Sync365 Outlook Integration, Meeting Scheduler & Teams Webinar Management

100% SALESFORCE NATIVE Unlike other solutions, when we say native, we mean built and runs entirely on the Salesforce platform. No third-party servers, no middleware, no external data storage, and zero added risk of data breach.

CALENDAR SYNC Keep Salesforce and Outlook calendars perfectly aligned in real-time. Automatically sync Salesforce and Outlook meetings, prevent scheduling conflicts, track RSVP and include MS Teams links.

EMAIL SYNC Automatically (or manually) log Outlook emails to Salesforce records in real-time, with instant notifications to ensure rapid follow-up directly from Salesforce. Link emails to contacts and leads using standard and custom email fields.

SHARED MAILBOX AND EMAIL ALIAS SYNC Full integration for shared Outlook mailboxes, mailboxes without a matching Salesforce user account, and for email aliases.

ADVANCED MEETING SCHEDULER Automate scheduling for 1:1 or collective team meetings. Embed self-scheduling links in emails, websites and Pardot that sync with real-time Outlook and Salesforce calendar availability. Allow SDR Scheduling in Salesforce.

LEAD ROUTING Use your own web forms (for headless routing) or create custom Sync365 forms to qualify and route meeting leads to the right account owner or round-robin distribution team, based on requirements such as email, territory or company size.

TEAMS WEBINAR MANAGEMENT Go beyond meetings. Schedule and manage large scale Microsoft Teams webinars with automated registration and attendee RSVP tracking.

BRAND THEMING Maintain a seamless brand experience across every attendee interaction with fully customizable meeting scheduler and HTML event invitations.

HIPAA, ISO 27001 & GDPR COMPLIANT Enterprise-grade security. Data stays within your trusted Salesforce and Microsoft environment, meeting the strictest global compliance standards. Ensuring your data stays protected.