Microsoft 365 and Google Workspace integrations
- April 14, 2026
- 5 min read
Portal 360 works seamlessly with the workplace tools you already use. Live integrations with Microsoft 365 and Google Workspace keep email, calendar, and collaboration aligned with client records in the Communication Centre.
Microsoft 365 — Live
Connect your Microsoft 365 tenant from Marketplace or Communication Centre settings. Authorise with your admin or user account depending on firm policy. Mail and calendar events sync so scheduling client work and replying from the consolidated mailbox do not require constant context switching.
Google Workspace — Live
Google Workspace connects the same way: OAuth authorisation, scoped permissions, and ongoing sync. Firms on Google can keep Gmail and Calendar as the system of record while Portal 360 links every thread to CRM.
Deployment tips
- Connect one integration per user or use a shared mailbox model as your policy allows
- Use app passwords only where IMAP fallback is required for legacy mailboxes
- Train staff to send client email from linked accounts so threading stays accurate
- Review integration health periodically from Marketplace
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