Connecting Outlook

Connect your Outlook account

Aggrandize integrates with Microsoft 365 to sync your Outlook email directly into the CRM. Once connected, your emails appear alongside your contacts and deals — no switching between apps.

How to connect

1. Open the Email section in Aggrandize
2. Click Connect Your Email
3. Choose Microsoft 365
4. Sign in with your Microsoft account on the Microsoft login page
5. Review and accept the permissions Aggrandize needs (read, send, and organize email)
6. You'll be returned to Aggrandize and sync begins immediately

What happens next

• Initial sync starts right away — Aggrandize pulls up to 4 years of your email history
• A progress indicator in the sidebar shows sync status (this can take several minutes depending on your mailbox size)
• Once complete, your emails appear in the inbox view with all your folders: Inbox, Sent Items, Drafts, Archive, Junk, and any custom folders

How sync works

After the initial sync, new emails arrive in the CRM in near real time. There may be a short delay (typically seconds to a few minutes) due to how the Microsoft Graph API delivers notifications. You don't need to do anything — sync happens automatically in the background.

Sent emails, read status changes, and folder moves also sync automatically.

Manual sync

If you want to force an immediate sync instead of waiting for the next automatic update:

1. Click the three-dot menu (gear icon) at the bottom of the email sidebar
2. Click Sync Now
3. A spinning icon indicates sync is in progress

This is useful if you just received an important email and don't want to wait for the next automatic sync cycle.

Reconnecting

If your connection expires (you'll see a "sync failed" banner), click Reconnect Account in Email Settings to re-authorize with Microsoft. Your existing emails and folders are preserved — Aggrandize picks up where it left off.

Disconnecting

To disconnect your Outlook account:

1. Click the three-dot menu at the bottom of the email sidebar
2. Click Disconnect Account
3. You'll be asked whether to also delete contacts that were created from this email account
4. Type your email address to confirm

What happens when you disconnect:

Important — email links to deals are permanently lost. When you disconnect, all associations between email threads and deals, contacts, or companies are deleted. If you reconnect the same account later, emails will sync fresh with new internal IDs — previous deal links cannot be restored and would need to be re-created manually.

In both cases:

• Your actual Outlook mailbox is not affected — nothing is deleted from Microsoft
• The action is permanent and cannot be undone
• You can reconnect the same account later, but a full re-sync is required and previous email-to-deal links will not carry over