Works with leading CRM & ERP systems and any database with a ReST API
Automatically log emails against contact records in your CRM/ERP, or synchronize calendar events and files. No expensive/complex workflow tools. Works with Microsoft 365 and Google Workspace.
Get started in three simple steps. No technical knowledge required.
Sign in with your Microsoft or Google work account using your existing credentials.
Grant Cloud-Sync permission to read your emails and update your calendar, contacts and files. We never store your password.
Emails are automatically logged to your CRM/ERP. Calendar events, contacts and files are kept in sync.
Cloud-Sync keeps your email, calendar, contacts and files in perfect harmony with your CRM/ERP.
Every email to or from contacts in your CRM is logged automatically. No manual saving required.
Keep your CRM/ERP diary in sync with Outlook or Google Calendar. Changes sync both ways.
Access CRM contacts directly from your email client. Always have the latest contact details.
Cloud-based service. Works on any device, anywhere. Nothing to download or update.
Sign in with your work email to activate Cloud-Sync. Your email domain will be verified against your Business Software Group subscription.
Secure OAuth 2.0 authentication. We never see or store your password.
Cloud-Sync pulls down all of your incoming and outbound cloud e-mail messages and pushes them into your CRM database so that you and all your colleagues can see all e-mail correspondence with all your customers.
Additionally, Cloud-Sync keeps your calendar events, contacts, and files in sync with your CRM/ERP.
Microsoft is withdrawing support for its SMTP login/password authentication on 30 April 2026, so TriSys needs additional permissions to send e-mail on your behalf. You therefore need to re-authenticate and grant the Cloud-Sync service access to the necessary permissions to undertake all TriSys workflow actions.
The Cloud-Sync service is commercially available to all Business Software Group customers. It can push e-mail into your custom database or synchronise your calendar, contacts, and files via your REST API. Contact us if you wish to sign-up.
Cloud-Sync supports Microsoft 365 (Outlook, Exchange Online, Calendar, Contacts & OneDrive) and Google Workspace (Gmail, Calendar, Contacts & Drive). Personal email accounts (Outlook.com, Gmail.com) are also supported, but with limited functionality.
Cloud-Sync requires read access to your emails to match them against CRM/ERP contacts. Optionally, you can enable calendar, contact and file sync. We use industry-standard OAuth 2.0 - your password is never shared with us.
You can revoke Cloud-Sync's access at any time from your Microsoft or Google account settings. Alternatively, contact our support team to disable the integration from your CRM/ERP account.
Yes. We use OAuth 2.0 for authentication, which means we never see or store your cloud service password. All data is transmitted over encrypted HTTPS connections. Refresh tokens are stored encrypted on our secure servers.
