Atlas CRM & Outlook Are Now Friends Too!

When we launched the Gmail integration, we thought, "This is going to be big." And it was. Teams immediately started to connect their emails to Atlas CRM, improving how they manage customer relationships. But the next question came just as quickly: “What about Outlook?”

You asked. We delivered. Atlas CRM and Outlook are now officially connected, giving you exactly what you’ve been waiting for—a way to link your customer conversations to your CRM, bringing your customer emails, contacts, and CRM together in Atlassian’s system of work.

But so what? Another integration? Another feature? Let’s break down why this matters for you, your team, and your customers.

Why This Matters

Emails are at the heart of customer relationships. Deals happen, issues get resolved, and trust is built one email at a time. But when those conversations are siloed in inboxes, teams lose visibility and opportunities slip through the cracks.

The Outlook integration ensures that your emails don’t just sit there—they become actionable insights. Whether you’re in sales, support, or product management, this feature ties communication to the work that drives your business forward.

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How It Works (And Why Your Team Will Love It)

Save Email Participants as Contacts

When a new lead reaches out, their details are saved in Atlas CRM with one click. No spreadsheets, no manual entry. For Alicia, our Sales Rep, this means more time building relationships and less time playing data entry clerk. “I love not worrying about forgetting to log someone. Now I can focus on moving deals forward.”

Automatically Log Email Conversations

Important conversations? They’re stored directly in the customer’s profile. No digging through inboxes or asking, “Who has the latest email thread?” Josh, in customer service, has everything he needs to resolve tickets faster. “When I see an email in the CRM, I don’t need to chase anyone down for details. It’s all there.”

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‍View CRM Details in Outlook

Need to know who you’re emailing? Pull up their CRM profile, without leaving your inbox. Sarah, the Sales Manager, can prep for client calls in seconds. “Now, I can walk into a meeting armed with all the context, not just my gut feeling.”

Keep Your Team Aligned

Every email interaction is visible in Atlas CRM, so sales, support, and management are always on the same page. Amit, in Customer Success, no longer feels out of the loop. “Seeing the full conversation history helps me step in at the right time. Clients notice when you’re paying attention.”

Secure and Centralized Data

Emails stay within Atlassian’s ecosystem, keeping sensitive customer information safe and reducing the need for extra tools. Hassan, the Jira Admin, appreciates the simplicity. “It’s one less thing to manage and one more thing that just works.”

How This Fits into Atlassian’s System of Work

This integration isn’t just a feature—it’s part of a bigger picture. Jira organizes your work, Confluence documents it, and Atlas CRM connects it all to your customers. With Outlook in the mix, your customer communications are now an integrated part of your workflow.

Janelle, our founder persona, sums it up best: “Seeing the whole picture—sales, support, and product—is what keeps us growing. The whole interactions feature pulls it all together.”

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‍Ready to Get Started?

The new Outlook integration is available now. Download it today and experience how it can change the way you work. We’re eager to hear your feedback, so don’t hesitate to let us know what you think!

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