Connect your Outlook mailbox so Buddy can automatically import customer replies into the right Lead or Opportunity timeline. Buddy only reads conversations it started — your inbox is otherwise untouched.
✅ Outlook connected. New replies will start showing up in Lead and Opportunity timelines within ~5 minutes.
Connection
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Emails Needs Review
Emails dragged into the @Buddy/Auto-Log folder in Outlook that we couldn't auto-match. Pick a Lead or Opportunity for each.
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Meetings Needs Review
Calendar events whose attendees matched more than one of your open Leads/Opps. Pick the right record for each.
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What this enables
Customer replies to any email Buddy sent are pulled in automatically and added to the Lead/Opportunity activity timeline.
The 🟢 Logged to Buddy category in Outlook tells you at a glance which messages are tracked.
Replies are matched by Microsoft Graph conversationId — meaning every email in a thread we started lands on the right Lead/Opp, no manual logging.
The poller runs every 5 minutes. Sync now forces an immediate run if you don't want to wait.
For inbound emails the BDM started in Outlook — drag the message into the auto-created @Buddy/Auto-Log folder. Buddy tries to match by sender; ambiguous matches land in the Needs Review section above.
Calendar meetings — meetings with a customer attendee (matching a Lead or Opportunity contact) get logged automatically as meeting_logged activities, with full attendee list, time, location, and body available in the timeline. Internal meetings stay private — they're never stored in Buddy.