About Outlook Integration
Managing your appointments, events, and emails with leads and clients is easier than ever with our Swivel integration for Outlook. Outlook Integration features both email and calendar syncing with the option to enable email only, calendar only, or both.
Schedule appointments directly from Swivel into Outlook (and vice versa).
Log and store email communication for contacts and clients in real time.
Once you’ve set-up Microsoft Outlook Integration for your Swivel account, Outlook events and/or emails will automatically sync directly to their respective contact records in your Swivel CRM.
📌 Note: Users can only link their Microsoft Email account in 1 tenant account. Even if a user has access to multiple tenant accounts, they will have to use different Microsoft accounts to have the Microsoft Outlook Integration functionality in both tenants.
Setting Up the Outlook Integration
Connect Your Microsoft 365 Account
In order to sync your Outlook calendar or emails to Swivel, you will need to connect using your Microsoft 365 login credentials.
Go to Settings.
Go to Calendar/Email Sync section.
Click Add an Account button.
Enter your Microsoft 365 account email > click Log in.
Enter your password > click Sign in.
Click Accept.
You will now see your Microsoft 365 account listed in the Calendar/Email Sync section of Settings.
Users will be able to select which of their connected calendars they would like integrated into Swivel.
When syncing a calendar or email account, use the “Star” indicator to select which calendar an appointment associated to that user will sync to.
Users are able to create their Email Signature here as well.
You are now connected and ready to begin syncing and scheduling appointments, events and emails using your Microsfot 365 account.
Keeping Documents/Attachments in the Communication Log - Users that have their Microsoft 365 email integrated with Swivel will see email attachments saved within emails in the Communication Log. Users have the ability to view and/or download the attachment to help service their clients or reference documents from past email conversations in Swivel. These documents will be available indefinitely or until the email is deleted from that users mailbox.