Skip to content

Meetings

Microsoft Teams + AutomateNexus CRM

Teams meetings from the CRM, with notes captured.

Start free trialBrowse all integrations
Public booking page — a 30-minute demo with the month's open days and the times still available on the chosen day
What you can do

Microsoft Teams, wired into your pipeline.

  1. 01

    Teams meetings from the CRM

    Create Teams meetings from records and chat threads with the invite attached.

  2. 02

    Notes written for you

    Record the call from your own microphone and the notetaker files a summary, action items, and transcript to the meeting record. No bot joins the call.

  3. 03

    Follow-ups drafted

    Karrie drafts the next step from the summary.

How it works

Connected in three steps.

  1. Step 01

    Connect Microsoft 365

    Authorize under Settings → Integrations → Meetings.

  2. Step 02

    Make it a default

    Per team or per user.

  3. Step 03

    Record when you want notes

    Start the notetaker from the meeting record; it listens through your microphone.

Under the hood

Built to be left alone.

  1. Native connector

    Microsoft Teams is connected with OAuth and maintained by us.

  2. Automations

    Microsoft Teams activity can trigger agents and automations the moment it happens.

  3. No code

    Authorize, choose defaults, and go — no developer required.

Keep connecting

More Meetings integrations

View all integrations
  1. 01ZoomAuto-schedule calls and capture meeting briefs.
  2. 02Google MeetSchedule Meet calls from chat and records.
  3. 03WebexSchedule Webex meetings and capture the notes.
Your turn

Put Microsoft Teams to work.

Start your 7-day free trial and connect Microsoft Teams on day one. No credit card, no middleware.

Start free trialBrowse all integrations