Outlook Calendar integration with the CRM is a powerful feature that enables users to synchronize their Outlook Calendar with the platform. This integration allows users to access their Outlook Calendar events in the CRM, ensuring they have all their appointments and meetings in one place. With this integration, users can connect their Outlook account to the CRM and configure their calendar settings to sync their calendar data seamlessly. Users can access their Outlook Calendar events from within their account, manage them directly, and create new appointments that will be reflected in their Outlook Calendar.
Syncing Outlook Calendar with the CRM enables users to access their appointments and meetings in one place, eliminating the need for manually switching between different applications.
Users can manage their Outlook Calendar events directly from the CRM, which saves time and effort and enhances their productivity.
Configuring calendar settings in the CRM ensures seamless synchronization of calendar data, which enables users to stay on top of their schedules and never miss necessary appointments.
Users can create new CRM appointments reflected in their Outlook Calendar, ensuring that all data is current across both platforms.
The Outlook Calendar integration with the CRM benefits users and businesses that rely heavily on scheduling appointments and managing calendars. This includes sales and marketing teams, project managers, small business owners, and professionals who manage their schedules across multiple platforms. Users using Outlook Calendar to manage their appointments and meetings will find this integration particularly useful.
Navigate to Settings >> Profile, and you will find the Integrations section, and you can connect the Outlook account from There.
You will then be required to permit LeadConnector to access your Outlook Calendar. Proceed with that to continue.
Navigate to Settings >> Profile >>, and scroll down to the bottom right, where you will find Calendar Configuration. In the Calendar configuration, you have two segments.
Primary Calendar: It reads all the calendar events from Google/Outlook and writes all the appointments to Outlook/Google.
Check for Conflicts: It only reads calendar events from Google/Outlook.
Click on the edit button under Primary Calendar to select your Outlook account. You'll find all your Outlook calendars in the dropdown, and you can choose one of the calendars to which you want to read and write.
Click the edit button under Check for Conflicts to find all your calendars in your Outlook account. Proceed to select the calendar that you want to check for conflicts.
No, outlook integration does not work i Event Calendars. However, it works with Round Robin, Collective and Service Calendars.
No, you can connect only one Outlook account to one user in a location.
Yes, one Outlook account can be connected to one single user in any number of locations, but the same Outlook account can't be connected to a different user. However, we are showing a detailed message for it.
Workaround:
Connect a new Outlook account to User B and share that particular Outlook calendar from User A's already connected Outlook account to the new Outlook account of USER B.
Click here for more details.
No, as of now, you have to log in to the system with your Agents account and connect to Outlook, and then you can configure Primary and Calendar Configuration from Team Management.
Yes, you can use both Google and Outlook at the same time. You can configure the primary calendar to Outlook and Check for Conflicts from Google, Outlook, and vice-versa.
No, you can write appointments to only one calendar at a time.
Outlook integration is exclusive to the Freelancer 297 and Agency Pro 497 plans. That's why you will see the following messages under different roles.
Agency role message: Oops.. this feature is supported in the Freelancer and Agency Pro Plans
Account role message: Outlook Integration is not enabled for your account. Please contact the administrator.
Each user can connect only one Outlook integration per subaccount, and the same Outlook integration cannot be connected across multiple subaccounts. For instance, if User A has already connected their Outlook integration in Subaccount A, they won't be able to link the same outlook integration in Subaccount B.
Supported Outlook Accounts
Our Outlook sync integration only supports Office 365 and Outlook.com accounts. We do not support Outlook Desktop (on-premise) integration.
How to Check If Your Outlook Events Will Sync?
To determine if your Outlook events will be synced:
Check your Outlook Calendar online
Go to Outlook Calendar and log in with your credentials.
If you can see your calendar events here, they will sync successfully after connecting your account.
Unsupported Scenarios
If you use Outlook Desktop and your events are not synced to the cloud, our integration will not be able to sync those events.
We do not support Outlook accounts that are hosted on on-premise Exchange servers.
