Microsoft 365
Auto-sync Outlook email, calendar, and meeting intelligence into Clarify so your CRM stays current without any manual data entry.
Clarify's Microsoft 365 integration automatically ingests email and calendar data from Outlook, while joining Teams calls to provide comprehensive meeting intelligence that keeps your CRM continuously updated without manual data entry.
Use Cases:
• Automatically update customer records when prospects reply to emails in Outlook
• Track meeting outcomes and next steps from Teams call transcriptions
• Sync calendar events to automatically log customer touchpoints and follow-ups
• Generate AI-powered meeting summaries and action items after Teams calls
Clarify transforms your existing Microsoft 365 workflow into an intelligent revenue engine. While your team continues working in familiar tools, Clarify silently captures every customer interaction, meeting insight, and communication thread to build the most comprehensive customer relationship intelligence available.
- Sync Outlook email into Clarify
- Capture calendar events against deals
- Enrich records with meeting intelligence
Use cases
- Automatically log Outlook email threads to the right contact and account in Clarify.
- See Microsoft 365 calendar meetings tied to each deal without manual updates.
- Capture meeting intelligence from Teams calls so follow-ups stay on track.