Office 365 Calendar – ConvergeHub Integration

Office 365 Calendar Features

This integration enables you to synchronize your ConvergeHub CRM and Office 365 Calendar tasks and appointments. When you create a new task or appointment in a synced ConvergeHub CRM Calendar, the Lead’s important contact information will automatically transfer to the Office 365 Calendar. The details, which ConvergeHub synchronizes with the Office 365 Calendar, include whom the meeting is with, the meeting address, and the contact's phone number.

One Calendar for all your events

Bring all of your tasks, events, and meetings from your Office 365 Calendar to your ConvergeHub CRM. Stays updated by referring to what you have planned so that you never miss out any opportunities.

Seamless two-way sync

Make use of the two-way calendar sync to save time while organizing your tasks and events across two locations.

Customize sync settings

Edit the calendar of your choice in real time, and make a decision if you want those alterations to be reflected in either the Office 365 Calendar, ConvergeHub CRM calendar, or both.

Setting up Office 365 Calendar Integration in ConvergeHub

1.Navigate to “App Store” or simply search “Office 365 Calendar” in App Store

ConvergeHub CRM offers a plethora of apps in our App Store, which supports third-party integrations with the CRM. The App Store is the place where we keep on adding third-party apps that help in making seamless collaboration with other necessary business tools. To enter App store you need to click on “Admin Settings” under your user profile and then enter App Setup, which shows the App Store.

2.Navigate to “App Settings” listed under the “Personal Setup” in the Profile Settings

For setting up Office 365 Calendar navigate to the Personal Setup, click on the ‘+’ icon (adjacent to the App Settings) and then find Office 365 Calendar below. Click on Office 365 Calendar for the setup. To setup click on the Connect button, this will open up a pop-up. If you have a pop-up blocker in your web browser, then allow the pop-ups from ConvergeHub.

3.In the new window, input your Office 365 ID and password, then provide all the necessary authorization

Providing the necessary authorization will get you linked to the app. You can use your Office 365 authorizations, which will help you to connect your Office 365 account with CRM.

4.Update the Sync setting on the “Office 365 Calendar” tab as per your requirements

You can customize the Sync Settings viewing the next tab (i.e. Office 365 Calendar), where you can set the Conflict Resolution, Sync Option, Time Range, and more other settings.