Set up the Showpad and Microsoft Teams integration

Admins can connect Showpad to Microsoft Teams so sellers receive real-time notifications directly in Teams DMs for buyer engagement activity. Once configured, notifications arrive automatically under the Showpad app in Teams. No need to monitor Showpad for updates.

Users receive notifications for the following Showpad activity:

• An email Share was viewed
• An email Share was reshared

For Shared Spaces, users receive a notification when a buyer:

• Joined
• Visited
• Added a comment
• Invited a new participant
• Requested access
• Added a Next Steps module or performed an action within one

See how it looks

Key features

• Receive notifications for email Share activity in Teams DMs
• Receive notifications for Shared Space activity in Teams DMs
• Enable or disable the integration for your organization from the Admin App

You need this to succeed

• Admin access to the Microsoft Teams workspace to assign the Showpad app to users
• User email addresses must match in Showpad and Microsoft Teams
• This integration requires setup in both Showpad and Microsoft Teams. You may need to involve your IT administrator.

The quick way

• Install the Microsoft Teams Integration App
• Configure the Microsoft Teams integration
• Distribute the Showpad App in Microsoft Teams
• Removing the Microsoft Teams and Showpad integration

Do this step by step

Install the Microsoft Teams Integration App

1. In the Admin App, click the gear icon to open Settings.
2. Scroll to Showpad Apps in the left menu and select Manage Apps.
3. Click Install App.
4. Select Microsoft Teams Integration and enable automatic updates. Click Install.
5. Once the app is installed, you’ll need to authorize the integration.

Configure the Microsoft Teams Integration

1. In the Admin App, click the gear icon to open Settings.
2. Scroll to Showpad Apps, and select Microsoft Teams.
3. Click Authorize Microsoft Teams integration.
4. Review the permissions requested and click Accept.
5. The Showpad App is now installed in Microsoft Teams. In the Admin App, you can enable or disable the integration for everyone via the toggle switch.

Showpad is visible in Microsoft Teams, and users can configure further notifications from within the User Settings in the Web App.

Note: To learn more about further configuring Showpad notifications as a user, see this article.

Distribute the Showpad for Microsoft Teams app

Once authorization is complete, users with access will automatically receive buyer engagement notifications in Teams. To distribute the Showpad app across your Microsoft Teams workspace, follow Microsoft's official guide for installing Teams apps.

Uninstall the integration

1. In the Admin App, select Microsoft Teams from the Showpad Apps menu in Settings.
2. Disable the App via the toggle switch.
3. Navigate to Manage Apps and select Microsoft Teams Integration.
4. Click Uninstall App.
5. Confirm.
6. In the Microsoft Teams App Directory, select Remove App.