With the Announcement Board available on the Chime Dashboard (see Dashboard Announcement Board) you can also share announcements to Microsoft Teams one by one. Only the Team Owner/Admin and those with the "Manage Team" permission will have access to share announcements to Microsoft Teams. *Note that this will only work if you have added a channel under this section within the settings in Chime (see steps above). ![]() Share Announcements from Chime to Microsoft Teams Keep in mind that access to the lead on the Chime side will still depend on lead privacy permissions (see Lead Privacy: Team Leads vs. The link to "Open _ In Browser" will allow for you to open the lead in Chime as well. You will then select the channel that you want to share it to (you can only choose one each time you do this):Īfter sharing to a Microsoft Teams channel, this is what it will look like below. To find the option, open up a lead profile, click the three dots for "more" and choose the option to "Send to MS Teams": Once the connection is set up, there is now an option under each lead profile to share the lead to Microsoft Teams and a specific channel. All users, regardless of permission, will have access to use this feature if it is set up. Share Leads from Chime to Microsoft Teams Click on the "+ Add New" to add a channel under each section where you plan to use the features. There are two sections that are currently available, Share Lead and Share Announcement and how to use them is described in the following sections. Navigate to Settings > Features > Integrations > MS Teams Webhook: Now that you have followed the steps to set up the webhook URL on Microsoft Teams, you can set it up with the actions in Chime. Copy that URL for your notes because it will NOT be accessible after clicking "Done" and it will be used in the next step within Chime. Here is the Chime logo if you would like to is this one (right click and save the image to your computer for upload to Microsoft Teams):Īfter adding the name and image for the connector and saving, it should provide you with a webhook URL. Click on "Create" when you have done both. We suggest you give it a name like "Chime CRM" and then use the Chime logo as the connector image. ![]() You will then add a connector by adding a webhook name and image. Once you have selected the channel, slick on the "Set up a connector" button in the bottom-right: Now, you will search for and select the channel that you would like to receive information from Chime: In this example, we are going to use a team under "test1" and a channel called "Chime", but you will apply these steps to the channel you want to use:Ĭlick on the three dots and then search for "Incoming Webhook": Share Announcements from Chime to Microsoft Teamsįirst, log into your Microsoft Teams account.Share Leads from Chime to Microsoft Teams. ![]() All users, regardless of permission, will have the options to Share Leads from Chime to Microsoft Teams. Only the Team Owner/Admin and those with the "Manage Team" permission (see Team Permissions ) can set up the integration. *IMPORTANT: This connection is set up at the team level. This article outlines how the connection works (via webhooks) between Chime and Microsoft Teams. The webhooks need to be set up in Microsoft Teams first and then connected to Chime. If you have a Microsoft Teams account, you can set up some initial connections by adding webhooks in Chime.
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