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CRM ⇄ Business productivity

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

Keep Kustomer 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 Kustomer and Microsoft 365

Sync what happens in Microsoft 365 with the customer records in Kustomer, 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 Groups, Mail Messages, Calendar Events, Contacts in Microsoft 365 to Custom Objects (Klasses), Users, Teams, Tags in Kustomer with bi-directional, real-time sync. Activity and record changes in Microsoft 365 update the matching contact or account in Kustomer, and CRM data flows the other way wherever Microsoft 365 can store and use it.

Common use cases

  • Sync employee records from an HR system into Entra ID users and group memberships.
  • Mirror calendar events into scheduling or CRM tools so meetings appear on customer timelines.
  • Sync customers bi-directionally with the CRM and ERP so agents see deal, billing, and subscription context on the timeline
  • Push order and shipment records from commerce systems into Kustomer custom objects so agents answer order-status questions without switching tools

Where Microsoft 365 supplies contact or company data

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

Where Microsoft 365 processes payments

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

Where Microsoft 365 can store CRM context: fields kept current

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

What you can sync between Kustomer 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.

Kustomer objects Microsoft 365 objects
Companies Organization records group customers and map to CRM accounts. SharePoint Sites & Lists List items read and written like lightweight database tables.
Custom Objects (Klasses) Structured external records such as orders and subscriptions synced in to appear on the customer timeline. Teams Team and membership data provisioned from upstream systems.
Users Agent records map conversation ownership to people in other systems. Planner & To Do Tasks Task items synced with project and work-management tools.
Teams Team assignments support routing parity and reporting. Users Entra ID user accounts synced with HR and identity systems.
Tags Labels on conversations and customers sync for categorization and analytics. Groups Microsoft 365 and security groups kept aligned with org structure and access rules.
Notes Internal annotations carry context alongside synced conversations. Mail Messages Exchange Online messages read for logging, archiving, or activity capture.
What ships with Kustomer ⇄ Microsoft 365

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Kustomer 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 Kustomer or Microsoft 365 record.

Observability

Monitoring

Track your Kustomer ⇄ 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 Kustomer and Microsoft 365.

How the Kustomer and Microsoft 365 connectors work

Kustomer

Integration surface
REST API
Authentication
API key used as a bearer token, scoped by role
Change detection
Outbound webhooks on record events, plus polling for backfill
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 Kustomer 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 Kustomer 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
    Kustomer connected
    Microsoft 365 connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Kustomer 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 Kustomer and Microsoft 365.

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