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Contacts Sync

One way contact import from Outlook (Microsoft) and Google Contacts into Laureo.

Overview

When you connect Microsoft 365 or Google, your personal address book is imported into the CRM and kept up to date from the provider.

Contact sync runs on Microsoft Graph subscriptions (Outlook) or Google People API. New contacts you add in Outlook or Google appear in the CRM within seconds. It runs in that direction only: nothing you create or edit in the CRM is written back to your Outlook or Google address book, so your personal address book is never changed by Laureo.

Auto-import option
In Settings โ†’ Integrations there's an "Auto-import contacts" toggle. When on, contacts not yet matched to existing CRM people are auto-created. When off, only existing CRM people get their email/phone fields enriched from the provider.

Match strategy

Provider contacts are matched against existing CRM people by email address (case-insensitive). First match wins; multiple email addresses on a provider contact are all checked.