With the Outlook Calendar integration for Emails & Activities, you can use your Emails & Activities timeline as the single source of truth for your ongoing relationships with your clients. Read on to learn more.
What does the integration do?
The Outlook Calendar integration works with Emails & Activities to centralize information. When the integration is connected, team members can show events related to a customer on that customer's timeline in Emails & Activities. Any new event that is created after the integration is set up and that has the item's contact as a creator or attendee will show up on that contact's timeline.
Set up the integration
1. Open the Updates Section. To set up the integration, open monday CRM and locate the board where you use Emails & Activities, typically your Contacts or your Leads board. In the board, open the Updates Section:
2. Emails & Activities settings. Once in the Updates section, open your Emails & Activities settings:
3. Add account. In the "Account setup and privacy" section, select "+ Add account":
Then, choose "Outlook Calendar" from the menu:
4. Give permission. On the next screen, click "Connect" to begin connecting your account:
You will be redirected to your Microsoft Office 365 account to sign in:
Then, you will be asked to give permission to integrate your Outlook Calendar with monday.com. Review the permissions, and select "Allow" if you agree:
5. Connect your account. Upon acceptance of the terms, you will be redirected back to the Updates Section on your board. Return to the settings and select "+ Add account" again. Select your newly added account from the menu to connect it:
That's it! Your integrated timeline is ready to go.
Events on your timeline
An event will appear in the timeline if:
the item's contact is an attendee
the item's contact is the creator and the connected account is an attendee
An event will not appear on the timeline if:
the item's contact was an attendee and the meeting was deleted
the item's contact was an attendee and the item's contact was removed as an attendee
Recurring events will only show if they:
occurred in the past
are a single event in the future
Permissions & removing your account
To adjust the permissions for your Outlook Calendar integration, open your Emails & Activities settings. Open the connections menu using the three dots to the left of your email address. Select "Share options":
From here you can alter who can see your events related to your connected account or you can remove the account from your timeline entirely.
Remove Outlook Calendar
From your CRM settings
To remove an account from the Outlook Calendar integration, open your CRM settings:
Locate the account you want to remove under "My accounts", open the three dot menu to the right, and select "Remove account":
From your Outlook Account
If you no longer want your Outlook account to appear as an option in the Emails & Activities settings, you can remove the Outlook Calendar connection from Emails & Activities entirely. When you remove the connection, any events that have been added to the timeline will remain in your timeline. Removing the connection only stops the sync for any events that you may create in the future.
Follow these steps to remove the Outlook Calendar integration:
Click this link to open your Outlook Account security settings
Click the Privacy tab
Verify your identity using an email code
Scroll down to Other privacy settings
Go to Apps and services > Apps and services you've given access to
Find monday.com in the list
Click the app
Click Remove these permissions
Who can use this feature:
👤monday CRM users
🔔monday CRM Standard, Pro, and Enterprise plans
💡 Stay tuned for more updates in the future!
👉👉Start your free trial with us today: www.achievan.com/mondaydotcom
Comments