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Business productivity ⇄ CRM

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

Keep Microsoft 365 and Salesmate 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 Salesmate

Sync what happens in Microsoft 365 with the customer records in Salesmate, 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 Deals, Activities, Pipelines and Stages, Products in Salesmate with bi-directional, real-time sync. Activity and record changes in Microsoft 365 update the matching contact or account in Salesmate, and CRM data flows the other way wherever Microsoft 365 can store and use it.

Common use cases

  • Sync SharePoint lists with operational databases so business users edit in SharePoint while systems read SQL.
  • Archive mail and file metadata into a warehouse for compliance and activity analytics.
  • Sync Salesmate contacts and deals into a Postgres database or warehouse so SMB teams can report outside the CRM.
  • Keep contact segments aligned bi-directionally with an email marketing platform.

Where Microsoft 365 processes payments

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

Where Microsoft 365 can store CRM context: fields kept current

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

What you can sync between Microsoft 365 and Salesmate

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 Salesmate objects
Calendar Events Events synced with scheduling tools and CRMs for meeting visibility. Pipelines and Stages Sales process definitions read for stage mapping in syncs.
Contacts Personal and org contacts kept consistent with CRM contact records. Products Catalog items attached to deals, typically sourced from an ERP or billing system.
OneDrive Files (driveItems) File and folder metadata synced for document workflows and audits. Notes Free-text records synced for context in support or success tools.
SharePoint Sites & Lists List items read and written like lightweight database tables. Users Team member records used for ownership mapping.
Teams Team and membership data provisioned from upstream systems. Contacts Person records synced with marketing tools and enrichment databases.
Planner & To Do Tasks Task items synced with project and work-management tools. Companies Organization records linked to contacts and deals.
What ships with Microsoft 365 ⇄ Salesmate

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Microsoft 365 or Salesmate 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 Salesmate record.

Observability

Monitoring

Track your Microsoft 365 ⇄ Salesmate 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 Salesmate.

How the Microsoft 365 and Salesmate 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

Salesmate

Integration surface
REST API
Authentication
Access token (API key) sent as a request header
Change detection
Webhook triggers via the platform's automation features, with scheduled polling on modified timestamps 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 Salesmate — 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 Salesmate 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
    Salesmate connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Microsoft 365 and Salesmate 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 Salesmate.

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