Real-time
Two-way sync
Changes in Clari or Microsoft Teams instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Business productivity
Clari to Microsoft Teams integration — real-time, two-way sync
Keep Clari 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.
- SOC 2 and 6 other compliance frameworks
- POC with real engineers in minutes
Adopted by fast-scaling companies moving mission-critical data in real time
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Migrated from MuleSoft
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Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Clari and Microsoft Teams
Sync what happens in Microsoft Teams with the customer records in Clari, in real time and in both directions.
The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Microsoft Teams holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.
Stacksync connects Tabs & Installed Apps, Teams, Channels, Channel Messages in Microsoft Teams to Account field extensions, Opportunity field extensions, Audit Events, Forecast in Clari with bi-directional, real-time sync. Activity and record changes in Microsoft Teams update the matching contact or account in Clari, and CRM data flows the other way wherever Microsoft Teams can store and use it.
Common use cases
- 01 Notify an ops channel when a sync detects failed or conflicting records that need review.
- 02 Sync team membership from HR or identity systems so channels match the org chart.
- 03 Enrich Clari Account records with firmographic or billing data points through the ingest API in incremental mode.
- 04 Stream Audit Events into a reporting database to monitor forecast-submission changes and user activity for compliance.
Common sync patterns
Where Microsoft Teams supplies contact or company data
Enriched fields land directly on records in Clari, and refreshes keep them from going stale.
Where Microsoft Teams can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Clari sync into Microsoft Teams, so people working there have the context without switching tools.
Where Microsoft Teams handles support or shared inboxes
Tickets and conversations attach to the right contact and account in Clari, so sales sees open issues before the next call.
What you can sync between Clari 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.
| Clari objects | Microsoft Teams objects | How this pairing syncs | |
|---|---|---|---|
| Opportunities Retrieved synchronously by ID from GET /opportunity (up to 100 IDs per call) with Clari CRM scoring and field-change history; read-only, mirroring the CRM opportunity Clari sits on. | Team Members & Users Membership synced with identity, HR, or CRM ownership data. | Opportunities is specific to Clari and Team Members & Users to Microsoft Teams — each maps to any object or custom field on the other side. | |
| Activity (Capture) Meetings, emails, and attachments captured by Clari and mapped to accounts and opportunities; exported read-only via async activity jobs. | Online Meetings Meeting records synced with scheduling and CRM activity timelines. | Activity (Capture) is specific to Clari and Online Meetings to Microsoft Teams — each maps to any object or custom field on the other side. | |
| Account field extensions External data points written onto Account records through the ingest API in initial or incremental mode; requires an apikey plus a partnerkey. | Tabs & Installed Apps App configuration read to audit or provision team workspaces. | Account field extensions is specific to Clari and Tabs & Installed Apps to Microsoft Teams — each maps to any object or custom field on the other side. | |
| Opportunity field extensions Warehouse-computed fields pushed onto Opportunity records via the ingest API; up to 100 records per request or 10MB bulk files. | Teams Team containers provisioned or read to mirror org and project structure. | Opportunity field extensions is specific to Clari and Teams to Microsoft Teams — each maps to any object or custom field on the other side. | |
| Audit Events User edits and system events exported with filtering by actor, session, and date range; read-only feed for change tracking and compliance. | Channels Channel targets used for routing synced notifications and updates. | Audit Events is specific to Clari and Channels to Microsoft Teams — each maps to any object or custom field on the other side. | |
| Forecast Exported per forecast tab and fiscal period via async jobs; includes submitted forecast calls, updates, manager adjustments, and CRM totals. Read-only. | Channel Messages Posted messages read for archiving or written to broadcast record changes. | Forecast is specific to Clari and Channel Messages to Microsoft Teams — each maps to any object or custom field on the other side. |
How changes propagate between Clari 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.
Clari Microsoft Teams Interval-based propagation
DetectionStacksync polls Clari for changes on an incremental schedule, reading only records changed since the previous pass. Polling — reads run as asynchronous export jobs (submit export, poll job status, download results).
DeliveryEach detected change is written to Microsoft Teams through its API, with automatic retries and rate-limit backoff.
Microsoft Teams Clari 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 Clari through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Clari: Max 3 concurrent exports and roughly 1000 exports per rolling 30-day org window; ingestion capped at 100 requests/sec per API token.
What ships with Clari ⇄ Microsoft Teams
Connect Clari and Microsoft Teams for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Clari–Microsoft Teams connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Clari 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 Clari or Microsoft Teams record.
Observability
Monitoring
Track your Clari ⇄ 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 Clari and Microsoft Teams.
How the Clari and Microsoft Teams connectors work
Clari
- Integration surface
- REST APIs on api.clari.com - Export API (v4, asynchronous bulk jobs for forecast, quota, activity, and audit) and Ingest API (v2, field extensions); Opportunity reads are synchronous via GET /opportunity
- Authentication
- API token in the apikey header, generated per user in Settings; ingest/partner endpoints also require a partnerkey header, and Copilot endpoints require X-Api-Key and X-Api-Password
- Change detection
- Polling — reads run as asynchronous export jobs (submit export, poll job status, download results); the ingest API supports an incremental mode for regular field updates. No webhooks.
- Capabilities
- read · write
- Rate limits
- Max 3 concurrent exports and roughly 1000 exports per rolling 30-day org window; ingestion capped at 100 requests/sec per API token.
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 Clari 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.
- 01
Connect your apps
Authenticate Clari 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.
Clari
connected
Microsoft Teams
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Clari 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.
objects · Clari ⇄ Microsoft TeamsCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Clari Microsoft TeamsCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Clari and Microsoft Teams integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Clari and Microsoft Teams: authenticate both systems, choose the objects to sync (such as Clari's Opportunities and Activity (Capture)), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Yes — Stacksync ships production-grade connectors for both Clari and Microsoft Teams. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Clari: Polling — reads run as asynchronous export jobs (submit export, poll job status, download results); the ingest API supports an incremental mode for regular field updates. No webhooks. On Microsoft Teams: Graph change notifications (webhooks) for messages and membership; delta queries on some resources. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the Microsoft Teams side: Tabs & Installed Apps, Teams, Channels, Channel Messages, plus custom fields where Microsoft Teams exposes them. On the Clari side: Account field extensions, Opportunity field extensions, Audit Events, Forecast. Stacksync auto-detects both schemas and converts types between the two systems.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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Common patterns for Clari and Microsoft Teams: Where Microsoft Teams supplies contact or company data; Where Microsoft Teams can store CRM context: fields kept current; Where Microsoft Teams handles support or shared inboxes. Enriched fields land directly on records in Clari, and refreshes keep them from going stale.
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.
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS
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:
Related integrations
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