Real-time
Two-way sync
Changes in Chorusai or Microsoft 365 instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Business productivity
Chorusai to Microsoft 365 integration — real-time, two-way sync
Keep Chorusai 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.
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Adopted by fast-scaling companies moving mission-critical data in real time
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Chorusai and Microsoft 365
Sync what happens in Microsoft 365 with the customer records in Chorusai, 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 Contacts, OneDrive Files (driveItems), SharePoint Sites & Lists, Teams in Microsoft 365 to Moments, Playlists, Engagements, Recordings (Conversations) in Chorusai with bi-directional, real-time sync. Activity and record changes in Microsoft 365 update the matching contact or account in Chorusai, and CRM data flows the other way wherever Microsoft 365 can store and use it.
Common use cases
- 01 Sync employee records from an HR system into Entra ID users and group memberships.
- 02 Mirror calendar events into scheduling or CRM tools so meetings appear on customer timelines.
- 03 Sync Trackers such as pricing, competitor, and next-steps mentions onto matching CRM Opportunities as coaching and deal-risk signals.
- 04 Export Scorecards and their scores to a database to power rep-coaching and QA dashboards across sales teams.
Common sync patterns
Where Microsoft 365 supplies contact or company data
Enriched fields land directly on records in Chorusai, and refreshes keep them from going stale.
Where Microsoft 365 processes payments
Charges, refunds, and subscription changes appear on the account in Chorusai, so revenue context lives with the relationship.
Where Microsoft 365 can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Chorusai sync into Microsoft 365, so people working there have the context without switching tools.
What you can sync between Chorusai 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.
| Chorusai objects | Microsoft 365 objects | How this pairing syncs | |
|---|---|---|---|
| Users Chorus users with roles and team membership; read to map engagement owners and participants to CRM and warehouse identities. | 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. | |
| Engagements Meetings and dialer calls, the core record; filterable by date_time, participants, and processing_state, and polled incrementally to read conversation activity out. | Contacts Personal and org contacts kept consistent with CRM contact records. | Engagements is specific to Chorusai and Contacts to Microsoft 365 — each maps to any object or custom field on the other side. | |
| Recordings (Conversations) The recorded call with utterances, transcript, thumbnails, and metrics; read for analysis and uploaded or deleted through the API. | OneDrive Files (driveItems) File and folder metadata synced for document workflows and audits. | Recordings (Conversations) is specific to Chorusai and OneDrive Files (driveItems) to Microsoft 365 — each maps to any object or custom field on the other side. | |
| Trackers AI keyword and topic trackers (pricing, competitors, next steps) surfaced within a conversation; read out as coaching and deal-risk signals. | SharePoint Sites & Lists List items read and written like lightweight database tables. | Trackers is specific to Chorusai and SharePoint Sites & Lists to Microsoft 365 — each maps to any object or custom field on the other side. | |
| Deals CRM opportunity context attached to a conversation (account, deal, owner); read to attribute call activity to open pipeline. | Teams Team and membership data provisioned from upstream systems. | Deals is specific to Chorusai and Teams to Microsoft 365 — each maps to any object or custom field on the other side. | |
| Scorecards Call QA and coaching assessments with reviewer, recipient, and scores; read and exported for rep-performance reporting. | Planner & To Do Tasks Task items synced with project and work-management tools. | Scorecards is specific to Chorusai and Planner & To Do Tasks to Microsoft 365 — each maps to any object or custom field on the other side. |
How changes propagate between Chorusai 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.
Chorusai Microsoft 365 Interval-based propagation
DetectionStacksync polls Chorusai for changes on an incremental schedule, reading only records changed since the previous pass. Polling the engagements endpoint on date_time and processing_state.
DeliveryEach detected change is written to Microsoft 365 through its API, with automatic retries and rate-limit backoff.
Microsoft 365 Chorusai 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 Chorusai through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Chorusai: Rate limits are not publicly documented; recording upload and analysis are asynchronous, so transcripts and trackers appear only after processing_state completes.
What ships with Chorusai ⇄ Microsoft 365
Connect Chorusai and Microsoft 365 for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Chorusai–Microsoft 365 connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Chorusai 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 Chorusai or Microsoft 365 record.
Observability
Monitoring
Track your Chorusai ⇄ 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 Chorusai and Microsoft 365.
How the Chorusai and Microsoft 365 connectors work
Chorusai
- Integration surface
- REST API (api-docs.chorus.ai)
- Authentication
- Per-user API token generated in Chorus Personal Settings, sent in the Authorization request header
- Change detection
- Polling the engagements endpoint on date_time and processing_state; no public change webhooks or CDC
- Capabilities
- read · write
- Rate limits
- Rate limits are not publicly documented; recording upload and analysis are asynchronous, so transcripts and trackers appear only after processing_state completes
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 Chorusai 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 Chorusai 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.
Chorusai
connected
Microsoft 365
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Chorusai 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 · Chorusai ⇄ 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.
Chorusai Microsoft 365Company company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Chorusai and Microsoft 365 integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Chorusai and Microsoft 365: authenticate both systems, choose the objects to sync (such as Chorusai's Users and Engagements), map fields visually, and changes propagate both ways in milliseconds — no code required.
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On the Microsoft 365 side: Contacts, OneDrive Files (driveItems), SharePoint Sites & Lists, Teams, plus custom fields where Microsoft 365 exposes them. On the Chorusai side: Moments, Playlists, Engagements, Recordings (Conversations). Stacksync auto-detects both schemas and converts types between the two systems.
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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.
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Common patterns for Chorusai 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 Chorusai, and refreshes keep them from going stale.
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Chorusai: REST API (api-docs.chorus.ai). Authentication: Per-user API token generated in Chorus Personal Settings, sent in the Authorization request header. 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.
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Microsoft 365: Delta queries return only resources changed since the last sync token, which keeps incremental syncs cheap on large tenants. Chorusai: API tokens are per-user and scoped to that user's visibility, so syncing org-wide engagements requires a service account with broad access. Stacksync's field mapping accounts for these differences between Chorusai 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
CSA STAR
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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Microsoft 365 ⇄ Seismic -
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Microsoft 365 ⇄ Gong
No integrations match .
