ClickPoint Announces Office 365/Outlook Calendar Integration

May 04, 2020New Features & Updates

Setup

This feature is available for use to any user who has an active user seat within SalesExec.

  • To configure, navigate to the Integrations page located within Settings.
  • Within the Calendar Sync section of the Integrations Page, enable by selecting the toggle to Active. From here, select View.
  • Select Authorize within the Office 365 Settings. You may be prompted within a new tab in your default browser to authorize your Office 365 credentials.
  • Following proper authentication, SalesExec will go through and sync all of your appointments to your Office 365 Calendar and all appointments from your Office 365 Calendar to SalesExec.

Removing Synced Appointments

  • You have the option to disable the sync process for any new appointments by disabling Sync within the Office 365 Settings. Should you want to remove all synced events, simply select Clean. SalesExec will remove any appointments synced across both calendars.
  • The appointment synced to your Office 365 account will include a link back to the lead within SalesExec. Select Show Lead within the appointment body. A new tab will open in your default browser, allowing easy navigation to the lead within SalesExec.

The Sync Process

  • When an appointment is created within SalesExec, that appointment is immediately synced to your Office 365 Account. This sync includes any Attendees you have added to the appointment, providing those Attendees also have the integration enabled.
  • Updates to appointments which originated within SalesExec, are immediately updated to your Office 365 Calendar.
  • Appointments originated within Office 365, are synced to SalesExec every 15 minutes. This includes any changes made to any existing appointments within Office 365.
  • Appointments created within Office 365 are not editable appointments within SalesExec. Appointments created within SalesExec can be edited within Office 365, however, those are not synced back into SalesExec.
Gabriel Buck

Gabriel Buck

Combining years of startup entrepreneurial spirit, with hard work and a healthy dose of passion, Gabe has created a winning culture at ClickPoint Software. He is passionate about lead management, customer service, easy-to-use software design, and creating tools that help marketers create more valuable leads. You can find him in the trenches looking to improve any sales or marketing process in need of improvement.