Communication tools like Microsoft Outlook play a vital role in daily responsibilities, so many businesses want to integrate their email inboxes with the rest of their software environment. 

By connecting Outlook with a CRM, your company can encourage data to populate across both platforms, which helps you win new customers and keep existing ones happy. 

Keep in mind that Outlook is a popular email service, so many CRMs integrate with it. However, not every integration is created equal—just as not every CRM is created equal. These are some of the most popular CRMs that integrate with Microsoft Outlook. 

Microsoft Dynamics 365 CRM

As a Microsoft solution, Dynamics 365 CRM boasts the most extensive Outlook integration. 

Naturally, a Microsoft CRM integrates seamlessly with a Microsoft 365 productivity application. Dynamics 365 is Microsoft’s suite of CRM and ERP solutions, with tools for every area of your business.  

Companies that look to Microsoft for sales, marketing, and customer service tools will be hard-pressed to find a more reliable integration with Outlook.  

If your company already uses other Microsoft tools, such as Business Central, Power Apps, or the Microsoft 365 productivity suite, you can add Dynamics 365 CRM to create an autonomous software environment. 

Microsoft Dynamics 365 CRM Features for Outlook Integrations: 

• Spend less time clicking through menus and more time communicating with leads and customers 
• View account data from Dynamics 365 while drafting an email in Outlook  
• Add appointments and other data from Outlook emails to CRM  

Salesforce CRM

Salesforce, the world’s #1 CRM, syncs seamlessly with Outlook 

Thanks to Salesforce’s open API, it’s easy to connect tools to your CRM—including Outlook. By combining AI with the software’s Einstein Activity Capture, your team can fully automate synchronization with Outlook.  

Salesforce is one of the most flexible CRM options to integrate with Outlook. When you set up your Salesforce and Outlook integration, you can design email panes for specific users. This means every team member with access to Salesforce and Outlook can access the information they need to do their daily tasks. 

Salesforce CRM Features for Outlook Integrations: 

• Choose how data syncs from Outlook to Salesforce (manual or automatic) 
• Add activities from Outlook to Salesforce 
• Create emails in Salesforce to use in Outlook 

HubSpot CRM

HubSpot is the ideal Outlook-integrated CRM for small companies on tight budgets. 

Some small and mid-sized businesses operate on tight budgets. These companies can’t afford huge CRMs with fancy features, but that doesn’t mean they can’t enjoy robust solutions at an affordable price.  

Like many CRMs, HubSpot offers its software at several pricing tiers. However, HubSpot sets itself apart by offering a freemium version. This allows companies to test the waters of HubSpot CRM before taking the plunge.   

HubSpot also breaks its solutions out into standalone CRMs with deep functionality in five focus areas—Sales, Marketing, Service, Content Management, and Operations. This means your team can purchase one specific module and get specialized CRM features. Then, as you grow, you can connect the software with other HubSpot solutions or the additional tools in your tech stack. 

HubSpot CRM Features for Outlook Integrations:  

• Transfer email data from Outlook into HubSpot CRM  
• Track email interactions and view that data in real-time  
• Access templates, sequences, and meetings from your inbox 

Zoho

Zoho is a flexible third-party CRM that pairs well with Outlook. 

Zoho offers an Outlook add-in for Mac and Windows users. This add-in takes different forms based on the level of integration you require. For example, you can simply use a plug-in to sync emails across both systems, but if you want fully integrated data and reduced clicks for specific tasks, you’ll need to pursue a more extensive connection. 

With this integration, customer data from Outlook is accessible from the Zoho Subscriptions module, and customer emails can be tagged as comments under specific accounts. You can view recommended software requirements on Zoho’s website.  

Zoho Features for Outlook Integrations: 

• Sync contacts, events, and other vital data across your software 
• View Outlook conversations in Zoho CRM 
• Add specific conversations to customer account activity 

What Is the Best CRM for Outlook?

As with any software, the best-fit CRM depends on your business size, budget, and processes. If you are still unsure what CRM and Outlook integration is best, it’s time to chat with an experienced software partner.