Sync data between

Microsoft Outlook

and

Salesforce

Sync data between

Microsoft Outlook

and

Salesforce

Sync data between

Microsoft Outlook

and

Salesforce

Align your data between Microsoft Outlook and Salesforce 1-way or 2-way without code

Microsoft Outlook

Salesforce

What is data sync?

Data syncing is the process of ensuring that data is consistent across your platforms. Whenever a change is made in one location, those changes are reflected in other locations in real-time based on filters, matched fields and direction.

What data can be synced?

Microsoft Outlook

Salesforce

How to configure your sync

STEP 1

Select Apps

Select the apps you’d like to sync from
our library of apps

Step 2

Configure Tables & Fields

Map the tables & fields that you would
like to sync.

Step 3

Pick Sync Type

Choose between importing your existing data, syncing future data or both!

Contact Management

About

Microsoft Outlook

Microsoft Outlook Contacts is the contact management feature within Microsoft Outlook, part of the Microsoft 365 ecosystem. It allows users to store and manage personal and professional contact information. Users need to sync data with Microsoft Outlook Contacts to ensure consistent, up-to-date contact information across all the tools they use for communication, sales, marketing, and support.

CRM

About

Salesforce

Salesforce is a cloud-based Customer Relationship Management (CRM) platform that helps businesses manage and automate various aspects of customer interaction, sales, marketing, support, and more. Salesforce is often the central hub for customer, sales, and support data. Because many companies use multiple tools alongside Salesforce, keeping information in sync across platforms is critical.

Features that just make sense

Real-time updates

Changes made in one app are reflected instantly in the destination app.

Import data

Sync existing data without having to start from scratch.

Record filtering & grouping

Add data conditions and conditional groups to sync only the info you want.

Secure data

Secure data handling with built-in encryption & integrity protections.

AI Assisted

Set up is faster and easier with the help of AI during setup.

Background syncing

We monitor for changes 24/7 when your sync goes live even when you’re not watching.

CRM

About

Salesforce

Explore all the solutions on the Salesforce Customer 360 Platform. We�re the innovative company behind the world�s #1 CRM platform that employees can access entirely over the Internet � there�s no infrastructure to buy, set up, or manage � you just log in and get to work.