ATZ CRM + Microsoft 365

Connect Outlook email and calendar in two clicks and keep recruiter activity synced two-way.

Overview

Microsoft 365 email and calendar built for recruiters

Microsoft 365 powers Outlook and Calendar for many recruiting teams. ATZ CRM connects those tools to your ATS so conversations, meetings, and activity logs are synchronized two-way. That means fewer gaps in communication and a single workflow for outreach, scheduling, and reporting.

What problem it solves

Replace fragmented Outlook workflows with unified ATS activity.

1

Recruiters lose context when Outlook email threads live outside the ATS.

2

Scheduling conflicts appear when calendars are not synced two-way.

3

Activity reminders and follow-ups are missed without automation.

4

Team visibility breaks down when communication stays in private inboxes.

5

Bulk outreach becomes hard to audit without centralized tracking.

Setup guide

Connect Microsoft 365 quickly and keep Outlook aligned with ATZ CRM.

  1. 1

    Open Integrations in ATZ CRM and choose Microsoft 365.

  2. 2

    Authorize Outlook Mail and Calendar access for your account.

  3. 3

    Select which mailboxes and calendars should sync to ATZ CRM.

  4. 4

    Confirm two-way sync settings for events and email threads.

  5. 5

    Send a test email and schedule a test meeting to validate sync.

Use cases for recruiters

Everyday Microsoft 365 workflows powered by ATZ CRM.

Two-way Outlook sync

Emails sent from ATZ CRM appear in Outlook, and replies sync back to candidate records.

Calendar-aware scheduling

Create meetings in ATZ CRM and keep Outlook calendars aligned with updates.

Recruiter sequences and bulk email

Run multi-step outreach from ATZ CRM while logging responses automatically.

Activity reminders and notifications

Automate follow-ups, notify team members, and reduce missed tasks.

How the data flows

  • Emails sent from ATZ CRM sync into Outlook mailboxes for full visibility.
  • Replies and inbound emails sync back to ATZ CRM candidate profiles.
  • Calendar events created in ATZ CRM appear in Outlook with attendees and updates.
  • Edits in Outlook sync back to ATZ CRM to keep schedules current.

Key capabilities

  • Bi-directional Outlook email sync for sent and received messages.
  • Two-way calendar sync for interviews, reminders, and meetings.
  • Bulk email campaigns with tracking and response logging.
  • Automated sequences and workflow-based reminders for recruiters.
  • Team notifications for shared candidate activity and task ownership.

Best practices

Use consistent Outlook workflows so your ATS stays reliable for every recruiter.

  • Use shared mailboxes only when you want full visibility for the team.
  • Standardize calendar naming to avoid duplicate interview events.
  • Pause sequences for active candidates to prevent over-messaging.
  • Audit activity logs weekly to ensure sync remains healthy.

Frequently asked questions

Everything you need to know about the ATZ CRM + Microsoft 365 integration.

Does Microsoft 365 sync two-way with ATZ CRM?

Yes. Email and calendar activity sync bi-directionally so changes in Outlook or ATZ CRM stay aligned.

Is Office 365 supported?

Yes. Microsoft 365 and Office 365 accounts are supported through the same integration flow.

Can I run sequences through Outlook?

Yes. ATZ CRM supports bulk emailing and sequences with responses logged to candidate profiles.

What happens if a meeting changes in Outlook?

Updates made in Outlook sync back to ATZ CRM so the team sees the latest schedule.

Ready to sync Outlook with ATZ CRM?

Connect Microsoft 365 and keep email and calendar activity in one ATS.

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