Integration

Pilot + Microsoft Teams: notifications, an AI assistant, and operations from your channel

Receive Pilot notifications in your Microsoft Teams channels, query the CRM with a message, and let the AI assistant operate from the place where your team already works. Compatible via webhook today, native Teams App integration on the roadmap.

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What Microsoft Teams does with Pilot

Pilot is an AI-driven, end-to-end business system, fully turnkey: communication, CRM, sales, scheduling, and operations are all included. If you also use Microsoft Teams, Pilot connects it and operates from your channel with AI, without asking you to migrate or duplicate your internal messaging.

Microsoft Teams is the operations hub for companies that live inside the Microsoft 365 ecosystem. If your team spends the day in Teams, it makes sense for CRM alerts, calendar reminders, pending approvals, and meeting agreements to reach Teams, rather than people having to open another app to find out.

Pilot connects with Teams today via Incoming Webhook (configurable per channel) and via Power Automate / Zapier for custom flows. It works: you set up the connector in the Teams channel, paste the URL into Pilot, and choose which events trigger a message: a new opportunity won, a VIP customer waiting for a reply, a reminder of an overdue task, the daily pipeline summary, a pending-approval alert. It's real compatibility, not a native integration yet.

The native Microsoft Teams App integration is on the roadmap. When it arrives it will add two-way queries to the AI assistant, slash commands to create tasks and move pipeline stages, a conversational AI agent as a workspace app, and Teams meetings with automatic Pilot minutes linked to the calendar event.

What you can do

Pilot notifications to Microsoft Teams channels via Incoming Webhook: CRM, calendar, task, and approval events.
Daily summary of the pipeline and team activity in the channel you choose.
Alerts that a VIP customer is waiting for a reply or that opportunities are stalled.
Approvals: the owner receives the request in Teams with the approve/reject button (via Power Automate).
Reminders of meetings and tasks with a direct link to the customer's or project's record in Pilot.
Custom flows via Power Automate or Zapier (Teams to Pilot and vice versa).
Compatibility with standard Microsoft 365; no extra licenses required.
Native Teams App integration on the roadmap: AI assistant as a workspace bot, slash commands, meetings with automatic Pilot minutes.

Pilot modules that connect

AI Assistants

Your virtual team that runs Pilot for you.

Approvals

Approval flows that move themselves, right from WhatsApp.

Meetings

Every minute leaves actionable agreements behind.

CRM

Calendar

A calendar that understands your logic and blocks real time.

Team chat

Internal chat with AI summaries of long threads.

What about Microsoft Copilot inside Teams?

Microsoft Copilot summarizes meetings, helps with writing, and searches your workspace inside the Microsoft universe. Pilot operates cross-tool: it brings into Teams what happens outside (CRM with WhatsApp, ecommerce, AI agents on other channels). The two coexist; Copilot summarizes internal meetings, Pilot brings you the customer context from WhatsApp and the full sales operation.

Compared with bots from the Teams marketplace: most connect a single service (Polly, Trello, Asana). Pilot brings the unified context of your sales operation, CRM, calendar, payment link, conversations, not a loose piece.

Use cases where this integration shines

Teams that connect this tool with Pilot usually start with these scenarios.

Industries where this integration is most popular

Sectors with the highest combined adoption of this tool and Pilot.

How to connect it

In Microsoft Teams, go to the channel where you want to receive notifications > More options > Connectors > Incoming Webhook > Configure.
Name the connector (e.g. "Pilot CRM") and give it an icon. Teams generates a unique URL; copy it.
In Pilot, go to Settings > Integrations > Microsoft Teams and paste the URL.
Choose which events trigger a notification to the channel; you can add several connectors, one per Teams channel.
For more complex flows (replying from Teams back to Pilot, interactive approvals), configure a Power Automate flow that listens to the channel and triggers actions in Pilot via webhook.
Save, and you start receiving notifications in under 5 minutes.

Frequently asked questions

Is it a native integration or via webhook?

Today it's compatibility via Incoming Webhook and Power Automate: functional but one-way (Pilot sends to Teams). The native Teams App integration (conversational bot, slash commands, two-way queries) is on the roadmap. We'll let you know when it's available.

Can I reply to the Teams bot and have it update Pilot?

Today only via Power Automate (you define a flow that listens to a channel or an adaptive command and triggers an action in Pilot). When the native Teams App arrives, queries and commands will be direct, with no Power Automate in between.

Does it work with Microsoft Teams Free, Essentials, and Business Standard?

Yes, all plans that allow Incoming Webhooks. Microsoft Teams Free allows standard connectors. For Power Automate flows you need the corresponding license; most enterprise tenants already have it.

And DMs and direct messages?

Via Incoming Webhook, messages are sent to channels (public or private) where the connector is authorized. For DMs and inline replies to the bot, we need the native Teams App, on the roadmap.

Does it connect with Outlook and Calendar in the same tenant?

Yes. The integration with Outlook (email) and with Google Calendar/Microsoft 365 Calendar are independent modules in Pilot. If your organization uses the full Microsoft 365, all three connect and operate together: emails arriving in Outlook, events in the Calendar, notifications in Teams, all unified in the CRM.

And if I cancel Pilot?

Teams is left intact. The notifications stop arriving. The history of previous messages persists; they're yours.

Enable Pilot in your Microsoft Teams in 5 minutes

Book a demo and we'll show you live how to configure the Incoming Webhook, what kind of notifications arrive in the channel, and how to build a flow with Power Automate to reply from Teams back to Pilot. When the native Teams App is ready, you'll be on the priority migration list.