Real-time
Two-way sync
Changes in Microsoft 365 or Streak CRM instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ CRM
Microsoft 365 to Streak CRM integration — real-time, two-way sync
Keep Microsoft 365 and Streak CRM 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
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Adopted by fast-scaling companies moving mission-critical data in real time
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Why teams connect Microsoft 365 and Streak CRM
Sync what happens in Microsoft 365 with the customer records in Streak 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 Users, Groups, Mail Messages, Calendar Events in Microsoft 365 to Tasks, Email threads, Custom fields, Pipelines in Streak CRM with bi-directional, real-time sync. Activity and record changes in Microsoft 365 update the matching contact or account in Streak CRM, 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 Keep contacts aligned between Streak and email marketing or enrichment tools
- 04 Sync Streak boxes into Postgres so operations can query pipeline data with SQL and back internal tools
Common sync patterns
Where Microsoft 365 supplies contact or company data
Enriched fields land directly on records in Streak CRM, and refreshes keep them from going stale.
Where Microsoft 365 processes payments
Charges, refunds, and subscription changes appear on the account in Streak CRM, so revenue context lives with the relationship.
Where Microsoft 365 can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Streak CRM sync into Microsoft 365, so people working there have the context without switching tools.
What you can sync between Microsoft 365 and Streak CRM
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.
| Microsoft 365 objects | Streak CRM objects | How this pairing syncs | |
|---|---|---|---|
| Contacts Personal and org contacts kept consistent with CRM contact records. | Contacts People linked to boxes, synced with marketing and support tools. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Calendar Events Events synced with scheduling tools and CRMs for meeting visibility. | Email threads Gmail threads linked to boxes, since the CRM lives inside the inbox. | Calendar Events is specific to Microsoft 365 and Email threads to Streak CRM — each maps to any object or custom field on the other side. | |
| OneDrive Files (driveItems) File and folder metadata synced for document workflows and audits. | Custom fields Per-pipeline field definitions that determine what data a box can hold. | OneDrive Files (driveItems) is specific to Microsoft 365 and Custom fields to Streak CRM — each maps to any object or custom field on the other side. | |
| SharePoint Sites & Lists List items read and written like lightweight database tables. | Pipelines Define the process and the custom field schema that boxes in them carry. | SharePoint Sites & Lists is specific to Microsoft 365 and Pipelines to Streak CRM — each maps to any object or custom field on the other side. | |
| Teams Team and membership data provisioned from upstream systems. | Boxes The core record (a deal, hire, or project) tracked through pipeline stages. | Teams is specific to Microsoft 365 and Boxes to Streak CRM — each maps to any object or custom field on the other side. | |
| Planner & To Do Tasks Task items synced with project and work-management tools. | Stages Pipeline steps whose transitions are the usual trigger for downstream syncs. | Planner & To Do Tasks is specific to Microsoft 365 and Stages to Streak CRM — each maps to any object or custom field on the other side. |
How changes propagate between Microsoft 365 and Streak CRM
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.
Microsoft 365 Streak 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 Streak CRM through its API, with automatic retries and rate-limit backoff.
Streak CRM Microsoft 365 Interval-based propagation
DetectionStacksync polls Streak CRM for changes on an incremental schedule, reading only records changed since the previous pass. Polling against pipeline, box, and contact endpoints.
DeliveryEach detected change is written to Microsoft 365 through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Streak CRM: Subject to the platform's API rate limits; quotas are not prominently published.
What ships with Microsoft 365 ⇄ Streak CRM
Connect Microsoft 365 and Streak CRM for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Microsoft 365–Streak CRM connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Microsoft 365 or Streak CRM 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 Microsoft 365 or Streak CRM record.
Observability
Monitoring
Track your Microsoft 365 ⇄ Streak CRM sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Microsoft 365 and Streak CRM.
How the Microsoft 365 and Streak CRM connectors work
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
Streak CRM
- Integration surface
- REST API
- Authentication
- API key issued per user
- Change detection
- Polling against pipeline, box, and contact endpoints; Streak's automations can send outbound webhooks on higher plans
- Capabilities
- read · write
- Rate limits
- Subject to the platform's API rate limits; quotas are not prominently published
How it works
How to connect Microsoft 365 to Streak CRM — 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 Microsoft 365 and Streak CRM with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Microsoft 365
connected
Streak CRM
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Microsoft 365 and Streak CRM 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 · Microsoft 365 ⇄ Streak CRMCustomers 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.
Microsoft 365 Streak CRMCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Microsoft 365 and Streak CRM integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Microsoft 365 and Streak CRM: authenticate both systems, choose the objects to sync (such as Microsoft 365's Contacts and Calendar Events), 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 Microsoft 365 and Streak CRM: 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 Streak CRM, and refreshes keep them from going stale.
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Microsoft 365: REST API (Microsoft Graph). Authentication: OAuth 2.0 via Microsoft Entra ID, with delegated or application permissions. Streak CRM: REST API. Authentication: API key issued per user. Stacksync manages authentication, retries, and rate limits on both sides.
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Microsoft 365: Change notifications can push events for resources such as messages, events, and driveItems, with subscriptions that must be periodically renewed. Streak CRM: Custom fields are defined per pipeline, so two pipelines can have entirely different schemas and sync mappings must be pipeline-aware. Stacksync's field mapping accounts for these differences between Microsoft 365 and Streak CRM 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 Microsoft 365 and Streak CRM 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 370 integrations available for Microsoft 365 and Streak CRM.
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No integrations match .
