Email & productivity

Charik + Microsoft Outlook

Your Outlook and Microsoft 365 emails land on the Charik contact record, with no BCC and no copy-paste. Keep using Outlook, the CRM fills itself in.

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What is Microsoft Outlook?

Microsoft Outlook is the email client in Microsoft 365, adopted by most companies for their business correspondence.

What Microsoft Outlook brings to your Charik CRM

Complete email history

Every Outlook email exchanged with a CRM contact lands in their Charik history.

Context before the call

Open a record and the latest Outlook exchanges are visible. The rep starts prepared.

Write from Charik

Write an email from a Charik record: it goes out through your Outlook account and the trace stays on the contact.

Controlled scope

Only emails with CRM contacts are scanned. Your internal correspondence stays private.

Connecting Microsoft Outlook to Charik

A few minutes to set up, then it runs on its own.

1

Microsoft OAuth

One click to authorise Charik, no password shared.

2

Pick your contacts

Charik only listens to exchanges with your CRM contacts.

3

History brought across

Past exchanges come in, new ones are added live.

Frequently asked questions

Does it work with both Microsoft 365 for business and Outlook.com?

Yes, both account types are supported through Microsoft OAuth.

Is it compatible with Exchange on-premises?

The native connector is cloud-based (Microsoft 365 / Exchange Online). For Exchange on-premises, an API or a custom connector can be arranged with our team.

Can I revoke access easily?

Yes, from your Microsoft account (Security, then authorised applications). Access stops right away.

Try Charik and its Microsoft Outlook integration

The Microsoft Outlook integration is included in your Charik subscription, at no extra cost. A 7-day free trial, no credit card, to try it before you commit.

Try Charik for free See all integrations

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