If you already use a Microsoft Exchange account to manage your appointments, tasks, and contacts, you can integrate your Exchange account with Sell, which will sync Sell with Exchange. This enables you to use both Sell and Exchange together to manage your customer relationships and sales pipeline.
Setting up a calendar with Google Calendar is described in Integrating your Google Calendar with Sell.
To integrate your Exchange calendar with Sell
- Click the Settings icon (
), then select Integrations > Calendars.
- Click + Add Exchange Calendar.
-
Sign in with your Microsoft account
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Enter the calendar account settings. This includes entering a name for the calendar as it will appear in Sell and which calendars you want to be visible in Sell. Choose the calendar for your Exchange account.
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Next, click the Default Calendar drop-down list and select the calendar you just selected as the visible calendar.
Note: If you leave the dropdown selection as 'Sell Calendar', your appointments will not sync with Exchange. -
Click Complete Account Setup and the Exchange calendar will appear on the Calendar Accounts page in Sell.
All of the appointments contained in the integrated Exchange Calendar will now appear as appointments in the Calendar page in Sell (your Exchange calendar is now the default calendar in Sell). Additionally, if those appointments contain attendees whose email addresses match leads or contacts that already exist in Sell, they will be matched and the appointments will appear on each lead’s and contact’s cards.
On the Calendar Accounts page you can also add a logo that will be included in email invites for new appointments.
4 Comments
Hi,
It seems like this functionality also imports events marked as Private in Exchange. However, this attribute does not carry over to Sell, so all info is shown - also to colleagues that you share your calendar with through Sell. Is this correct?
Hi Daan V,
Thank you for reaching out!
I'd like to confirm that appointments visible in Zendesk Sell strictly follow the Sell permissions. When a user has permission to view a Lead or Contact in the account, they would also be able to see any appointments listed on that record (whether or not they are the owner of that appointment or invited to the appointment).
In other words, private calendar appointments in Sell is not an available feature. I will be sure to pass your feedback to our Product Team to see if we can add this functionality to Zendesk Sell!
Feel free to reach back out with any related questions.
When will this be available to use via the Microsoft oAuth login? With modern authentication it will not let us use this feature which would be really handy
Hey Gareth Braid, the email authentication is released. As for calendar/contacts, we plan to release it over next weeks, I will keep you posted.
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