Our Outlook calendar integration is one of the easiest features we have because after you set it up, there's nothing else to do! Events will automatically sync back and forth between your CRM and Outlook. No more switching between two calendars or worrying you've missed an important meeting because it wasn't showing up -- this integration should take care of all of that once enabled.
Just head to your integrations page to get started; click on "Set up calendar integration" under Outlook. The next page will ask that you authorize the integration with Outlook (note: make sure you're logged into the correct Outlook account online when you do this). Then, you can map one or more calendars in Outlook to your calendar(s) in LACRM:
That's it! Once you've told us which Outlook calendars you want to sync with, we'll take care of the rest and keep your events in sync.
While the sync is completely automatic, there are still some tips and tricks related to the setup that will help you get the most out of this feature:
You can enable Outlook calendar integration from the integrations page. If you have any questions, please feel free to contact us!