6 min read

Feature

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Who can use this feature:

monday CRM users

monday CRM Pro and Enterprise plans

With the Outlook Calendar integration for monday CRM, you can sync your calendar and use your Emails & Activities timeline as the single source of truth for your ongoing relationships with your clients. Read on to learn more. 📨

Overview and prerequisites

Overview

The Outlook Calendar integration works with monday CRM 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.

Prerequisites

To set up this integration, you must be using monday CRM on a Standard, Pro, or Enterprise plan. You must also have an Outlook account.

Set up the integration

1. Open the Updates Section. To set up the integration, open monday CRM and locate a board where you use Emails & Activities, typically your Contacts or your Leads board. In the board, open the Updates Section:

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2. Emails & Activities integrations. Once in the Updates section, click the Integrate button and then Outlook Calendar:

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4. Give permission. On the next screen, click Connect to begin connecting your account:

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You will be redirected to your Outlook account to sign in.

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Then, you will be asked to give permission to integrate your Outlook Calendar with monday.com. Review the permissions, and continue if you agree.

5. Connect your account. Upon acceptance of the terms, you will be redirected back to monday CRM. That's it! Your calendar is synced.

Schedule a meeting

To create a meeting in monday CRM, open Emails & Activities. Click + Add Activity and select Schedule meeting:

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When scheduling your meeting in monday CRM, you have all the same inputs as you do when scheduling in Outlook Calendar. You can name the event, set the location, the date, the time, add an event description, and attendees:

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When you're done filling in the details, click Save event. You will be prompted and asked whether or not you want to send invitations to your attendees:

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Once you've made a decision about sending invitations, you will see a notification that your meeting has been scheduled:

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Set a reminder

To set a reminder for your meeting, open the three-dot menu in the top right corner of the event, and select Set a reminder:

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Make your changes to the event on the left, and click Save event when you're finished:

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After saving your changes, you'll be asked whether or not you wish to send the update to the meeting's attendees:

Events on your timeline

An event will appear on 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

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 calendar connection and select Share options:

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From here, you can alter who can see events related to your connected account:

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Remove Outlook Calendar

From your CRM settings

To remove an account from the Outlook Calendar integration, open your CRM settings:

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Locate the account you want to remove under My accounts, open the three-dot menu to the right, and select Remove account:

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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: