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Integrations · 3 steps

Create Microsoft Teams meetings from leads

Connect a work Microsoft 365 account and create a Teams meeting from any CRM lead.

Before you start: You need a work or school Microsoft 365 account with a licence that includes Teams. Personal Outlook.com or Hotmail accounts can't create Teams meetings.

1Connect Microsoft

Open Integrations → Microsoft Teams meetings and choose Connect. Sign in and choose Accept. If Microsoft says an admin must approve, ask your Microsoft 365 admin to approve Scalar360, then try again.

2Create a meeting from a lead

Open any lead in CRM and choose Meeting (the camera icon). Pick Microsoft Teams, enter a title, date, time and length, then choose Create meeting.

3Share the join details

The Teams join link, meeting ID and passcode are saved on the lead's timeline, ready to send to the customer.

Create Google Meet meetings from leadsConnect a Google account and create a Meet meeting from any CRM lead, with the link saved on the lead.Connect Zoom and create meetings from leadsConnect a Zoom account to Scalar360, create Zoom meetings for CRM leads in one click, and remove the connection when you no longer need it.

Still stuck? Contact our support team — or start a free trial to try this in your own company.