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Outlook 2-Way Email Sync

Connect your personal Outlook email to Kyrios Systems to sync sent and received emails with CRM contacts using secure two-way email synchronization.

Updated over 3 months ago

Who This Is For / When to Use

  • Users who want to send and receive 1:1 emails from their personal Outlook inbox while keeping conversations logged in Kyrios.

  • Teams that need CRM visibility into email threads initiated from Kyrios.

  • Users who want Outlook email activity synced without exposing internal user-to-user emails.


What Outlook 2-Way Sync Does (Key Rules)

  • Syncs incoming and outgoing emails between Outlook and Kyrios.

  • Sync starts only after the first outbound email is sent from Kyrios.

  • Only threads initiated from Kyrios will continue syncing.

  • Emails will sync only if at least one recipient is a non-system user.

  • Attachments up to 25 MB are supported.

  • Sync stops immediately if the connection is disconnected.


Set Up Outlook 2-Way Email Sync

Step 1: Open Email Sync Settings

  1. Go to Settings (bottom-left).

  2. Select My Profile.

  3. Open Email (2-way sync).

  4. Select Outlook.

  5. Click Connect.


Step 2: Sign In to Microsoft

  1. Enter your Outlook email address.

  2. Complete Microsoft authentication.


Step 3: Grant Required Permissions

Approve access when prompted. Kyrios (via LeadConnector) requires permission to:

  • Read and write your mail

  • Send mail as you

  • Read your profile

  • Read and write mailbox settings

  • Maintain access you have granted

Click Yes to continue.


Step 4: Confirm Connection

After authorization, your Outlook email will show as Connected.

You can use Update to switch to a different Outlook email without disconnecting.


Required First Action (Very Important)

To activate syncing:

  • You must send the first email from Kyrios Systems to a contact.

  • Threads started from your Outlook inbox will not sync.

Once initiated:

  • Replies from Outlook will sync into Kyrios.

  • Replies from Kyrios will sync into Outlook.


How Email Sending Works After Sync

Individual Emails

  • Sent from the user’s connected Outlook email address.

  • Outlook email becomes the sending domain.

Bulk Emails

  • If the From field matches the connected Outlook email → Outlook is the sender.

  • If the From field is empty or different → account-level email provider is used.

Workflows & Automations

  • Always send from the account-level email provider.

  • Personal Outlook email is not used for automation sends.


Privacy Behavior (Important Change)

  • Emails between Kyrios system users do not sync, even if they are contacts.

  • Sync occurs only when at least one external (non-user) contact is included.

  • This prevents internal or personal emails from being visible to admins or other users.


Attachment Support

  • Incoming and outgoing attachments up to 25 MB are supported.

  • Emails with attachments larger than 25 MB will not sync.


Common Issues and Fixes

Emails Not Syncing

Cause: First email was sent from Outlook, not Kyrios.
Fix: Send a new outbound email from Kyrios to the contact.


Thread Stopped Syncing

Cause: Sync was disconnected.
Fix: Reconnect Outlook and re-initiate the thread from Kyrios.


Attachments Missing

Cause: Attachment exceeded size limits or was sent before fixes.
Fix: Ensure attachments are ≤25 MB and resend if needed.


FAQs

What happens if I disconnect Outlook sync?
Syncing stops immediately. Existing and new threads will no longer sync.

Can I change my connected Outlook email?
Yes. Use Update Email under Email (2-way sync) without disconnecting.

Will emails started from Outlook ever sync?
No. Only threads initiated from Kyrios will sync.

Do bulk or workflow emails use Outlook?
No. Only manual 1:1 emails use the personal Outlook connection.

Are internal emails between users synced?
No. Emails between Kyrios system users are excluded for privacy.

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