🥳 Celebrate Our Launch With a $200 LIFETIME Discount OFF The Premium Plan Use: BIRTHDAY2024

This offer expires 9/30/2024, at 11:59 PM EST

BizStackPro all-in-one digital marketing platform dashboard.

2-Way Email Sync for Outlook – BizStackPro Help

2-Way Email Sync for Outlook

Q: What happens if the two-way sync is disconnected?

If disconnected, subsequent messages will not sync, and new outbound emails from the CRM won’t sync with Outlook until the connection is restored.

Q: Can I use a different email ID for bulk emails after setting up 2-way sync?

Yes. If a different email ID is used in the From field, the account-level provider is used as the sending domain.

Q: Are there attachment size limitations?

Yes. Attachments up to 25MB are supported for incoming and outgoing emails. Larger files will not sync.

Q: Will personal emails between system users sync?

No. Only emails involving at least one non-system contact will sync, helping protect privacy for internal team conversations.

Q: Do workflows and campaigns send through my personal Outlook sync?

No. Automated emails (like workflows and campaigns) typically send through your account-level email provider, not your personal two-way sync inbox.

Connect Outlook to BizStackPro so you can send, receive, and log emails in one place—with privacy controls and attachment support.

Browse Help Center See All Plans & Features

Keeping Email Conversations in One Place Without Switching Tabs

You may be sending emails from Outlook, but tracking those conversations inside your CRM can become disconnected.

Two-way email sync connects your inbox to BizStackPro so messages are logged directly to your contact records.

Without syncing, important conversations can be scattered across different tools.

This guide will show you how to set up and use two-way sync so your email communication stays organized and easy to manage.

Once you understand how two-way email sync works, follow the steps below to connect Outlook, manage syncing behavior, and keep your conversations aligned inside your BizStackPro account.

What 2-Way Email Sync Does

Two-way sync connects your personal Outlook mailbox to BizStackPro so emails you send or receive with contacts can be logged to the contact record and visible inside your CRM inbox—without switching tabs all day.

Quick win: Use 2-way sync for 1:1 sales and support emails, then use your account-level email provider for campaigns and automated workflows.

Setup Steps

Go to Settings → Profile → Email (2-way sync).
Select Outlook and click Connect.
Sign in to your Outlook account and grant the requested permissions.
Confirm the connected email address (and update it if you’re switching inboxes).

Tip: After connecting, send a test email to a contact from inside BizStackPro to ensure the first thread syncs cleanly.

How It Works (So You Know What to Expect)

Initiate sync: Send the first email from BizStackPro to a contact to establish syncing for that thread.
Thread syncing: Once a thread is synced, replies in that thread can continue syncing automatically.
Bulk emails: If you use a different email ID in the From field, BizStackPro uses the account-level provider for sending.
Workflows & campaigns: Automated emails typically send through your account-level provider, not your personal Outlook inbox.

Best practice: Use Outlook sync for personal conversations and follow-ups, and keep automation/campaigns on a dedicated sending domain for deliverability.

Enhanced Privacy

To protect internal communication, BizStackPro typically syncs emails only when the conversation includes at least one non-system contact. Personal emails between system users are not synced.

Attachment Support

Inbound attachments: Logged automatically up to 25MB.
Outbound attachments: Logged up to 25MB.
Larger files: Attachments over 25MB won’t sync.

Quick win: For large files, share a cloud link (Drive/Dropbox) instead of attaching the file—then your message still logs cleanly.

Important Notes

If sync is disconnected, new emails stop syncing until you reconnect.
Only threads that meet the sync conditions will log to contact records.
Attachments over 25MB won’t sync.

Want a cleaner inbox inside your CRM?

Connect Outlook to keep conversations organized, logged, and easy to find—right where your contacts live.

🚀 See All Plans & Features

Opens in a new tab.

Frequently Asked Questions

What happens if the two-way sync is disconnected?

New messages won’t sync until you reconnect. Outbound CRM emails won’t sync to Outlook during the disconnect.

Can I use a different email ID for bulk emails after setting up 2-way sync?

Yes. If you set a different address in the From field, BizStackPro will use your account-level provider for sending.

Are there attachment size limitations?

Yes—attachments up to 25MB are supported. Larger files won’t sync.

Will personal emails between system users sync?

No. Emails only sync when a non-system contact is included, which helps protect internal privacy.

Do workflows and campaigns send through my personal Outlook sync?

Typically no—automation and campaigns use your account-level email provider rather than your personal Outlook inbox.

📚 Browse More Help Guides

Keep Outlook + BizStackPro in Sync

When your email threads are logged to the contact record, your team gets full context fast—without chasing messages across platforms.

✅ View Plans & Features

More context. Fewer missed details.

📚 Browse More Help Guides

Disclaimer: This site is NOT endorsed by Google, Facebook or YouTube in ANY WAY. All trademarks & Logo / branding are the property of their respective owners. Please Note: This site was created in BizStackPro by Ken George II (An Affiliate of BizStackPro) and may contain affiliate links.