Integrating Outlook Calendar with the CRM streamlines users’ workflow, enabling seamless synchronization of events and centralized management. By linking Outlook accounts and customizing settings, users effortlessly create appointments that seamlessly update across both platforms, ensuring streamlined organization and enhanced productivity.
Please Note:
At present, integration with Outlook is exclusively accessible with the Unlimited Plan priced at $297 and above.
The integration of Outlook Calendar with your CRM presents a potent capability, streamlining your workflow by synchronizing your Outlook Calendar seamlessly with the platform. This robust integration consolidates your appointments and meetings, ensuring easy access to all your calendar events within the CRM. By connecting your Outlook account to the CRM and configuring your calendar settings, you can effortlessly sync your calendar data. Conveniently access and manage your Outlook Calendar events directly from your CRM account, while also creating new appointments that seamlessly reflect in your Outlook Calendar.
Integration of Outlook Calendar with CRM offers a plethora of advantages for individuals and businesses heavily dependent on efficient appointment scheduling and calendar management. From sales and marketing teams to project managers, small business proprietors, and professionals juggling multiple platforms, this integration proves invaluable. Those leveraging Outlook Calendar to organize appointments and meetings will especially appreciate the seamless integration and enhanced functionality it brings to their workflow.
Please Note:
Navigate to Settings >> Profile, and you will find the Integrations section, and you can connect the Outlook account from There.
Please Note:
The user who is logged in and wants to integrate should be part of that sub-account and only in that case you can find the Profile in the Settings menu.
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.
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.
Please Note:
If appointments are not syncing over from Outlook or to Outlook, please Edit the Primary calendar, choose Do not sync events to the primary calendar> Save> Then reselect the same calendar. This should resolve the syncing issue.
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, it only works for team 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.
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.
Please Note:
– For recurring meetings, the system will only sync the first event in the series. If any event is changed in series it will not sync back to the system.
– Once you disconnect Outlook integration, we automatically remove the outlook calendars that are connected in the primary calendar and check for conflicts.
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