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CRM ⇄ Business productivity

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

Keep Folk 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

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Migrated from Mulesoft
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Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Folk CRM and Microsoft Teams

Sync what happens in Microsoft Teams with the customer records in Folk 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 Chats & Chat Messages, Team Members & Users, Online Meetings, Tabs & Installed Apps in Microsoft Teams to Reminders, People, Companies, Groups in Folk CRM with bi-directional, real-time sync. Activity and record changes in Microsoft Teams update the matching contact or account in Folk CRM, and CRM data flows the other way wherever Microsoft Teams can store and use it.

Common use cases

  • Archive channel messages into a warehouse for compliance and communication analytics.
  • Post CRM deal-stage changes or new-lead alerts into a sales channel as they sync.
  • Mirror folk groups into a reporting database to track pipeline and outreach coverage.
  • Keep folk and a billing or customer success tool aligned on company records as deals close.

Where Microsoft Teams can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Folk CRM 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 Folk 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 Folk CRM, and refreshes keep them from going stale.

What you can sync between Folk 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.

Folk CRM objects Microsoft Teams objects
Notes Free-text context attached to people and companies, readable for reporting. Teams Team containers provisioned or read to mirror org and project structure.
Reminders Follow-up items that can be created from external triggers. Channels Channel targets used for routing synced notifications and updates.
People Contact records; the primary entity synced with outreach and enrichment tools. Channel Messages Posted messages read for archiving or written to broadcast record changes.
Companies Organization records linked to people and kept aligned with billing or CS systems. Chats & Chat Messages 1:1 and group chat content read under protected-API access for compliance use.
Groups Shared workspaces that organize contacts; group membership is often the field integrations act on. Team Members & Users Membership synced with identity, HR, or CRM ownership data.
Custom fields Group-scoped attributes that receive enriched or computed values from external systems. Online Meetings Meeting records synced with scheduling and CRM activity timelines.
What ships with Folk CRM ⇄ Microsoft Teams

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Folk 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 Folk CRM or Microsoft Teams record.

Observability

Monitoring

Track your Folk 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 Folk CRM and Microsoft Teams.

How the Folk CRM and Microsoft Teams connectors work

Folk CRM

Integration surface
REST API
Authentication
API key (Bearer token)
Change detection
Webhook subscriptions for record events, with polling of list endpoints as a fallback
Capabilities
read · write · webhooks
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 Folk 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.

  1. 01

    Connect your apps

    Authenticate Folk 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.

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

    Choose tables

    Pick the Folk 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.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Folk CRM ⇄ 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
    Folk CRM Microsoft Teams
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Folk CRM 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 Folk CRM and Microsoft Teams.

Popular · 8 of 386
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