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SharePortals Integrations

Microsoft Teams

With Microsoft Teams integration, SharePortals brings client records and workflows into your daily collaboration tool. Discuss cases, assign tasks, and share documents directly within Teams, keeping conversations and client context together.

Microsoft Teams
Microsoft Teams

Connect with customers by video, chat, and phone.

Keep discussions linked to the right client or project.

Control

Assign and track tasks without leaving Teams.

Efficiency

Share and edit documents during live conversations.

Convenient

Access client records directly from Teams.

Intuitive
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How it Works

  • Link Teams with SharePortals.

  • Access SharePortals records from within chats or meetings.

  • Share documents, update tasks, and keep context connected.

All activity stays inside your Microsoft 365 environment, with the same enterprise-grade security and compliance you expect from Microsoft.

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Explore All Of Our Integrations

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