Bring Microsoft 365 email and calendar into one CRM
Sync Outlook mail and meetings both ways so every message and every calendar invite lands on the right contact and deal, automatically.
How it works
For teams standardized on Microsoft 365, Leadify fits right into Outlook. Email syncs in both directions and logs itself to the matching contact and deal, while calendar sync ties every meeting to the account it belongs to. Reps keep working in Outlook; the CRM stays complete without anyone maintaining it.
Outlook email sync, both directions
Mail flows between Outlook and Leadify and logs to the right record with no manual step.
- Inbound and outbound captured automatically
- Matched to contacts and open deals
- Works across desktop, web, and mobile Outlook
- Respects your Microsoft 365 permissions
Calendar sync for meetings
Outlook calendar events sync into Leadify and attach to the deal, so activity history is complete.
- Two-way calendar sync
- Meetings auto-linked to contacts
- Attendees matched to CRM records
- Changes and cancellations stay in step
Enterprise-ready and secure
Connect through Microsoft's OAuth and admin consent, with nothing stored you don't approve.
- Modern OAuth, no password sharing
- Tenant-wide admin consent supported
- Granular control over what syncs
- Aligned to Microsoft 365 compliance
Where teams use it
Built for real revenue work.
Complete records without the busywork
Every Outlook email and meeting attaches itself to the right deal, so reps never rebuild a timeline by hand.
Managers see real activity
Because mail and calendar sync automatically, pipeline reviews reflect what actually happened, not what someone remembered to log.
Fast onboarding for MS-first teams
Teams already living in Outlook adopt the CRM faster because the workflow they know doesn't change.
“We're a Microsoft shop end to end, so a CRM that logs Outlook mail and calendar for us was the whole decision. Our reps barely notice it's running.”
FAQ
Questions, answered.
How does the Outlook integration work?
An admin or user connects the Microsoft 365 account through secure OAuth. Leadify then syncs Outlook email and calendar in both directions, matching messages and meetings to the right contacts and deals in the CRM.
Does it work with Microsoft 365 and Exchange Online?
Yes. The integration is built for Microsoft 365 and Exchange Online tenants and respects your existing permissions and compliance settings. On-prem Exchange support depends on your configuration, so ask us about your setup.
Is calendar sync included?
Yes. Outlook calendar events sync two-way and attach to the matching deal, with attendees mapped to CRM contacts. Reschedules and cancellations flow through automatically.
Can our IT admin control what syncs?
Admins can grant tenant-wide consent and set what data is shared. Individual users can also exclude personal mail and specific domains, so only relevant business activity reaches the CRM.
Put Microsoft 365 to work in your CRM
Connect Outlook once and keep every deal record current on its own.