Introduction
The Microsoft Outlook Calendar integration allows for appointments to be synced to your Outlook Calendar from Lofty. In Lofty, there is no calendar view for appointments so an integration with Outlook Calendar will allow for you to align everything with your other appointments on your existing calendar.
*IMPORTANT:
- Only APPOINTMENTS are sent from Lofty to Outlook Calendar, not tasks. Review the Appointments Help Center article to learn more about how to use the integration.
- Changes on Outlook calendar will not be synchronized from Outlook Calendar to Lofty
Setup
Navigate to Settings > Integrations > Outlook Calendar > Connect:
Sign in or select the Microsoft account that you are going to connect to Lofty:
After you sign in, the integration should be connected automatically and will appear under the Existing Integrations section at the top of the page. To disconnect, navigate to Settings > Integrations > Outlook Calendar > Disconnect:
FAQ
Can an agent be logged into two calendars on one account by chance?
> Users can sync to two different calendar providers at the same time.
Questions?
If you have any questions regarding this topic or any others, please contact our Support Team via email at <support@lofty.com>, by phone at 1 (855) 981-7557, or by chatting with us through your Lofty CRM.
Comments
0 comments
Article is closed for comments.