CallKate + Microsoft Teams

    Connect CallKate to Microsoft Teams

    Automatically sync callers, appointments, transcripts, and lead data directly into Microsoft Teams without writing any code.

    Microsoft Teams

    How the integration works

    Seamless data flow between your AI receptionist and Microsoft Teams.

    Automatic Contact Creation

    When a new caller rings, CallKate instantly creates a new contact in Microsoft Teams with their name, phone number, and caller ID info.

    Call Logging & Transcripts

    Every completed call is logged as an activity in Microsoft Teams, complete with full audio recordings and AI-generated summaries.

    Real-time Triggers

    Trigger workflows in Microsoft Teams based on call outcomes. If a lead is qualified, automatically move them to the next pipeline stage.

    Setup in seconds

    No developers required. Connect with OAuth or API key in 3 simple steps.

    01

    Go to Integrations

    Log into your CallKate dashboard and navigate to the Integrations tab.

    02

    Select Microsoft Teams

    Click on the Microsoft Teams card and click "Connect". You'll be prompted to authorize the connection.

    03

    Map your fields

    Choose which CallKate data fields (like Caller Name, Summary, or Appointment Time) map to your fields in Microsoft Teams.

    Supercharge Microsoft Teams with AI

    Stop manually entering caller data. Let CallKate answer the phone and update your systems automatically.