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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

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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.

Active
2

Calendar Sync

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

Active
3

Email Tracking

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

Active
4

Contact Sync

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

Active

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?

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