Microsoft Outlook Email Integration Guide

The integration between Microsoft Outlook and Kipu CRM enables seamless synchronization of email communication directly within the Kipu platform. By linking staff Outlook accounts with the Kipu CRM, emails can be automatically associated with corresponding patient records and referral sources. This ensures all correspondence—whether related to admissions, treatment coordination, or referral follow-ups—is securely documented and easily accessible. 

Important Notes

At step 21 Kipu Support will be provided the Client ID, Tenant ID, and Value.

After the initial integration, all users who would like to integrate their emails accounts will only need to complete steps 22 through 25.

Requirements

• An active Microsoft account

Configuring Integration

1. From your browser, go to portal.azure.com.
2. Select App registrations.
3. Select New registration.
4. Name: "Kipu CRM Outlook Integrator"
5. Choose: Accounts in this organizational directory only ([Your organization here])
6. Select a platform for the Redirect URL. In this case choose Web.
7. Select Register.
8. Select Add a certificate or secret.
9. Add a New client secret.
10. Enter Description: KIPU CRM Integration.
11.  It is recommended to choose and expiration date well into the future to minimize the need for frequent updates and to prevent any potential disruptions in data flow.
12. Select Add.
13. Copy Value as  you will be sending this to Kipu Support.
14. Select Authentication from the left-hand side menu.
15. Add a platform
16. Select Web.
17. You will be reaching out to Kipu CRM Support to provide you your full redirect URL. Enter URL.  https://leercmapi.azurewebsites.net/Auth/Authorization/[TenantAppIDhere]
18. Checkmark both Access tokens and ID Tokens.
19. Select Configure.
20. Navigate to Overview.
21. Copy the Tenant ID and the Client ID. Send to Kipu Support.
22. Once the KIPU Specialist lets you know your ID’s have been configured, All Users requesting this feature can now go to https://www.kipucrm.com/#!/main/graph after they have logged in to the Kipu CRM.
23. Select Authorize Kipu CRM.
24. Follow Prompts that will allow you to sign into your Microsoft account. Prompts may vary based on your Admin/Organization's configurations and accept. You may need to contact your Outlook Admin to grant permissions.

25. Finally, choose Create Subscription.