Microsoft Teams Phone connector for Creatio
This application will allow you to receive and make calls through Microsoft Teams, as well as view call logs and dashboards.
Overview
Product overview
Product description
This innovative add-on extends the basic functionality of Creatio by integrating it with Microsoft Teams Phone. It offers a comprehensive solution for businesses looking to streamline their communication processes. The primary business task it solves is the need for a unified communication system that allows users to make and receive calls directly from Creatio, leveraging the advanced features of Microsoft Teams.
Use Cases:
- Direct Calling Through Creatio: Users can initiate and receive calls using Microsoft Teams directly from the Creatio interface. This feature simplifies communication by keeping all activities centralized within Creatio.
- Access to Call Logs and Dashboards: The add-on provides access to detailed call logs and dashboards within Creatio, offering insights into call history, duration, and other metrics essential for analyzing communication patterns.
- Enhanced Productivity: By integrating calling functions into a familiar platform, users save time and reduce the complexity of handling multiple applications.
- Improved Client Interaction: With immediate access to call functionalities, client interactions become more fluid and responsive.
- Data-Driven Insights: The integration provides valuable data insights, aiding in the continuous improvement of communication strategies.
- Caller Identification: Identify linked individuals or businesses based on their phone numbers.
- Call Logging: Automatically record information about each call in the standard call object for utilizing built-in functionalities.
- Direct Browser Calls: Make calls directly from the browser without the need for additional components installation.
Key Features
Teams Calls to PSTN / Landline Numbers
Place outbound calls from Creatio through Microsoft Teams to PSTN destinations, including landline and mobile numbers. Start a call from a Contact/Account/Lead/Case record, keep the customer context in front of you, and reduce manual dialing and copy-pasting between systems.
Teams-to-Teams (User / Account) Calling
Call Microsoft Teams users directly from Creatio using their Teams identity. Perfect for internal collaboration and fast handoffs between sales, support, and back-office teams—initiate the call from the CRM record and keep communication tied to the right customer context.
Unified with Creatio Telephony Providers
Use the connector alongside Creatio’s telephony provider framework so Teams calling becomes part of your CRM communication stack. This helps keep call activities consistent across channels and supports a standardized approach for administration, routing, and reporting within Creatio.
Caller Identification
Identify callers and connect them to the right CRM records automatically. The connector helps match inbound calls to existing Contacts/Accounts and surface the relevant customer profile, improving response speed and reducing time spent searching for the right record during live conversations.
Pricing
Monthly
Annual
Standard
$
350.00 / month
billed annually
To use the connector with telephony features in Microsoft Teams, the user must independently purchase a Teams Phone license along with a Microsoft Calling Plan if they need to make external phone calls. This plan is necessary for connecting the Teams Phone System to the Public Switched Telephone Network (PSTN), allowing for external calls with Microsoft acting as the PSTN carrier. Users need to buy this license themselves through the Microsoft 365 admin center (Microsoft Cloud) (MS Learn). You also need to have Communication Service on the Azure portal. Microsoft may charge additional fees for calls made through this service.
Terms and Conditions
By installing this product you agree to terms and conditions outlined in the license agreement.
Pricing FAQ
How does pricing work?
What currencies are accepted for payment?
Do the listed prices include taxes or discounts?
Does the listed price include the cost of the Creatio Platform plan?
Support
Support is available for this application
Support is provided by the developer within the “Basic” and “Business” packages. Detailed information about the support packages and the support terms can be found on the Creatio website.
Installation
Data sharing
- By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.
- The App Developer will process your data under their privacy policy.
Versions
Versions history
Version
Compatibility
Release date
1.2.2
8.0.0 and up
Release summary
-
Added the ability to call the team's accounts.
-
Minor fixes and improvements.
1.2.0
8.0.0 and up
Release summary
-
Fixed licensed operation name in the "Message exchange libraries".
-
Added processing of errors and display of their detailed content
1.0.3
8.0.0 and up
Release summary
First version of Microsoft Teams phone connector for Creatio.
Manual app installation
- Open the needed app → the Packages tab - download the Markeplace app files.
- Click in the top right → Application Hub
- Click New application. This opens a window.
- Select Install from file and click Select in the window that opens.
- Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.