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Office 365 calendar tin can now be synced with Freshsales. You can get all your scheduled events from your Office 365 agenda every bit appointments within Freshsales. No more shifting tabs betweens the ii apps—Freshsales and Office 365

This beingness a 2-way sync, ensures that all your appointments from Freshsales are added equally events to your Office 365 agenda too.

Who can ready this up?

All users(sales reps) of a given Freshsales account can enable this agenda sync.

How to sync?

  1. Login to your Freshsales business relationship.

  2. Click your profile film > Sync your calendar.

  1. This takes you to the tab where you can cull to sync the calendar of your option - Google or Office 365.


  2. Once yous opt for Office 365, you are asked to login to your outlook account.

  3. Grant the required admission permissions and you are all set to sync your agenda.

  4. After connecting your outlook e-mail, you lot are directed back to Freshsales.

  5. Select the calendar that you lot want to sync with from the calendar dropdown.

  6. Hit Save for the sync to brainstorm.

    Right below the menu that displays your connected email address, yous have a calendar drib-downward. Apply this to switch between calendars. i.due east, if you lot utilize more than one calendar to manage your business, this drop-downward comes in handy.
    Notation:
    This option lists simply those calendar accounts that accept been synced at least once before with Freshsales.
    How do I switch to another business relationship?


    Say, you've currently synced an Office 365 business relationship.

    1. If you want to switch to a different Office 365 business relationship, then just click the edit icon present in the strip that shows the email account that's connected currently.

    2. If you want to switch to Google agenda, then you need to Remove the current business relationship and so choose Google calendar from the screen.

How does this sync piece of work?


        Once you hit the Save button,

  1. From Office 365 to Freshsales:

    1. All Part 365 events scheduled for the next three months are added as appointments inside Freshsales.

    2. The synced appointments are associated to the respective Leads or Contacts.

    3. A full of k past events are fetched into Freshsales. These events will non include anything before the by i year.

    4. Incase, there are more than thousand events in the past year, but the recent ones till the cap of 1000 are synced.

  2. From Freshsales to Office 365:

    1. All Freshsales appointments scheduled for the next iii months are created as events in your Function 365 calendar.

    2. None of the past appointments are synced to Office 365.

    3. The Related to field values are non synced. Only attendees of the Freshsales appointments are captured in the events created in Office 365.

    4. All days appointments in Freshsales are created as all day events in Office 365.

  3. Emails sent to attendees:

    All attendees are notified past an electronic mail reminder. A maximum of 10,000 reminder emails(1 for each attendee of an appointment) is the Microsoft limit for a given day. Once this limit is reached, no more appointments get added to the calendar. Yous can create these appointments the next solar day.


How do I finish my calendar sync?

You can either,

  1. Remove:

  • Permanently remove the agenda and the e-mail account associated with it by clicking the Remove button.

  • If you desire to sync to this business relationship quondam later on, you'll have to login to your respective e-mail all over again.

  1. Practice not sync:

  • Or you can simply disconnect the calendar for now by choosing the Do not sync option from the calendar drop-down.

  • You lot tin can connect your calendar to this account anytime after by using the Calendar drop-downwards.

Tin I utilize different accounts for my calendar and email sync?

Yes. You can use a Gmail, Part 365, Zoho post or any other email for electronic mail communication in Freshsales. This aforementioned account'south agenda need not necessarily exist synced.


Your calendar can exist of an entirely different electronic mail account or even a different e-mail service.

For ex, the account yous use for email conversations can be a Gmail account. But y'all can opt to sync your Function 365 calendar at the aforementioned time.

If you oasis't connected your email account to Freshsales, you lot can still sync merely your calendar.