Skip to main content

Teams Integration

Get automatic notifications in Teams to boost proactivity and speed in sales and resourcing.

Ellen Rydberg avatar
Written by Ellen Rydberg
Updated today

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.

Cinode’s Teams integration serves two purposes.


Team Notifications provide real-time updates directly in Teams, ensuring everyone sees important changes and can act quickly.
Pipeline Assistant helps keep the sales pipeline accurate and up to date through automated checks and reminders to responsible team members.


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 Important updates get lost, data becomes outdated, and opportunities slip away.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Whenever a project is updated in Cinode, it checks if key fields (value, probability, close date) are missing or outdated.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.


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 configured

  • Upcoming Roles Starting
    This flow is scheduled to send a digest of users booked definitely on Roles starting within a selected number of days

  • Recurring 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 days

  • Expiring 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. roles that are expiring

Did this answer your question?