Outlook + AutomateNexus CRM
Recent mail logged to the timeline, Outlook Calendar synced every 15 minutes.
Outlook, wired into your pipeline.
- 01
Mail on the timeline
Connect Outlook mail with Microsoft, never your password, and click Sync: the latest messages from your mailbox are logged in the CRM and matched to customers by email address.
- 02
Calendar synced every 15 minutes
Outlook Calendar connects separately with the same sync engine as Google: your default calendar is read for availability and CRM meetings, and new CRM meetings are added to it when two-way sync is on.
- 03
Teams links on bookings
With Microsoft Teams connected under Video conferencing, a Video Call event type gets a Teams join link on every booking, and team chat can schedule Teams meetings on the organiser's connected calendar.
Connected in three steps.
- Step 01
Connect Outlook mail
Settings → Integrations → Communications → Email sync → Outlook mail → Connect. Sign in with your Outlook.com, Office 365 or Microsoft 365 account, accept the permissions and click Sync to log mail to timelines.
- Step 02
Connect Outlook Calendar
Settings → Integrations → Scheduling → Outlook Calendar → Connect, then set Two-way sync, Sync Direction, Auto-create meetings and Customer matching under Scheduling → Calendar → Integrations.
- Step 03
Send from your address
To send CRM email from your Microsoft 365 address, add it as an SMTP sending account under Sending accounts (Microsoft 365 SMTP with an app password), or use Resend for volume. Add Teams under Video conferencing if you use it.
Built to be left alone.
Admin consent, once
If your Microsoft 365 tenant restricts third-party apps, an administrator grants consent for AutomateNexus CRM under Enterprise applications once; after that, users connect on their own.
Sending goes through sending accounts
Send from your address by adding your Microsoft 365 mailbox as an SMTP sending account, or by adding a Resend sending account on your verified domain; if one is unavailable the CRM falls back to the organisation's default sender, so nothing fails silently.
Personal, revocable connections
Each teammate connects their own account for mail and for calendar, and can disconnect either from its card. A Reconnect needed badge appears if the authorisation lapses.
Every 15 minutes, in the direction you choose.
Schedule and window
Sync runs every 15 minutes for every connected calendar, and on demand with Sync now. Events from the last 7 days to the next 30 days are considered, and an hourly health check flags a connection that needs reconnecting.
Direction and switches
Import from your default Outlook calendar always runs; export runs only when Two-way sync is on, following the Sync Direction you pick: Import Only (the default), Export Only or Bidirectional. Auto-create meetings turns calendar events into CRM meetings; Customer matching links them to existing customers.
What is written back
New meetings created in the CRM are added to your calendar once, and confirmed bookings create an event that invites the booker and update or remove it on reschedule or cancellation. Secondary Outlook calendars are not read.
What the Outlook mail connection does.
Logs on demand
Each Sync pulls your 50 most recent messages into the CRM inbox and the timeline; run it whenever you want the record current.
Matched to customers
A message links to a customer when an address matches the customer's email, and a synced message fires the Email Received workflow trigger.
Not synced
Attachments and older history are not imported, and the connection is not real-time. For sending, use a sending account.
Outlook and AutomateNexus CRM, answered.
Yes. Outlook mail connects under Email sync to log your recent mail to contact timelines; Outlook Calendar connects under Scheduling for 15-minute sync; Microsoft Teams connects under Video conferencing for meeting links; OneDrive is a file storage option.
Yes. Add your Microsoft 365 mailbox as an SMTP sending account, or add a Resend sending account on your verified domain with your address as the sender; mail sent from the CRM then carries your address and replies land in your Outlook inbox.
Yes. Each teammate connects their own Microsoft account for mail and for calendar; a Microsoft 365 administrator may need to grant consent once if the tenant restricts third-party apps.
Import always runs. Export runs when Two-way sync is on, in the direction you set: Import Only (default), Export Only or Bidirectional.
No. Your default calendar is synced; secondary calendars are not read.
Yes, once Microsoft Teams is connected under Settings → Integrations → Scheduling → Video conferencing and chosen as the Conferencing Provider on a Video Call event type.
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