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Linking your Outlook calendar with Tribe CRM keeps all your appointments synchronised automatically. This is useful when you want a single, reliable overview of your availability and customer contact moments across both systems. You might use this integration if you plan appointments in either Outlook or Tribe and want them kept in sync. By following this guide, you will be able to link your calendar, create and manage appointments, and understand how changes are synchronised.
Table Of Contents
What Does The Outlook Calendar Integration Do?
Step By Step Instructions
Creating Calendar Appointments
Modifying Calendar Appointments
Notes For System Administrators
What Does The Outlook Calendar Integration Do?
The Outlook calendar integration connects Tribe CRM with Microsoft Exchange so both calendars work together as one. Appointments created in Tribe appear automatically in Outlook, and appointments created in Outlook appear in Tribe. This ensures you always see accurate availability and complete appointment history in both systems.
Step By Step Instructions
Open Tribe CRM.
Click Marketplace in the top-right navigation bar.
Select the Email And Calendar tab.
Click the Microsoft Exchange logo.
Enter your Username and Password.
Review the Exchange URL field.
Click Activate to establish the link.
After activation, your Outlook and Tribe calendars are synchronised.
Note: In most cases, the Exchange URL is filled in automatically. If this does not happen, contact your system administrator.
Creating Calendar Appointments
You can create appointments in either Tribe CRM or Outlook.
From Tribe CRM
Open the Calendar Widget in Tribe.
Select the correct Date and Time.
Choose Appointment.
Enter the Relation and appointment details.
Save the appointment.
The appointment is automatically added to your Outlook calendar.
Note: Appointments are always synchronised. Tasks are only synchronised when Include In Calendar is enabled.
From Outlook
Appointments created in Outlook automatically appear in Tribe with the correct date and time. This allows you to check availability and avoid double bookings.
You can link an Outlook appointment to a relation in Tribe in two ways:
Automatically via Invitation
Add the relation’s email address to the appointment, open the Tribe CRM Sidebar, and select Capture Appointment In Tribe CRM.Manually
Open the appointment, select the Tribe CRM Icon, search for or create the relation, and save the appointment.
Modifying Calendar Appointments
You can change appointments in either Tribe or Outlook.
Open the appointment.
Change the Date, Time, or Duration, or drag the appointment to a new time slot.
Save the changes.
All updates are synchronised automatically between both calendars.
Notes For System Administrators
The integration uses Autodiscover to retrieve the correct Exchange URL automatically. If Autodiscover is not set up correctly, users may need to enter the URL manually.
If the link does not work and no error message appears, Multi Factor Authentication (MFA) may be active. In this case, an App Password must be created and used to establish the connection.
Did you know?
If you use Office 365, we recommend using the dedicated Office 365 integration instead of Microsoft Exchange.
Quick Summary
Linking Outlook with Tribe CRM keeps appointments synchronised in both systems. You can create and modify appointments in either calendar without losing information. This integration helps maintain a clear and accurate overview of all scheduled contact moments.