Two-way sync
Changes in Drift or Microsoft 365 instantly reflect in both systems. No stale data, no manual imports.
Keep Drift 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.
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 Mail Messages, Calendar Events, Contacts, OneDrive Files (driveItems) in Microsoft 365 to Contacts, Conversations, Messages, Accounts in Drift with bi-directional, real-time sync. Activity and record changes in Microsoft 365 update the matching contact or account in Drift, and CRM data flows the other way wherever Microsoft 365 can store and use it.
Owner, lifecycle stage, or account details from Drift sync into Microsoft 365, so people working there have the context without switching tools.
Enriched fields land directly on records in Drift, and refreshes keep them from going stale.
Charges, refunds, and subscription changes appear on the account in Drift, so revenue context lives with the relationship.
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.
| Drift objects | Microsoft 365 objects | |
|---|---|---|
| Playbooks Bot flows that generate conversations and qualify visitors. | Planner & To Do Tasks Task items synced with project and work-management tools. | |
| Meetings Meetings booked through Drift, synced to CRM as sales activities. | Users Entra ID user accounts synced with HR and identity systems. | |
| Contacts Visitor and lead records created or matched from chat identities; the main CRM-sync object. | Groups Microsoft 365 and security groups kept aligned with org structure and access rules. | |
| Conversations Chat threads with status and participants; the center of Drift's data model. | Mail Messages Exchange Online messages read for logging, archiving, or activity capture. | |
| Messages Individual messages within a conversation, used for transcript and intent analysis. | Calendar Events Events synced with scheduling tools and CRMs for meeting visibility. | |
| Accounts Company records used for account-based routing and targeting. | Contacts Personal and org contacts kept consistent with CRM contact records. |
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Drift–Microsoft 365 connection.
Changes in Drift or Microsoft 365 instantly reflect in both systems. No stale data, no manual imports.
Trigger automated workflows whenever Drift or Microsoft 365 data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
Handle millions of events per minute without losing a single Drift or Microsoft 365 record.
Track your Drift ⇄ Microsoft 365 sync health, view errors, and replay failed events in one click.
Transform legacy EDI complexity into simple database interactions between Drift and Microsoft 365.
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.
Authenticate Drift 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.
Pick the Drift 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.
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Yes. Stacksync provides a managed, real-time two-way integration between Drift and Microsoft 365: authenticate both systems, choose the objects to sync (such as Drift's Playbooks and Meetings), map fields visually, and changes propagate both ways in milliseconds — no code required.
On the Microsoft 365 side: Mail Messages, Calendar Events, Contacts, OneDrive Files (driveItems), plus custom fields where Microsoft 365 exposes them. On the Drift side: Contacts, Conversations, Messages, Accounts. Stacksync auto-detects both schemas and converts types between the two systems.
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.
Common patterns for Drift 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 Drift sync into Microsoft 365, so people working there have the context without switching tools.
Drift: REST API. Authentication: OAuth 2.0 via apps registered on the Drift developer platform. 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.
Microsoft 365: Delta queries return only resources changed since the last sync token, which keeps incremental syncs cheap on large tenants. Drift: Drift's data model centers on conversations: messages, participants, and attributes hang off the conversation record, and contacts are created or matched from chat identities. Stacksync's field mapping accounts for these differences between Drift and Microsoft 365 without custom code.
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.
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Securely connects to your systems with:
Every pair below is a real-time, two-way sync. Search all 386 integrations available for Drift and Microsoft 365.