Real-time
Two-way sync
Changes in Attio or Microsoft 365 instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Business productivity
Attio to Microsoft 365 integration — real-time, two-way sync
Keep Attio and Microsoft 365 in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
- SOC 2 and 6 other compliance frameworks
- POC with real engineers in minutes
Adopted by fast-scaling companies moving mission-critical data in real time
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Migrated from MuleSoft
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Attio and Microsoft 365
Sync what happens in Microsoft 365 with the customer records in Attio, in real time and in both directions.
The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Microsoft 365 holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.
Stacksync connects Teams, Planner & To Do Tasks, Users, Groups in Microsoft 365 to People, Companies, Users, Deals in Attio with bi-directional, real-time sync. Activity and record changes in Microsoft 365 update the matching contact or account in Attio, and CRM data flows the other way wherever Microsoft 365 can store and use it.
Common use cases
- 01 Sync SharePoint lists with operational databases so business users edit in SharePoint while systems read SQL.
- 02 Archive mail and file metadata into a warehouse for compliance and activity analytics.
- 03 Write product usage and enrichment data into Attio attributes so GTM teams work from live account signals.
- 04 Keep Attio aligned with a billing system or ERP on customer records and plan status.
Common sync patterns
Where Microsoft 365 supplies contact or company data
Enriched fields land directly on records in Attio, and refreshes keep them from going stale.
Where Microsoft 365 processes payments
Charges, refunds, and subscription changes appear on the account in Attio, so revenue context lives with the relationship.
Where Microsoft 365 can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Attio sync into Microsoft 365, so people working there have the context without switching tools.
What you can sync between Attio and Microsoft 365
Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.
| Attio objects | Microsoft 365 objects | How this pairing syncs | |
|---|---|---|---|
| Users Synced with incremental and full sync per the Stacksync docs. | Users Entra ID user accounts synced with HR and identity systems. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Deals Pipeline records; read out for revenue reporting and written to from automation. | Contacts Personal and org contacts kept consistent with CRM contact records. | Deals is specific to Attio and Contacts to Microsoft 365 — each maps to any object or custom field on the other side. | |
| Workspaces Synced with incremental and full sync per the Stacksync docs. | OneDrive Files (driveItems) File and folder metadata synced for document workflows and audits. | Workspaces is specific to Attio and OneDrive Files (driveItems) to Microsoft 365 — each maps to any object or custom field on the other side. | |
| Custom objects Workspace-defined objects that behave like standard ones in the API. | SharePoint Sites & Lists List items read and written like lightweight database tables. | Custom objects is specific to Attio and SharePoint Sites & Lists to Microsoft 365 — each maps to any object or custom field on the other side. | |
| People Standard person object; synced with marketing tools and warehouse person tables. | Teams Team and membership data provisioned from upstream systems. | People is specific to Attio and Teams to Microsoft 365 — each maps to any object or custom field on the other side. | |
| Companies Standard company object; matched to billing and product accounts in two-way syncs. | Planner & To Do Tasks Task items synced with project and work-management tools. | Companies is specific to Attio and Planner & To Do Tasks to Microsoft 365 — each maps to any object or custom field on the other side. |
How changes propagate between Attio and Microsoft 365
Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.
Attio Microsoft 365 Sub-second propagation
DetectionAttio notifies Stacksync of record changes through webhook events. Webhooks on record and list-entry events, with polling as a fallback.
DeliveryEach detected change is written to Microsoft 365 through its API, with automatic retries and rate-limit backoff.
Microsoft 365 Attio Sub-second propagation
DetectionMicrosoft 365 notifies Stacksync of record changes through webhook events. Graph change notifications (webhooks) plus delta queries for incremental sync.
DeliveryEach detected change is written to Attio through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Attio: Subject to the platform's published API rate limits.
What ships with Attio ⇄ Microsoft 365
Connect Attio and Microsoft 365 for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Attio–Microsoft 365 connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Attio or Microsoft 365 data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
At scale
Event queues
Handle millions of events per minute without losing a single Attio or Microsoft 365 record.
Observability
Monitoring
Track your Attio ⇄ Microsoft 365 sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Attio and Microsoft 365.
How the Attio and Microsoft 365 connectors work
Attio
- Integration surface
- REST API
- Authentication
- Guided in-app connection ("Attio CRM" connection created in a few clicks, "without any coding required"); the docs do not name the underlying auth mechanism (OAuth vs API key)
- Change detection
- Webhooks on record and list-entry events, with polling as a fallback
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's published API rate limits.
Microsoft 365
- Integration surface
- REST API (Microsoft Graph)
- Authentication
- OAuth 2.0 via Microsoft Entra ID, with delegated or application permissions
- Change detection
- Graph change notifications (webhooks) plus delta queries for incremental sync
- Capabilities
- read · write · webhooks
How it works
How to connect Attio to Microsoft 365 — three steps, no code
Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.
- 01
Connect your apps
Authenticate Attio and Microsoft 365 with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Attio
connected
Microsoft 365
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Attio and Microsoft 365 objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.
objects · Attio ⇄ Microsoft 365Customers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Attio Microsoft 365Company company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Attio and Microsoft 365 integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Attio and Microsoft 365: authenticate both systems, choose the objects to sync (such as Attio's Users and Deals), map fields visually, and changes propagate both ways in milliseconds — no code required.
-
On the Microsoft 365 side: Teams, Planner & To Do Tasks, Users, Groups, plus custom fields where Microsoft 365 exposes them. On the Attio side: People, Companies, Users, Deals. Stacksync auto-detects both schemas and converts types between the two systems.
-
Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
-
Common patterns for Attio and Microsoft 365: Where Microsoft 365 supplies contact or company data; Where Microsoft 365 processes payments; Where Microsoft 365 can store CRM context: fields kept current. Enriched fields land directly on records in Attio, and refreshes keep them from going stale.
-
Attio: REST API. Authentication: Guided in-app connection ("Attio CRM" connection created in a few clicks, "without any coding required"); the docs do not name the underlying auth mechanism (OAuth vs API key). Microsoft 365: REST API (Microsoft Graph). Authentication: OAuth 2.0 via Microsoft Entra ID, with delegated or application permissions. Stacksync manages authentication, retries, and rate limits on both sides.
-
Microsoft 365: Delta queries return only resources changed since the last sync token, which keeps incremental syncs cheap on large tenants. Attio: Docs do not document the authentication mechanism, change-detection method, or write/CDC/webhook behavior for Attio. Stacksync's field mapping accounts for these differences between Attio and Microsoft 365 without custom code.
SECURITY
Security teams trust Stacksync
As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS
SSO & SCIM
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Alerts
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Secure connection options
Securely connects to your systems with:
Related integrations
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No integrations match .
