Shared inbox automation
Support, info, and operations inboxes fill because several people watch the same folder. Mail gets answered twice, or not at all. Native Outlook rules can file messages; they rarely give the team a shared, labelled view plus a next step in another system.
What Synchronised does: match incoming mail on sender, subject, body, or attachments; apply labels; assign or notify; optionally create a ticket or post to Teams or Slack when a connector is installed.
Who it is for: support and operations teams on Microsoft 365 shared mailboxes.
Invoice and order mail
Supplier invoices and order confirmations land in finance@ or invoices@ as attachments. Someone downloads, names, and keys them into ERP. Exceptions sit until someone notices.
What Synchronised does: label supplier and invoice mail, trigger connector actions toward ERP where configured, and flag exceptions for a person instead of leaving them in an unsorted folder.
Who it is for: finance and purchasing teams that already receive operational mail in Microsoft 365.
CRM and lead follow-up
Sales still lives in Outlook. Replies to quotes and inbound interest sit in personal or shared sales mailboxes. CRM is updated later, or not at all, so pipeline reporting lags the inbox.
What Synchronised does: detect matching replies or inbound mail, apply sales labels, update contacts or opportunities through CRM connectors, and alert the sales channel when a rule fires.
Who it is for: sales teams on Microsoft 365 that also run Salesforce, HubSpot, Dynamics 365, or similar CRM.
Ticket and case creation
Priority customer mail should become a case, not another unread item. Copying from Outlook into a helpdesk is slow and inconsistent.
What Synchronised does: when mail matches the conditions you define, open a ticket or case in the connected helpdesk and keep a label on the message so mail and ticketing stay reconcilable.
Who it is for: support teams that use Microsoft 365 mail plus a ticketing tool such as Zendesk or a comparable connector.
How to start
Pick one mailbox and one outcome. How the product works is rules, then labels, then actions. Book a demo if you want that first rule mapped on a call, or start free and connect Microsoft 365 yourself.