Using 2-Way Sync for Outlook, Users can link their Outlook account with the CRM and sync emails to and from both platforms. When an email is first sent out from the CRM, a connection will be created between both platforms. All subsequent emails in the thread will be in sync between both platforms.


Covered in this Article:

How to Connect Outlook Two Way Email sync?

How the 2-way sync works between the CRM and your email account?

Other functionalities



How to Connect Outlook Two Way Email sync?


Since this feature is currently in beta, it can be enabled for a sub account by going to Settings>Labs


Steps to connect


Please go to the sub accounts Settings page. Go to the Profile tab and scroll down to the section Email (2-way sync)


Select Outlook your email provider & click on Connect

Complete the authorization by entering your Outlook email ID credentials.


Approve for permissions requested for LeadConnector:





On the profile page scroll down to the section Email (2-way sync) to view your email in the connected status


How the 2-way sync works between the CRM and your email account?


You would need to send an email to a contact from the CRM to initiate the sync between both platforms.

Please note

The first outbound email needs to be initiated from the CRM to establish the sync



All subsequent messages in the email thread (initiated from the CRM) will be in sync with each other. Outbound
emails sent from your personal email will start reflecting in the CRM and vice versa. 




An email thread initiated from your personal email will not be in sync with the CRM. Only email threads which were initiated from the CRM will be in sync.

If an outbound email was sent (while the sync was in active state) and later the sync was disconnected from the CRM, the subsequent messages in the thread will stop syncing. This will also stop syncing new outbound emails sent from the CRM.


Please note

Attachments of up to 3 MB size work across this sync, any attachments larger than this size will cause the message to not sync over.



Other functionalities


Update Email: This helps users to change their connected email ID to another email ID without disconnecting the previous connection.


New outbound emails sent from the CRM will start syncing with the newly added email address. Upcoming messages in the previously connected email ID (same thread) will stop syncing between the CRM & personal email. 


Disconnect Email: This helps users to disconnect their connection and stop the sync with the CRM. Post disconnect, emails or messages will not be in sync between both platforms.