Microsoft email and Heffl CRM
Bring your Microsoft mailbox into the sales conversation.
Connect a Microsoft mailbox with two-way email sync, link threads to CRM records and review replies in Heffl. Check permissions, visibility and sync history during setup.
14-day free trial. No credit card required.
Connect the mailbox you actually use
- Open email account settings in Heffl and choose the Microsoft two-way connection.
- Select a personal or shared mailbox, set visibility and choose the available history window.
- Complete Microsoft sign-in with an account authorized for that mailbox. Your organization may require administrator approval.
- Return to Heffl and confirm that the account is connected and the expected threads have synced.
A personal connection must match the mailbox selected in setup. For a shared mailbox, sign in as yourself with Full Access to the selected mailbox.
Test the sales workflow before relying on it
- Find one recent customer email and one older thread within your selected sync window.
- Link a thread to the correct contact or deal and verify the relationship.
- Save a reply draft and check it before sending.
- Send a test message to an address you control, then confirm the conversation appears as expected.
Use the smart inbox guide to connect the conversation to its next action. Check account allowances on your current plan.
Resolve connection issues with the right context
If a connection fails, check the selected mailbox address, Microsoft sign-in account, organization approval requirements and shared-mailbox access. Reconnect through Heffl’s account settings when authorization expires.
Contact support with the provider, mailbox type and visible error. Do not send passwords or access tokens. If you are switching from Pipedrive, treat mailbox sync separately from the CRM record import.
See the workflow before you switch.
Connect a supported mailbox, try a small set of contacts and deals, and review your first reply. Use your trial to decide whether Heffl fits how your team sells.
The details, without the detour.
Need help choosing a setup for your team? Ask us.
Is Microsoft two-way sync different from a send-only account?
Yes. Use the Microsoft two-way connection to sync incoming email into the inbox. A send-only connection does not provide the same incoming-mail workflow.
Will all historical emails appear?
The connection has a configurable history window. Check the available window, mailbox retention and sync result during setup. Do not assume it reproduces every historical email or the activity history from a previous CRM.
