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How to Connect Microsoft Outlook with Salesgear and Send Email Sequences?

Premsanth Rajamani avatar
Written by Premsanth Rajamani
Updated over 2 weeks ago

Salesgear’s integration with Microsoft Outlook lets you send automated and personalized email sequences without switching platforms or losing email visibility.

Step 1: Connect Your Outlook Account

  1. In Salesgear, Go to Settings → Connected Accounts.

  2. Click “Sign in with Microsoft”.

  3. You’ll be redirected to sign in through your Microsoft account.

    1. Enter the email and password

  4. Approve the required permissions.

  5. That’s it! Your Outlook inbox is now connected with Salesgear.

✅ No passwords are stored. You can disconnect any time from your Microsoft account settings.

Step 2: Create and Send Email Sequences

Once Outlook is connected, you can create sequences to engage leads at scale.

Here’s how:

  1. Navigate to the Sequences tab in Salesgear.

  2. Click “Create Sequence”.

  3. Add steps such as:

    • Step 1: Email on Day 1

    • Step 2: Follow-up if no reply after 3 days

    • Step 3: Final reminder after 5 days

  4. Personalize each email using tags like {{firstName}}, {{companyName}}, etc.

Here’s a quick demo of how to create a sequence -

5. Now add your contacts to the sequence.

6. Choose your connected inbox, sending schedule (e.g., weekdays only, preferred hours) and activate it.

What happens next:

  • Emails go out from your connected Outlook inbox

  • They’ll appear in your Sent Items folder

  • Replies land directly in your Outlook inbox

  • Salesgear tracks opens, clicks, and replies automatically

What About Security?

We know email access is sensitive, especially in larger organizations. Here’s how we keep it safe:

  • We use Microsoft’s official, secure sign-in method (OAuth login)

  • You stay in control - no passwords are stored, and access can be revoked anytime

  • All emails are sent through Microsoft’s secure infrastructure

  • Your data is encrypted and private, always

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