# CRM Email & Calendar Sync

> Two-way sync with Microsoft 365 and Google Workspace - emails and meetings file themselves against the right customer, with nothing to install.

**URL:** https://cubecrm.co.uk/features/email-and-calendar-sync

The single biggest reason CRMs go stale is that somebody has to copy emails into them. CubeCRM connects to Microsoft 365 and Google Workspace on the server side, so emails to and from customers file themselves against the right contact, company and open deal, and meetings booked in Outlook or Google Calendar appear on the customer timeline. Contacts stay in step with the address book on everybody’s phone. Internal and personal email is left alone, and anybody can mark a message private.

## Details

- **Feature:** CRM Email & Calendar Sync
- **Included in:** CubeCRM (https://cubecrm.co.uk/platform)
- **Coverage:** Nationwide, set up in person
- **Also known as:** Outlook CRM, Gmail CRM, Email logging, Calendar integration, Inbox sync

## What it does

- **Emails filed automatically:** Matched to contacts by address and attached to open deals and cases, with no plug-in.
- **Calendar both ways:** Customer meetings on the timeline, and meetings booked in CubeCRM in your calendar.
- **Contacts in step:** CRM contacts in Outlook, Gmail and on phones, with changes synced both ways.
- **Private stays private:** Internal domains excluded and individual messages can be marked private.
- **Templates and tracking:** Reusable email templates, sent from the record and filed against it.
- **Single sign-on:** Sign in with Microsoft or Google, and lose access when that account is disabled.

## How it works

1. **Authorise the connection:** Your Microsoft 365 or Google Workspace admin approves CubeCRM through the standard consent screen.
2. **Agree the rules:** Which mailboxes, which domains to ignore, how private messages are handled.
3. **Backfill the history:** Recent email is synced so customer timelines are populated from day one.

## Figures

- **0** Plug-ins to install
- **Both** Microsoft 365 and Google Workspace
- **Day one** History backfilled at setup

## Frequently asked questions

**Do we need a plug-in?**

No. The sync runs server-side, so it works in Outlook, Gmail, on the web and on phones.

**Will it file personal emails?**

No. Only email with contacts in CubeCRM is filed, internal domains are excluded and messages can be marked private.

**Can we use both Microsoft and Google?**

Yes, if the business runs both. Each user connects the account they use.

**Is there an extra charge?**

No. Email and calendar sync is part of the platform.

## Problems it helps solve

- **CRM Software** - Contacts, enquiries, pipeline, quotes, follow-ups and service in one shared customer record - built in the UK for growing businesses. https://cubecrm.co.uk/software/crm-software
- **Client Management Software** - For service businesses that manage clients rather than sell products - engagements, contacts, documents, renewals and every conversation on one client record. https://cubecrm.co.uk/software/client-management-software
- **Contact Management Software** - Every customer, supplier and prospect contact in one shared, searchable place - with companies, roles, history and consent attached. https://cubecrm.co.uk/software/contact-management-software

## Related features

- **CRM Contact & Company Records** - One shared record per customer: every company, site, contact and role, with every email, call, quote and case on the same timeline. https://cubecrm.co.uk/features/contacts-and-companies
- **CRM Tasks & Follow-ups** - Calls, meetings, visits and to-dos logged against the customer, with reminders that raise themselves so a promised call-back actually happens. https://cubecrm.co.uk/features/tasks-and-follow-ups
- **CRM Integrations & API** - Microsoft 365, Google Workspace, Xero, Sage, QuickBooks, Mailchimp, website forms and phone systems - plus a documented REST API and webhooks, all included. https://cubecrm.co.uk/features/crm-integrations

## Contact

- **Product:** CubeCRM
- **Trading name of:** Cube Systems Limited (company number 17220899, ICO registration number ZC216972)
- **Email:** hello@cubecrm.co.uk
- **Sales:** sales@cubecrm.co.uk
- **Support:** support@cubecrm.co.uk
- **Telephone:** 01234 672 617 (+441234672617)
- **Address:** Unit 11, Olney Business Park, Osier Way, Olney, Buckinghamshire, MK46 5FP
- **Opening hours:** Monday to Friday, 9am to 5.30pm
- **Part of:** Crushed Ice Group (https://crushedicegroup.co.uk)