Outlook Integration
Connect your Microsoft 365 or Outlook account to send and track emails directly from lead records in VerdictFlow. Keep all client communication in one place alongside your intake and referral workflow.
Key Features
Microsoft Office Integration
Lead Communication
Send and receive emails tied to your lead records
- Compose from lead detail view
- Automatic email logging
- Reply tracking
- Email activity timeline
Team Visibility
Keep your team aligned on lead communications
- Shared email history per lead
- Activity feed updates
- Team member attribution
- Notification on replies
Contact Matching
Automatically associate emails with existing leads
- Email-to-lead matching
- Sender identification
- Thread grouping
- Attachment access
Getting Started
Connect Your Account
Authorize VerdictFlow to access your Microsoft 365 or Outlook account via OAuth
Configure Settings
Choose which team members connect their accounts and set visibility preferences
Start Using Email
Send and track emails directly from lead records in VerdictFlow
Security & Privacy
Data Protection
- Encrypted data in transit
- OAuth 2.0 via Microsoft identity
- No email content stored on VerdictFlow servers
- Revoke access at any time
Access Control
- Role-based permissions
- Per-user Outlook connections
- Team visibility controls
- Microsoft 365 organization support
Frequently Asked Questions
Which Outlook versions are supported?
VerdictFlow connects via Microsoft Graph API, so any Microsoft 365 or Outlook.com account is supported. On-premises Exchange without Microsoft 365 is not currently supported.
How are emails linked to leads?
VerdictFlow matches emails to leads by sender email address. When you send or receive an email from a known lead contact, it appears on that lead's activity timeline automatically.
Does VerdictFlow store my emails?
VerdictFlow stores email metadata (subject, sender, date) and a reference to the message for display within lead records. Full email content remains in your Outlook account.