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This guide explains how to connect your Outlook calendar to Tribe so your appointments stay synchronised across both systems. It helps you keep your schedule accurate, visible, and easy to manage without switching between platforms. You might use this integration when setting up your calendar workflow or improving team visibility. By following this guide, you will be able to manage and update appointments seamlessly in both Tribe and Outlook.
Table of Contents
What Does This Integration Do?
Step By Step Instructions
Creating And Syncing Appointments
Linking Relations To Outlook Appointments
Modifying Appointments
Important Information For System Administrators
Quick Summary
What Does This Integration Do?
Linking your Outlook calendar with Tribe keeps your appointments synchronised between both systems. Any changes you make in one platform are automatically reflected in the other. This ensures your schedule stays accurate and that all contact moments can be stored in the right context.
Step by Step Instructions
Link Your Outlook Calendar
1. Go to Marketplace in the top-right menu of Tribe.
2. Select the Email and Calendar tab.
3. Select Microsoft Office 365.
4. Click on "Activate".
5. Select the Outlook Calendar module and click on "Grant Permissions".
6. Click on "Save" and sign in with your Microsoft Office 365 account to complete the connection.
Creating Calendar Appointments
Once the link is active, appointments are synchronised automatically between Tribe and Outlook.
You can create appointments in either system:
• Appointments created in Tribe appear automatically in your Outlook calendar.
• Appointments created in Outlook appear automatically in your Tribe calendar. You can also link these appointments directly to the relevant relation, so that all contact moments are recorded in Tribe.
Note! Tasks in Tribe CRM are not synchronized by default. They are only added to your calendar when the "Include in Calendar" slider button is enabled.
Linking a relation to an Outlook appointment
Linking can be done in two ways:
Automatically via an invitation:
1. Invite the relation to the Outlook appointment using their email address.
2. Then click the Tribe CRM icon and select Capture Appointment in Tribe CRM. The relation is matched automatically based on the email address.
Manually in Outlook:
1. Open the Outlook appointment.
2. Click on the Tribe CRM icon.
3. Select Capture Appointment in Tribe.
4. Search for the correct relation or create it if needed.
5. Save the appointment.
Modifying Appointments
You can update appointments from either Tribe CRM or Outlook. Any changes you make are synchronized automatically. You can:
• Change the date or time.
• Drag and drop appointments to reschedule them.
• Extend or shorten the appointment duration.
Notes For System Administrators
This integration supports Exchange Online and requires a Business Microsoft Office 365 account. If you use Microsoft Exchange On-Premise, use the separate Exchange integration instead. https://help.tribecrm.eu/en/articles/9582082-how-do-i-link-my-outlook-calendar-microsoft-exchange
Note! Both links cannot be active simultaneously for the same user.
Quick Summary
You have now linked your Outlook calendar with Tribe. Your appointments stay synchronised automatically, no matter where you create or update them. This gives you a clear and reliable overview of your schedule across both systems.