Microsoft Teams Webinars Lead Ingestion Follow

Microsoft Teams Webinars Lead Ingestion automates the path from webinar attendance to sales-ready leads. Attendee data flows directly into Convertr, where it is enriched, validated, and routed to your sales team — complete and ready to act on. What used to take hours or days of manual processing now happens in minutes.

Overview

Microsoft Teams Webinars Lead Ingestion pulls attendee data from completed webinars into Convertr as leads, automatically.

Convertr polls for completed webinars every hour. When one is found, attendee records are picked up immediately and run through Convertr's full processing pipeline:

• Standard attendee fields and custom registration fields are captured as lead data.
• Enrichment rules tied to your campaign configuration fill in the gaps typical of webinar attendee records.
• Validation rules you've configured are applied across all ingested fields.
• Leads that pass validation are delivered to your CRM and downstream systems.

The outcome: a hands-off pipeline from webinar completion to CRM delivery — no manual exports, no missing data, no processing errors.

Setup Process

Connecting Your Microsoft Teams Webinars Account

Before you begin, register an application with the Microsoft identity platform following the official documentation.

Please note: Your credentials must have OnlineMeetings.Read.All API permissions.

To connect your Microsoft Teams account:

1. In the main navigation, go to Connected Apps → Teams.
2. On the Teams Accounts page, click Connect Teams Account.
   
3. In the Connect Teams Account form, provide the following details:
   
   • Name — a label of your choice to help you identify these credentials.
   • Client ID — the Application (client) ID from your Microsoft Entra app registration.
   • Client Secret — a client secret generated for your Microsoft Entra app registration.
   • Tenant ID — the Directory (tenant) ID from your Microsoft Entra admin centre.
4. Click Save.

Connecting a Convertr Campaign to a Microsoft Teams Webinar

To connect a Convertr campaign to a Microsoft Teams webinar:

1. In Connected Apps → Teams, click Manage Connected Campaigns next to the Teams account you connected earlier.
   
2. On the Teams Connected Campaigns page, click Connect Campaign.
   
3. In the Connect Campaign to Teams Webinar form, select:
   
   • Campaign — the Convertr campaign you want to connect.
   • Webinar — the Teams webinar to ingest attendees from.
   • Form — the Convertr form to associate ingested leads with.
   • Publisher — the publisher to attribute ingested leads to.
4. Link (optional) — the tracking link to associate ingested leads with.
5. Click Save.

Once saved, the campaign will appear in the list of connected campaigns for the Teams account.

Ingesting Teams Attendee Data as Leads

Once a Convertr campaign is connected to a Teams webinar, leads are ingested automatically as soon as the webinar ends. No manual action is required.

In addition to standard attendee fields, three Teams-specific metadata fields are appended to every ingested lead:

Custom Fields

Custom field values are stored using the field name as you defined in Teams, converted to lowercase. For example, a custom field named "Where did you hear about us?" is stored as where did you hear about us?:

Please note: If name includes spaces and punctuation, it can be mapped in the delivery (integration) jobs the same way as any other lead field. For example, this is how a custom field is mapped in HTTP Integration job configuration:

Updating Credentials for a Connected Microsoft Teams Account

You can update the name or credentials of a connected Teams account at any time.

Please note: For security reasons, the Client Secret field is not pre-filled when editing an existing connection. You must re-enter the Client Secret every time you save this form, even if you are only changing the connection name. If the Client Secret is left empty, the connection will not be updated successfully.

To update credentials for a connected Teams account:

1. Go to Connected Apps → Teams.
2. On the Teams Accounts page, click Update Credentials next to the account you want to update.
   
3. In the Update Teams Credentials form, update any of the following fields:
   • Name — a label of your choice to help you identify these credentials.
   • Client ID — the Application (client) ID from your Microsoft Entra app registration.
   • Client Secret — a client secret generated for your Microsoft Entra app registration.
   • Tenant ID — the Directory (tenant) ID from your Microsoft Entra admin centre.
4. Click Save.

Removing a Connected Microsoft Teams Account

To remove a connected Teams account:

1. Go to Connected Apps → Teams.
2. On the Teams Accounts page, select the account(s) you want to remove.
3. Click Delete.
   
4. Confirm deletion in the confirmation dialog.

Once confirmed, the selected Teams accounts and their credentials are permanently removed from the platform.

Please note:

• This also removes all connections between Convertr campaigns and Teams webinars for these accounts. Attendee records from completed webinars will no longer be automatically ingested for the affected campaigns.
• This action can't be undone.

Removing Microsoft Teams Webinars Lead Ingestion from Campaigns

To remove Microsoft Teams Webinars Lead Ingestion from a campaign, disconnect the campaign from the relevant Teams account.

1. Go to Connected Apps → Teams.
2. On the Teams Accounts page, click Manage Connected Campaigns next to the relevant Teams account.
3. From the list of connected campaigns, select the campaign(s) you want to remove.
4. Click Delete.
   
5. Confirm deletion in the confirmation dialog.

Once confirmed, attendee records from completed Teams webinars will no longer be automatically ingested for the selected campaigns.