Sync365 for salesforce

Microsoft 365 emails, meetings, and webinars synced in Salesforce
Microsoft365 emails, meetings, and webinars synced in Salesforce
Microsoft 365 emails, meetings, and webinars synced in Salesforce

Effortlessly sync, schedule, and manage Microsoft 365 emails, meetings, and webinars, securely and 100% natively in Salesforce with Sync365 for Salesforce.

Effortlessly sync, schedule, and manage Microsoft 365 emails, meetings, and webinars, securely and 100% natively in Salesforce with Sync365 for Salesforce.

Try Sync365 Free on AppExchange

Try Sync365 Free on AppExchange

Try Sync365 Free

Try Sync365 Free

Schedule a Demo

Schedule a Demo

MEETING SCHEDULING

Meeting scheduling your team will celebrate

Meeting scheduling your team will celebrate

Advanced meeting scheduler

Automate 1:1 or collective team meeting scheduling with real-time Outlook and Salesforce calendar sync.

Meeting templates

Create templates with meeting details and custom fields to capture the exact information required and share unique scheduling links.

Easy embedding

Seamlessly integrate meeting scheduler into your website, emails, live chat, or Pardot forms and form handlers, to enable frictionless meeting scheduling wherever your customers engage.

Seamless branding

Maintain a seamless brand experience across every attendee interaction with fully customizable meeting scheduler and HTML event invitations.

Automatic lead creation

Link new meetings to existing contacts or create new meeting leads and assign to a specific team member or distribute across your team based on priority or even distribution rules.

LEAD ROUTING

Intelligently route leads exactly where required

Intelligently route leads exactly where required

Routing forms

Create branded routing forms with custom fields to request exact information required for smart routing logic processing, such as email, territory, industry or company size.

Headless routing

Use your own web forms to collect information and pass to scheduler for smart qualification and routing logic processing.

Automated lead qualification

Implement smart logic to instantly qualify leads before allowing meeting scheduling, based on routing form responses, ensuring your team only spends time on applicable opportunities.

Automated lead routing

Implement smart logic based on routing form responses to instantly direct leads to their existing account owner or specific round-robin distribution team.

Microsoft 365 Integration

Seamless Outlook emails, calendar and Teams sync

Seamless Outlook emails, calendar and Teams sync

Email sync

Automatically sync Outlook emails directly to Salesforce, including emails from shared mailboxes.


Link emails to contacts using standard and custom email fields to ensure all communications are captured even when contacts have multiple email addresses.


Stay ahead of the curve with instant notifications for incoming emails that enable prompt responses directly in Salesforce or Outlook.

Calendar sync

Keep Salesforce and Outlook calendars perfectly aligned in real-time. Automatically sync Salesforce and Outlook meetings, prevent scheduling conflicts, track RSVP responses, and include Teams links.

Manual sync

Browse Outlook emails and events from Salesforce contact records and hand pick which to sync for precision record keeping and efficient data storage .

HIPAA, ISO 27001 & GDPR compliant

Enterprise-grade security. 100% Salesforce native architecture means data stays within your trusted Salesforce and Microsoft clouds, meeting the strictest global compliance standards. No third-party servers, no middleware, no external data storage, and zero added risk of data breach.

mICROSOFT tEAMS wEBINAR MANAGEMENT

Go beyond meetings with large scale webinars

Go beyond meetings with large scale webinars

Event Registration forms

Create branded event registration forms with custom fields to request exact attendee information.

Easy embedding

Seamlessly integrate event registration form into your website, live chat, or Pardot forms and form handlers, to enable frictionless event registration wherever your customers engage.

Large scale webinars

Create Salesforce events with webinar details that sync with Microsoft Outlook and Teams and share registration links.

Attendee metrics tracking

Track and report on attendee RSVP responses and Microsoft Teams event attendance metrics in Salesforce.

Automatic lead and campaign member creation

Automatically create new campaign members for new attendee registrations and create new leads or link to existing contacts.

Built to automate your workflow, boost productivity, and reclaim your team’s time
Built to automate your workflow, boost productivity, and reclaim your team’s time

Everything needed to manage your Salesforce and Microsoft Outlook meetings and emails in one place. Sync365 does the admin work, so your team can focus on sales work and building better customer relationships.

Start for free today

Experience for yourself the power of Sync365 to streamline your workflow.

Try for 30 days

It's free

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