This integration is an add-on. Please contact your CSM or ask for more information.
Partner Manager, Manager, Recruiter and Admin permission level is required in Cinode to set up this integration.
💡 All integrations are configurable. If you need a particular notification that is not listed below, please let us know.
Stay on Top of Your Sales Pipeline — Without Leaving Teams
Sales teams often juggle multiple tools and channels. Important updates get lost, data becomes outdated, and opportunities slip away.
By integrating Cinode with Microsoft Teams, you can bring your sales pipeline and key updates into the place where your team already works. The result: real-time awareness and higher data quality — without extra effort.
Real-Time Notifications That Keep Everyone Aligned
With Cinode’s Teams integration, your team gets automatic updates in shared channels.
You no longer need to log in to Cinode to know what’s happening — it comes to you.
Examples of notifications:
New contacts added
Contacts that haven’t been reached out to for a set period
Assignments that are about to start or end
Weekly bench lists
Announcements from Cinode Market
These notifications give your team shared visibility and help you act early on upcoming opportunities or risks.
Pipeline Assistant — Keep Your Pipeline Clean and Reliable
Keeping pipeline data accurate is essential but often overlooked. The Pipeline Assistant automates this.
Whenever a project is updated in Cinode, it checks if key fields (value, probability, close date) are missing or outdated.
If something needs attention, the responsible user gets a direct notification in a private Teams channel, with an instant link back to the project.
This keeps your pipeline healthy without adding extra admin work.
How It Supports Your Sales Process
Early signals: Catch inactive contacts, expiring roles, and pipeline gaps
Better data: Ensure deals are accurate before key stage transitions
Time savings: Reduce manual checks and follow-ups
Seamless collaboration: Everything happens inside Teams
Bring Sales and Collaboration Closer Together
With Teams and Cinode working together, your sales process becomes more proactive, structured, and collaborative.
Keep your team aligned, your pipeline clean, and your customer relationships active — all without leaving Teams.
Why use the Teams Integration?
Integrating Cinode with Teams enhances communication by delivering real-time updates directly to your team's channels, ensuring everyone in the organization stays informed. It improves efficiency by automating information sharing, allowing your team to focus on high-priority tasks and never miss a deadline.
Additionally, this integration helps you stay one step ahead by identifying consultants who will soon be available and reaching out to contacts you haven't engaged with recently, ensuring you seize every opportunity.
Existing flows ready to be implemented:
The current version offers the following flows:
Public Announcements from Cinode Market
Contacts not touched within a certain time range
This flow renders a list of contacts that have not been touched the days as configuredUpcoming Roles Starting
This flow is scheduled to send a digest of users booked definitely on Roles starting within a selected number of daysRecurring generation of a file with Customer contacts not interacted with within the selected time range.
Contacts Added
Lists Contacts added within selected time range (number of days before today's date)Download Untouched Contacts
Expiring Roles
This flow is scheduled to send a digest of users booked definitely on Roles expiring within 30 daysExpiring Tasks
Updated Profiles
Bench list weekly digest to Teams Channel
This flow is scheduled to send a digest of users booked definitely on Roles expiring within a configurable number of days.
ex. of an announcement from Cinode Market.
ex. of a Cinode notification in Teams on upcoming assignment
ex. roles that are expiring
