Integrating your Outlook Calendar with ZipLeads optimizes appointment scheduling by syncing appointments from ZipLeads into your third-party Outlook Calendar and blocking out pre-existing appointments from your Outlook Calendar within ZipLeads.
Please note:
Only Office 365, Outlook.com, Live.com or Hotmail calendars are supported
How to integrate your Outlook calendar
Option A: Settings > My Profile > Calendar Settings > blue '+ Add New' button
Option B (demonstrated in the video) : Settings > Calendars > Connections > green '+ Add New' button > Outlook Calendar > green 'Connect' button
Follow the Pop-Up prompts to connect your Outlook Calendar:
Note: Lead Connector is associated with ZipLeads
Review the Calendar Configuration
Linked Calendars - review which calendar within your Microsoft Account has been synced, allowing ZipLeads to add new events to it.
To make adjustments select edit and from the pop up, select the calendar you would like to sync:
To adjust sync preferences click the blue 'advanced settings' text:
One- Way Sync: Events from the ZipLeads calendar are synced as blocked times within your Outlook Calendar. This is our recommended set-up.
Two-way Sync: Contacts are created for guests linked to events within your Outlook Calendar, creating an appointment within your chosen ZipLeads Calendar. You also have the option to add these newly created contacts into workflow automations linked to these ZipLeads Calendars.
Conflict Calendars - Select which Outlook Calendar will be checked to prevent double bookings by blocking out your ZipLeads Calendar.
To select a third-party Outlook Calendar to add to your Conflict Calendars, click the 'Edit' black text:
Selected the calendars linked to your Microsoft Account that you would like to have checked for pre-existing bookings
To connect an additional Outlook Calendar, select the green '+ Add New' button under 'Connected Calendars'
Follow the instructions outline in Steps 2 and 3 to set up an additional Outlook Calendar
Additional Calendar Settings:
To adjust Additional Calendar Settings go to Settings > My Profile > Additional Calendar Settings:
Private Mode for Synced Events - when this is toggled on, only you will be able to the details of your Outlook Calendar events within your ZipLeads calendar
View Appointments In - Adjust the time zone you would like to see your appointment times in