Microsoft Teams

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How to set up Microsoft Teams

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Authentication

1. Click the Connect button in Cargo
2. Sign in with your Microsoft account
3. Grant consent for Cargo to send messages
4. Connection is established automatically

• Send messages to channels
• Send messages to chats
• Read team and channel information

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Microsoft Teams actions

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Create channel message

• Team: Select the team containing the channel
• Channel: Select the target channel
• Content Type: Choose Plain Text or HTML
• Message: The message content (supports expressions)

• Send lead notifications to sales channels
• Alert teams about important events
• Share workflow status updates
• Notify about deal stage changes

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Create chat message

• Chat: Select the chat to message
• Content Type: Choose Plain Text or HTML
• Message: The message content (supports expressions)

• Send direct notifications to specific users
• Alert managers about high-priority leads
• Notify individuals about assigned tasks

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Message formatting

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Plain Text

New lead from {{company_name}}
Contact: {{first_name}} {{last_name}}
Email: {{email}}

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HTML

<b>New Lead Alert</b><br>
Company: {{company_name}}<br>
Contact: {{first_name}} {{last_name}}<br>
<a href="mailto:{{email}}">{{email}}</a>

• <b>, <strong> - Bold text
• <i>, <em> - Italic text
• <a href=""> - Links
• <br> - Line breaks
• <ul>, <ol>, <li> - Lists

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Example messages

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Lead notification

🆕 New Lead

Company: {{company_name}}
Contact: {{first_name}} {{last_name}}
Title: {{job_title}}
Source: {{lead_source}}

View in CRM: {{crm_link}}

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Deal won celebration

🎉 Deal Won!

{{company_name}} - ${{deal_value}}
Owner: {{sales_rep}}
Close Date: {{close_date}}

Great work, team!

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Task assignment

📋 Task Assigned

Lead: {{first_name}} {{last_name}} at {{company_name}}
Action: {{task_description}}
Due: {{due_date}}

Please follow up within 24 hours.

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Rate limits

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Best practices

• Use descriptive emojis to make messages scannable
• Include relevant links for quick access
• Keep messages concise and actionable
• Use HTML formatting for complex information
• Set up dedicated channels for different alert types
• Consider message frequency to avoid notification fatigue