> ## Documentation Index
> Fetch the complete documentation index at: https://docs.squid-id.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Route visitors to Microsoft Teams

> Route identified Squid ID visitors to one or more Microsoft Teams channels, with per-ICP routing on each channel. Connect by signing in with Microsoft or by pasting a Workflows webhook URL.

When a visitor is identified, Squid ID posts a message to Microsoft Teams with their name, company, role, and the page they're on. Like the Slack router, Teams is multi-destination and per-website: you can send different visitors to different **channels or people** based on which [ICP](/finding-visitors/icp-filtering) they match.

You can connect Teams two ways:

* **Sign in with Microsoft** and pick channels from a list.
* **Paste a webhook URL** from a Teams **Workflows** flow (no app install or admin approval needed).

These channels apply to the website you have selected. Switch sites to set up Teams for another website.

## If you're coming from RB2B

<div className="compare">
  <table>
    <thead>
      <tr><th /><th>RB2B</th><th>Squid ID</th></tr>
    </thead>

    <tbody>
      <tr><td>Connect</td><td>Sign in with Microsoft</td><td>Sign in with Microsoft, or paste a Workflows webhook URL</td></tr>
      <tr><td>Destinations</td><td>One team and channel</td><td>Multiple channels per website</td></tr>
      <tr><td>Routing</td><td>Generic filters (company-only, repeat visitors, daily recap)</td><td>Per channel: all visitors, any ICP match, specific ICPs, or any high-intent page hit</td></tr>
      <tr><td>Contact data</td><td>Visitor profile</td><td>Name, company, role, and page, plus mobile, personal email, and address when Squid ID+ is set to Automatic</td></tr>
      <tr><td>Requirements</td><td>Microsoft 365 business and admin approval; free Teams not supported</td><td>Same for sign-in, or use the webhook option with no app install</td></tr>
      <tr><td>Pause without disconnecting</td><td>Not available</td><td>Per-channel toggle</td></tr>
    </tbody>
  </table>
</div>

<p className="why"><strong>Why this matters.</strong> Send the right visitors to the right Teams channel instead of one firehose, and get a fuller contact record on each match.</p>

## Before you start

<Info>You'll move faster if these are already in place.</Info>

* You're an **Owner** or **Admin** on the website. Viewers can see the connector but can't change it.
* The [snippet is installed and verified](/getting-started/install-snippet), so there are visitors to route.
* For sign-in: a Microsoft 365 business account that can authorize an app. For the webhook option: the ability to add a **Workflows** flow to a channel.

## Connect Microsoft Teams

<Steps>
  <Step title="Open the Teams connector">
    Go to **Settings → Connectors** and click **Connect** on the Microsoft Teams card.
  </Step>

  <Step title="Choose how to connect">
    Pick **Sign in with Microsoft** to authorize once and select channels from a list, or **Paste a webhook URL** if you'd rather not install an app.
  </Step>

  <Step title="Add the webhook (webhook option)">
    In Teams, open the channel, then **Workflows → Post to a channel when a webhook request is received**. Copy the URL it gives you and paste it into Squid ID.
  </Step>

  <Step title="Add a destination and a rule">
    Name the destination, pick a **channel or a person**, and choose what routes to it: all identified visitors, any ICP match, specific ICPs, or any high-intent page hit. Add as many destinations as you need.
  </Step>
</Steps>

<Warning>Squid ID checks that a pasted URL is a Teams webhook (a `webhook.office.com` or `logic.azure.com` address). A URL in any other format is rejected.</Warning>

## Channels and routing

Each channel has its own routing rule, so a single website can feed several channels with different filters:

* **All identified visitors** posts every match.
* **Any ICP match** posts only visitors that match at least one of your ICPs.
* **Only specific ICPs** posts visitors that match the ICPs you pick.
* **Any high-intent page hit** posts only visitors who viewed a page you flagged as [high intent](/finding-visitors/pages), like pricing or a demo. The card names the exact page.

Use **Test** on a destination to send a sample message and confirm it lands.

<Info>When [Squid ID+](/add-ons/squid-id-plus) is set to Automatic, the Teams message also includes the unlocked fields for that visitor, such as mobile phone, personal email, and mailing address.</Info>

## Route to a person (direct message)

When you sign in with Microsoft, the picker lists both **channels** and **people** in your organization. Pick a person to send their visitor alerts as a Teams direct message instead of into a channel.

<Note>
  **You can't direct-message the account you connected with.** Teams sends the message *from* the connected account, and a direct message needs two different people. The connected account still appears in the People list, but it's greyed out and labeled so you know why.
</Note>

### Send alerts to yourself

To receive your own direct messages, connect with a dedicated **service account** instead of your personal one. The alert is then delivered *from* the service account *to* you, and you become selectable in the People list. One service account can message everyone on your team, so it's also the cleanest setup when several teammates each want their own direct messages.

<Steps>
  <Step title="Create the service account">
    In the Microsoft 365 admin center, go to **Users → Active users → Add a user**. Give it a clear name like **Squid Notifications** (for example `squid-notifications@yourcompany.com`) and set a password.
  </Step>

  <Step title="Assign a Teams license">
    Assign a license that includes Microsoft Teams, the same kind your team uses. The account has to be a licensed Teams user to send chats. This adds one license seat.
  </Step>

  <Step title="Reconnect Squid ID with it">
    In **Settings → Connectors → Microsoft Teams**, click **Disconnect**, then **Connect** again. At the Microsoft account picker, sign in as the **service account**.
  </Step>

  <Step title="Add people as destinations">
    Open **Add destination → Pick a channel or person**. Your real teammates (including you) now appear as selectable People. Add yourself, and the alerts arrive as a direct message from **Squid Notifications**.
  </Step>
</Steps>

<Info>The destination must be a licensed Teams **user**, not a shared mailbox or a group. Direct messages and channel delivery both depend on the connected account's Microsoft 365 plan allowing the Teams chat API. If People is empty or channels fail to load, your tenant may be on a plan that limits it.</Info>

## Pause or disconnect

* **Pause:** Toggle a destination off to stop its alerts without removing it. Flip it back on to resume.
* **Disconnect:** Remove an individual destination, or disconnect Microsoft to drop the sign-in and all of its destinations at once.

## Multiple websites

Teams channels are scoped to the website you have selected. If your account owns more than one website, switch the active site and set up the channels you want for each.