Guides › 🎯 Prospect
Sync KRM with Outlook or Gmail
Two-way sync for contacts, calendar, and email — so KRM reflects real life without double entry.
- Decide which ecosystem you live in: Office 365/Outlook or Gmail/Google Workspace — KRM syncs with both.
- In KRM, open the sync settings and connect your account (you'll authenticate with Microsoft or Google).
- Choose what syncs: Contacts, Calendar/Events, and Emails — and the direction of sync for each.
- Install the Outlook Add-In or Gmail Add-In so you can log emails to KRM records straight from your inbox.
- Send yourself a test: create a contact in KRM, confirm it appears in Outlook/Google; book a meeting and watch it sync back.
- If sync stops working later, use the Re-Link procedure (see Fix-It section) rather than deleting the connection.
💡 Mentor tip
Sync one clean category of contacts first rather than your whole address book — you can widen the scope once you trust the flow.