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CRM ⇄ Business productivity

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

Keep Gladly 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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Why teams connect Gladly and Microsoft Teams

Sync what happens in Microsoft Teams with the customer records in Gladly, 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 Online Meetings, Tabs & Installed Apps, Teams, Channels in Microsoft Teams to Conversations, Conversation items, Agents, Topics in Gladly with bi-directional, real-time sync. Activity and record changes in Microsoft Teams update the matching contact or account in Gladly, 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.
  • Push conversation outcomes into a CRM so account teams see support context on their accounts.
  • Sync Gladly customer profiles with an order database so agents see purchase history and profile updates flow back.

Where Microsoft Teams handles support or shared inboxes

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

Where Microsoft Teams supplies contact or company data

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

Where Microsoft Teams can store CRM context: fields kept current

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

What you can sync between Gladly 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.

Gladly objects Microsoft Teams objects
Customer profiles The central entity; merges identifiers like email, phone, and order IDs, which syncs use for matching. Teams Team containers provisioned or read to mirror org and project structure.
Conversations Each customer's continuous timeline; status and outcomes sync to CRMs and warehouses. Channels Channel targets used for routing synced notifications and updates.
Conversation items Individual messages across voice, SMS, chat, and email attached to the conversation. Channel Messages Posted messages read for archiving or written to broadcast record changes.
Agents User records used to attribute work in CX analytics. Chats & Chat Messages 1:1 and group chat content read under protected-API access for compliance use.
Topics Categorization applied to conversations; the key dimension for contact-driver reporting. Team Members & Users Membership synced with identity, HR, or CRM ownership data.
Tasks Follow-up work items created from external triggers or synced for workload reporting. Online Meetings Meeting records synced with scheduling and CRM activity timelines.
What ships with Gladly ⇄ Microsoft Teams

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Gladly 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 Gladly or Microsoft Teams record.

Observability

Monitoring

Track your Gladly ⇄ 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 Gladly and Microsoft Teams.

How the Gladly and Microsoft Teams connectors work

Gladly

Integration surface
REST API
Authentication
API tokens used with basic authentication tied to an agent email
Change detection
Webhook event subscriptions for conversation and customer events, supplemented by polling and report exports
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 Gladly 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 Gladly 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
    Gladly connected
    Microsoft Teams connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Gladly 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 · Gladly ⇄ 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
    Gladly Microsoft Teams
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Gladly 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.

Learn more about security
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:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

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

Popular · 8 of 386
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