The same mailbox connection for Microsoft 365 and Outlook. Send from the lead page, track opens and clicks, and keep every reply on the lead's timeline.
Pitch2Sale sends through your own Microsoft mailbox. Every few minutes it checks for replies and files them on the right lead.
Templates, signatures, attachments and scheduled sends, from your own Microsoft address.
Mail with a lead's contacts is grouped into threads on the timeline and in the Inbox.
See who opened and what they clicked, on the timeline and in reports.
Backfill earlier mail with your leads, from 7 up to 400 days.
Each person connects their own mailbox under Connected Accounts.
Allow pop-ups if the Microsoft sign-in window is blocked.
Grant access to read and send mail.
The account shows Syncing.
Choose Backfill and pick how far back, up to 400 days.
| Direction | What | When |
|---|---|---|
| Pitch2Sale → Outlook | Emails you send from a lead, with open and click tracking | You click Send, or at the scheduled time |
| Outlook → Pitch2Sale | Replies and mail exchanged with a lead's contacts | Every few minutes |
| Outlook → Pitch2Sale | Earlier mail with your leads | When you run a backfill (up to 400 days) |
| Not synced | Outlook contacts, tasks and folders, and mail with people who are not contacts on a lead | — |
Each person connects their own mailbox. Shared mailboxes are not supported.
A password change or an admin revoked access. Reconnect and sign in again.
No. Only mail is synced. Import contacts with a CSV.
Open and click data is kept for 90 days.
Get started and connect your Microsoft mailbox in the first five minutes.