Connecting Outlook¶
Link your Outlook account to send and receive emails directly from Outsprint. Emails are sent from your actual Outlook address, so recipients see messages coming from you.
Before You Start¶
You need a Microsoft 365 or Outlook.com account. Your Microsoft admin may need to approve Outsprint as an authorized app if your organization restricts third-party access.
Connect Your Account¶
- Open Settings from the sidebar
- Go to Email Connections
- Click Connect Outlook
- Sign in with your Microsoft account when the OAuth window opens
- Review the permissions and click Accept
- You are redirected back to Outsprint with your account connected
Once connected, Outsprint begins syncing your recent emails (last 30 days) in the background.
What Gets Synced¶
- Sent and received emails involving contacts already in your CRM
- Attachments under 25 MB (stored securely)
- Email threads are grouped automatically
What Doesn't Get Synced¶
- Emails with no matching contact in the CRM
- Drafts, spam, and trash
- Calendar invites
Note
Only emails to or from known contacts are synced. Emails with unrecognized addresses are skipped unless you manually associate them later.
Configure Sync Settings¶
After connecting, you can adjust sync behavior:
- Sync frequency -- Choose from every 1, 5, 15, or 30 minutes
- Auto-associate -- Automatically link emails to matching contacts
- Track opens -- Enable open tracking on outbound emails by default
Disconnect Outlook¶
To disconnect, go to Settings > Email Connections and click Disconnect next to your Outlook account. Previously synced emails remain in the CRM.
Warning
Disconnecting stops all future email sync. You will not be able to send emails through Outsprint until you reconnect.
