> ## Documentation Index
> Fetch the complete documentation index at: https://docs.maverickintelligence.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Microsoft Teams

> Get identified people and companies delivered to your Teams channels in real time

# Microsoft Teams integration

The Microsoft Teams integration sends the people and companies that Maverick Intelligence
identifies on your website straight into your Teams channels, in real time. Each detection
arrives as a rich card with the visitor's name, role, company, and links, so your team can
act the moment a lead lands.

Connecting takes about two minutes and needs no admin approval, no Azure app, and no OAuth —
you create an incoming webhook in Teams with Power Automate Workflows and paste its link into
Maverick Intelligence.

## Watch the setup (2 minutes)

<Frame>
  <iframe className="w-full aspect-video" src="https://www.youtube.com/embed/o3AriHhnLGg" title="Set up the Microsoft Teams integration" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen />
</Frame>

## How it works

Once a channel is connected, Maverick Intelligence watches for identified visitors and posts a card to
that channel as they arrive. You control exactly what each channel receives — everyone, just
companies, or only your hottest leads. You can connect up to **five** channels, each with its
own filters (for example, a "Sales" channel for hot leads and an "All traffic" channel for
everything).

## Step 1 — Create an incoming webhook in Teams

You create the webhook once, in the Teams channel where you want notifications, using the
built-in **Workflows** app.

<Steps>
  <Step title="Choose or create the channel">
    In Microsoft Teams, open the channel you want notifications in — or create a new channel
    for them.
  </Step>

  <Step title="Open Workflows">
    Next to the channel name, click **More options (…)** (the three dots) and select
    **Workflows**.
  </Step>

  <Step title="Find the webhook template">
    In the **Find templates** search bar, type **webhooks** and select the template
    **"Send webhook alerts to a channel"**.
  </Step>

  <Step title="Confirm the team and channel">
    Make sure the correct **team** and **channel** are selected, then follow the prompts to
    create the workflow.
  </Step>

  <Step title="Copy the webhook URL">
    When setup finishes, copy the generated webhook URL. Keep it handy for the next step.
  </Step>
</Steps>

<Note>
  Need Microsoft's own walkthrough? See
  [Create incoming webhooks with Workflows for Microsoft Teams](https://support.microsoft.com/en-us/office/create-incoming-webhooks-with-workflows-for-microsoft-teams-8ae491c7-0394-4861-ba59-055e33f75498).
</Note>

<Warning>
  Treat the webhook URL like a password — anyone who has it can post to your channel. Don't
  share it or commit it anywhere public. To revoke it, delete the workflow in Teams and create
  a new one.
</Warning>

## Step 2 — Connect the channel in Maverick Intelligence

<Steps>
  <Step title="Open Integrations">
    Log in to your [Maverick Intelligence dashboard](https://app.maverickintelligence.co) and
    open **Integrations** from the sidebar.
  </Step>

  <Step title="Open Microsoft Teams">
    Find the **Microsoft Teams** card and click **Connect** to open the settings.
  </Step>

  <Step title="Name the channel">
    In **Label**, give the connection a name you'll recognize (for example, "Sales alerts").
    This is only for your reference in the dashboard.
  </Step>

  <Step title="Paste the webhook URL">
    Paste the URL you copied from Teams into **Webhook URL**.
  </Step>

  <Step title="Send a test">
    Click **Send test** to post a test card to the channel and confirm the link works.
  </Step>

  <Step title="Connect">
    Choose what this channel should receive (see below), then click **Connect**. Maverick
    Intelligence verifies the link reaches Teams and posts a **✅ Maverick Intelligence connected** card to
    the channel. If the URL is wrong or the workflow is off, the connection is rejected with an
    error instead of saving silently.
  </Step>
</Steps>

## Choose what each channel receives

Every channel has its own notification filters:

| Setting                | Sends                                                                                   |
| ---------------------- | --------------------------------------------------------------------------------------- |
| **All People**         | Every identified person, with their company.                                            |
| **All Companies**      | Every detected company (including anonymous visits where only the company is known).    |
| **Hot People Only**    | Only people who match your hot-lead (ICP) criteria. Not needed if **All People** is on. |
| **Hot Companies Only** | Only companies that match your hot criteria. Not needed if **All Companies** is on.     |

<Note>
  New channels default to **All People** on. Turn on **All Companies** to also get
  company-only detections. The "Hot … Only" options are for channels that should stay quiet
  and only light up for your best-fit leads.
</Note>

## What a notification looks like

**Person notifications** show the visitor's name and their company in the heading, their
profile photo and job title when known, and a details list with their email, phone, location,
and LinkedIn — plus **Connect on LinkedIn** and **See More** buttons and an "About the
company" section. A 🔥 flame marks people who match your hot-lead criteria.

**Company notifications** show the company name and logo, its industry, size, location,
estimated revenue, and website, with a **Visit Website** button. Hot companies are marked
with a 🔥 flame.

Every card carries the Maverick Intelligence header, and **See More** links straight to the
matching record in your dashboard.

## Manage or remove a channel

Open **Integrations → Microsoft Teams** at any time:

* **Change filters** — flip the toggles on a channel and click **Save**.
* **Configure** (gear icon) — edit the channel's label or replace its webhook URL. If you
  change the URL, Maverick Intelligence re-verifies it reaches Teams before saving. Editing only the label
  or filters won't post a new card to the channel.
* **Remove** (bin icon) — disconnect the channel. Notifications stop immediately; you can
  reconnect any time.

You can connect up to **five** channels. To add another once you have some, click
**Connect another Teams channel**.

## Troubleshooting

<AccordionGroup>
  <Accordion title="The test card or connect fails">
    Double-check the webhook URL is pasted in full and that the workflow is turned **on** in
    Teams (Workflows → your flow). Recreate the workflow if the link may have expired, then
    paste the new URL.
  </Accordion>

  <Accordion title="Cards stopped arriving">
    Open the flow in Teams (**Workflows**) and check its run history — a flow that fails
    repeatedly can be auto-disabled by Microsoft. Turn it back on, or recreate it and update
    the URL in Maverick Intelligence via **Configure**.
  </Accordion>

  <Accordion title="A channel is too noisy">
    Use **Configure** to switch it to **Hot People Only** / **Hot Companies Only**, or turn
    **All Companies** off so it only receives people.
  </Accordion>

  <Accordion title="I need to change which channel gets alerts">
    Create a new webhook in the target channel (Step 1), then paste the new URL into the
    existing connection with **Configure**.
  </Accordion>
</AccordionGroup>
