meeting records synced with scheduling and CRM activity timelines. | |
| Activities Tasks, calls, and meetings tied to records for engagement tracking. | Tabs & Installed Apps App configuration read to audit or provision team workspaces. | |
| Cases Service requests handled in Creatio's service workflows; syncable to help desk tools. | Teams Team containers provisioned or read to mirror org and project structure. |
What ships with Creatio CRM ⇄ Microsoft Teams
Connect Creatio CRM and Microsoft Teams for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Creatio CRM–Microsoft Teams connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Creatio CRM 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 Creatio CRM or Microsoft Teams record.
Observability
Monitoring
Track your Creatio CRM ⇄ 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 Creatio CRM and Microsoft Teams.
How the Creatio CRM and Microsoft Teams connectors work
Creatio CRM
- Integration surface
- OData REST API plus a proprietary DataService API
- Authentication
- OAuth 2.0 or cookie-based session authentication
- Change detection
- Polling on ModifiedOn system columns; outbound notifications require configuring business processes
- Capabilities
- read · write
- Rate limits
- Subject to the platform's API rate limits
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 Creatio CRM 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.
- 01
Connect your apps
Authenticate Creatio CRM 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.
Creatio CRM
connected
Microsoft Teams
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Creatio CRM 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.
objects · Creatio CRM ⇄ Microsoft TeamsCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Creatio CRM Microsoft TeamsCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Creatio CRM and Microsoft Teams integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Creatio CRM and Microsoft Teams: authenticate both systems, choose the objects to sync (such as Creatio CRM's Accounts and Contacts), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Creatio CRM: OData REST API plus a proprietary DataService API. Authentication: OAuth 2.0 or cookie-based session authentication. Microsoft Teams: REST API (Microsoft Graph). Authentication: OAuth 2.0 via Microsoft Entra ID; reading message content at scale requires Microsoft-approved protected-API access. Stacksync manages authentication, retries, and rate limits on both sides.
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Microsoft Teams: Teams has no standalone API; all programmatic access goes through Microsoft Graph alongside the rest of Microsoft 365. Creatio CRM: Creatio exposes its object model over OData, so any entity, including custom objects built with its no-code tools, is addressable as an OData entity set. Stacksync's field mapping accounts for these differences between Creatio CRM and Microsoft Teams without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Creatio CRM and Microsoft Teams records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Creatio CRM and Microsoft Teams connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Creatio CRM–Microsoft Teams integration in-house.
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Yes — Stacksync ships production-grade connectors for both Creatio CRM and Microsoft Teams. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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 Creatio CRM and Microsoft Teams.
Popular · 8 of 386
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Creatio CRM ⇄ Front -
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Microsoft Teams ⇄ Infor CRM -
Microsoft Teams ⇄ Insightly -
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No integrations match .
