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INTEGRATION GUIDE

Integrate your Outlook Calendar

Connect Outlook Calendar with Zipteams to sync availability and schedule customer meetings.

NoneZIPTEAMS × OUTLOOK
WHAT THIS CONNECTS
Customer conversations

Keep meetings, calls, and follow-ups connected to the systems your team already uses.

Shared sales context

Bring CRM records and conversation intelligence together for every workflow.

Automated actions

Reduce manual updates and let ZIP carry the next step into your CRM process.

SETUP GUIDE

Integrate your Outlook Calendar

Integrating Zipteams with your Outlook Calendar is a seamless process that enhances your productivity.

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Outlook setup · Step 1

Follow these 5 simple steps to connect your Outlook Calendar with Zipteams:

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Outlook setup · Step 2

1Access Your Zipteams Profile:

Begin by logging into your Zipteams profile at

https://app.zipteams.com/auth/login

.

2Navigate to Setup:

Once logged in, direct your attention to the left-hand side of the screen and click on ‘Setup.’

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Outlook setup · Step 3

3Access My Settings and initiate Calendar Sync:

Under the ‘Setup’ menu, locate and tap ‘My Settings.’

In ‘My Settings,’ select the option to ‘Sync your Calendar.’

4Sign in to Outlook and Authorize Access:

On your screen, you can find the option to ‘Connect’ under the ‘Outlook’ logo.

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Outlook setup · Step 4

Tap ‘Connect’ to sign in using your Microsoft Outlook account credentials.

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Outlook setup · Step 5

Allow Zipteams to access your calendar and relevant data by tapping the ‘Accept’ button.

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Outlook setup · Step 6

This ensures seamless integration.

5Successful Connection:

Once authorized, your Outlook Calendar will stand seamlessly connected to your Zipteams profile.

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Outlook setup · Step 7

Enjoy the enhanced coordination and efficiency!

6Disconnecting Outlook:

Should you wish to disconnect your Outlook Calendar at any point, simply follow these steps:

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Outlook setup · Step 8

-Tap ‘Disconnect’ located below the ‘Outlook’ logo.

•Confirm your action by clicking the ‘Confirm’ button.

Note:

The integration between Zipteams and Outlook Calendar streamlines your scheduling and collaboration efforts. Take advantage of this powerful feature to optimize your workflow. If you encounter any issues or have questions, reach out to our dedicated support team at

info@zipteams.com

. We’re always here to ensure a smooth and productive experience for you.

READY TO CONNECT?

Put ZIP to work with Outlook.

Connect your tools once. Then let ZIP use the same customer context across every sales workflow.

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