Integrate with Office 365 Calendar to sync appointments between the CRM and your calendar.
Office 365 Calendar can now be synced with the CRM. You can get all your scheduled events from your Office 365 Calendar as appointments in the CRM. No more shifting tabs between two apps—Freshworks CRM and Office 365.
This is a two-way sync, ensuring that all your appointments from the CRM are added as events in your Office 365 Calendar.
1. Log in to your Freshworks CRM account.
2. Click your profile picture > Sync your calendar.
3. In the SYNC YOUR CALENDAR tab, select the calendar of your choice - Google or Office 365.
4. If you select Office 365, you are asked to log in to your Outlook account.
5. Grant the required access permissions and you are all set to sync your calendar.
6. After connecting your Outlook email, you are directed back to Freshworks CRM.
7. Select the calendar that you want to sync with.
8. Click Save.