Integration

HELM + ✉️ Outlook

Use HELM with Microsoft Outlook for email tracking, calendar sync and contact management. Connect in minutes and keep your sales data in sync automatically.

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How It Works

HELM + Outlook in 3 Steps

1️⃣

Connect Your Account

Go to HELM Settings → Integrations and click Connect Outlook. Authorise in seconds.

2️⃣

Data Syncs Automatically

Your Outlook data flows into HELM immediately. Contacts, conversations and activities all in one place.

3️⃣

Sell Smarter

HELM's AI uses your Outlook data to give you better coaching, smarter follow-ups and accurate forecasting.

FAQ

HELM + Outlook — Common Questions

How does HELM connect with Outlook?

The HELM + Outlook integration is set up in minutes from your HELM settings. Once connected, Outlook data syncs automatically with your pipeline.

Is the Outlook integration free?

All integrations are included in your HELM subscription. No extra fees.

What data syncs between HELM and Outlook?

HELM syncs contacts, conversations, meetings and relevant data from Outlook directly into your pipeline and lead records.

Can I disconnect the integration at any time?

Yes. You can connect and disconnect any integration from your HELM settings at any time.

Connect HELM with Outlook Today

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