Yes. Krokul CRM integrates with Microsoft Teams. Each pipeline has its own Teams channel, where Krokul posts won deals, stage moves and payments as Adaptive Cards. Buttons on a card approve a deal or take it on in Krokul, and a message action turns any Teams message into a Krokul task. The connection runs through the Krokul app in Zapier, Make, n8n or Albato, or through the Krokul API and webhooks.
Automation platformsZapierMaken8nAlbato
When a deal in the projects pipeline is won, the Krokul bot posts an Adaptive Card with the client, amount, manager and an Open deal button to the Sales channel of the team. The card lives in the channel conversation, so congratulations and questions stay in its replies.
A deal reaches a stage that needs the sales head’s approval. The card in the approvals channel shows the price and discount with Approve and Decline. A click changes the deal stage in Krokul, records who decided, and the card refreshes for everyone to show the decision.
Each received payment and each invoice paid in full appears as a card in the Finance channel with the client, amount and invoice number. A refund updates the same card in place.
A colleague writes in a chat that a client wants a quote by Friday. The message action Create Krokul task opens a short form prefilled with the message text; the new task keeps a link back to the Teams message. Searching a deal from the compose box inserts its card into the conversation.
| Microsoft Teams | Direction | Krokul | When |
|---|---|---|---|
| Adaptive Card in the pipeline channel | Krokul → Teams | Deal won or moved to a stage | The deal event happens |
| Adaptive Card in the finance channel | Krokul → Teams | Payment received; invoice paid in full; refund | The payment event happens |
| Approve or Decline on the card (Action.Execute) | Teams → Krokul | Deal stage and a timeline note | A linked user clicks; the card refreshes |
| Message action Create Krokul task | Teams → Krokul | Task with a link to the message | A linked user runs it |
| Deal search in the compose box | Krokul → Teams | Deal card inserted into the chat | A user searches by client name |
Yes. Krokul integrates with Microsoft Teams through the Krokul app in Zapier, Make, n8n and Albato, and through its API and webhooks.
Yes. Cards for stages that need approval carry Approve and Decline; the click updates the deal and the card shows who decided.
Yes, once. The administrator allows the Krokul app for the organisation in the Teams admin center, and then any team can add it.
That template expects a ready card, and a Krokul webhook carries event data. Use the Teams action Send Message with Card through the Krokul app in Zapier, Make, n8n or Albato, or build a workflow from the webhook trigger with a step that turns the event into a message.
Teams carries the conversation around a deal; the deal record, documents and money stay in Krokul. A Teams user acts in Krokul with the rights of the linked Krokul account, and a tenant administrator decides whether the app is allowed.
Tell us which service you use and what should move between it and Krokul. We reply with the way to do it and when it will be ready.
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Microsoft Teams is a trademark of Microsoft Corporation. Krokul is not affiliated with Microsoft.