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.

Troubleshooting

"Need admin approval" error

If you see a Need admin approval screen during setup, your Microsoft 365 account does not have sufficient privileges to install the RB2B Integration app.

To resolve this, you'll need to either:

Use an account with admin privileges — sign in with a Microsoft 365 account that has the ability to install and grant consent for apps in your organization, or
Have your privileges elevated — ask your M365 admin to grant your account the necessary permissions, then retry the installation.

Note: Microsoft may prompt you to request consent from an admin directly through this screen. Do not use this method — it will not work for this integration. Use one of the options above instead.