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Integrate your CRM with your
Office 365 Cloud account

Sync CRM contacts, calendars, tasks, notes, and histories.
Works with Act!, Salesforce CRM, Lotus Notes, and many others.

  • Integrate your CRM data with Office 365 accounts in the cloud
  • No record limit; sync all your data or groups
    • of data
  • Your CRM data in Office 365 cloud can serve all your mobile devices
  • Automatic sync

Resources

How it works

Office 365 is a cloud subscription service offered by Microsoft. It gives you Exchange email, contacts, calendar, and documents in the cloud. CompanionLink synchronizes CRM applications like Act!, Salesforce CRM, and many others with Office 365 accounts in the cloud. You can then continue to connect phones and tablets with your Office 365 account. Contacts and calendar activities from your CRM will be available on your device.

CompanionLink enables synchronization between your mobile device, Office 365, and your CRM by providing the missing technology that connects your CRM with Office 365.

If you instead prefer to sync your CRM application with Microsoft Outlook software installed on your PC, visit our DoubleLook page.

Get CompanionLink Professional

Buy One-time license
$149.95 Buy 3-month subscription
$34.95

DoubleLook Mode (automatic sync) between your CRM and Outlook 365
is included in CompanionLink Professional

Sync ACT! data directly to Android

CRM data we sync with Office 365

  • Contacts
    • Names
    • Addresses
    • Phone numbers
    • Email addresses
    • Contact notes with unlimited character length
    • Birthdays
    • Custom fields
  • Calendars
    • Meetings, calls, events, personal activities, vacations, and custom activity types
    • Calendar appointments can be linked to contacts and include phone and location details
    • Alarms and reminders
    • Recurring and all-day events
  • Notes and histories
    • Syncs to Contact Notes in Office 365
  • Groups/Categories
    • Choose groups or categories of data from your CRM to sync to Office 365
  • Tasks
    • Priorities
    • Due dates

Supported CRM and Contact Managers

  • Act!
    • Sage ACT! 2013, 2012, 2011, 2010, 2009, 2008, 2007, 2006, 2005
    • ACT! versions 6.0, 5.0, 4.0, 3.0
  • Salesforce CRM
    • Works with any Salesforce Professional, Enterprise, Unlimited and Group accounts.
  • Outlook Business Contact Manager
    • Versions 2013, 2010, 2007
  • GoldMine
    • versions 4 - 9 (dBase and SQL)
    • Personal, Premium and Corporate editions
  • Lotus Notes
    • versions 4.6.7 and higher
  • Palm Desktop
    • all versions
  • GroupWise
    • versions 6.5.3 and higher
  • Time & Chaos
    • versions 6 and higher
    • Chaos Intellect
  • Highrise
    • Works with any HighRise Basic, Plus, or Premium accounts.
  • Zoho CRM
    • Works with all Zoho CRM accounts.
  • SugarCRM
    • Works with SugarCRM Professional, Corporate, Enterprise, Ultimate, and Community editions.
  • Avidian Prophet 5

Supported versions of Office 365

  • Office 365 Pro Plus, Business, Business Premium
  • Office 365 Home, Personal
  • Microsoft 365, Microsoft Teams
  • Outlook 2021, 2019, 2016, 2013, 2010, 2007, 2003, 2002, 2000
  • Outlook Business Contact Manager 2013, 2010, 2007
  • 32-bit and 64-bit versions
  • Supports MS Exchange Public Folders visible in Outlook
  • Supports MS Exchange Shared Folders visible in Outlook
  • Supports IMAP and POP3 Folders
  • Supports iCloud folders
  • Supports Outlook.com and Microsoft accounts
    (formerly Windows Live Hotmail)
  • Office 365 secure USB sync for Outlook 2013

Simple Configuration

  • Install CompanionLink Professional on your PC.
  • Select "No Device - Sync to Office 365" from the list of device types.
  • Select your CRM and configure options.
Try it free for 14 days!