11/26/2022 0 Comments Calendly sync with outlookReasons To Sync Salesforce & Outlook Calendar Similarly, given their individual features, often two or more tools need to be used to get the required functionality – making the whole process of getting up and running more complicated and time consuming.Īnd that’s even before you’ve considered whether or not the tools themselves sync with Outlook Calendar. While some of the more obvious candidates – such as Outlook Integration, Salesforce Inbox, and Einstein Activity Capture – all have their merits, most fall down given their incompatibility with other key software platforms: including Office 2010, Exchange 2010, and Internet Explorer 11. Not only does using the two in tandem allow sales teams to get a complete overview of their prospects and related information, but with the right integration tools they never even have to leave Outlook – or Outlook Calendar, for that matter.īut, given that the popular Salesforce For Outlook integration tool is being retired at the end of 2020, both sales teams and Salesforce CRM admins are looking at new solutions. One of the great things about using Salesforce and Outlook is the way in which pretty much every piece of sales information can be captured, linked, automated, and tracked – from a single point of reference: your favorite Microsoft email program. Let’s consider the benefits this couple has to offer and take a look at the different ways they can complement each other. And as you’d expect there are numerous ways of getting the most of the two tools. Syncing Salesforce With Your Outlook CalendarĪs we’ve discussed in previous blogs, the two respective CRM and email giants make a dynamic partnership – when configured correctly.īut what about Outlook Calendar and Salesforce?
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