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Revenue.io + Microsoft Outlook Integration
Bring Outlook email and calendar into Salesforce with AI insights
Revenue.io’s Microsoft Outlook integration connects your Outlook / Microsoft 365 email and calendar directly to Salesforce, enabling email tracking, calendar booking, and AI-powered meeting workflows—without installing an Outlook add-in.
About the integration
The Revenue.io + Microsoft Outlook integration connects Outlook email and calendar directly to Salesforce, enabling email tracking, calendar syncing, and AI-powered meeting workflows.
Reps can send and track emails, automate scheduling, and power Meeting Assistant insights, while managers gain visibility into engagement and coaching opportunities, without changing how reps work in Outlook.
Key Features
Send & Track Outlook Emails
Send Guided Selling emails directly through Outlook (Mail.Send) and track replies, bounces, and engagement for better sequence logic and reporting.
Calendar Booking with Outlook
Create and update meetings in Outlook calendars automatically (Calendars.ReadWrite). Meetings booked through Revenue.io sync directly to Salesforce.
Meeting Assistant Auto-Join
Revenue.io reads calendar events (Calendars.Read) to identify scheduled meetings so Meeting Assistant can auto-join, record, and enable AI-powered insights.
Secure Microsoft Graph Integration
Built as a Microsoft Entra / Graph application using delegated permissions—no Outlook add-in or client-side installation required.
Direct API Sync (V3 Integration)
Modern Microsoft Graph API integration improves performance, scalability, security, and bounce detection—without maintaining a replicated mail store.
How It Works
Connect Microsoft 365
Users connect Outlook via OAuth through Microsoft’s secure sign-in flow
Grant Delegated Permissions
Users or admins consent to specific Microsoft Graph permissions for email and calendar access
Sync Email & Calendar
Revenue.io connects to Outlook mailboxes and calendars for sending, tracking, and meeting workflows
Work as Usual
Reps send emails and run meetings normally—Revenue.io captures engagement and syncs activity to Salesforce automatically
Why Connect Microsoft Outlook with Revenue.io?
Send sales emails from Outlook inside Salesforce
Guided Selling emails deliver through Outlook while logging engagement and replies to Salesforce.
Automate meeting scheduling
Booking links create Outlook calendar events automatically, reducing back-and-forth scheduling.
Enable AI meeting workflows
Meeting Assistant uses calendar data to auto-join meetings and power AI-driven insights.
Improve email reliability and tracking
Direct Microsoft Graph integration improves bounce detection, performance, and security.
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