Microsoft Outlook + Attio Integration

Integrate Attio to Microsoft Outlook in one click, or tell Integrately AI how you want each contact handled. Enrich customer data, update your CRM records, schedule follow-ups, and alert your team automatically.

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1.
  • Microsoft Outlook
    Email is received in folder in Microsoft Outlook
  • Microsoft Outlook
    New Email Flagged in Microsoft Outlook
  • Microsoft Outlook
    Email with attachments received in inbox in Microsoft Outlook
  • Microsoft Outlook
    Email is created in Microsoft Outlook
  • Microsoft Outlook
    Contact is updated in Microsoft Outlook
  • Microsoft Outlook
    Email is received in Microsoft Outlook
  • Microsoft Outlook
    Calendar event is created in Microsoft Outlook
  • Microsoft Outlook
    Calendar event is started in Microsoft Outlook
  • Microsoft Outlook
    Calendar event is updated in Microsoft Outlook
  • Microsoft Outlook
    Contact is created in Microsoft Outlook
  • Attio
    List entry is created in Attio Instant
  • Attio
    List entry is deleted in Attio Instant
  • Attio
    Record is created in Attio Instant
  • Attio
    Record is updated in Attio Instant
  • Attio
    Record is deleted in Attio Instant
  • Attio
    Task is created in Attio Instant
  • Attio
    Task is updated in Attio Instant
  • Attio
    Task is deleted in Attio Instant
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2.
  • Microsoft Outlook
    Set importance of email in Microsoft Outlook
  • Microsoft Outlook
    Reply to email in Microsoft Outlook
  • Microsoft Outlook
    Reply with extra recipients in Microsoft Outlook
  • Microsoft Outlook
    Set categories to email in Microsoft Outlook
  • Microsoft Outlook
    Remove all categories in Microsoft Outlook
  • Microsoft Outlook
    Forward email in Microsoft Outlook
  • Microsoft Outlook
    cansale calender Event in Microsoft Outlook
  • Microsoft Outlook
    Copy email in archive Copy in Microsoft Outlook
  • Microsoft Outlook
    Copy email in archive in Microsoft Outlook
  • Microsoft Outlook
    Delete contact in Microsoft Outlook
  • Microsoft Outlook
    Create mail folder in Microsoft Outlook
  • Microsoft Outlook
    Search Email in specific folder in Microsoft Outlook
  • Microsoft Outlook
    Move email to folder in Microsoft Outlook
  • Microsoft Outlook
    Mark email as read in Microsoft Outlook
  • Microsoft Outlook
    Mark email as unread in Microsoft Outlook
  • Microsoft Outlook
    Set Flag Status for Email in Microsoft Outlook
  • Microsoft Outlook
    Send email in Microsoft Outlook
  • Microsoft Outlook
    Create event in Microsoft Outlook
  • Microsoft Outlook
    Create contact in Microsoft Outlook
  • Microsoft Outlook
    Update contact in Microsoft Outlook
  • Microsoft Outlook
    Search contact in Microsoft Outlook
  • Microsoft Outlook
    Create draft email in Microsoft Outlook
  • Microsoft Outlook
    Search event in Microsoft Outlook
  • Microsoft Outlook
    Update event in Microsoft Outlook
  • Microsoft Outlook
    Get attachments in Microsoft Outlook
  • Attio
    Create note in Attio
  • Attio
    Create list in Attio
  • Attio
    Create task in Attio
  • Attio
    Create record in Attio
  • Attio
    Search record in Attio

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Ready Workflows Ready Workflows for Attio + Microsoft Outlook Integration

Sync contacts, log emails, update records, manage calendar events, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Microsoft Outlook + Attio Integration

Create Attio task for new Microsoft Outlook event

We all know the drill. You create {trigger.Event}} in your Microsoft Outlook, but then something comes up and you completely forget to create a corresponding task in your Attio. Now you've lost track of your to-dos, and your sales productivity is shot. So, with this {{trigger.Calender}} - Attio integration, you can set up Integrately such that every new event created in your Microsoft Outlook, automatically creates a new tasks in your Attio. This ensures that important tasks never fall through the cracks; thereby helping you stay on top of your to-do list and running your business smoothly.
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Microsoft Outlook + Attio Integration

Create Attio task for new Microsoft Outlook contact

In Microsoft Outlook, when you create a contact, it automatically creates a task in Attio for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Attio + Microsoft Outlook Integration

Create Microsoft Outlook contact for new Attio record

Automatically creating Microsoft Outlook contact records for new Attio record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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Attio + Microsoft Outlook Integration

Send Microsoft Outlook email for new Attio record

Automatically sending a Microsoft Outlook email whenever a new Attio record is created helps to ensure that you never miss an important update. Using this Attio - Microsoft Outlook integration, you can be confident that you will always be kept in the loop.

Furthermore, it saves you the hassle of manually checking for new updates. As a result, automatically sending a Microsoft Outlook email for every new Attio record is an essential way to stay on top of your work.
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Attio + Microsoft Outlook Integration

Send Microsoft Outlook email for new Attio task

With this Attio - Microsoft Outlook integration, whenever a new task is created in Attio, email will be sent via Microsoft Outlook. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the email that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Attio + Microsoft Outlook Integration

Create Microsoft Outlook event for new Attio task

Attio is a great tool for managing customer information, but it can also be used to manage your schedule. Use this Attio - Microsoft Outlook integration to automatically populate your Microsoft Outlook.

When a task is created in Attio, an event will automatically be created in your Microsoft Outlook. This can help you keep track of your schedule and avoid overlapping of appointments.

Just click Activate and connect your Attio and Microsoft Outlook accounts in a matter of minutes.
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Microsoft Outlook + Attio Integration

Create Attio record for new Microsoft Outlook contact

When a new contact is created in your Microsoft Outlook, you can automatically create a record for them in your Attio. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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Connect more apps to your Attio + Microsoft Outlook flow

Teams often need to notify colleagues in chat, create tasks in project management tools, or log details in spreadsheets after a CRM and email sync. Pick a combination and activate it in one click.

Microsoft Outlook
Attio
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SlackSlack (8)
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HubSpotHubSpot (8)
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CalendlyCalendly (8)
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StripeStripe (8)
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AsanaAsana (8)
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Google DriveGoogle Drive (8)
A
M
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Create a Microsoft Outlook contact for every new Attio record, and notify your sales team on Slack.
New Attio records generate corresponding Microsoft Outlook contacts instantly while Slack notifies your team, eliminating manual data entry.
M
A
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When a new email is received in Microsoft Outlook, create an Attio record and alert your support channel in Slack.
Incoming Microsoft Outlook emails appear as new Attio records immediately and alert your Slack channel, ensuring fast responses.
A
M
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When a new task is created in Attio, schedule a Microsoft Outlook calendar event and post an update in Slack.
Attio tasks automatically generate Microsoft Outlook calendar events while Slack announces the schedule to your team.
M
A
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Create an Attio task for every new Microsoft Outlook contact, and confirm the assignment in Slack.
New Microsoft Outlook contacts automatically generate follow-up tasks in Attio, with Slack confirming the new assignment.
A
M
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If an Attio record is updated, send a Microsoft Outlook email and notify your management channel in Slack.
Updated Attio records trigger automated Microsoft Outlook emails and management alerts in Slack.
M
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When a Microsoft Outlook calendar event is updated, update the matching Attio record and post the change in Slack.
Calendar updates in Microsoft Outlook automatically refresh matching Attio records and announce changes in Slack.
M
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Use Claude to analyse every new Microsoft Outlook email, create a matching record in Attio, and post the summary in Slack.
Claude extracts key details from Microsoft Outlook emails to create structured Attio records and posts summaries in Slack.
M
A
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When a new Microsoft Outlook contact is created, create an Attio record, create an Asana task, and notify your team in Slack.
New Microsoft Outlook contacts trigger Attio record creation, Asana task assignment, and Slack team announcements in one flow.

Supported triggers and actions for Microsoft Outlook and Attio

Mix and match to build the exact automation you need

Microsoft Outlook
Microsoft Outlook Triggers & Actions
Email is received in folder in Microsoft Outlook
Triggers the automation when an email is received
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New Email Flagged in Microsoft Outlook
New Email is Flagged
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Email with attachments received in inbox in Microsoft Outlook
New email with attachments received in inbox
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Email is created in Microsoft Outlook
Triggers the automation when a new email is created
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Contact is updated in Microsoft Outlook
Triggers the automation when a contact is updated
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Email is received in Microsoft Outlook
Triggers the automation when an email is received
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Calendar event is created in Microsoft Outlook
Triggers the automation when a new event is created in a calendar
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Calendar event is started in Microsoft Outlook
Triggers the automation when a new event is created in a calendar
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Calendar event is updated in Microsoft Outlook
Triggers the automation when a calendar event is updated
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Contact is created in Microsoft Outlook
Triggers the automation when a new contact is created
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Set importance of email in Microsoft Outlook
Set importance of a email
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Reply to email in Microsoft Outlook
Reply to a email
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Reply with extra recipients in Microsoft Outlook
Reply with extra recipients
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Set categories to email in Microsoft Outlook
Set categories to a email
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Remove all categories in Microsoft Outlook
Remove all categories
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Forward email in Microsoft Outlook
Forward email
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cansale calender Event in Microsoft Outlook
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Copy email in archive Copy in Microsoft Outlook
Copy email in a archive
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Copy email in archive in Microsoft Outlook
Copy email in a archive
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Delete contact in Microsoft Outlook
Removes a contact from the address book
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Create mail folder in Microsoft Outlook
Create a mail folder
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Search Email in specific folder in Microsoft Outlook
Search Email in a specific folder
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Move email to folder in Microsoft Outlook
Move email to a folder
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Mark email as read in Microsoft Outlook
Mark email as a read
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Mark email as unread in Microsoft Outlook
Mark email as a unread
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Set Flag Status for Email in Microsoft Outlook
Set Flag Status for a Email
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Send email in Microsoft Outlook
Sends an email to a recipient
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Create event in Microsoft Outlook
Adds a new contact to the contact list
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Create contact in Microsoft Outlook
Adds a new contact to the database
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Update contact in Microsoft Outlook
Updates contact information with new details
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Search contact in Microsoft Outlook
Finds and retrieves contact information
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Create draft email in Microsoft Outlook
Adds a new contact to the contact list
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Search event in Microsoft Outlook
Conduct a search for events based on particular criteria
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Update event in Microsoft Outlook
Updates event details with the latest information
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Get attachments in Microsoft Outlook
Retrieves attachments from emails and save them to a designated location
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Attio
Attio Triggers & Actions
Instant
List entry is created in Attio
Triggers the automation when a new list entry is created
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Instant
List entry is deleted in Attio
Triggers the automation when a list entry is deleted
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Instant
Record is created in Attio
Triggers the automation when a new record is created
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Instant
Record is updated in Attio
Triggers the automation when a record is updated
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Instant
Record is deleted in Attio
Triggers the automation when a record is deleted
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Instant
Task is created in Attio
Triggers the automation when a new task is created
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Instant
Task is updated in Attio
Triggers the automation when a task is updated
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Instant
Task is deleted in Attio
Triggers the automation when a task is deleted
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Create note in Attio
Creates a new note
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Create list in Attio
Creates a new list
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Create task in Attio
Creates a new task
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Create record in Attio
Creates a new record
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Search record in Attio
Searches for a record
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What can you automate with Attio + Microsoft Outlook?

Sync contacts, log emails, manage calendar events, and keep your CRM records perfectly updated across both platforms.

What you can automate?
🔄
Sync contacts between Attio and Microsoft Outlook automatically
Create a matching Microsoft Outlook contact whenever a new record is added in Attio, or vice versa. Keep your CRM and email address book fully synchronised without manual exporting.
📋
Capture every submitted field and email detail
Extract all available email content, calendar event properties, and contact metadata into your Attio records. Ensure your database retains complete interaction histories.
🔔
Alert your team as soon as interactions happen
Send instant notifications or confirmation emails the moment a new contact is created or a calendar event is scheduled. Keep your entire team informed of important client updates.
🔀
Route records based on submitted field values
Filter and direct your contacts or tasks to specific Attio lists based on email domains, priority flags, or meeting types. Ensure every item reaches the right workflow.
🔄
Keep your destination records continuously updated
Update existing Attio records and Microsoft Outlook contacts automatically whenever details change in either platform. Prevent outdated information from lingering in your database.
🔍
Search and update instead of creating duplicates
Search existing records before creating new ones in Attio or Microsoft Outlook. Keep your databases clean by updating matching entries instead of generating duplicates.
📅
Manage later status changes and calendar events
Update tasks, calendar events, and CRM records automatically when meetings are rescheduled or tasks are completed. Keep your operational timeline accurate.
💬
Extend your workflow to team messaging tools
Trigger Slack notifications automatically whenever new Microsoft Outlook contacts are created and synced to Attio. Bring your email and CRM data straight into your team channels.
And much more...

Who is Attio + Microsoft Outlook integration for?

Connecting Attio and Microsoft Outlook helps teams streamline communication, keep customer records accurate, and eliminate manual data entry across emails and CRM tasks.

Sales Operations Managers
Sales Operations Managers
Account Executives
Account Executives
Client Success Leads
Client Success Leads
Customer Support Leads
Customer Support Leads
Sales Development Reps
Sales Development Reps
Business Development Directors
Business Development Directors
📈
Sales Operations Managers
You track pipeline metrics across your CRM and calendar, but your reports only update when someone manually exports records, so your pipeline counts are always outdated — this integration means every new contact and task syncs instantly and your pipeline stays accurate.
Account Executives
You depend on quick follow-ups after client meetings, but you often find out about new emails hours later, so potential deals go cold before you reply — automating both apps means every interaction creates a record immediately so you can reach out first.
🤝
Client Success Leads
You need to share prompt updates with stakeholders, but tracking calendar events and email threads manually leads to missed updates, so clients feel uninformed — with this integration, every schedule and note syncs automatically to keep everyone aligned.
📊
Customer Support Leads
Your inbox receives high volumes of enquiries daily, and copying contact details into your CRM by hand takes hours, so your team falls behind on replies — connecting these apps means every email and contact updates your system automatically.
🔄
Sales Development Reps
You wait for calendar bookings and leads to be logged before starting outreach, but manual handoffs cause frustrating delays, so prospects slip through the cracks — automating this process means every meeting and task flows straight into your pipeline.
🗂️
Business Development Directors
You rely on complete interaction histories for forecasting, but fragmented email threads and unrecorded meetings leave blind spots in your data, so forecasts are unreliable — this integration means every client touchpoint is recorded securely without gaps.
Our team

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Why choose Integrately to automate Microsoft Outlook + Attio

Build and manage your Microsoft Outlook + Attio automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Outlook + Attio with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

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Frequently Asked Questions

How do I connect Attio to Microsoft Outlook?
Frequently Asked Questions
You can connect Attio to Microsoft Outlook in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows linking Slack, HubSpot, and other tools.
Can I automatically sync my Microsoft Outlook contacts to Attio?
Frequently Asked Questions
Can I connect Attio, Microsoft Outlook, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Attio and Microsoft Outlook?
Frequently Asked Questions
How do I handle record updates between Attio and Microsoft Outlook?
Frequently Asked Questions
Can I create calendar events in Microsoft Outlook from Attio tasks?
Frequently Asked Questions
Do I need coding skills to automate Attio and Microsoft Outlook?
Frequently Asked Questions
Is the Attio and Microsoft Outlook integration free?
Frequently Asked Questions
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You Can Also Connect Attio or Microsoft Outlook With 1500+ Other Apps

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Microsoft Outlook
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Sync Microsoft Outlook with calendar, project management, and reporting tools to keep data working across your stack.