Real-time
Two-way sync
Changes in Folk CRM or Microsoft 365 instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Business productivity
Folk CRM to Microsoft 365 integration — real-time, two-way sync
Keep Folk CRM 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 Celigo
Why teams connect Folk CRM and Microsoft 365
Sync what happens in Microsoft 365 with the customer records in Folk CRM, 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 Reminders, People, Companies, Groups in Folk CRM with bi-directional, real-time sync. Activity and record changes in Microsoft 365 update the matching contact or account in Folk CRM, and CRM data flows the other way wherever Microsoft 365 can store and use it.
Common use cases
- 01 Mirror calendar events into scheduling or CRM tools so meetings appear on customer timelines.
- 02 Sync SharePoint lists with operational databases so business users edit in SharePoint while systems read SQL.
- 03 Keep folk and a billing or customer success tool aligned on company records as deals close.
- 04 Sync folk people and companies with a marketing or outbound tool so outreach lists stay current.
Common sync patterns
Where Microsoft 365 can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Folk CRM sync into Microsoft 365, so people working there have the context without switching tools.
Where Microsoft 365 supplies contact or company data
Enriched fields land directly on records in Folk CRM, and refreshes keep them from going stale.
Where Microsoft 365 processes payments
Charges, refunds, and subscription changes appear on the account in Folk CRM, so revenue context lives with the relationship.
What you can sync between Folk CRM 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.
| Folk CRM objects | Microsoft 365 objects | How this pairing syncs | |
|---|---|---|---|
| Groups Shared workspaces that organize contacts; group membership is often the field integrations act on. | Groups Microsoft 365 and security groups kept aligned with org structure and access rules. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Reminders Follow-up items that can be created from external triggers. | Teams Team and membership data provisioned from upstream systems. | Reminders is specific to Folk CRM and Teams to Microsoft 365 — each maps to any object or custom field on the other side. | |
| People Contact records; the primary entity synced with outreach and enrichment tools. | Planner & To Do Tasks Task items synced with project and work-management tools. | People is specific to Folk CRM and Planner & To Do Tasks to Microsoft 365 — each maps to any object or custom field on the other side. | |
| Companies Organization records linked to people and kept aligned with billing or CS systems. | Users Entra ID user accounts synced with HR and identity systems. | Companies is specific to Folk CRM and Users to Microsoft 365 — each maps to any object or custom field on the other side. | |
| Custom fields Group-scoped attributes that receive enriched or computed values from external systems. | Mail Messages Exchange Online messages read for logging, archiving, or activity capture. | Custom fields is specific to Folk CRM and Mail Messages to Microsoft 365 — each maps to any object or custom field on the other side. | |
| Notes Free-text context attached to people and companies, readable for reporting. | Calendar Events Events synced with scheduling tools and CRMs for meeting visibility. | Notes is specific to Folk CRM and Calendar Events to Microsoft 365 — each maps to any object or custom field on the other side. |
How changes propagate between Folk CRM 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.
Folk CRM Microsoft 365 Sub-second propagation
DetectionFolk CRM notifies Stacksync of record changes through webhook events. Webhook subscriptions for record events, with polling of list endpoints as a fallback.
DeliveryEach detected change is written to Microsoft 365 through its API, with automatic retries and rate-limit backoff.
Microsoft 365 Folk CRM 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 Folk CRM through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Folk CRM: Subject to the platform's API rate limits.
What ships with Folk CRM ⇄ Microsoft 365
Connect Folk CRM and Microsoft 365 for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Folk CRM–Microsoft 365 connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Folk CRM 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 Folk CRM or Microsoft 365 record.
Observability
Monitoring
Track your Folk CRM ⇄ 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 Folk CRM and Microsoft 365.
How the Folk CRM and Microsoft 365 connectors work
Folk CRM
- Integration surface
- REST API
- Authentication
- API key (Bearer token)
- Change detection
- Webhook subscriptions for record events, with polling of list endpoints as a fallback
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's 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 Folk CRM 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 Folk CRM 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.
Folk CRM
connected
Microsoft 365
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Folk CRM 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 · Folk CRM ⇄ 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.
Folk CRM Microsoft 365Company company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Folk CRM and Microsoft 365 integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Folk CRM and Microsoft 365: authenticate both systems, choose the objects to sync (such as Folk CRM's Groups and Reminders), map fields visually, and changes propagate both ways in milliseconds — no code required.
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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 Folk CRM and Microsoft 365: Where Microsoft 365 can store CRM context: fields kept current; Where Microsoft 365 supplies contact or company data; Where Microsoft 365 processes payments. Owner, lifecycle stage, or account details from Folk CRM sync into Microsoft 365, so people working there have the context without switching tools.
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Folk CRM: REST API. Authentication: API key (Bearer token). 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: Access is scoped per permission via Entra ID admin consent, so an integration only sees the workloads it was granted. Folk CRM: Folk's model centers on people and companies organized into shared groups rather than pipeline-first objects, so group membership carries much of the workflow state. Stacksync's field mapping accounts for these differences between Folk CRM and Microsoft 365 without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Folk CRM and Microsoft 365 records are not retained after a sync operation.
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
Every pair below is a real-time, two-way sync. Search all 365 integrations available for Folk CRM and Microsoft 365.
Popular · 5 of 365
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Folk CRM ⇄ ServiceNow -
Microsoft 365 ⇄ Vtiger CRM -
Microsoft 365 ⇄ Zoho SalesIQ -
Microsoft 365 ⇄ ZoomInfo -
Microsoft 365 ⇄ Vitally
No integrations match .
