Skip to Content
🎉 Nextra 2.0 is released. Read more →
calendars-appointmentsCalendar IntegrationsIntegrating Outlook with TWIM CRM Calendars

TABLE OF CONTENTS

What is OutlookCalendarIntegration?

Integrating your Outlook calendar with TWIM CRM helps you sync your bookings from Outlook Calendar to the system and vice versa. This ensures correct availability, prevents double bookings, and facilitates seamless scheduling and booking management.

Key Benefits of Integrating Outlook Calendar

  • Seamless Integration: Connect your existing Outlook (Microsoft) account in just a few clicks.
  • Smart Availability: Automatically reflect your Outlook calendar availability in TWIM CRM scheduling.
  • Avoid Double-Booking: Events from Outlook can be displayed as busy slots inside TWIM CRM.
  • Streamlined Management: Centralize appointment handling while staying synced with external tools.

Prerequisites for Outlook Calendar Integration

  1. You must have an active Outlook (Microsoft) account.
  2. You need to be logged into your TWIM CRM user profile.
  3. Writer access is required to send events to Outlook.

Steps to Connect Outlook Calendar

Step 1: Navigate to Calendar Connections

  1. Go to your sub-account Settings.
  2. Select Calendars under Business Services.
  3. Click on the Connections tab and then + Add New button to add a new calendar.

Step 2: Authenticate with Outlook

  1. From the Connections page, click on the Connect button beside Outlook****Calendar.
  2. Sign in to your Outlook Account.
  3. Accept the necessary permissions to complete the authentication process.

Frequently Asked Questions

Q: Does Outlook integration work with event calendars?

No, Outlook integration does not work with event calendars. Event calendars support only Google Integration.

Q: Can I integrate multiple Outlook accounts?
Yes, with the latest enhancements you can integrate more than one outlook account. 

Q: What happens if I disconnect Outlook?
TWIM CRM will no longer receive availability or event data from Outlook, and calendar-based scheduling may be impacted.

Q: What if my Outlook calendar was deleted and TWIM CRM shows an error banner?
Click Fix This on the banner to review deleted calendar instances and where they’re connected in TWIM CRM. Then select Remove Deleted Calendars to remove broken connections and restore an error-free setup. 

Q: Are there any limitations to Outlook integration across accounts?
No. With the latest enhancement, the same Outlook account can be connected across multiple sub-accounts.

Q: What types of Outlook accounts are supported?
TWIM CRM supports Office 365, Outlook.com, live.com, and hotmail calendar.

Q: What scenarios are not supported by this integration?
If you use Outlook Desktop and your events are not synced to the cloud, those events will not be visible to TWIM CRM. We also do not support Outlook accounts hosted on on-premise Exchange servers.

  • How to sync TWIM CRM Calendars With Outlook
  • Two Way Email Sync for Outlook
  • Setting Up Linked Calendars & Conflict Calendars
  • Integrating Google with TWIM CRM Calendars
  • Guide To iCloud Calendar Integration
  • How to sync TWIM CRM Calendars With Outlook
  • How To Duplicate A Calendar
  • Assigning a Primary Calendar
  • Troubleshooting Tool for Calendar
Integrating Google with TWIM CRM CalendarsIntegrating Zoom with TWIM CRM Calendars