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Integration · Email & calendar

Salesforce + OutlookNative add-in + EAC

Integrate Salesforce and Outlook.

Logging emails, syncing calendars, and running Salesforce workflows from Outlook

Sales reps live in Outlook. If logging activity means leaving the inbox, it will not happen consistently. Concept helps teams deploy the modern Salesforce and Outlook integration, so emails, meetings, contacts, and CRM updates flow reliably, with the right governance and reporting controls.

Salesforce retired legacy approaches and is moving customers to the Salesforce add-in for Outlook, powered by Einstein Activity Capture (EAC). At the same time, Microsoft is tightening authentication and deprecating older Exchange technologies, which creates real 2026 deadlines for orgs that do not upgrade.

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HubSpot and Salesforce Integration Implementation

Our team can implement, customize, and configure the HubSpot and Salesforce integration, to ensure you get the most out of both platforms.

Training and Onboarding

As an official partner of both platforms, we are well-poised to provide training and onboarding services designed to reinforce your business processes and the management of the integration.

Management & Administration

Whether just wrapping up a new implementation or if you have an existing integration up and running but are struggling with adoption, reporting, or implementing new features, Concept is here to help as an ongoing source of support.

Partner With Our Integrated Team

The HubSpot and Salesforce integration is a powerful tool, but working with a great team can help fit it to your needs and processes for that “just-right” feeling.

Use cases

Email sync and activity capture with Einstein Activity Capture.

EAC automatically captures emails, calendar events, and contacts from Microsoft 365 and displays them on related Salesforce records. Below are some common examples.

In addition to this knowledge and experience, we take pride in embedding ourselves in your team and designing bespoke solutions and processes. We work alongside our clients to create a platform that fits their business.

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Salesforce Inbox (Optional) For Productivity and Engagement

Inbox is a separate add-on license that can improve speed and follow-through for teams that need more than basic logging.

Inbox can enable:

  • Faster scheduling and meeting booking
  • Email engagement insights and notifications
  • Send-later and timing features
  • Snippets and common phrases for consistent messaging
  • Salesforce context in Outlook, including relevant records and supported custom objects

We help you decide when Inbox is worth it and when the standard stack is enough.

Email & Calendar Sync02

Syncing Calendars and Contacts with Microsoft 365

EAC supports two-way calendar and contact sync for Microsoft 365, replacing older sync approaches as Microsoft deprecates legacy methods.

What we configure and validate:

  • Two-way calendar sync behavior and meeting logging rules
  • Bi-directional contact syncing and duplicate prevention
  • Handling for recurring meetings, attendees, and invite processing
  • Visibility and sharing settings so activity appears where it should, and nowhere it should not
Side Panel03

Customizing the Outlook Side Panel by Role

Not every user needs the same Outlook experience. Adoption rises when the panel matches the job.

Concept can tailor the integration to your org by:

  • Building different panes for different teams (sales, CS, account management)
  • Surfacing the right custom objects, custom fields, and related details
  • Configuring profile and permission set based access to features
  • Simplifying layouts for teams that do not need tracking or advanced tools
Automation04

Workflow Automation Between Outlook Activity and Salesforce

Once Outlook activity is captured and associated correctly, you can automate the follow-up and pipeline updates that sales ops usually chase manually.

Examples we implement:

  • Trigger Salesforce Flows from email or meeting activity
  • Auto-create follow-up tasks when meetings are booked or emails are sent
  • Update opportunity stages or lead statuses based on defined engagement events
  • Feed clean activity signals into dashboards for managers and leadership
  • 01

    Understanding the current integration stack

    Many teams still think “Salesforce for Outlook” is the answer. The current recommended stack is different, and it matters for rollout, data storage, and reporting. It includes the Outlook Integration (the Salesforce side panel inside Outlook), Einstein Activity Capture (the server-side sync engine for emails, events, and contacts), and, optionally, Salesforce Inbox for productivity and engagement. Starting Spring ’26, EAC connections to Microsoft 365 authenticate via Microsoft Graph automatically. If your org was set up before Spring ’26, Salesforce recommends upgrading to Microsoft Graph by August 2026 to avoid disruption.

  • 02

    Working in Salesforce from Outlook

    The Outlook add-in brings Salesforce context into the inbox, so reps can act without switching tools. We enable searching and browsing Salesforce records inside Outlook, creating new records (including custom objects), one-click logging of emails and appointments, Salesforce email templates, Salesforce Tasks, and a view of related contacts, leads, accounts, opportunities, and cases, across Outlook desktop, web, and mobile.

  • 03

    Data storage and reporting considerations

    EAC decisions affect compliance, reporting, and long-term data ownership. EAC can surface activity without storing every email as a standard Salesforce record, which can limit native reporting. Upgrading an EAC connection to Microsoft Graph is irreversible; you cannot roll back to EWS. And Microsoft has announced EWS will be disabled in Exchange Online in October 2026, accelerating the need to migrate integrations to Microsoft Graph.

  • 04

    Critical 2026 deadlines and migration planning

    New EAC Microsoft 365 connections authenticate with Microsoft Graph automatically as of Spring ’26. Salesforce recommends upgrading older setups to Microsoft Graph by August 2026, Microsoft will disable Exchange Web Services in Exchange Online in October 2026, and Microsoft recommends nested app authentication for Outlook add-ins that relied on legacy Exchange tokens. Concept coordinates the owners across Salesforce admin, Microsoft 365 admin, and security, so the project does not stall at tenant consent and authentication.

  • 05

    Known limitations we address up front

    Common tradeoffs include reporting constraints when email activity is not stored as standard Salesforce objects, varying engagement signal visibility, data continuity for departed employees and historical activity, storage growth if more data is written to Salesforce records, and custom object behavior that needs validation in your environment. We document these early, then design the configuration and operating model around your requirements.

  • 06

    Deployment and configuration requirements

    A successful rollout requires coordination across Salesforce, Microsoft 365, and identity: Salesforce editions and licenses aligned to Outlook Integration, EAC, and Inbox needs; Microsoft 365 tenant readiness and security review; Microsoft Entra configuration and admin consent planning; EAC configuration, user assignment, and ongoing governance; and Outlook client compatibility across desktop, web, and mobile.

  • 07

    Why work with Concept

    Concept is a Salesforce certified partner that makes Salesforce and Outlook integrations stick, with role-based rollout, EAC reporting strategy, and Graph migration planning, plus automation and legacy sync migrations across B2B teams.

Connecting your tech stack.

Integrated systems are faster, more accurate, and give every team the same view of the customer. Curious about what systems we help connect?

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Our Latest CRM Content 

Let's make connections

Bridge Salesforce, Outlook, and the rest of your tech stack.

Tell us what you're connecting and where it's breaking. We'll map the cleanest path.

HubSpot Implementation

Our team can implement HubSpot across your entire organization. Our process customizes and configures the platform based on your unique needs to ensure you get the most out of your Hub.

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Integrations 

Enhance your HubSpot by integrating other key systems and applications across your organization. Whether you’re planning to integrate a new app with your Hub, or an existing stack, we can help.

As a partner of both Salesforce and HubSpot, we are uniquely positioned to help you integrate these two powerhouse systems.
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HubSpot Hubs Support

 

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Marketing Hub

Sales Hub

Service Hub
Drive revenue and streamline marketing efforts with tools that connect you to your audience effectively, all while optimizing investments with powerful analytics. Enhance productivity and customer connections with comprehensive sales tools, designed to scale with your organization’s growth. Build lasting customer relationships with a suite of service tools that streamline communication and enhance team productivity.

 

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CMS Hub

Operations Hub

Commerce Hub
Empower your marketing and development teams with a CMS that offers flexibility, security, and personalized customer experiences. Maintain clean, curated customer data and automate business processes for a unified view of customer interactions, delivering seamless experiences. Streamline your commerce operations with robust tools for billing, subscriptions, and revenue collection, integrated seamlessly with your CRM.

 

Our Technology Partners

In addition to our HubSpot partnership, we also proudly partner and have experience integrating additional solution providers to help our clients reach their business needs.