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Connectors / Integration

Connect Showpad and Microsoft Teams to Power Up Sales Enablement

Automate content sharing, training notifications, and sales readiness updates between Showpad and Microsoft Teams — no code required.

Showpad + Microsoft Teams integration

Showpad is the go-to sales enablement platform for managing content, coaching, and buyer engagement. Microsoft Teams is where most enterprise sales teams actually spend their day. When the two work together, reps get content alerts, coaching nudges, and performance updates without ever leaving Teams. Connecting Showpad with Microsoft Teams through tray.ai cuts out the constant tab-switching and keeps every seller informed in real time.

Sales teams live in Microsoft Teams, but their enablement content, training modules, and buyer engagement data all sit in Showpad. Without a connection between the two, reps miss content updates, managers have no visibility into readiness scores, and new asset launches don't reach the field fast enough to move pipeline. Connecting Showpad and Microsoft Teams through tray.ai lets you push content alerts into the right channels, notify reps when buyers engage with shared materials, post leaderboard updates automatically, and kick off onboarding flows the moment a new hire is added. Your sales team moves faster and stays better informed — and your enablement team doesn't have to do it all by hand.

Automate & integrate Showpad + Microsoft Teams

Automating Showpad and Microsoft Teams business processes or integrating data is made easy with Tray.ai.

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microsoft-teams

Use case

New Content Asset Alerts in Teams Channels

When a new deck, one-pager, or video is published or updated in Showpad, tray.ai posts a formatted notification to the right Microsoft Teams channel automatically. Reps find out about new resources immediately without having to check Showpad on their own. That means better adoption of fresh content from day one.

  • Speed up time-to-adoption for new sales content across the whole team
  • Target specific Teams channels by content category, region, or product line
  • Include direct deep links to Showpad assets so reps can open content in one click
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microsoft-teams

Use case

Buyer Engagement Alerts for Sales Reps

When a prospect opens, views, or shares a Showpad Experience, tray.ai sends the owning rep a real-time Teams direct message with the engagement details. Reps can act on buying signals right away instead of catching up on a daily digest. Faster response times mean better odds of converting an engaged prospect.

  • Notify reps the moment a buyer engages with shared Showpad content
  • Include engagement depth data such as pages viewed and time spent
  • Enable timely follow-up while buyer interest is still high
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microsoft-teams

Use case

Sales Coaching and Training Completion Notifications

When a rep completes a Showpad coaching activity, training course, or certification, tray.ai sends an automated message to the manager's Teams chat or a dedicated enablement channel. Managers see team readiness in real time without logging into Showpad every day. Enablement teams can also post milestone announcements when reps hit training goals.

  • Give managers instant visibility into rep training progress and certification status
  • Celebrate individual and team learning achievements publicly in Teams
  • Cut down on manual reporting for enablement managers and L&D teams
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microsoft-teams

Use case

Automated Sales Leaderboard Updates

tray.ai pulls Showpad engagement and content performance data on a recurring schedule and posts leaderboard updates — top content sharers, most engaged reps — directly into a Teams channel. It makes sales enablement more competitive without anyone compiling a spreadsheet. Managers can spend that time coaching instead.

  • Drive engagement with Showpad content through friendly, visible competition
  • Automate weekly or daily leaderboard posts without manual data extraction
  • Recognize top performers publicly to reinforce the behaviors that matter
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microsoft-teams

Use case

New Hire Onboarding Workflow Coordination

When a new sales hire is added to Showpad, tray.ai can automatically post a welcome message in the onboarding Teams channel, notify the hiring manager, and share links to required training playlists. New reps know exactly where to start on day one without waiting on anyone to reach out manually. Onboarding becomes consistent and repeatable across every geography.

  • Eliminate manual onboarding coordination between HR, enablement, and managers
  • Ensure every new rep gets the same first-day resources and instructions
  • Cut ramp time by surfacing the most important Showpad content immediately
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microsoft-teams

Use case

Content Expiration and Compliance Alerts

When content in Showpad is flagged as expiring soon or pulled for compliance reasons, tray.ai pushes an alert to content owners and the relevant Teams channels so outdated materials never reach a buyer. This matters especially in regulated industries like finance, healthcare, and insurance, where using the wrong version of a document isn't just embarrassing — it can be a legal problem. Teams becomes the real-time broadcast system for Showpad content governance.

  • Stop reps from sharing expired or non-compliant sales materials with buyers
  • Notify content owners early enough to update assets before expiration
  • Support compliance requirements with automated, auditable governance alerts

Challenges Tray.ai solves

Common obstacles when integrating Showpad and Microsoft Teams — and how Tray.ai handles them.

Challenge

Real-Time Event Synchronization Between Showpad and Teams

Showpad generates buyer engagement events, training completions, and content updates continuously. Getting those events into Microsoft Teams without delays or duplicates requires careful webhook management and deduplication logic that most native tools simply can't handle.

How Tray.ai helps

tray.ai supports webhook-based triggers from Showpad for near-instant event processing, with built-in deduplication steps and conditional logic to make sure each event fires exactly once to the right Teams channel or user — no noisy or repeated notifications.

Challenge

Mapping Showpad Users to Microsoft Teams Identities

Showpad and Microsoft Teams maintain separate user directories. Matching a Showpad user profile to the correct Teams user ID is a non-trivial lookup, and it breaks whenever employees change roles, names, or email addresses.

How Tray.ai helps

tray.ai performs cross-directory lookups using Microsoft Azure AD or a CRM as the source of truth, matching Showpad email addresses to Teams user IDs dynamically at runtime. Notifications reach the right person even as org data changes.

Challenge

Formatting Rich Notifications for Teams Without Developer Resources

Microsoft Teams supports rich Adaptive Cards with images, buttons, and structured data, but building those card templates usually requires developer involvement. Business teams end up waiting on engineering for even minor formatting tweaks.

How Tray.ai helps

tray.ai's visual workflow builder lets business and enablement teams build and modify Teams Adaptive Card payloads through a no-code interface, pulling in dynamic fields from Showpad data without touching JSON. Card designs can be updated without filing a ticket.

Templates

Pre-built workflows for Showpad and Microsoft Teams you can deploy in minutes.

Post New Showpad Content to Microsoft Teams Channel

Showpad Showpad
Microsoft Teams Microsoft Teams

Automatically detects when new content is published or updated in Showpad and posts a rich notification card to a designated Microsoft Teams channel, including the asset name, category, description, and a direct link.

Notify Sales Rep in Teams When Buyer Views Showpad Experience

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Microsoft Teams Microsoft Teams

Watches for buyer engagement events on Showpad Shared Experiences and sends an instant direct message to the owning sales rep in Microsoft Teams with engagement details and a prompt to follow up.

Training Completion to Manager Teams Notification

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Microsoft Teams Microsoft Teams

Monitors Showpad for completed training courses or certifications by sales reps and automatically sends a notification to the rep's manager in Microsoft Teams, including the course name, score, and completion timestamp.

Weekly Showpad Engagement Leaderboard Posted to Teams

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Microsoft Teams Microsoft Teams

Runs on a scheduled basis to pull top Showpad content engagement metrics and posts a formatted weekly leaderboard to a sales Teams channel, showing the most active reps and most consumed content.

New Showpad User Onboarding Welcome in Teams

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Microsoft Teams Microsoft Teams

Detects when a new user is provisioned in Showpad and automatically sends a welcome message in the onboarding Microsoft Teams channel with curated links to starter training playlists and key contacts.

Showpad Content Expiration Alert to Teams Content Owners

Showpad Showpad
Microsoft Teams Microsoft Teams

Polls Showpad for content items nearing their expiration date and sends targeted alerts to content owners via Microsoft Teams direct message, prompting them to review, update, or archive the asset.

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