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Business productivity ⇄ CRM

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

Keep Microsoft 365 and Streak CRM 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 Streak CRM

Sync what happens in Microsoft 365 with the customer records in Streak CRM, 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 Users, Groups, Mail Messages, Calendar Events in Microsoft 365 to Tasks, Email threads, Custom fields, Pipelines in Streak CRM with bi-directional, real-time sync. Activity and record changes in Microsoft 365 update the matching contact or account in Streak CRM, 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.
  • Keep contacts aligned between Streak and email marketing or enrichment tools
  • Sync Streak boxes into Postgres so operations can query pipeline data with SQL and back internal tools

Where Microsoft 365 supplies contact or company data

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

Where Microsoft 365 processes payments

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

Where Microsoft 365 can store CRM context: fields kept current

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

What you can sync between Microsoft 365 and Streak CRM

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 Streak CRM objects
Calendar Events Events synced with scheduling tools and CRMs for meeting visibility. Tasks To-dos attached to boxes for follow-up tracking.
Contacts Personal and org contacts kept consistent with CRM contact records. Email threads Gmail threads linked to boxes, since the CRM lives inside the inbox.
OneDrive Files (driveItems) File and folder metadata synced for document workflows and audits. Custom fields Per-pipeline field definitions that determine what data a box can hold.
SharePoint Sites & Lists List items read and written like lightweight database tables. Pipelines Define the process and the custom field schema that boxes in them carry.
Teams Team and membership data provisioned from upstream systems. Boxes The core record (a deal, hire, or project) tracked through pipeline stages.
Planner & To Do Tasks Task items synced with project and work-management tools. Stages Pipeline steps whose transitions are the usual trigger for downstream syncs.
What ships with Microsoft 365 ⇄ Streak CRM

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Microsoft 365 or Streak CRM 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 Streak CRM record.

Observability

Monitoring

Track your Microsoft 365 ⇄ Streak CRM 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 Streak CRM.

How the Microsoft 365 and Streak CRM 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

Streak CRM

Integration surface
REST API
Authentication
API key issued per user
Change detection
Polling against pipeline, box, and contact endpoints; Streak's automations can send outbound webhooks on higher plans
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits; quotas are not prominently published
How it works

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

    Choose tables

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

Microsoft 365 and Streak CRM 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 Streak CRM.

Popular · 8 of 386
All Microsoft 365 integrations All Streak CRM integrations Browse all integrations
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