

Connect Outlook to BizStackPro so you can send, receive, and log emails in one place—with privacy controls and attachment support.
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.
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.
Tip: After connecting, send a test email to a contact from inside BizStackPro to ensure the first thread syncs cleanly.
Best practice: Use Outlook sync for personal conversations and follow-ups, and keep automation/campaigns on a dedicated sending domain for deliverability.
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.
Quick win: For large files, share a cloud link (Drive/Dropbox) instead of attaching the file—then your message still logs cleanly.
Connect Outlook to keep conversations organized, logged, and easy to find—right where your contacts live.
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New messages won’t sync until you reconnect. Outbound CRM emails won’t sync to Outlook during the disconnect.
Yes. If you set a different address in the From field, BizStackPro will use your account-level provider for sending.
Yes—attachments up to 25MB are supported. Larger files won’t sync.
No. Emails only sync when a non-system contact is included, which helps protect internal privacy.
Typically no—automation and campaigns use your account-level email provider rather than your personal Outlook inbox.
When your email threads are logged to the contact record, your team gets full context fast—without chasing messages across platforms.
More context. Fewer missed details.
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