Unlock the Power of Microsoft Teams with Universal CRM Logging
Microsoft Teams is a comprehensive collaboration platform that combines video meetings, chat, file sharing, and app integration. Used by millions of organizations worldwide, Teams provides enterprise-grade video conferencing capabilities integrated with the Microsoft 365 ecosystem.
Call Connector integrates with Microsoft Teams to automatically capture and transcribe video meetings, then log them to your CRM or practice management system. This ensures you never miss important client discussions or sales opportunities.
Transform Your Microsoft Teams Communication
Automatically capture and log every call to your CRM or practice management system
Universal CRM Logging
Automatically log every Microsoft Teams call to Salesforce, HubSpot, Clio, or any supported CRM—no manual work required.
AI-Powered Transcription
Real-time AI transcription turns conversations into searchable, actionable data with speaker identification and highlights.
Complete Call Intelligence
Capture duration, participants, timestamps, recordings, and transcripts from every Microsoft Teams call automatically.
About Microsoft Teams
Microsoft Teams serves organizations worldwide with comprehensive collaboration capabilities. The platform provides HD video conferencing with up to 1000 participants, screen sharing and collaborative whiteboarding, meeting recording and transcription, breakout rooms for group discussions, and deep integration with Microsoft 365 apps.
Call Connector integrates with Microsoft Teams through your connected Microsoft 365 Calendar to automatically detect scheduled Teams meetings. When a meeting starts with at least one external attendee (someone outside your organization), Call Connector's recall.ai bot joins automatically to record and transcribe the conversation. Recordings and transcripts are stored in your connected cloud storage (Dropbox, Google Drive, or OneDrive) and logged to your destination CRM or practice management system. You can also manually invite the bot to any Teams meeting for ad-hoc recording.
What Gets Captured
Every Microsoft Teams communication flows to any destination you choose—automatically
Every Microsoft Teams meeting with external attendees automatically recorded
Meeting duration, timestamp, and participant list captured
AI-powered transcriptions with speaker identification
Full meeting recordings stored in connected cloud storage
Recordings and transcripts logged to destination CRM/practice management system
Manual bot invitation available for ad-hoc meetings
How It Works
Setting up the Microsoft Teams integration requires the Video Conferencing Pack add-on (available with Way Better or Enterprise plans). Setup takes about 10 minutes. First, connect your Microsoft 365 Calendar in ion8 Connect. Call Connector monitors your calendar for scheduled Teams meetings.
When a Microsoft Teams meeting starts with at least one external attendee (someone outside your organization), Call Connector's recall.ai bot automatically joins to record and transcribe the conversation. The bot appears as a participant named "ion8 Meeting Bot" in your meeting. Recordings are stored in your connected cloud storage system (Dropbox, Google Drive, or OneDrive), and meeting details are logged to your destination CRM or legal practice management system. You can also manually invite the bot to any Teams meeting by adding the bot's email address to the meeting invite for ad-hoc recording needs.
Read full technical documentation
→What's Included
Automatic Call Logging
AI Transcription
Recording Storage
Quick Setup
Authentication
OAuth 2.0 (Microsoft Identity)
Setup Time
10 minutes
Plan Tier
Video Conferencing Pack+
Status
Available
See It In Action
AI-powered transcripts identify speakers and capture full conversation
The recall.ai bot appears as a participant in your video meetings
Frequently Asked Questions
Works with Your Favorite CRM & Practice Management Systems
Automatically log Microsoft Teams calls into any of these systems
