Outlook and Email Integration: Capture Every Communication Without Leaving Your Inbox
SatuitCRM’s Outlook and Gmail integration keeps your inbox as the system of record for client communication. Instead of asking your team to log activity as a second step, the CRM captures it as a byproduct of work they’re already doing.
At a Glance
- Full support for Microsoft’s New Outlook
- Add emails individually or in bulk, plus appointments, directly from your inbox
- SAML and two-factor authentication supported for secure access
- Direct Contact creation from emails and appointments without leaving Outlook
- Unassigned activities and appointments fully supported and tracked automatically
WHAT THE INTEGRATION DOES
In-line contact details
View key contact details, including phone numbers, in the side panel while working from your inbox, no need to switch windows to check who you're emailing.
Direct contact creation
Create Contacts directly from emails and appointments inside Outlook, with configurable forms and field validation at the point of creation, so bad data doesn't get created in the first place.
Appointment sync
Appointments add directly into Satuit alongside emails, keeping meeting history and communication history in the same timeline.
Enterprise-grade security
Secure access through SAML and two-factor authentication, keeping communication capture compliant with firm security requirements.
Unassigned activity support
Unassigned activities and appointments are fully supported, and emails from unassigned contacts are tracked automatically, so a prospect who hasn't been formally added yet doesn't fall through the cracks.
Bulk and individual email capture
Add emails one at a time or in bulk, and attach email files directly as document records tied to the relevant CRM record, so correspondence and documentation live in the same place.
Why It Matters
- Activity logging stops being a separate chore that gets skipped when people are busy
- Compliance gets a communication record built automatically, not reconstructed from memory after the fact
- New or unassigned contacts get tracked from the first email instead of being missed until someone manually adds them
Who It's For
Teams that live in Outlook or Gmail and don’t want a second system to manage, and firms that need every client email treated as part of the compliance record without extra manual steps.
Frequently Asked Questions
Does SatuitCRM support the New Outlook?
Yes. SatuitCRM offers full support for Microsoft’s New Outlook, so users can capture email and appointments directly from their existing inbox.
What happens to emails from contacts who aren't in the CRM yet?
Unassigned activities and appointments are fully supported, and emails from unassigned contacts are tracked automatically so they aren’t lost before a formal contact record exists.
Is the Outlook integration secure enough for a compliance-sensitive firm?
Yes. Access is supported through SAML and two-factor authentication, meeting enterprise security requirements while streamlining everyday communication capture.
Learn More
Schedule a demo to see the Outlook and Gmail integration in action.