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Business productivity ⇄ CRM

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

Keep Microsoft 365 and Nutshell 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 Microsoft 365 and Nutshell

Sync what happens in Microsoft 365 with the customer records in Nutshell, 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 SharePoint Sites & Lists, Teams, Planner & To Do Tasks, Users in Microsoft 365 to Notes, Products, Tags, Users in Nutshell with bi-directional, real-time sync. Activity and record changes in Microsoft 365 update the matching contact or account in Nutshell, 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.
  • Keep People and Companies consistent between Nutshell and email marketing or outreach tools.
  • Write subscription or product data from internal systems into Nutshell so reps see account context.

Where Microsoft 365 processes payments

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

Where Microsoft 365 can store CRM context: fields kept current

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

What you can sync between Microsoft 365 and Nutshell

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.

Microsoft 365 objects Nutshell objects
Planner & To Do Tasks Task items synced with project and work-management tools. Tasks Rep to-dos mirrored into external work-management or reporting systems
Users Entra ID user accounts synced with HR and identity systems. Notes Free-text history attached to leads and contacts, replicated for a full timeline
Groups Microsoft 365 and security groups kept aligned with org structure and access rules. Products Line items attached to leads, used to sync sold products into billing
Mail Messages Exchange Online messages read for logging, archiving, or activity capture. Tags Segmentation labels mapped to lists or filters in downstream tools
Calendar Events Events synced with scheduling tools and CRMs for meeting visibility. Users Rep records used to resolve ownership when syncing assignments
Contacts Personal and org contacts kept consistent with CRM contact records. Leads Nutshell's deal object; synced as the pipeline record linked to people and companies
What ships with Microsoft 365 ⇄ Nutshell

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Microsoft 365 or Nutshell 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 Microsoft 365 or Nutshell record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Microsoft 365 and Nutshell connectors work

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

Nutshell

Integration surface
JSON-RPC API over HTTPS; a newer REST API is also offered
Authentication
HTTP Basic with account email and API key
Change detection
webhook subscriptions for record events, with polling as fallback
Capabilities
read · write · webhooks
Rate limits
subject to the platform's API rate limits
How it works

How to connect Microsoft 365 to Nutshell — 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 Microsoft 365 and Nutshell 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
    Microsoft 365 connected
    Nutshell connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Microsoft 365 and Nutshell 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 Microsoft 365 and Nutshell.

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