Microsoft 365 / Outlook
Connect shared and user mailboxes. This is the source of mail for every workflow.
Integrations
Connect each system to the tools you already run
Mail uses connectors so a matching message can act in CRM, ERP, ticketing, and messaging. First Line uses MCPs so it can check live data. Portal uses the customer record those systems already hold.
How Mail connectors work
A connector is an installable integration in the Mail workspace. After it is installed, you attach it to a rule as an action: when mail matches, Mail can notify, create or update a record, or otherwise run the configured step in the connected system.
Mail stays in Microsoft 365. The connector is the bridge to the rest of the stack. See Mail for rules, labels, and actions.
Marketplace examples
These are examples of systems the connector marketplace is built to cover. Availability for a given tenant can differ; if you need a system that is not listed, ask for it.
Dynamics 365
Update CRM records when matching mail arrives, for teams already on Microsoft’s CRM.
Salesforce
Log replies, leads, or cases from mailbox rules into Salesforce objects you configure.
HubSpot
Keep HubSpot in step with inbound sales and support mail that matches your rules.
Microsoft Teams
Notify a channel when a rule fires so the team does not live in a shared folder.
Slack
Same pattern as Teams: alert the channel that owns the mailbox outcome.
Zendesk
Open tickets from matching mail instead of copying threads by hand.
Twilio
Send SMS alerts where a rule is configured for urgent operational mail.
Zoho
Connect Zoho tools when they are the system of record for the team.
SAP
Push invoice or order-related mail outcomes toward SAP processes where configured.
MCPs for First Line
First Line checks live data through Model Context Protocol connections to the systems your company already runs. A connector moves mail into a tool. An MCP lets the assistant read the current invoice, opportunity, dataset, or site, and, where you allow it, make a change.
The usual connections are ERP, CRM, Power BI, and SharePoint, plus the other systems people get stuck in. We agree which lookups are read-only and which fixes First Line may apply, such as posting a blocked invoice or reconnecting a site. How First Line uses them.
Portal reads the customer-facing slice of those same systems: the order, the invoice, the open request. The chatbot only sees the signed-in customer.
Missing a system?
Tell us the product and which Synchronised system should use it: Mail, First Line, Portal, or more than one.