Connect to Outlook

Last update: 2023-09-29

Learn how to connect your Sales Insight Actions account with Outlook.

NOTE

Each user needs to connect to Outlook from their Marketo Sales account.

Connecting to Outlook Online

Connecting to Outlook means you’ll receive reply tracking, access to the Outlook delivery channel, the ability to schedule emails in Outlook, and send compliance.

  1. In Marketo Sales, click the gear icon and select Settings.

  2. Under My Account, select Email Settings.

  3. Click the Email Connection tab.

  4. Click Get Started.

  5. Select I use Outlook to send emails and click Next.

  6. Select the version of Outlook you’re using and click Next. In this example we’re choosing Outlook Online.

    Outlook Online Also known as Exchange Online
    Exchange On-premise Includes Exchange 2013 and 2016
    NOTE

    Marketo does not support Exchange Hybrid accounts at this time.

  7. Click OK.

  8. If you’re not logged in to Outlook, enter your log-in info and click Next. If you are, choose the account you’d like to connect to and click Next. In this example, we’re already logged in.

  9. Click Accept.

    You can use this connection to track emails and also as a delivery channel.

    NOTE

    Outlook Online (Office365) enforces its own sending limits. Learn more here.

Connecting to Exchange On-Premise

Connecting to Exchange On-Premise means you’ll receive reply tracking, access to the Outlook delivery channel, the ability to schedule emails in Outlook, and send compliance.

  1. In Marketo Sales, click the gear icon and select Settings.

  2. Under My Account, select Email Settings.

  3. Click the Email Connection tab.

  4. Click Get Started.

  5. Select I use Outlook to send emails and click Next.

  6. Select the version of Outlook you’re using and click Next. In this example we’re choosing Exchange On-premise.

    Outlook Online Also known as Exchange Online
    Exchange On-premise Includes Exchange 2013 and 2016
  7. Enter your credentials and click Connect.

    NOTE

    If you turn off Autodiscover in the Exchange Version drop-down, you’ll need to ask your IT department for the Exchange URL.

    You can use this connection to track emails and also as a delivery channel.

    NOTE

    When using Exchange On-prem, your IT Team will establish your email sending limit.

Getting Permission to Connect to Outlook Online

You may need to work with your IT team to get permission to allow Marketo Sales to connect to your Outlook Online account (Microsoft 365).

NOTE

Inform the IT team that manages your Microsoft 365 account that the application that needs access is “Marketo Sales Connect.”

Depending on your IT team’s preferences and current configuration, it’s best to consult with them about how to grant access. Below are some articles that can help guide the conversation.

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