Outlook Calendar
Keep your schedule organized and conflict-free.
Overview
Sync your meetings, tasks, and reminders effortlessly by integrating Outlook Calendar with our CRM. Stay organized and never miss an important event.
Benefits
Two-way sync – Automatically update meetings and events in both CRM and Outlook.
Smart scheduling – Set up client meetings directly from the CRM.
Automated reminders – Get notifications for upcoming calls, follow-ups, and deadlines.
Team visibility – Share schedules and availability with your team.
Step-by-Step Integration Guide
Step 1 : Navigate to the Integrations Page
Log in to your CRM dashboard.
Go to Settings > Integrations.
Find Outlook Calendar under the Scheduling & Productivity category.
Step 2 : Connect Your Outlook Calendar
Click "Connect Outlook Calendar" and sign in with your Microsoft account.
Grant the necessary permissions to sync events, reminders, and meeting details.
Step 3 : Configure Your Calendar Preferences
Choose whether to sync all events or only CRM-related events.
Enable automatic meeting reminders and notifications.
Set up event categories for better organization.
Step 4 : Start Using Outlook Calendar with CRM
Schedule meetings directly from the CRM and send invitations.
View and manage all your appointments from one dashboard.
Get notified of upcoming calls, follow-ups, and deadlines.
