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Communication

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Outlook CRM integration

The Outlook CRM integration connects your Microsoft 365 or Outlook.com mailbox to KudosCRM over secure OAuth, so every email with a customer is logged against the matching contact and deal automatically — no forwarding, no copy-paste.

Category
Communication
Direction
Two-way
Auth
OAuth
Setup
~2 min

What the Outlook integration does

Email on the record

Sent and received email attaches to the matching contact and deal, so the timeline reflects every conversation.

OAuth, no API keys

Connect by signing in with Microsoft. Nothing to paste, and you can revoke access at any time.

Powers your sequences

The connection bridges into the email pipeline so sequences send from your real mailbox, not a generic relay.

What syncs

Sent & received emailTwo-way
Contact matchingInto CRM
Email threadsInto CRM

How to connect Outlook

  1. 1Open Settings → Marketplace in KudosCRM.
  2. 2Click Connect on the Outlook card.
  3. 3Sign in with your Microsoft 365 account and approve access.
  4. 4Choose the mailbox to sync — email starts landing on your records.

Popular workflows

  • Log every deal email to the contact and deal automatically.
  • Auto-attach a Zoom link to meetings booked on your Outlook calendar.
  • Alert your team in Slack when a customer replies.

FAQ

Outlook — questions

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Connect Outlook to your CRM

Set up in minutes over secure OAuth. Start free.