Skip to main content
CommunicationOAuth 2.0BYOK

Outlook / Office 365 + Coeffection

Sync your Outlook inbox and calendar, track emails, and manage meetings from your CRM.

Inbox syncCalendar syncEmail trackingContact sync

Everything you get with Outlook / Office 365

4 powerful features, seamlessly integrated

Outlook
Inbox
JH
James Harmon

Q2 budget review

10:05 AM

CB
Coeffection Bot

Deal stage updated: Globex

9:48 AM

RK
Rachel Kim

Follow-up: onboarding call

Yesterday

February
Mo
Tu
We
Th
Fr
Sa
Su
1
8
15
22
2
9
16
23
3
10
17
24
4
11
18
25
5
12
19
26
6
13
20
27
7
14
21
28

Pipeline Review

2:00 PM — 3:00 PM

Client Demo

4:30 PM — 5:00 PM

1

Inbox Sync

Outlook emails from CRM contacts are automatically matched and displayed on contact activity timelines.

Lead InboxLive
SM
Sarah Mitchell
properties
NEW
JP
James Park
signups
NEW
LT
Lena Torres
inquiries
2

Calendar Sync

Outlook calendar events sync bidirectionally with your CRM calendar. Create meetings from either system.

Schema Discovery
leads12 colstable
active_deals8 colsview
contacts15 colstable
3 sources detected
3

Email Tracking

Track email opens and link clicks. See engagement metrics directly on the contact record.

Connect
Project URL
https://xyz.supabase.co
API Key
eyJhbG...••••••
Connected
4

Contact Sync

Keep your Outlook contacts in sync with CRM records. Changes in either system flow automatically.

Setup Wizard
1
2
3
4
Entity Type
Lead
Pipeline
Sales Pipeline

Setup in minutes

Bring your own API key — connect and go

  1. 1

    Ensure you have a Microsoft 365 or Outlook.com account.

  2. 2

    Return to Coeffection and click Connect to start the OAuth authorization flow.

  3. 3

    Sign in with your Microsoft account and grant Coeffection permission to access your email and calendar.

  4. 4

    Choose sync preferences for email labels and calendar events.

  5. 5

    Once connected, your emails and calendar events will begin syncing automatically.

Bring Your Own API Key

Connect Outlook / Office 365 using your own account and credentials. No middleman, no markup — you maintain full control and ownership of your integration.

OAuth 2.0

Securely connect with a single click. No credentials stored — we use industry-standard token-based authorization.

Your Keys, Your Control

Credentials never leave your tenant. Encrypted at rest with AES-256.

Zero Markup

Pay the provider directly at their published rates. No Coeffection surcharge.

Enterprise Security

SOC 2 compliant credential storage with automatic key rotation support.

Ready to close more deals?

Join thousands of sales teams using Coeffection to streamline their pipeline and automate quote-to-cash.