Skip to main content
Housing Market GroupHousing Market GroupTutorials

Connect Your Microsoft 365 Mailbox to Housing Market CRM

Tutorial 84 of 181 · 44 s

Open the product

You can connect your own Microsoft 365 mailbox to Housing Market CRM, so that replies from your mailbox appear in the lead thread in your Inbox. This tutorial opens Connections from Settings and finds the Microsoft 365 mailbox card. Before it sends you to Microsoft, the CRM tells you in plain words what it reads, what it keeps and how you disconnect. Then you choose Continue to Microsoft, where you sign in and allow access on Microsoft's own page, and you return to the CRM. You can disconnect at any time from the same card. This part is new (Beta). The screens show an invented agent.

In this tutorial you will learn

  • Where the mailbox connection is
  • What the CRM tells you before you connect
  • How the connection is made on Microsoft's page
  • How to disconnect

Follow along: the steps

  1. Open your Housing Market CRM account.
  2. Click the Settings icon at the top.
  3. Choose Calendar connections.
  4. Find the Microsoft 365 mailbox card.
  5. Click Connect.
  6. The CRM tells you what it reads, what it keeps and how to disconnect.
  7. Continue to Microsoft opens Microsoft's own page.
  8. Sign in and allow access there, then return to the CRM.