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Connecting Microsoft Outlook to Marloo

How to connect your Outlook account to Marloo for calendar sync, email conversations, and contact import — plus troubleshooting common issues.

Written by Zac
Updated over a week ago

Marloo syncs with your Outlook account to automatically capture meeting details, sync email conversations, and import your contacts. This guide walks you through connecting your account and troubleshooting common issues.

How to Connect

  1. Log in to your Marloo account at app.gomarloo.com.

  2. Navigate to Company Settings > Integrations.

  3. Click Connect Outlook.

  4. You'll be redirected to Microsoft's sign-in page. Log in with your work Microsoft account.

  5. Review the permissions on the consent screen and click Accept.

  6. You'll be redirected back to Marloo. Your integration should now show as connected.

Marloo offers two connection features: Calendars and Emails (which includes contacts). You connect each separately, but both can be active at the same time. If you initially connect just your calendar, you can add emails later without disconnecting.

What Permissions Does Marloo Request?

The permissions Microsoft asks you to approve depend on which feature you're connecting. Below is a breakdown.

Base (always included)

These permissions are required for any connection:

Permission

Description

User.Read

Basic profile information (name and email)

offline_access

Keeps the connection active without requiring you to re-authenticate

profile

Your display name and profile details

openid

Standard sign-in identity

Calendar

Permission

Description

Calendars.Read

Read-only access to your primary calendar events

Calendars.Read.Shared

Read-only access to shared calendar events

Marloo does not request write access to your calendar. We can only read your events, never create, edit, or delete them.

Emails

Permission

Description

Mail.Read

Read-only access to your email messages

People.Read

Read-only access to your People directory (frequently contacted)

Contacts.Read

Read-only access to your personal contacts

Marloo uses email access to sync conversations with your clients. Emails are matched to clients based on their email addresses. You control which clients' emails are visible to your team via privacy settings on each client. Contact data is used to automatically match email participants to clients and enrich client profiles.

How Marloo Uses Your Data

Once connected, Marloo uses your Outlook data to:

  • Calendars: Automatically capture meeting details such as titles, times, participants, and meeting links. Keep your Marloo workspace in sync with your schedule and provide meeting summaries.

  • Emails: Sync email conversations with your clients. Generate AI summaries and make emails searchable across your team (subject to privacy settings). Contacts are imported alongside emails to match participants to clients and enrich client profiles.

Your data is transmitted securely and synced via encrypted webhooks.

Troubleshooting

"Need Admin Approval" Prompt

This is the most common issue. If you see a screen that says "Need admin approval" after clicking Connect, it means your organisation's Microsoft 365 administrator has restricted users from authorising third-party applications.

You'll need to ask your IT administrator to grant consent for Marloo. You can forward them the following details:

  • What's needed: Admin consent for the Marloo OAuth application

  • Client ID: 1ecb4697-1fd9-4f44-83b4-c0bbe70927d8

  • Permissions requested: Calendars.Read, Calendars.Read.Shared, Mail.Read, People.Read, Contacts.Read, User.Read, offline_access

Your admin can grant consent by visiting this URL (replacing {tenant-id} with your organisation's Azure tenant ID):

https://login.microsoftonline.com/{tenant-id}/v2.0/adminconsent?client_id=1ecb4697-1fd9-4f44-83b4-c0bbe70927d8&redirect_uri=https://app.gomarloo.com/company/integrations/connect&scope=Calendars.Read%20Calendars.Read.Shared%20Mail.Read%20People.Read%20Contacts.Read%20User.Read%20offline_access

Alternatively, the admin can adjust user consent settings in the Azure Portal under Entra ID > Enterprise Applications > Consent and permissions > User consent settings and enable consent for verified publisher apps requesting low-risk permissions.

Once admin consent is granted, all users in the organisation should be able to connect without seeing this prompt.

Calendar Connected but Meetings Not Appearing

If your calendar shows as connected in Marloo but meetings aren't syncing, try the following:

  • Disconnect and reconnect your calendar from Company Settings > Integrations.

  • Make sure the meetings are on your primary Outlook calendar, not a secondary or shared calendar.

  • Check that the meetings have not been cancelled or declined.

  • Allow a few minutes for the initial sync to complete.

If the issue persists, contact our support team and we'll investigate.

Emails Not Syncing

If your emails show as connected but aren't appearing for a client:

  • Ensure the client has an email address saved in Marloo that matches the address they use in Outlook.

  • Try clicking Import past emails on the client's emails tab to trigger a backfill.

  • Allow a few minutes for the initial sync to complete.

Connection Keeps Dropping

If your connection frequently disconnects:

  • Check with your IT team that no Conditional Access policies in Azure are blocking third-party OAuth applications.

  • Ensure your organisation's firewall or security tools are not blocking requests from our calendar infrastructure provider (Nylas).

For IT Administrators

Marloo uses OAuth 2.0 (Microsoft's standard authentication protocol) to connect to Outlook. This is the same "Sign in with Microsoft" flow used by applications like Zoom and Slack.

Marloo is not a pre-registered enterprise gallery app in Microsoft Entra. Users authorise access individually via standard OAuth, or an administrator can grant organisation-wide consent using the admin consent URL above.

Key technical details:

If you have questions about Marloo's security practices or need additional technical details, please reach out to our team.

Still Need Help?

If you're still having trouble connecting, reach out to us via the chat widget or email our support team. Please include:

  • Your Microsoft 365 email address

  • A screenshot of any error message you're seeing

  • Whether your organisation requires admin consent for third-party apps

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