Classic - Outlook Calendar Integration
- Rebecca Kornblum
Analytics
Description
The Outlook Calendar Integration feature allows users to sync their Outlook calendars with Insellerate.
Invitations corresponding to an application or contact in Insellerate are automatically linked in the Outlook integration. The user must be assigned or have access in order to view the application or contact for the event to be associated. The system will only attempt to link invitations containing a single invitee. In instances of multiple matches, the system will link the invitation to the most recent lead with activity.
Please contact Insellerate Support to request that this feature be activated for your company. You may need to request company approval depending on your corporate Outlook settings. (See Step 4 of the Instructions for Users section in this article for details.)
This article describes the steps admins and users take to connect a user’s Outlook Calendar to Insellerate.
Instructions for Admins
Follow these steps to turn the Outlook Calendar Integration feature on for each role in your organization.
Turn the Permission toggle to On in the row where Outlook appears in the Property column.
Turn the Permission toggle to On in the row where Sync Events appears in the Property column.
Instructions for Users
Follow these steps to sync your Outlook Calendar with Insellerate. The syncing feature is one-way from Outlook to Insellerate. If you update Outlook, it will update to Insellerate.
Note: Once established, if your Outlook integration is disconnected for any reason (such as a change of password or access expiration per company rules), you will receive an email letting you know that your calendar must be reconnected.
Navigate to your User Profile.
Scroll down and click Third Party Integrations to open the section.
Turn the Outlook 365 toggle to Yes.
Log in to Outlook. If your organization requires admin approval:
Enter your justification.
Click Request approval.
Note: The Reauthenticate button will appear in the Third Party Integrations section of your User Profile once your request is approved. If you change your Outlook password, you will need to return to the User Profile and click the Reauthenticate button.
Outlook Calendar items will now be visible in inFlow. (Note: Event summary details showing in the calendar are in development.)
Outlook events are light green.
Insellerate events are blue.
To view the details of the calendar entry:
Right-click on the event.
Select Edit. The invite will open and the details will be visible.
