Microsoft Teams

LiveWebhook

Communication

Receive real-time notifications in Microsoft Teams channels when companies visit your site. ClearView sends formatted Adaptive Cards with company details, lead scores, and direct links to your dashboard so your team stays informed without leaving Teams.

What Gets Synced

Channel notifications

Adaptive Card messages posted to your chosen channel

Company details

Name, domain, industry, and employee count

Lead score

Numerical score with hot/warm/cold classification

Dashboard link

One-click link to view company in ClearView

Supported Events

Event	Trigger	Action
`company.identified`	A new company is identified	Post Adaptive Card to channel
`lead.hot`	A lead reaches hot score threshold	Post urgent hot lead card to channel

Prerequisites

A Microsoft Teams workspace
Permission to add connectors to a channel (Team owner or member with connector permissions)
A channel where you want to receive notifications
ClearView tracking script installed on your site

Setup Guide

Open Microsoft Teams

Open the Teams desktop app or navigate to teams.microsoft.com in your browser.

Navigate to your target channel

Go to the Team and channel where you want to receive ClearView notifications (e.g. Sales > Leads).

Open channel connectors

Click the three-dot menu (...) next to the channel name and select "Connectors" (or "Manage channel" > "Edit" > "Connectors" in newer Teams versions).

Path: Channel > ... menu > Connectors > Incoming Webhook

Add an Incoming Webhook

Find "Incoming Webhook" in the connectors list and click "Configure" (or "Add"). Give it a name like "ClearView" and optionally upload the ClearView logo. Click "Create".

Workflows alternative

In newer versions of Teams, Incoming Webhooks may be under Workflows. You can create a workflow triggered by "When a Teams webhook request is received" as an alternative.

Copy the webhook URL

After creating the webhook, a URL will be displayed. Copy this URL. It will look similar to https://outlook.office.com/webhook/...

Keep your webhook secure

The webhook URL is a secret. Anyone with this URL can post messages to your channel. Do not share it publicly.

Configure in ClearView

In your ClearView dashboard, go to Settings > Integrations. Find Microsoft Teams and click Connect. Paste your webhook URL.

Required Fields

Webhook URLhttps://outlook.office.com/webhook/...

Test the connection

Click the "Test" button to send a sample notification. Check your Teams channel to confirm the message arrives with proper formatting.

Data Mapping

ClearView Field	Teams Display	Example
Company name	Card title	Acme Corp
Domain	Fact row	acmecorp.com
Lead score	Fact row with color	85 (Hot)
Industry	Fact row	SaaS
Dashboard link	Action button	View in ClearView

Example Output

ClearView sends Adaptive Card messages to your Teams channel:

Teams Adaptive Card Payload

json

{
  "type": "message",
  "attachments": [
    {
      "contentType": "application/vnd.microsoft.card.adaptive",
      "content": {
        "$schema": "http://adaptivecards.io/schemas/adaptive-card.json",
        "type": "AdaptiveCard",
        "version": "1.4",
        "body": [
          {
            "type": "TextBlock",
            "text": "New Company Identified",
            "weight": "Bolder",
            "size": "Medium"
          },
          {
            "type": "FactSet",
            "facts": [
              { "title": "Company", "value": "Acme Corp" },
              { "title": "Domain", "value": "acmecorp.com" },
              { "title": "Lead Score", "value": "85 (Hot)" },
              { "title": "Industry", "value": "SaaS" },
              { "title": "Page", "value": "/pricing" }
            ]
          }
        ],
        "actions": [
          {
            "type": "Action.OpenUrl",
            "title": "View in ClearView",
            "url": "https://app.clearview.com/company/acmecorp"
          }
        ]
      }
    }
  ]
}

Troubleshooting

No messages appearing in channel

Verify the webhook URL is correct. Click Test in ClearView to send a test message. Also check that the Incoming Webhook connector is still active in your channel settings.

"Connector configuration not found" error

The webhook may have been removed or the connector configuration deleted. Go to your channel settings and re-create the Incoming Webhook connector, then update the URL in ClearView.

Webhook deprecated or unavailable

Microsoft is transitioning from Office 365 Connectors to Workflows. If Incoming Webhook is unavailable, create a Workflow with a "When a Teams webhook request is received" trigger and use the generated URL in ClearView.

Need help?

If you are having trouble setting up the Microsoft Teams integration, our team is here to help.

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