Agent CRM currently integrates directly with Google Calendar, creating a seamless connection that syncs appointments and availability. If you use Outlook Calendar, you can still sync it with Agent CRM by first linking Outlook to Google Calendar. This guide outlines the steps to set up this two-step integration.
Why Sync Your Calendars?
- Unified Scheduling: Manage appointments from both Outlook and Agent CRM in one place.
- Accurate Availability: Ensure your availability is updated across platforms, preventing double bookings.
- Increased Efficiency: Streamline your workflow without needing to switch between multiple calendar apps.
Step 1: Sync Agent CRM with Google Calendar
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Access Calendar Integration
- Log in to Agent CRM and navigate to Settings >> Calendars.
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Connect Your Google Calendar
- Choose Google as the calendar provider.
- Log in to your Google account and allow Agent CRM to access your calendar.
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Set Up Two-Way Sync
- Enable Two-Way Sync to ensure appointments and availability updates are reflected in both Agent CRM and Google Calendar.
Step 2: Sync Google Calendar with Outlook
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Log In to Your Google Account
- Open your Google Calendar in a browser.
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Get Your Calendar’s Secret URL
- Navigate to Settings >> Settings for My Calendars.
- Select the calendar you want to sync and scroll to Integrate Calendar.
- Copy the Secret Address in iCal Format.
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Import the Google Calendar to Outlook
- Open Outlook and go to File >> Account Settings >> Account Settings.
- Click the Internet Calendars tab and select New.
- Paste the iCal URL you copied from Google and click Add.
- Name the calendar and click OK.
Benefits of This Integration
- Real-Time Updates: Changes made in Outlook or Google Calendar automatically reflect in Agent CRM.
- Improved Flexibility: Use your preferred calendar app while maintaining seamless CRM functionality.
- Centralized Management: Keep track of all appointments without duplication or missed events.
Learn More
Explore these related resources to enhance your scheduling workflow:
- Agent CRM’s Email Marketing Tool for Effortless Campaigns
- Create Campaign & Add Contacts to It
- Insurance CRM Tips to Boost Your Business
Bonus Resource: Watch and Learn
To sync your Outlook calendar with Agent CRM, please watch the videos below:
STEP 1 – sync Agent CRM with Google- watch this video here:
STEP 2 – sync Outlook with Google – watch this video here: