{"id":39644,"date":"2022-03-21T08:38:08","date_gmt":"2022-03-21T16:38:08","guid":{"rendered":"https:\/\/cirahub.com\/?p=39644"},"modified":"2022-03-21T08:38:08","modified_gmt":"2022-03-21T16:38:08","slug":"how-to-enable-contact-sync-between-salesforce-and-office-365-mailboxes","status":"publish","type":"post","link":"https:\/\/cirasync.com\/de\/contact-sync\/how-to-enable-contact-sync-between-salesforce-and-office-365-mailboxes\/","title":{"rendered":"How to Enable Two-Way CRM Contact Sync Between Salesforce and a Microsoft 365 User Mailbox"},"content":{"rendered":"<p>Two-way syncing your Microsoft 365 User Mailbox account with Salesforce allows users to access all of their emails, contacts and leads on both platforms. Sales representatives can spend significantly less time inputting data and navigating between each application to increase productivity within the organization. This also makes it easier to handle all pertinent Salesforce records in one location and access essential Microsoft 365\u00a0 email communications.<\/p>\n<p>This article will outline how to <a href=\"https:\/\/cirasync.com\/solutions\/two-way-sync\/\">two-way sync contacts<\/a> between Salesforce and a Microsoft 365 User Mailbox using CiraHub, a multi-way contact and calendar sync tool.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Sync_Between_Salesforce_and_Microsoft_365_User_Mailboxes\"><\/span>Sync Between Salesforce and Microsoft 365 User Mailboxes<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><iframe loading=\"lazy\" title=\"Salesforce V1\" src=\"https:\/\/player.vimeo.com\/video\/852447064?dnt=1&amp;app_id=122963\" width=\"1080\" height=\"608\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\"><\/iframe><\/p>\n<ol>\n<li data-leveltext=\"%1.\" data-font=\"Calibri\" data-listid=\"1\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"none\">\u00a0First, log in to CiraHub. You will be taken to the onboarding wizard. (See figure below.) Next, select the object you want to sync. In this example, the contacts object has been selected.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/the-hub-andspoke-setup.png\" alt=\"Calendar and Contact Selection\" width=\"579\" height=\"237\" \/><\/li>\n<li data-leveltext=\"%1.\" data-font=\"Calibri\" data-listid=\"1\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\">Next start the Hub and Spoke setup. Click on \u201cCRMs\u201d as your source type for your contact spoke. (The Hub contains all synced Contacts from each spoke; a spoke can be a Public Folder, a user mailbox, the GAL or a CRM.) <img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/choose-contact-spoke.jpg\" alt=\"Select Source Type of Contact Spoke\" width=\"571\" height=\"313\" \/><\/li>\n<li data-leveltext=\"%1.\" data-font=\"Calibri\" data-listid=\"1\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span class=\"TextRun SCXW69399182 BCX0\" lang=\"EN\" xml:lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW69399182 BCX0\">Select <a href=\"http:\/\/salesforce.com\">\u201cSalesforce\u201d <\/a>as the contact spoke type.<\/span><\/span><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/select-salesforce.jpg\" alt=\"Select \u201cSalesforce\u201d as the contact spoke type.\" width=\"552\" height=\"307\" \/><\/li>\n<li data-leveltext=\"%1.\" data-font=\"Times New Roman\" data-listid=\"1\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span class=\"NormalTextRun SCXW113844889 BCX0\">Sign in with Salesforce to add your account to the <\/span><span class=\"NormalTextRun ContextualSpellingAndGrammarErrorV2 SCXW113844889 BCX0\">Hub, or<\/span><span class=\"NormalTextRun SCXW113844889 BCX0\"> select an existing Salesforce account.<img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/the-blur-jon-harris.png\" alt=\"Sign in with Salesforce to add your account to the Hub\" width=\"578\" height=\"288\" \/><\/span><\/li>\n<li><span class=\"TextRun SCXW159335531 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW159335531 BCX0\">If you selected\u00a0\u201cSign in with Salesforce\u201d, you&#8217;ll be prompted to this screen\u00a0to enter your Salesforce username and password.<\/span><\/span><span class=\"EOP SCXW159335531 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:276}\">\u00a0<\/span><\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/ENTER-SALESFORCE-INFO.jpg\" alt=\"Salesforce username and password.\u00a0\" width=\"412\" height=\"498\" \/><\/p>\n<p>6. <span class=\"EOP SCXW238599690 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:276}\">Select &#8222;Allow&#8220; to connect your <span class=\"TextRun SCXW131864677 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW131864677 BCX0\"><span class=\"TextRun SCXW192063286 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW192063286 BCX0\">Salesforce <\/span><\/span><\/span><\/span>connect to the CiraApps Salesforce Connector and <span class=\"TextRun SCXW40771303 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW40771303 BCX0\"> <a href=\"https:\/\/cirasync.com\/integrations\/salesforce\/\">two-way sync Salesforce contacts.<\/a><\/span><\/span><\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/salesforce-connector.jpg\" alt=\"Click allow to connect your Salesforce connect\" width=\"453\" height=\"560\" \/><\/p>\n<p>7. Type in a \u201cSpoke Name\u201d and click Next.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-39683\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/BELL.png\" alt=\"\" width=\"556\" height=\"353\" \/><\/p>\n<p>8. <span class=\"TextRun SCXW160983025 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW160983025 BCX0\">Next type in the \u201cHub Name\u201d and click Create.<\/span><\/span><\/p>\n<p><span class=\"TextRun SCXW160983025 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW160983025 BCX0\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-39687\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/BELL2.jpg\" alt=\"\" width=\"558\" height=\"355\" \/><\/span><\/span><\/p>\n<p>9. <span class=\"TextRun SCXW17538854 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW17538854 BCX0\">S<\/span><\/span><span class=\"TextRun SCXW17538854 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW17538854 BCX0\">elect the option to add an Additional Spoke.<\/span><\/span><\/p>\n<p><iframe loading=\"lazy\" title=\"Microsoft 365 V2\" src=\"https:\/\/player.vimeo.com\/video\/838032387?dnt=1&amp;app_id=122963\" width=\"1080\" height=\"608\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\"><\/iframe><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-39829\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/new-new.jpg\" alt=\"Add spoke option\" width=\"276\" height=\"418\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/new-new.jpg 361w, https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/new-new-198x300.jpg 198w\" sizes=\"(max-width: 276px) 100vw, 276px\" \/><\/p>\n<p><span class=\"TextRun SCXW254311478 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW254311478 BCX0\">10. To add a Contact List within a User Mailbox to the Hub, <\/span><span class=\"NormalTextRun ContextualSpellingAndGrammarErrorV2 SCXW254311478 BCX0\">Click<\/span><span class=\"NormalTextRun SCXW254311478 BCX0\"> on \u201cMicrosoft 365 In my tenant\u201d and select User Mailbox.<\/span><\/span><span class=\"EOP SCXW254311478 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/source-type-contact-spoke-user-mailbox.jpg\" alt=\"User Mailbox Source Type Contact Spoke\" width=\"571\" height=\"334\" \/><\/p>\n<p><span class=\"TextRun SCXW204641339 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW204641339 BCX0\">11. Select which \u201c<a href=\"https:\/\/learn.microsoft.com\/en-us\/exchange\/recipients\/user-mailboxes\/user-mailboxes?view=exchserver-2019\">User Mailbox<\/a>\u201d you want to Sync.<\/span><\/span><span class=\"EOP SCXW204641339 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-39853\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/bloop.jpg\" alt=\"Select Mailbox\" width=\"423\" height=\"442\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/bloop.jpg 475w, https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/bloop-287x300.jpg 287w\" sizes=\"(max-width: 423px) 100vw, 423px\" \/><\/span><\/p>\n<p><span class=\"TextRun SCXW247882406 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW247882406 BCX0\">12. Type in a Spoke name and click create. <\/span><\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-39661\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/prince.jpg\" alt=\"\" width=\"533\" height=\"367\" \/><\/p>\n<p><span class=\"TextRun SCXW40771303 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW40771303 BCX0\">13. Next, right-click your spoke, and select \u201cSync Options\u201d. From there you will be taken to a new window, click the box which says, \u201cAllow Hub to create and sync items in this spoke.\u201d This will enable you to<span class=\"TextRun SCXW131864677 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW131864677 BCX0\"><span class=\"TextRun SCXW192063286 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW192063286 BCX0\">\u00a0<a href=\"https:\/\/cirasync.com\/solutions\/two-way-sync\/\">two-way sync Microsoft 365 User Mailbox contacts<\/a><\/span><\/span><\/span><\/span>\u00a0with Salesforce between the Hub and your spoke.<\/span><\/span><span class=\"EOP SCXW40771303 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-39666\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/bear.jpg\" alt=\"\" width=\"569\" height=\"340\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/bear.jpg 569w, https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/bear-480x287.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 569px, 100vw\" \/><\/span><\/p>\n<p>14. Click on \u201cAllow Hub to create and sync items in this spoke\u201d. This will enable two-way synchronization from the endpoint to the hub database and back. Select Categorize Data in Spoke if you would like to filter out which items you would like to sync.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/the-blurr-allowhub-1.png\" alt=\"Click on \u201cAllow Hub\u201d to create and sync items in this spoke.\" width=\"637\" height=\"236\" \/><\/p>\n<p>15. <span class=\"NormalTextRun SCXW235811254 BCX0\">Click the Advanced tab to set up<a href=\"\/?p=39341\"> contact filtering <\/a>settings for Salesforce<\/span><span class=\"NormalTextRun SCXW235811254 BCX0\"> This would enable a user to synchronize and create Hub items based on specific criteria.\u00a0<\/span><\/p>\n<p><span class=\"NormalTextRun SCXW235811254 BCX0\"><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/hubspot-advanced.jpg\" alt=\"Hubspot Advanced\" width=\"674\" height=\"266\" \/><\/span><\/p>\n<p>17. <span class=\"TextRun SCXW79040116 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW79040116 BCX0\"> Click on \u201cSync now\u201d to two-way sync Salesforce with a Microsoft 365 User Mailbox for the current spoke. You can also edit any synchronization options for each of your spokes below.<\/span><\/span><\/p>\n<p><span class=\"TextRun SCXW79040116 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW79040116 BCX0\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-39589\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/sync3.jpg\" alt=\"Salesforce sync now\" width=\"557\" height=\"487\" \/><\/span><\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"More_About_CiraHub\"><\/span><span data-contrast=\"none\">More About CiraHub!<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span data-contrast=\"none\">CiraHub is a <a href=\"https:\/\/cirasync.com\/hub\">two-way sync<\/a> platform for shared contacts and calendars for Microsoft 365, Exchange Server, and other Microsoft Enterprise Applications users. The software is designed to make it easy for people lacking IT expertise to <a href=\"https:\/\/cirasync.com\/solutions\/two-way-sync\/\">multi-way sync CRM contacts<\/a> for their company. Click here to learn more about how you can start a <a href=\"https:\/\/dashboard.cirahub.com\/\" target=\"_blank\">CiraHub trial<\/a>\u00a0today!<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Two-way syncing your Microsoft 365 User Mailbox account with Salesforce allows users to access all of their emails, contacts and leads on both platforms. Sales representatives can spend significantly less time inputting data and navigating between each application to increase productivity within the organization. This also makes it easier to handle all pertinent Salesforce records [&hellip;]<\/p>\n","protected":false},"author":38,"featured_media":46650,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"page-cirahub.php","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","_nextfly_llmd_date_locked":false,"footnotes":"","_ppma_block_editor_authors":"","_links_to":"","_links_to_target":""},"categories":[13626,1420,13630,1459],"tags":[13631,3951,52,13632],"ppma_author":[13535],"class_list":["post-39644","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cirahub","category-contact-sync","category-crm-sync","category-support","tag-contact-sync","tag-crm","tag-salesforce","tag-user-mailbox","rawdate-2022-03-21"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.0 (Yoast SEO v28.1) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ 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