What this connection does
Every time Lead Recorder logs a new lead, a Zap posts it to a Teams channel you choose, name, phone, source, and page, the moment it happens. This is the Zapier route, and it works today.
A native Teams bot is separately in the works
We've also submitted a Lead Recorder bot to the Microsoft Teams Store, a different, more direct way to get alerts once it's live. It isn't published yet. This page covers the Zap, which you can set up right now.
Field mapping
One message card, built from several Lead Recorder fields at once.
| Lead Recorder field | Teams field | Notes |
|---|---|---|
| nameField | Message card title | |
| phoneNumber | Message card text | |
| emailField | Message card text | Left out when blank |
| utmSource | Message card text | |
| formPage | Message card text |
Setting it up
Pick the channel
Something your team already watches for day-to-day operations, not a channel that's gone quiet.
Open the Zap template and connect Teams
You'll be asked to sign in with your Microsoft work account. On a managed tenant, this may need admin approval, see the gotcha below.
Build the message
Teams' message cards support less formatting than Slack's, so keep it to plain lines: name, phone, source, page.
Send a test lead
Submit a form or click-to-call on your own site and confirm the message posts to the right channel.
What catches people out
What catches people out
Teams formats messages more plainly than Slack. Rich formatting and tappable links behave differently, so test the card actually looks right before relying on it, rather than assuming it matches a Slack message.
Locked-down tenants often block the connection.Microsoft-shop businesses frequently restrict which third-party apps can post into Teams. If the Zap can't authenticate, that's usually IT policy, not a setup mistake, and it needs a Teams admin to allow it.
What it looks like when it's working
New lead: Ella Rossi
0466 002 918 · Source: Google Ads · Emergency Plumber Sydney
Stop missing the message.
Start recording.
Your next lead is about to hit your website. Know exactly where it came from, right in the channel your team already watches.
No credit card required · Included on every plan
Found you via Google Ads · "best plumber near me"
Found you via Organic Search · "emergency electrician"
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