Integration
Outlook CRM integration
Connect an Outlook or Microsoft 365 mailbox and email and calendar file themselves against the right company and contact. Same capture as the Google side, same privacy controls, no separate product to buy.
What syncs
| Object | Direction | What that means |
|---|---|---|
| Two-way | Messages sync into the unified inbox and onto the contact and company timeline. Replies sent from Lumenbase land in your Outlook sent items. | |
| Calendar | Into Lumenbase | Outlook meetings sync into Lumenbase, with attendees matched to contact records. Meetings you create in Lumenbase are added to Outlook, but edits made in Lumenbase are not sent back. |
| Contacts | Into Lumenbase | Correspondents are matched to existing records or offered as new contacts, with duplicate detection on entry. |
| Attachments | Into Lumenbase | Files on synced messages are reachable from the record instead of only from the thread. |
Setup, in three steps
Step 1
Connect the mailbox
Settings, then Integrations, then Microsoft. Sign in and grant access. Some tenants require an administrator to approve the application first.
Step 2
Choose what syncs
Select the mailbox and calendars, and set the default visibility for synced conversations.
Step 3
Let your history load
History imports in the background with a progress indicator, most recent first.
The full walkthrough, including what to do when something does not connect, is in the Help Center: Outlook setup guide
Admin consent is the step that catches people
Many Microsoft 365 tenants require an administrator to approve a third-party application before any user can connect it. If the sign-in ends with a message about needing approval, that is what happened, and it is a tenant policy rather than a fault.
Worth finding out before a rollout rather than during it: ask whoever administers your tenant to approve the application, then have people connect.
Shared and delegated mailboxes
A shared mailbox such as an enquiries address is often where the first contact with a client actually lands, and it is usually nobody personal inbox. Connect it deliberately rather than assuming individual mailboxes cover it, or the first message in every relationship will be missing.
Mixed Google and Microsoft teams
Agencies and consultancies frequently end up with both, usually after a merger or an acquisition. Both connect to the same workspace and both feed the same records, so there is no need to standardise the company on one email vendor before adopting a CRM.
This is the practical argument against a CRM that lives inside one mail client: it makes the email vendor decision and the CRM decision the same decision.