Outlook
The same mailbox connection for Microsoft 365 and Outlook. Send from the lead page, track opens and clicks, and keep every reply on the lead's timeline.
From send to reply on the lead
Pitch2Sale sends through your own Microsoft mailbox. Every few minutes it checks for replies and files them on the right lead.
Re: Rollout plan for Meridian Health
raj@acmesales.co
- 01Raj emails Meridian Health from the lead page.
- 02Pitch2Sale sends it through his Microsoft 365 mailbox, with open and click tracking.
- 03The lead clicks the proposal link and replies.
- 04Pitch2Sale checks Raj's mailbox every few minutes and finds the reply.
- 05The reply joins the thread on the lead's timeline and in the Inbox.
What it does in Pitch2Sale
Email from the lead
Templates, signatures, attachments and scheduled sends, from your own Microsoft address.
Replies find their lead
Mail with a lead's contacts is grouped into threads on the timeline and in the Inbox.
Opens and clicks
See who opened and what they clicked, on the timeline and in reports.
Up to 400 days back
Backfill earlier mail with your leads, from 7 up to 400 days.
Set it up
- Open Settings → Email.
Each person connects their own mailbox under Connected Accounts.
- Click Connect Outlook.
Allow pop-ups if the Microsoft sign-in window is blocked.
- Sign in with your Microsoft 365 or Outlook account.
Grant access to read and send mail.
- Watch it sync.
The account shows Syncing.
- Backfill older mail (optional).
Choose Backfill and pick how far back, up to 400 days.
What syncs, and what does not
| Direction | What | When |
|---|---|---|
| Pitch2Sale → Outlook | Emails you send from a lead, with open and click tracking | You click Send, or at the scheduled time |
| Outlook → Pitch2Sale | Replies and mail exchanged with a lead's contacts | Every few minutes |
| Outlook → Pitch2Sale | Earlier mail with your leads | When you run a backfill (up to 400 days) |
| Not synced | Outlook contacts, tasks and folders, and mail with people who are not contacts on a lead | — |
Common questions
Can a team share one mailbox?
Each person connects their own mailbox. Shared mailboxes are not supported.
The account says Needs Reconnect.
A password change or an admin revoked access. Reconnect and sign in again.
Are my Outlook contacts imported?
No. Only mail is synced. Import contacts with a CSV.
How long is tracking kept?
Open and click data is kept for 90 days.
Outlook in, deals out.
Get started and connect your Microsoft mailbox in the first five minutes.