Real-time
Two-way sync
Changes in Creatio CRM or Microsoft 365 instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Business productivity
Creatio CRM to Microsoft 365 integration — real-time, two-way sync
Keep Creatio CRM 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
Case study
Migrated from Mulesoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Creatio CRM and Microsoft 365
Sync what happens in Microsoft 365 with the customer records in Creatio CRM, in real time and in both directions.
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.
Stacksync connects Planner & To Do Tasks, Users, Groups, Mail Messages in Microsoft 365 to Leads, Opportunities, Activities, Cases in Creatio CRM with bi-directional, real-time sync. Activity and record changes in Microsoft 365 update the matching contact or account in Creatio CRM, and CRM data flows the other way wherever Microsoft 365 can store and use it.
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.
- Mirror custom no-code objects into Postgres so internal applications can query them without OData calls.
- Keep Creatio cases aligned with a dedicated support desk tool for teams that split service across systems.
Where Microsoft 365 can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Creatio CRM sync into Microsoft 365, so people working there have the context without switching tools.
Where Microsoft 365 supplies contact or company data
Enriched fields land directly on records in Creatio CRM, and refreshes keep them from going stale.
Where Microsoft 365 processes payments
Charges, refunds, and subscription changes appear on the account in Creatio CRM, so revenue context lives with the relationship.
What you can sync between Creatio CRM 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.
| Creatio CRM objects | Microsoft 365 objects | |
|---|---|---|
| Products Catalog items referenced on orders and opportunities. | Calendar Events Events synced with scheduling tools and CRMs for meeting visibility. | |
| Custom sections (objects) No-code custom entities, exposed through the same API as standard objects. | Contacts Personal and org contacts kept consistent with CRM contact records. | |
| Accounts Company records at the center of Creatio's CRM model; commonly synced with ERP customer masters. | OneDrive Files (driveItems) File and folder metadata synced for document workflows and audits. | |
| Contacts Person records linked to accounts, activities, and cases. | SharePoint Sites & Lists List items read and written like lightweight database tables. | |
| Leads Inbound interest records qualified into opportunities; synced for funnel reporting. | Teams Team and membership data provisioned from upstream systems. | |
| Opportunities Deal records with stages and amounts used in revenue syncs. | Planner & To Do Tasks Task items synced with project and work-management tools. |
What ships with Creatio CRM ⇄ Microsoft 365
Connect Creatio CRM and Microsoft 365 for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Creatio CRM–Microsoft 365 connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Creatio CRM 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 Creatio CRM or Microsoft 365 record.
Observability
Monitoring
Track your Creatio CRM ⇄ 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 Creatio CRM and Microsoft 365.
How the Creatio CRM and Microsoft 365 connectors work
Creatio CRM
- Integration surface
- OData REST API plus a proprietary DataService API
- Authentication
- OAuth 2.0 or cookie-based session authentication
- Change detection
- Polling on ModifiedOn system columns; outbound notifications require configuring business processes
- Capabilities
- read · write
- Rate limits
- Subject to the platform's API rate limits
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 Creatio CRM 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.
- 01
Connect your apps
Authenticate Creatio CRM 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.
Creatio CRM
connected
Microsoft 365
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Creatio CRM 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.
objects · Creatio CRM ⇄ Microsoft 365Customers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Creatio CRM Microsoft 365Company company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Creatio CRM and Microsoft 365 integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Creatio CRM and Microsoft 365: authenticate both systems, choose the objects to sync (such as Creatio CRM's Products and Custom sections (objects)), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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Common patterns for Creatio CRM and Microsoft 365: Where Microsoft 365 can store CRM context: fields kept current; Where Microsoft 365 supplies contact or company data; Where Microsoft 365 processes payments. Owner, lifecycle stage, or account details from Creatio CRM sync into Microsoft 365, so people working there have the context without switching tools.
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Creatio CRM: OData REST API plus a proprietary DataService API. Authentication: OAuth 2.0 or cookie-based session authentication. Microsoft 365: REST API (Microsoft Graph). Authentication: OAuth 2.0 via Microsoft Entra ID, with delegated or application permissions. Stacksync manages authentication, retries, and rate limits on both sides.
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Microsoft 365: Access is scoped per permission via Entra ID admin consent, so an integration only sees the workloads it was granted. Creatio CRM: Creatio exposes its object model over OData, so any entity, including custom objects built with its no-code tools, is addressable as an OData entity set. Stacksync's field mapping accounts for these differences between Creatio CRM and Microsoft 365 without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Creatio CRM and Microsoft 365 records are not retained after a sync operation.
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.
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:
Related integrations
Every pair below is a real-time, two-way sync. Search all 386 integrations available for Creatio CRM and Microsoft 365.
Popular · 8 of 386
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Creatio CRM ⇄ Atlassian -
Creatio CRM ⇄ Braze -
Creatio CRM ⇄ ConnectWise -
Creatio CRM ⇄ Aviato -
Microsoft 365 ⇄ Zoho SalesIQ -
Microsoft 365 ⇄ ZoomInfo -
Microsoft 365 ⇄ Salesforce -
Microsoft 365 ⇄ HubSpot
No integrations match .
