Microsoft Teams integration
![](https://cdn.prod.website-files.com/6377d492f995fb49a3ae0acb/63fd209a5c945e807a6c5dd9_6383649babf282472dfa5a15_MS%20teams%20Integration%20-%20Hero%20Image%20-%20570x400-p-800.webp)
Centralize deal intelligence
Automatically deliver critical deal updates, relationship insights, and pipeline movements to designated Teams channels across your firm.
Configure custom notifications
Tailor real-time alerts for specific lists, fields, and deal stages while maintaining granular control over sensitive information.
Drive team alignment
Ensure global investment teams stay synchronized on deal progress, relationship changes, and portfolio developments through automated Teams notifications.
Maintain data governance
Deploy enterprise-grade security controls while sharing relationship intelligence through Microsoft's trusted ecosystem.
Scale communication workflows
Automate deal updates across multiple Teams channels while maintaining complete audit trails and data privacy.
![](https://cdn.prod.website-files.com/6377d492f995fb49a3ae0acb/63fd20a32a1fb0266d1d8bd9_638364b3e52e44186da95753_Integrations-page-Msteams.webp)
Most popular workflows
![](https://cdn.prod.website-files.com/6377d492f995fb49a3ae0acb/63fd209ebc2d9a8916b6f7b4_6383660c76687c4649ed8133_MS%20team%20Ico.webp)
![Affinity icon](https://cdn.prod.website-files.com/6372644369a530caa8c39dfc/6383536d0b97f65ba0d2aa62_Frame%202370.webp)
![Affinity icon](https://cdn.prod.website-files.com/6372644369a530caa8c39dfc/6383536d0b97f65ba0d2aa62_Frame%202370.webp)
![](https://cdn.prod.website-files.com/6377d492f995fb49a3ae0acb/63fd209ebc2d9a8916b6f7b4_6383660c76687c4649ed8133_MS%20team%20Ico.webp)
![](https://cdn.prod.website-files.com/6377d492f995fb49a3ae0acb/63fd209ebc2d9a8916b6f7b4_6383660c76687c4649ed8133_MS%20team%20Ico.webp)
![Affinity icon](https://cdn.prod.website-files.com/6372644369a530caa8c39dfc/6383536d0b97f65ba0d2aa62_Frame%202370.webp)
![Affinity icon](https://cdn.prod.website-files.com/6372644369a530caa8c39dfc/6383536d0b97f65ba0d2aa62_Frame%202370.webp)
![](https://cdn.prod.website-files.com/6377d492f995fb49a3ae0acb/63fd209ebc2d9a8916b6f7b4_6383660c76687c4649ed8133_MS%20team%20Ico.webp)
![](https://cdn.prod.website-files.com/6377d492f995fb49a3ae0acb/63fd209ebc2d9a8916b6f7b4_6383660c76687c4649ed8133_MS%20team%20Ico.webp)
![Affinity icon](https://cdn.prod.website-files.com/6372644369a530caa8c39dfc/6383536d0b97f65ba0d2aa62_Frame%202370.webp)
![Affinity icon](https://cdn.prod.website-files.com/6372644369a530caa8c39dfc/6383536d0b97f65ba0d2aa62_Frame%202370.webp)
![](https://cdn.prod.website-files.com/6377d492f995fb49a3ae0acb/63fd209ebc2d9a8916b6f7b4_6383660c76687c4649ed8133_MS%20team%20Ico.webp)
![](https://cdn.prod.website-files.com/6377d492f995fb49a3ae0acb/63fd209ebc2d9a8916b6f7b4_6383660c76687c4649ed8133_MS%20team%20Ico.webp)
![Affinity icon](https://cdn.prod.website-files.com/6372644369a530caa8c39dfc/6383536d0b97f65ba0d2aa62_Frame%202370.webp)
![Affinity icon](https://cdn.prod.website-files.com/6372644369a530caa8c39dfc/6383536d0b97f65ba0d2aa62_Frame%202370.webp)
![](https://cdn.prod.website-files.com/6377d492f995fb49a3ae0acb/63fd209ebc2d9a8916b6f7b4_6383660c76687c4649ed8133_MS%20team%20Ico.webp)
![](https://cdn.prod.website-files.com/6377d492f995fb49a3ae0acb/63fd209ebc2d9a8916b6f7b4_6383660c76687c4649ed8133_MS%20team%20Ico.webp)
![Affinity icon](https://cdn.prod.website-files.com/6372644369a530caa8c39dfc/6383536d0b97f65ba0d2aa62_Frame%202370.webp)
![Affinity icon](https://cdn.prod.website-files.com/6372644369a530caa8c39dfc/6383536d0b97f65ba0d2aa62_Frame%202370.webp)
![](https://cdn.prod.website-files.com/6377d492f995fb49a3ae0acb/63fd209ebc2d9a8916b6f7b4_6383660c76687c4649ed8133_MS%20team%20Ico.webp)
![](https://cdn.prod.website-files.com/6377d492f995fb49a3ae0acb/63fd209ebc2d9a8916b6f7b4_6383660c76687c4649ed8133_MS%20team%20Ico.webp)
![Affinity icon](https://cdn.prod.website-files.com/6372644369a530caa8c39dfc/6383536d0b97f65ba0d2aa62_Frame%202370.webp)
![Affinity icon](https://cdn.prod.website-files.com/6372644369a530caa8c39dfc/6383536d0b97f65ba0d2aa62_Frame%202370.webp)
![](https://cdn.prod.website-files.com/6377d492f995fb49a3ae0acb/63fd209ebc2d9a8916b6f7b4_6383660c76687c4649ed8133_MS%20team%20Ico.webp)
![](https://cdn.prod.website-files.com/6377d492f995fb49a3ae0acb/63fd209ebc2d9a8916b6f7b4_6383660c76687c4649ed8133_MS%20team%20Ico.webp)
![Affinity icon](https://cdn.prod.website-files.com/6372644369a530caa8c39dfc/6383536d0b97f65ba0d2aa62_Frame%202370.webp)
![Affinity icon](https://cdn.prod.website-files.com/6372644369a530caa8c39dfc/6383536d0b97f65ba0d2aa62_Frame%202370.webp)
![](https://cdn.prod.website-files.com/6377d492f995fb49a3ae0acb/63fd209ebc2d9a8916b6f7b4_6383660c76687c4649ed8133_MS%20team%20Ico.webp)
![](https://cdn.prod.website-files.com/6377d492f995fb49a3ae0acb/63fd209ebc2d9a8916b6f7b4_6383660c76687c4649ed8133_MS%20team%20Ico.webp)
![Affinity icon](https://cdn.prod.website-files.com/6372644369a530caa8c39dfc/6383536d0b97f65ba0d2aa62_Frame%202370.webp)
![Affinity icon](https://cdn.prod.website-files.com/6372644369a530caa8c39dfc/6383536d0b97f65ba0d2aa62_Frame%202370.webp)
![](https://cdn.prod.website-files.com/6377d492f995fb49a3ae0acb/63fd209ebc2d9a8916b6f7b4_6383660c76687c4649ed8133_MS%20team%20Ico.webp)
Connect with other tools and apps
![](https://cdn.prod.website-files.com/6377d492f995fb49a3ae0acb/657cb8ae2acca53224772209_Vestberry.webp)
Vestberry
Use relationship intelligence to identify portfolio growth opportunities.
![](https://cdn.prod.website-files.com/6377d492f995fb49a3ae0acb/63fe25ca0ea208e06198cb50_63838d2d0b97f649bad69010_Mailchimp%20ico.webp)
Mailchimp
Drive investor relations with automated list synchronization and engagement tracking.
![](https://cdn.prod.website-files.com/6377d492f995fb49a3ae0acb/6793b68cc63c684752349fdc_Integrations_Typeform-(Compressify.io).webp)
Typeform
Convert inbound submissions into enriched deal and relationship data.