Real-time
Two-way sync
Changes in Microsoft 365 or Vitally instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ CRM
Microsoft 365 to Vitally integration — real-time, two-way sync
Keep Microsoft 365 and Vitally 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 Celigo
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Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Microsoft 365 and Vitally
Sync what happens in Microsoft 365 with the customer records in Vitally, 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 Custom Trait, Account, User, Organization in Vitally with bi-directional, real-time sync. Activity and record changes in Microsoft 365 update the matching contact or account in Vitally, 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 Push billing and subscription changes from an ERP or billing system into Vitally to keep success playbooks accurate.
- 04 Keep CS tasks and notes aligned between Vitally and ticketing or project tools.
Common sync patterns
Where Microsoft 365 processes payments
Charges, refunds, and subscription changes appear on the account in Vitally, so revenue context lives with the relationship.
Where Microsoft 365 can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Vitally 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 Vitally, and refreshes keep them from going stale.
What you can sync between Microsoft 365 and Vitally
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 | Vitally objects | How this pairing syncs | |
|---|---|---|---|
| Users Entra ID user accounts synced with HR and identity systems. | User End users tied to accounts, including activity and custom traits. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. Custom fields on either side are included in the mapping. | |
| Contacts Personal and org contacts kept consistent with CRM contact records. | Note Account and user notes captured by success teams. | Contacts is specific to Microsoft 365 and Note to Vitally — 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. | Conversation Customer conversations logged in Vitally; activity objects include parent object details in the payload. | OneDrive Files (driveItems) is specific to Microsoft 365 and Conversation to Vitally — each maps to any object or custom field on the other side. | |
| SharePoint Sites & Lists List items read and written like lightweight database tables. | NPS Response NPS survey responses for account-health reporting. | SharePoint Sites & Lists is specific to Microsoft 365 and NPS Response to Vitally — each maps to any object or custom field on the other side. | |
| Teams Team and membership data provisioned from upstream systems. | Custom Trait Custom account and user traits for segmentation. | Teams is specific to Microsoft 365 and Custom Trait to Vitally — 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. | Account Core customer account records with health scores and lifecycle traits; created, updated, retrieved, and listed via the REST API. | Planner & To Do Tasks is specific to Microsoft 365 and Account to Vitally — each maps to any object or custom field on the other side. |
How changes propagate between Microsoft 365 and Vitally
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 Vitally 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 Vitally through its API, with automatic retries and rate-limit backoff.
Vitally Microsoft 365 Sub-second propagation
DetectionVitally notifies Stacksync of record changes through webhook events. Incremental polling on updatedAt cursors.
DeliveryEach detected change is written to Microsoft 365 through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Vitally: Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
What ships with Microsoft 365 ⇄ Vitally
Connect Microsoft 365 and Vitally for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Microsoft 365–Vitally connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Microsoft 365 or Vitally 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 Vitally record.
Observability
Monitoring
Track your Microsoft 365 ⇄ Vitally 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 Vitally.
How the Microsoft 365 and Vitally 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
Vitally
- Integration surface
- REST API with cursor-based pagination (sortable by createdAt/updatedAt)
- Authentication
- API key via Basic Auth; keys created in Settings -> Integrations -> REST API and individually revocable
- Change detection
- Incremental polling on updatedAt cursors; playbook-triggered webhooks can push events for near real-time updates
- Capabilities
- read · write · webhooks
- Rate limits
- Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
How it works
How to connect Microsoft 365 to Vitally — 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 Vitally 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
Vitally
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Microsoft 365 and Vitally 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 ⇄ VitallyCustomers 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 VitallyCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Microsoft 365 and Vitally integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Microsoft 365 and Vitally: authenticate both systems, choose the objects to sync (such as Microsoft 365's Users and Contacts), map fields visually, and changes propagate both ways in milliseconds — no code required.
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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. Vitally: No native change-data-capture stream; incremental sync relies on updatedAt-sorted cursor pagination. Stacksync's field mapping accounts for these differences between Microsoft 365 and Vitally 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 Vitally records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Microsoft 365 and Vitally connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Microsoft 365–Vitally integration in-house.
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Yes — Stacksync ships production-grade connectors for both Microsoft 365 and Vitally. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Microsoft 365: Graph change notifications (webhooks) plus delta queries for incremental sync. On Vitally: Incremental polling on updatedAt cursors; playbook-triggered webhooks can push events for near real-time updates. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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
Every pair below is a real-time, two-way sync. Search all 390 integrations available for Microsoft 365 and Vitally.
Popular · 8 of 390
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Microsoft 365 ⇄ Copper CRM -
Microsoft 365 ⇄ Creatio CRM -
Microsoft 365 ⇄ Drift -
Microsoft 365 ⇄ Folk CRM -
Vitally ⇄ Lemlist -
Vitally ⇄ Lusha -
Vitally ⇄ Microsoft Dynamics 365 -
Vitally ⇄ Microsoft Teams
No integrations match .
