How long does it take to connect Close to Microsoft 365?

Most Close to Microsoft 365 integrations are completed within 2 weeks. We start with a discovery session to understand your specific workflow, then build and test the integration. Complex setups with custom business logic may take up to 4-8 weeks.

Is the sync between Close and Microsoft 365 real-time?

Yes, we typically use webhooks for instant sync. Changes in Close are reflected in Microsoft 365 within seconds. For high-volume scenarios, we can implement queuing to handle peak loads without data loss.

What happens if one system is temporarily unavailable?

Our integrations include retry logic and error queuing. If Microsoft 365 is temporarily down, changes are queued and replayed once the system recovers. You'll receive alerts for any sync failures that need attention. Our safeguards are designed to prevent data loss.

Can you map custom fields between Close and Microsoft 365?

Absolutely. Custom field mapping is a core part of every integration we build. Whether it's custom properties in Close or user-defined fields in Microsoft 365, we map them precisely to your requirements. We can also transform data formats, apply business rules, and handle conditional mappings.

How much does this integration cost?

Integration pricing depends on complexity — the number of data objects synced, sync direction, custom business rules, and volume. Most Close to Microsoft 365 integrations fall within our standard integration tier. Book a free assessment to get a specific quote for your requirements.

How long does it take to connect Close to Microsoft 365?

Most Close to Microsoft 365 integrations are completed within 2 weeks. We start with a discovery session to understand your specific workflow, then build and test the integration. Complex setups with custom business logic may take up to 4-8 weeks.

Is the sync between Close and Microsoft 365 real-time?

Yes, we typically use webhooks for instant sync. Changes in Close are reflected in Microsoft 365 within seconds. For high-volume scenarios, we can implement queuing to handle peak loads without data loss.

What happens if one system is temporarily unavailable?

Our integrations include retry logic and error queuing. If Microsoft 365 is temporarily down, changes are queued and replayed once the system recovers. You'll receive alerts for any sync failures that need attention. Our safeguards are designed to prevent data loss.

Can you map custom fields between Close and Microsoft 365?

Absolutely. Custom field mapping is a core part of every integration we build. Whether it's custom properties in Close or user-defined fields in Microsoft 365, we map them precisely to your requirements. We can also transform data formats, apply business rules, and handle conditional mappings.

How much does this integration cost?

Integration pricing depends on complexity — the number of data objects synced, sync direction, custom business rules, and volume. Most Close to Microsoft 365 integrations fall within our standard integration tier. Book a free assessment to get a specific quote for your requirements.

Close + Microsoft 365

Connect Close to Microsoft 365 — Automate Your Workflow

Sync data between Close and Microsoft 365 automatically. Eliminate manual data entry, reduce errors, and save 8+ hours/week with a custom integration built by Harvard-educated automation experts.

8+ hours/week

Saved weekly

2 weeks

Setup time

98%

Client retention

One-way

Sync direction

Book Free Assessment View All Integrations

Why Connect Close to Microsoft 365?

Manually copying data between Close and Microsoft 365 wastes hours every week

Data inconsistencies between Close and Microsoft 365 cause errors and rework

Team members forget to update both systems, leading to outdated information

No single source of truth when leads live in two disconnected tools

How We Help

Connecting Close (crm) with Microsoft 365 (automation) is one of the most requested integrations among Australian Professional Services and Financial Services businesses. This integration eliminates the manual transfer of leads and contacts data, reducing errors and freeing up your team to focus on growth.

Eliminate Manual Data Entry

Stop copying leads between Close and Microsoft 365 by hand. Our integration syncs data automatically, saving your team 8+ hours/week.

Reduce Errors and Inconsistencies

Automated sync eliminates typos, missed updates, and version conflicts. Every change in Close is instantly reflected in Microsoft 365.

Single Source of Truth

Your team always has accurate, up-to-date information regardless of which system they're working in. No more "which one is correct?" conversations.

Custom-Built for Your Workflow

Unlike generic connectors, we build integrations tailored to how your business actually uses Close and Microsoft 365. Custom field mappings, business rules, and error handling included.

Close to Microsoft 365 Use Cases

Sync leads from Close to Microsoft 365

When leads are created or updated in Close, automatically push changes to Microsoft 365. No manual export/import needed.

Automate emails creation

Eliminate manual data entry by automatically creating emails in Microsoft 365 based on activity in Close.

Real-time status synchronisation

Keep both systems in sync with one-way status updates. When something changes in one system, the other updates instantly.

Automated reporting and reconciliation

Generate consolidated reports combining data from both Close and Microsoft 365. Catch discrepancies before they become problems.

Data Mapping

How data flows between Close and Microsoft 365

Close	→	Microsoft 365	Notes
Close contacts	→	Microsoft 365 contacts	Synced automatically when contacts are created or updated
Close emails	→	Microsoft 365 emails	Synced automatically when emails are created or updated
Close tasks	→	Microsoft 365 tasks	Synced automatically when tasks are created or updated
Close records	→	Microsoft 365 records	Core data synchronisation between systems
Close metadata	→	Microsoft 365 custom fields	Additional context mapped to custom fields
Close timestamps	→	Microsoft 365 activity log	Audit trail for compliance and tracking