This article guides users in setting up their Microsoft Teams Integration in Chili Piper's Demand Conversion Platform.
Microsoft Teams is a collaboration platform that combines chat, video meetings, file storage, and app integration, enabling teams to communicate and work together efficiently.
This integration is done on the individual user level and can be done for org's integrated with either Google or Microsoft. Each one of your Chili Piper users can connect their Microsoft Teams account to Chili Piper in their user settings.
Table of Contents
- Integrating Microsoft Teams in Chili Piper
- Updating Meeting Templates and Reminders
- What happens if a meeting is canceled, rescheduled, or reassigned?
Integrating Microsoft Teams in Chili Piper
If you are already integrated with Microsoft Outlook as your calendar provider, you do not have to individually integrate Microsoft Teams to have links generated in your invites; you can skip to the Updating Meeting Templates and Reminders section if that's the case.
The steps below are primarily dedicated to Google Calendar users.
- Head over to MyApp's Integrations page, which should be visible whenever you open MyApp's Home Page. Check this article for more details about this page.
- Click the Connect button on the Microsoft Teams app:
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You will be prompted to log in to Microsoft Teams. Use your Microsoft Teams credentials to log in there.
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Once you have logged in, you will be redirected back to Chili Piper, and it will say connected!
Disconnect
If you need to disconnect, once connected, you will see a "Disconnect" button within Microsoft Team's integration:
Updating Meeting Templates and Reminders
Now that you've successfully integrated your Microsoft Teams account, you can update your Team's Meeting Types and Reminders to include Microsoft Teams links if you would like to!
Meeting Types
Microsoft Teams should be an available option within your Meeting Types' Location field, as shown below:
Note that the Meeting Location dynamic tag will not work for Microsoft Teams links. The meeting link is generated by Outlook after the meeting is booked, so it technically still doesn't exist when Chili Piper starts the meeting creation process and starts resolving Dynamic Tags.
That said, adding Microsoft Teams as the Location, as explained above, should be the best approach to have links correctly populated in your templates.
Reminders
Similar to Meeting Types, you would need to use the CP.Meeting.Location dynamic tag to collect the value on the Location field and replicate it on your Reminder's body.
What happens if a meeting is canceled, rescheduled, or reassigned?
If a meeting is canceled, rescheduled, or reassigned, Chili Piper will update the Microsoft Teams meeting directly to keep your meetings in line.
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