Log emails to contact timelines, schedule meetings from CRM records, and keep Outlook contacts in sync with your sales database.
What you get
- Email logging from Outlook to CRM contact timelines
- Two-way calendar sync with Outlook Calendar
- Outlook contact sync with CRM contacts
- Email open and click tracking
- Schedule meetings from deal records via Outlook
Setup guide
How to get Microsoft Outlook working with SkedX CRM.
- Navigate to Settings > Integrations > Microsoft Outlook in SkedX CRM
- Click "Connect Outlook" and sign in with your Microsoft account
- Grant permissions for Mail, Calendar, and Contacts
- Configure sync preferences and field mappings
- Select which mailbox folders to track
- Start syncing Outlook data with your CRM
Questions
How do I connect Microsoft Outlook with SkedX?
Connecting Microsoft Outlook to SkedX CRM takes 6 steps: Navigate to Settings > Integrations > Microsoft Outlook in SkedX CRM; Click "Connect Outlook" and sign in with your Microsoft account; Grant permissions for Mail, Calendar, and Contacts; Configure sync preferences and field mappings; Select which mailbox folders to track; Start syncing Outlook data with your CRM. No developer setup is required — you can complete it from your SkedX dashboard.
What can I do with the Microsoft Outlook integration?
With the Microsoft Outlook integration you can: Email logging from Outlook to CRM contact timelines; Two-way calendar sync with Outlook Calendar; Outlook contact sync with CRM contacts. Everything stays in sync with SkedX CRM.
When will the Microsoft Outlook integration be available?
The Microsoft Outlook integration is coming soon. It will connect Microsoft Outlook with SkedX CRM in the Productivity category.
