How to use Pyko with Microsoft Teams

For administrators (e.g. sales ops)

Use the Pyko web-app to manage alerts, invite your team and decide what actions can be taken from the Microsoft Teams Pyko app

For your sales team

Your team will start receiving alerts based on the conditions you fixed in the Pyko webapp.

If the alerts contain action buttons, they will be able to click them to directly update the CRM objects in Salesforce, without leaving Microsoft teams.

How do I create my first  cleaning rule?

Once your Pyko admin account is set, it's time to set-up your first cleaning rule. Here is a short video to show you how - double click on it for full screen.

It's demo time!

See how it works for you

The ultimate tool to keep your company's Salesforce data clean