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Autopilot to Microsoft Teams integration — real-time, two-way sync

Keep Autopilot and Microsoft Teams in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Autopilot and Microsoft Teams

Feed Microsoft Teams's records into Autopilot for indexing, classification, and generation, then land the model's output back on those same records, in real time and in both directions.

Autopilot works on data it does not own. The records, conversations, tickets, messages, and events it needs to embed, classify, summarize, or answer questions about actually live in Microsoft Teams, the tool the team uses every day. So the value of Autopilot depends on two flows that most teams stitch together with a custom script or a one-time export: getting Microsoft Teams's data in, and getting the model's results back out to where people can act on them. When either flow runs on a batch or a stale snapshot, the model reasons over yesterday's data and its output never reaches the record it belongs to.

Stacksync syncs Teams, Channels, Channel Messages, Chats & Chat Messages from Microsoft Teams into Autopilot continuously, so the model always works from current records instead of a snapshot, and writes Journeys (Triggers), Activities, Contacts, Lists, the scores, labels, summaries, drafts, and embedding metadata Autopilot produces, back onto the matching record in Microsoft Teams. The sync is field-level and keyed on a stable identifier, so every output attaches to the exact record it came from and each system keeps its own extra fields untouched.

You decide the direction and the trigger conditions per field: pull records one way to build and keep a retrieval corpus current, push results the other way onto the operational record, or both.

Common use cases

  • 01 Upsert Contacts from a CRM or product database into Autopilot so new signups and profile changes flow into email and SMS journeys without manual CSV imports.
  • 02 Add contacts to a Journey from a database event or CRM stage change to start automated onboarding or nurture sequences.
  • 03 Notify an ops channel when a sync detects failed or conflicting records that need review.
  • 04 Sync team membership from HR or identity systems so channels match the org chart.

Common sync patterns

Every output routes back to the right record

Because each item is matched on a stable identifier, an Autopilot result always attaches to the record in Microsoft Teams it was computed from, with no manual reconciliation.

Build a retrieval corpus from Microsoft Teams's records

Records, tickets, messages, or events from Microsoft Teams sync into Autopilot so they can be indexed, embedded, or retrieved as context, without a hand-built extraction job.

Keep the model's knowledge current

As records change in Microsoft Teams, the synced copy in Autopilot updates within seconds, so retrieval and generation reason over live data rather than a stale export.

What you can sync between Autopilot and Microsoft Teams

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Autopilot objects Microsoft Teams objects How this pairing syncs
Contacts Core people records (email, name, custom fields, list and segment membership); upserted two-way as the primary sync object. Online Meetings Meeting records synced with scheduling and CRM activity timelines. Contacts is specific to Autopilot and Online Meetings to Microsoft Teams — each maps to any object or custom field on the other side.
Lists Static contact lists; membership is readable per list and writable by adding or removing contacts. Tabs & Installed Apps App configuration read to audit or provision team workspaces. Lists is specific to Autopilot and Tabs & Installed Apps to Microsoft Teams — each maps to any object or custom field on the other side.
Custom Fields User-defined contact properties (string, number, date, boolean); discovered so field keys map cleanly to destination columns. Teams Team containers provisioned or read to mirror org and project structure. Custom Fields is specific to Autopilot and Teams to Microsoft Teams — each maps to any object or custom field on the other side.
Smart Segments Rule-based dynamic audiences; membership is computed by Autopilot, so it is read-only over the API. Channels Channel targets used for routing synced notifications and updates. Smart Segments is specific to Autopilot and Channels to Microsoft Teams — each maps to any object or custom field on the other side.
Journeys (Triggers) Automation journeys; a contact can be added to a journey via its trigger endpoint to start automated email or SMS sequences. Channel Messages Posted messages read for archiving or written to broadcast record changes. Journeys (Triggers) is specific to Autopilot and Channel Messages to Microsoft Teams — each maps to any object or custom field on the other side.
Activities Per-contact activity and event history (opens, clicks, journey steps); read-only feed used for engagement reporting. Chats & Chat Messages 1:1 and group chat content read under protected-API access for compliance use. Activities is specific to Autopilot and Chats & Chat Messages to Microsoft Teams — each maps to any object or custom field on the other side.

How changes propagate between Autopilot and Microsoft Teams

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Autopilot Microsoft Teams Interval-based propagation

DetectionStacksync polls Autopilot for changes on an incremental schedule, reading only records changed since the previous pass. No CDC.

DeliveryEach detected change is written to Microsoft Teams through its API, with automatic retries and rate-limit backoff.

Microsoft Teams Autopilot Sub-second propagation

DetectionMicrosoft Teams notifies Stacksync of record changes through webhook events. Graph change notifications (webhooks) for messages and membership.

DeliveryEach detected change is written to Autopilot through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Autopilot: The REST API is capped at 100 requests/minute per account; exceeding it returns HTTP 429. Enterprise plans can request a higher limit. Contact writes accept an array for bulk upsert, and list and segment reads paginate via a bookmark cursor.
What ships with Autopilot ⇄ Microsoft Teams

Connect Autopilot and Microsoft Teams for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Autopilot–Microsoft Teams connection.

Real-time

Two-way sync

Changes in Autopilot or Microsoft Teams instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Autopilot or Microsoft Teams data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Autopilot or Microsoft Teams record.

Observability

Monitoring

Track your Autopilot ⇄ Microsoft Teams sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Autopilot and Microsoft Teams.

How the Autopilot and Microsoft Teams connectors work

Autopilot

Integration surface
REST API (Autopilot v1); Autopilot rebranded to Ortto in 2021 and the newer Ortto API co-exists with the legacy Autopilot endpoints
Authentication
Per-account API key sent in the autopilotapikey request header (generated in account settings); requests use Content-Type application/json against https://api2.autopilothq.com/v1/
Change detection
No CDC; incremental sync polls the /contacts endpoint with bookmark cursor pagination and updated timestamps. Journey webhook actions can push specific contact events, but there is no general change-subscription webhook, so polling is the reliable path.
Capabilities
read · write
Rate limits
The REST API is capped at 100 requests/minute per account; exceeding it returns HTTP 429. Enterprise plans can request a higher limit. Contact writes accept an array for bulk upsert, and list and segment reads paginate via a bookmark cursor.
Autopilot setup guide

Microsoft Teams

Integration surface
REST API (Microsoft Graph)
Authentication
OAuth 2.0 via Microsoft Entra ID; reading message content at scale requires Microsoft-approved protected-API access
Change detection
Graph change notifications (webhooks) for messages and membership; delta queries on some resources
Capabilities
read · write · webhooks
How it works

How to connect Autopilot to Microsoft Teams — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Autopilot and Microsoft Teams with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Autopilot connected
    Microsoft Teams connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Autopilot and Microsoft Teams objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Autopilot ⇄ Microsoft Teams
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Autopilot Microsoft Teams
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Autopilot and Microsoft Teams integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

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SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 418 integrations available for Autopilot and Microsoft Teams.

Popular · 7 of 418
All Autopilot integrations All Microsoft Teams integrations Browse all integrations
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