Get instant notifications in Microsoft Teams when leads are captured. Every new lead posts a message to your chosen channel - so your team sees leads in real-time without checking another dashboard.
This integration requires a PRO plan.
How It Works
When a lead is captured on your site, Viewers sends a notification to your Microsoft Teams channel via a Workflows webhook. The message includes the lead’s name, email, company information, and which module captured them. Your team sees it instantly in Teams.
What You’ll Need
- A Microsoft Teams account with permission to add Workflows
- Access to the channel where you want notifications
Important: New Webhook Method
Microsoft discontinued the old “Incoming Webhooks” connector method in August 2024. The new approach uses Workflows (powered by Power Automate).
If you’re following older tutorials that mention “Connectors” or the connector menu, those methods no longer work. Follow the steps below for the current setup.
Setting Up the Webhook
Step 1: Open Your Channel
- Open Microsoft Teams
- Navigate to the channel where you want lead notifications
- Click the three dots (…) next to the channel name
- Select Workflows
Step 2: Add the Webhook Workflow
- Search for “Post to a channel when a webhook request is received”
- Click on it and select Add workflow
- Name your workflow (e.g.,
Viewers.com Leads) - Click Next
- Confirm the Team and Channel are correct
- Click Add workflow
- Copy the Webhook URL that appears
The webhook URL is long and looks something like this:
https://prod-00.westus.environment.api.powerplatform.com:443/powerautomate/automations/direct/workflows/abc123.../triggers/manual/paths/invoke?api-version=1&sp=%2Ftriggers%2Fmanual%2Frun&sv=1.0&sig=...Copy the entire URL - you’ll need it in the next step.
Setting Up the Integration
- Log in to your Viewers dashboard
- Go to Automations
- Find Microsoft Teams and click to configure
- Paste your Webhook URL
- Select which contact types to sync (see below)
- Choose your sync type (see below)
- Save your settings
After saving, Viewers sends a test message to verify the connection. Check your Teams channel - you should see a confirmation message.
Configuration Options
Contact Types to Sync
Choose which modules should send notifications to Teams:
- Chat - AI chat conversations
- Signup - Newsletter signups
- Coupon - Spin to Win / discount entries
- Feedback - Feedback submissions
- Share - Social share submissions
- Contact - Contact form submissions
- Custom - Custom module submissions
Select the modules that your team needs to see in real-time. For example, Chat and Contact leads might warrant immediate attention, while Newsletter signups might not.
Sync Type
Control which leads trigger notifications:
All Valid Emails: Sends notifications for all contacts with verified email addresses. Use this if you want to see every lead in Teams.
Enriched Leads Only: Only sends notifications for contacts with company/contact enrichment data (company name, phone, website, etc.). This filters out personal email addresses and leads without business information.
Use enriched-only if your team only wants to be notified about qualified B2B leads.
What the Notification Includes
Each Teams notification shows:
- Lead’s name
- Email address
- Company name (if enriched)
- Phone number (if enriched)
- Which module captured them
- The page where they converted
The notification appears as an Adaptive Card in your channel - clean, readable, and actionable.
Best Practices
Create a dedicated channel: Set up a #leads or #viewers-leads channel specifically for lead notifications. This keeps your main channels uncluttered.
Be selective with modules: If you enable all modules, your channel could get noisy. Start with high-intent modules (Chat, Contact) and add others if needed.
Use “Enriched Leads Only” to reduce noise: If personal email signups aren’t actionable for your team, filter them out at the source.
Pair with other automations: Teams notifications tell you a lead came in. Pair this with CRM integrations to make sure leads are also tracked properly.
Set channel notification preferences: Configure Teams to notify you of new messages in your leads channel - or mute it and check periodically, depending on your workflow.
Troubleshooting
Test message not appearing?
- Double-check the webhook URL is complete (it’s very long)
- Make sure you copied the entire URL including all query parameters
- Verify you have permission to post to the channel
- Check that the Workflow is active in Power Automate
Webhook URL not working?
- Make sure you used the new Workflows method, not the old Connectors method
- Try creating a new workflow - sometimes they need to be regenerated
- Check Power Automate for any error messages on your workflow
Notifications stopped working?
- Workflows can be disabled or expire - check Power Automate
- Regenerate the webhook URL and update it in Viewers
Wrong channel receiving notifications?
- Verify the Team and Channel in your Workflow settings
- Create a new workflow pointing to the correct channel if needed
Frequently Asked Questions
What happened to the old Connectors method? Microsoft deprecated Incoming Webhook connectors in August 2024. The new Workflows method (via Power Automate) is the replacement. Old webhooks may still work temporarily, but new ones must use Workflows.
Do I need a Power Automate license? The basic workflow for receiving webhooks is included with Microsoft Teams. You don’t need a separate Power Automate subscription for this use case.
Can I customize the notification format? Not from within Viewers. The notification uses a standard Adaptive Card format. For custom formatting, you’d need to build your own Power Automate flow and use our Webhook API.
Can I send to multiple channels? Create multiple Microsoft Teams automations, each with a different webhook URL pointing to a different channel.
How quickly do notifications arrive? Within seconds of a lead being captured (for “All Valid Emails”). For “Enriched Leads Only,” there may be a brief delay while enrichment completes.
Is this available on the Free plan? No. The Microsoft Teams integration requires a PRO plan.
Need Help?
If you have questions about connecting Viewers to Microsoft Teams, contact us.