Outlook & Microsoft 365
Your Outlook Email, Filed Once. Never Twice.Outlook CRM integration for Microsoft 365: your whole mailbox, synced to Adoptiv.
Connect Outlook or Microsoft 365 and your whole mailbox syncs, including sent items and drafts. Move a message in Outlook and it moves here too, instead of being filed twice. Connect just your own mailbox, or have an admin connect the whole company in one step.
- The whole mailbox
- Moves and deletes followed
- One person or a company
How it works
- Connect MicrosoftFor one mailbox or a whole organization
- Your whole mailbox syncsInbox, sent items and drafts
- Filed on the leadNext to their calls and deals
- Moves are followedOne copy, wherever you file it
Outlook and Your CRM, in Step.
Sent items and drafts sync too, not just the inbox.
File a message in another folder and it moves here, rather than appearing twice.
Delete a message in Outlook and the copy here goes too.
Microsoft’s sign-in is refreshed and saved every time, so the mailbox does not drop off.
Outlook Connected in Three Steps.
Connect Your Microsoft Account
Sign in for your own mailbox, or have an admin approve the whole organization in one step.
Let the Whole Mailbox Sync
Inbox, sent items and drafts, with each email filed on the lead it belongs to.
Keep Working in Outlook
Move or delete a message there and Adoptiv follows, so nothing is filed twice.
One Mailbox, or the Whole Company.
Pick the one that fits who is connecting.
Sign in with your Microsoft account and approve the permissions. Your mailbox starts syncing straight away.
An admin approves Adoptiv once for your Microsoft directory, and the approval covers the whole organization.
An Outlook CRM Integration for the Whole Mailbox.
Adoptiv’s Outlook CRM integration connects your Microsoft 365 mailbox and logs every email with a lead onto their record: inbox, sent items and drafts, not just what arrives. One person can connect their own mailbox, or an admin can connect the whole company at once.
Because the sync runs between Microsoft and Adoptiv rather than inside an Outlook add-in, it is a CRM for new Outlook and classic Outlook alike, on the web and on your phone. Microsoft notifies Adoptiv of changes, and the connection renews itself so it doesn’t drop overnight.
Outlook keeps each message in one folder, and Adoptiv follows that: move a message and its old filing goes, delete it and it goes here too, so nothing is logged twice. Attachments come along, and OneDrive links stay links. Your Outlook calendar and contacts ride on the same connection; see Exchange Sync.
If you are comparing the best CRM for Outlook, check whether it logs the whole mailbox without an add-in and follows moves and deletes. Adoptiv does both, and works as an Office 365 CRM with the business phone system built in, so the emails, calls and texts with each customer sit on one record, read in the CRM email client.
Microsoft 365 Email, Logged to Your CRM.
Inbox, sent items and drafts, not only new mail.
An admin can connect the whole organization in one step.
One folder per message, so nothing is filed twice.
Files are kept, and OneDrive links stay links.
Microsoft’s rotating sign-in is saved every time, so the link doesn’t drop.
For Teams That Run on Microsoft 365.
An Outlook Add-in vs Mailbox Sync.
| What | A CRM add-in inside Outlook | With Adoptiv |
|---|---|---|
| What gets logged | A CRM add-in inside Outlook: Emails you click to log | With Adoptiv: Every email with a lead, automatically |
| Sent items and drafts | A CRM add-in inside Outlook: Often only received mail | With Adoptiv: The whole mailbox |
| Outlook versions | A CRM add-in inside Outlook: Depends on the add-in | With Adoptiv: Any: classic, new Outlook, web or mobile |
| Setting up a team | A CRM add-in inside Outlook: Install for each person | With Adoptiv: One admin approval for the company |
Outlook & Microsoft 365 Questions, Answered.
Can my whole company connect at once?
Yes. Connect one mailbox, or connect a whole Microsoft organization with an admin’s approval.
Does it include sent mail?
Yes. Your whole mailbox syncs, including sent items and drafts.
Does it sync my Outlook calendar?
Your Outlook calendar and contacts come through the same Microsoft sign-in, handled by Exchange Sync. Those events are kept in their own store and are not shown on Adoptiv’s calendar screen.
Does Adoptiv work with the new Outlook?
Yes. The sync connects to your Microsoft 365 mailbox directly, so it doesn’t depend on which Outlook app you use.
What is the difference between an Outlook CRM add-in and email sync?
An add-in lives inside Outlook and logs what you click. Email sync connects the mailbox itself and logs every email with a lead automatically, whichever app you read it in.
How do I integrate Outlook with my CRM?
Connect your Microsoft 365 account in Adoptiv. One person can connect their own mailbox, or an admin can approve the whole organization at once.
Does Outlook have a built-in CRM?
Not a full one. Outlook has contacts and a calendar, but no deals, pipelines or call history. Connected to Adoptiv, your Outlook mail is filed on each customer’s record next to the calls.
What happens to email I delete in Outlook?
It is removed from Adoptiv too. Deletions and moves are followed, so a message is never filed twice.
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