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
Log in to your Marloo account at app.gomarloo.com.
Navigate to Settings > Integrations.
In Calendar, find Outlook Calendar and click Connect.
You'll be redirected to Microsoft's sign-in page. Log in with your work Microsoft account.
Review the permissions on the consent screen and click Accept.
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.
How to recognise it: the Microsoft screen is titled Need admin approval and offers two options: Have an admin account? Sign in with that account and Return to the application without granting consent. Do not sign in with an admin account yourself unless you are the IT admin; instead, follow the steps below.
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-c0bbe70927d8Permissions 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.
After your admin grants consent:
Go back to Settings > Integrations in Marloo and click Connect again.
Sign in with your own work account, not the IT admin's account, a shared mailbox or a service account. Each adviser connects their own calendar.
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 Settings > Integrations. (Tip: open Marloo in an incognito window to reconnect, otherwise Microsoft tends to auto-pick the wrong account if you have multiple.)
Make sure the meetings are on your primary Outlook calendar, not a secondary or shared calendar.
If your meetings are on a secondary or additional calendar, you can enable it in Marloo: go to Settings > Integrations, click the Outlook calendar tile, select Show hidden calendars, and toggle on the calendar you want Marloo to include.
Check that the meetings have not been cancelled or declined.
Allow a few minutes for the initial sync to complete.
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:
Authorization Endpoint:
https://login.microsoftonline.com/common/v2.0/.well-known/openid-configurationClient ID:
1ecb4697-1fd9-4f44-83b4-c0bbe70927d8Redirect URI:
https://app.gomarloo.com/company/integrations/connectCalendar Infrastructure Provider: Nylas
For the Microsoft 365 settings Marloo needs (including Teams settings for the meeting bot), see Microsoft 365 Requirements for Marloo.
Good to know
Online Archive is a separate mailbox: If your Outlook account uses an Online Archive, Microsoft treats it as a completely separate mailbox. It is not included when you connect your primary Outlook account to Marloo. Archived emails will not appear unless the Online Archive is connected separately. Access to archived emails can be enabled by Marloo on request.
Still Need Help?
If the connection still fails, Marloo will need:
Your Microsoft 365 email address
A screenshot of any error message you're seeing
Whether your organisation requires admin consent for third-party apps