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CRM ⇄ Business productivity

Gladly to Microsoft 365 integration — real-time, two-way sync

Keep Gladly 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 Gladly and Microsoft 365

Sync what happens in Microsoft 365 with the customer records in Gladly, 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 Topics, Tasks, Customer profiles, Conversations in Gladly with bi-directional, real-time sync. Activity and record changes in Microsoft 365 update the matching contact or account in Gladly, and CRM data flows the other way wherever Microsoft 365 can store and use it.

Common use cases

  • Keep CRM contacts and Microsoft 365 contacts aligned in both directions.
  • Sync employee records from an HR system into Entra ID users and group memberships.
  • Sync Gladly customer profiles with an order database so agents see purchase history and profile updates flow back.
  • Mirror conversations and topics into a warehouse for CX analytics and staffing models.

Where Microsoft 365 can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Gladly 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 Gladly, and refreshes keep them from going stale.

Where Microsoft 365 processes payments

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

What you can sync between Gladly 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.

Gladly objects Microsoft 365 objects
Conversation items Individual messages across voice, SMS, chat, and email attached to the conversation. Groups Microsoft 365 and security groups kept aligned with org structure and access rules.
Agents User records used to attribute work in CX analytics. Mail Messages Exchange Online messages read for logging, archiving, or activity capture.
Topics Categorization applied to conversations; the key dimension for contact-driver reporting. Calendar Events Events synced with scheduling tools and CRMs for meeting visibility.
Tasks Follow-up work items created from external triggers or synced for workload reporting. Contacts Personal and org contacts kept consistent with CRM contact records.
Customer profiles The central entity; merges identifiers like email, phone, and order IDs, which syncs use for matching. OneDrive Files (driveItems) File and folder metadata synced for document workflows and audits.
Conversations Each customer's continuous timeline; status and outcomes sync to CRMs and warehouses. SharePoint Sites & Lists List items read and written like lightweight database tables.
What ships with Gladly ⇄ Microsoft 365

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Gladly 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 Gladly or Microsoft 365 record.

Observability

Monitoring

Track your Gladly ⇄ 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 Gladly and Microsoft 365.

How the Gladly and Microsoft 365 connectors work

Gladly

Integration surface
REST API
Authentication
API tokens used with basic authentication tied to an agent email
Change detection
Webhook event subscriptions for conversation and customer events, supplemented by polling and report exports
Capabilities
read · write · webhooks
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 Gladly 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 Gladly 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
    Gladly connected
    Microsoft 365 connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Gladly 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 · Gladly ⇄ 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
    Gladly Microsoft 365
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Gladly 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 Gladly and Microsoft 365.

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