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CRM ⇄ Business productivity

Clearbit to Microsoft 365 integration — real-time data sync

Keep Clearbit and Microsoft 365 in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Clearbit and Microsoft 365

Flow Clearbit data into Microsoft 365 in real time — no exports, no schedulers, no custom scripts.

Clearbit is a read-only source: Stacksync reads its data in real time and delivers it into Microsoft 365, so Microsoft 365 always reflects the current state of Clearbit — without exports, scripts, or schedulers.

The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Microsoft 365 holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.

Common use cases

  • Archive mail and file metadata into a warehouse for compliance and activity analytics.
  • Keep CRM contacts and Microsoft 365 contacts aligned in both directions.
  • Route and score inbound demo requests using Clearbit company size and industry data synced into the CRM.
  • Refresh firmographic fields on existing accounts on a schedule so segmentation stays current.

Where Microsoft 365 supplies contact or company data

Enriched fields land directly on records in Clearbit, and refreshes keep them from going stale.

Where Microsoft 365 processes payments

Charges, refunds, and subscription changes appear on the account in Clearbit, so revenue context lives with the relationship.

Where Microsoft 365 can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Clearbit sync into Microsoft 365, so people working there have the context without switching tools.

What you can sync between Clearbit and Microsoft 365

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Clearbit objects Microsoft 365 objects
Persons Individual profiles looked up by email and used to enrich contacts and leads. Calendar Events Events synced with scheduling tools and CRMs for meeting visibility.
Reveal matches IP-to-company resolutions used to identify anonymous website traffic. Contacts Personal and org contacts kept consistent with CRM contact records.
Name-to-domain lookups Company name resolution used to normalize account records before enrichment. OneDrive Files (driveItems) File and folder metadata synced for document workflows and audits.
Enrichment attributes The firmographic and technographic fields appended to destination records. SharePoint Sites & Lists List items read and written like lightweight database tables.
Companies Firmographic profiles looked up by domain and merged into account records. Teams Team and membership data provisioned from upstream systems.
What ships with Clearbit ⇄ Microsoft 365

Connect Clearbit and Microsoft 365 for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Clearbit–Microsoft 365 connection.

Real-time

Real-time sync

Changes in Clearbit or Microsoft 365 instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Clearbit or Microsoft 365 data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Clearbit or Microsoft 365 record.

Observability

Monitoring

Track your Clearbit ⇄ Microsoft 365 sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Clearbit and Microsoft 365.

How the Clearbit and Microsoft 365 connectors work

Clearbit

Integration surface
REST API (separate endpoints per product: Enrichment, Reveal)
Authentication
API key (bearer secret key)
Change detection
On-demand lookups; asynchronous enrichment results can be delivered via webhook callbacks
Capabilities
read · webhooks
Rate limits
Subject to plan-based API rate limits and lookup volumes

Microsoft 365

Integration surface
REST API (Microsoft Graph)
Authentication
OAuth 2.0 via Microsoft Entra ID, with delegated or application permissions
Change detection
Graph change notifications (webhooks) plus delta queries for incremental sync
Capabilities
read · write · webhooks
How it works

How to connect Clearbit to Microsoft 365 — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Clearbit and Microsoft 365 with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Clearbit connected
    Microsoft 365 connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Clearbit and Microsoft 365 objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Clearbit ⇄ Microsoft 365
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Clearbit Microsoft 365
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Clearbit and Microsoft 365 integration FAQ

SECURITY

Security teams love Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Clearbit and Microsoft 365.

Popular · 8 of 386
All Clearbit integrations All Microsoft 365 integrations Browse all integrations
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