Outlook E-Mail Integration for meetergo
Bring your Outlook email into the meetergo CRM and the team inbox. For Microsoft 365 and Outlook.com, no password needed.
This integration is about email, not your calendar. With Outlook email sync, meetergo reads the email between you and your CRM contacts and files each message on the right contact and deal. You connect the same Microsoft account you use for your calendar and grant one extra read permission for email. meetergo stores the subject, sender, recipients, time and a short preview, and fetches the text from Outlook when you open it. If sending is allowed too, you reply straight from the CRM from your own address. For support, an admin can also connect a Microsoft 365 mailbox, including a shared one, as a channel in the inbox. Both are included from the Suite plan.
Key Features
What you get with meetergo + Outlook E-Mail
Email history in the CRM
Every email with a contact shows up on that contact and on their deal. An open deal always wins.
Reply from the CRM
With send permission, you write and answer email right on the contact. It goes out from your address and lands in your Sent folder.
Support mailbox in the inbox
A Microsoft 365 mailbox, shared ones included, becomes a channel in the team inbox. Replies come from your address, in the same thread.
No password
The connection runs through your Microsoft account. The CRM sync permission is read-only, so meetergo changes nothing in your mailbox.
How It Works
How to connect Outlook email to meetergo
Give meetergo read access to your Outlook mailbox and find the history on your contacts.
Open Integrations
Click Integrations in the sidebar, search for email sync and pick Outlook Email Sync.
Grant mail access
If your Microsoft account is already connected for your calendar, click Grant mail access. Microsoft asks for the one extra read permission.
See the history
Open a contact in the CRM and switch to Activity. The email history is at the bottom. For the inbox, an admin connects the mailbox under Conversations, Channels, Email settings.
Use Cases
How teams use meetergo + Outlook E-Mail
Sales on Microsoft 365
Before the meeting you see the latest email with the customer on the deal, without opening Outlook.
A support address for the team
Email to your support address becomes conversations. Your team assigns, labels and answers them next to WhatsApp and chat.
Handovers
When someone takes over a customer, the email history is already on the contact.
FAQ
Frequently Asked Questions
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