RB2B's Microsoft Teams integration is only available with a paid subscription.
Connecting RB2B to Microsoft Teams
The Microsoft Teams integration lets you send identified visitor profiles directly into a Teams channel so your team can act on them in real time. Once connected, RB2B can automatically notify your team when new visitors are identified, when hot leads appear, and with a daily recap if enabled.
Before You Begin
To connect RB2B to Microsoft Teams, the following are required:
A Microsoft 365 business account
Access to Microsoft Teams with permission to authorize third-party apps
Membership in at least one Team and Channel within Microsoft Teams
Free Microsoft Teams accounts are not supported due to Microsoft API limitations.
Step 1: Open the Microsoft Teams Integration
In your RB2B dashboard, navigate to Integrations.
Select Microsoft Teams from the list of available integrations or visit https://app.rb2b.com/integrations/teams.
Step 2: Connect Your Microsoft Teams Account
Click Connect to Microsoft Teams.
You will be redirected to Microsoft to authorize the connection.
Review the permissions requested and approve the integration.
Once connected, RB2B will link to your Microsoft account and retrieve the Teams and Channels you have access to.
Step 3: Select a Team and Channel
After connecting:
Choose the Team where you want notifications to be sent.
Select the Channel within that Team.
Click Save Changes to confirm.
If you do not see the Team or Channel you expect, click Reload Teams to refresh the list.
Step 4: Configure Notification Settings
You can fine-tune how and when RB2B sends messages to Teams:
Enable Integration
Turn the integration on or off without disconnecting your account.Send Company-Only Profiles
Enable this to receive notifications when RB2B identifies a company but no individual contact.Send Repeat Visitors
When enabled, repeat visitors can be sent to Teams once per day.
Daily Recap
Receive a summary message at the end of each day with an overview of visitor activity.
All settings are saved when you click Save Changes.
Connected Account Details
Once connected, you will see:
The Microsoft account email used to authorize the integration
The selected Team and Channel receiving notifications
This helps confirm that messages are being sent to the correct destination.
Reloading Teams and Channels
If your Teams structure changes or a channel is missing:
Click Reload Teams.
RB2B will re-fetch available Teams and Channels from Microsoft.
Re-select your desired Team and Channel if needed.
Disconnecting Microsoft Teams
If you no longer want RB2B connected to Teams:
Click Disconnect from Teams at the bottom of the integration page.
The connection will be removed immediately and notifications will stop.
You can reconnect at any time.
Need More Help?
If messages are not appearing as expected, check:
That the integration is enabled
That a Team and Channel are selected
That your Hot Lead filters are not overly restrictive
If you still need help, view the integration logs or contact support from within the RB2B dashboard.