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HELM + Outlook Integration — Sync Sales Activity with Microsoft 365

Connect HELM with Microsoft Outlook to automatically sync emails, calendar events, and contact activity across your Microsoft 365 environment.

Why the HELM + Outlook Integration Matters

The HELM Outlook integration connects HELM with your Microsoft 365 environment — automatically syncing email activity, calendar events, and contact data. Sales teams using Microsoft 365 get the full benefit of HELM's AI capabilities without any change to their existing email and calendar workflows.

What You Get

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Automatic email logging from Outlook

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Calendar event sync to deal records

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Microsoft Teams meeting link integration

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Contact sync with Outlook contacts

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Outlook sidebar with HELM deal context

Set Up in Under 5 Minutes

Connecting Outlook to HELM takes minutes, not days. No technical setup, no IT tickets. Connect via OAuth, configure your preferences, and your team is live immediately.

Connect Outlook Free →

Frequently Asked Questions

HELM's Outlook integration is designed for Microsoft 365 (formerly Office 365). On-premise Exchange support depends on configuration — contact HELM support to discuss your specific Microsoft environment requirements.
HELM's calendar sync pulls meeting data from your Outlook calendar and logs meetings with contacts to the relevant deal records automatically. You can also create meetings in HELM that sync to your Outlook calendar, ensuring all sales activity is captured in both systems.
Yes — HELM integrates with Microsoft Teams for call recording and meeting intelligence. Teams meetings with contacts in HELM can be automatically recorded, transcribed, and summarised, with key information logged to the deal record. This brings HELM's meeting intelligence capabilities to teams using Teams as their primary communication platform.

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