How to Connect WhatsApp to Microsoft Teams

In this guide, we'll show you how to connect WhatsApp to Microsoft Teams using Social Intents. Once you set it up, your team can send and receive WhatsApp messages right inside Teams, without switching apps or sharing phones. This connection turns Microsoft Teams into a shared inbox for WhatsApp, so your whole team can reply to customers together in real time.

Your team already uses Microsoft Teams every day to chat internally, manage projects, share files, and have. By bringing WhatsApp into the same workspace, you can respond to customer messages just like you would respond to a teammate, quickly and without losing context. Support teams can handle customer questions in the same place they manage internal discussions. Sales and account teams can respond to leads faster while collaborating with others. Everyone stays on the same page, and customers get faster, more consistent replies.

When someone messages your WhatsApp Business number, the message instantly appears in your selected Teams channel. Anyone on your team can reply from Teams, and the customer receives the response on WhatsApp immediately. It’s simple, fast, and helps your team manage customer communication more efficiently.

Why Connect WhatsApp to Microsoft Teams

Many customers prefer WhatsApp to contact businesses, but managing those messages on individual phones can be messy and time-consuming. By connecting WhatsApp to Microsoft Teams, you keep every message in one place where your team already works. You can collaborate, track message history, and make sure customers always get a quick reply.

Once you complete the setup, WhatsApp becomes another communication channel in Teams. Every incoming message starts a new thread in your chosen Teams channel. Your team can reply, tag coworkers, and manage all customer conversations without leaving Teams.

Using the AI Chatbot with WhatsApp and Teams

You can also connect your Social Intents AI Chatbot to WhatsApp to automatically respond to customer messages before they ever reach your team. The chatbot can answer common questions, collect visitor details, and handle routine requests 24 hours a day. When the AI detects a message that needs a human touch, it automatically escalates the conversation to your connected Teams channel. Your support or sales team can then pick up the chat and continue the conversation seamlessly from Teams.

This setup gives you the best of both worlds: fast, automated responses from AI when your team is unavailable, and live, personal follow-up in Teams whenever a customer needs direct help.

What You’ll Need

  • A Social Intents account or free trial
  • Permission to install and authorize apps in your Microsoft Teams workspace
  • A Meta WhatsApp Business Account with a verified phone number

Step 1: Log In to Social Intents

Go to https://www.socialintents.com and log in to your Social Intents account. If you're new to Social Intents, you can sign up for a free trial to test out the WhatsApp integration. 

From your dashboard, click on the Integrations link.  Here's you'll see the list of integrations you can set up like Messenger, SMS, and WhatsApp.

Connect WhatsApp Integration

Step 2: Connect Your WhatsApp Account

From the integrations tab, click on the Connect WhatsApp button. Sign in to your Meta Business Account and authorize Social Intents to send and receive messages on your behalf.

WhatsApp Connect Step 1

Select your Business portfolio (or create one if you haven'd done that yet on the Meta side).

WhatsApp Setup Step 2

When you connect, choose the WhatsApp Business phone number you want to use and approve the requested permissions. Once you finish, Social Intents redirects you back to the dashboard and shows WhatsApp as Connected.

If you've pre-verified a phone number for WhatsApp, you can choose the Use a new or existing WhatsApp Number, then select your verified number in the Phone number drop-down list.  Once you select the number, click Confirm.  

Once the confirmation is complete, you'll be directed back to your Social Intents account and you'll see your phone number lists under the WhatsApp section.

WhatsApp Number Connected

Step 3: Connect to Microsoft Teams

Now, go back to the Integrations tab and select Microsoft Teams. Click Connect to Microsoft Teams and sign in with your Microsoft 365 account.

Select the Team and Channel where you want WhatsApp messages to appear. After you grant permission, Social Intents posts new WhatsApp messages in that channel automatically.  When you click on the Live Chat tab in your application, you'll see an Inbox where you will receive your messages.

Connect WhatsApp to Teams

Step 4: Test Your Connection from WhatsApp to Teams

Send a quick WhatsApp message to your connected number. Within a few seconds, you’ll see the message appear in your chosen Teams channel. Reply from Teams, and your response instantly goes back to the customer on WhatsApp.

If both directions work, your integration is live and ready for your team to use.

How It Works

Each WhatsApp conversation shows up in Microsoft Teams as a threaded chat in your connected channel. The customer’s name or phone number appears as the thread title. Your team can reply directly in that thread to keep the conversation organized. Every message your team sends from Teams goes straight back to the customer on WhatsApp.

WhatsApp Connection to Teams

You can also mention teammates with @mentions to bring them into a specific chat. This makes it easy for support, sales, or service teams to collaborate and answer customers quickly.

Troubleshooting

Messages aren’t showing up in Teams:
Check that your Microsoft Teams integration is connected and that you selected the right Team and Channel in Social Intents.

Replies aren’t sending back to WhatsApp:
Reconnect your WhatsApp Business Account if the authorization expired. You can do this from the WhatsApp integration page in Social Intents.

Agents don’t see incoming chats:
Make sure each agent is a member of the Teams channel connected to WhatsApp. Only channel members can see and reply to messages.

Need separate WhatsApp inboxes:
Create multiple inboxes in Social Intents and connect each one to a different WhatsApp number or Teams channel.

Best Practices

  • Turn on desktop or mobile notifications in Teams so you never miss a new WhatsApp message.
  • Use tags or notes in your Social Intents inbox to organize and track conversations.
  • Keep each customer thread focused by replying within that same thread in Teams.
  • Add other channels like website chat, Facebook Messenger, or SMS so your team can manage every message in one place.

Frequently Asked Questions

Do I need a WhatsApp Business API account?
Yes. The integration uses Meta’s official WhatsApp Business API. You’ll need a verified WhatsApp Business Account.

Can I connect more than one WhatsApp number?
Yes. You can connect multiple WhatsApp numbers and route each one to a different Teams channel or department.

Is this integration secure?
Yes. All communication uses encrypted HTTPS connections and the official Meta API for full data security.


Summary

Connecting WhatsApp to Microsoft Teams through Social Intents lets your team manage every customer message from one place. You can respond faster, collaborate better, and deliver a smoother customer experience without juggling multiple apps or phones.