Sync your Salesforce and Outlook
calendars in one click

Automatically sync and unify calendars between Salesforce and Outlook. Share your availability
with your team members and sync group calendars and recurring events without a hitch.

Free Trial

Revenue Grid’s quick sync feature is my favorite. It keeps me connected with Salesforce right from Outlook.  I also love the functionality to schedule meetings by giving someone options which is very helpful. My team has been able to update opportunities quickly, schedule meetings faster and get more done. Anyone that needs Salesforce updated constantly by their team should try this product out. It’s easy to customize to your needs!

Erin W., Sales Operations Coordinator

Bi-directional sync for all your calendars
just got easier

Seamlessly synchronize your Salesforce and Outlook calendars

Instantly sync all business-related events between your Salesforce and Outlook calendars. Keep your calendars up to date at all times and avoid conflicts and duplicates.

  • Easily sync Salesforce and Outlook calendars with one click
  • Automatically stop your personal events from being saved in your calendars
  • Manage events from one calendar without switching between calendars

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Delegate your calendar management to a teammate

Easily give access to your calendars to a teammate, allowing him or her to schedule meetings, and manage calendar events on your behalf.

  • Automatically share your Salesforce calendar with a teammate
  • Allow a teammate to book meetings and send invites in your stead
  • Allow a teammate to manage your Salesforce or email calendar events

Get a unified view of group calendars across teams

Sync and unify all group calendars from Outlook with Salesforce. Get a unified view of your team members’ calendars and scheduled meetings in Salesforce any time.

  • Auto-sync group calendars without creating duplicates
  • Get a complete view of group calendars in Salesforce
  • Easily view your team’s scheduled meetings and more in Salesforce

Auto-sync recurring events between calendars

Auto-sync recurring events between Salesforce with email calendars. Edit an event in one calendar, and it will be automatically updated in all your calendars.

  • Automatically sync recurring events and meetings without duplicates
  • Automatically sync event or meeting updates across calendars
  • Edit events in one calendar and auto-sync changes in all your calendars

Auto-sync your
calendars in one go

Try out activity capture functionality for free
No demo, no commitment, no credit card

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    Why and how to sync outlook and salesforce
    calendars with Revenue Grid

    The Revenue Grid’s Salesforce calendar sync Outlook feature allows you to sync both tools in a single click. The feature helps you schedule meetings by allowing your customers to choose their availability from several options. Once they choose a date, the tool updates the calendar instantly so that no other person books the same date. You can customize it so that your private events don’t show in calendars.

    The benefits of automation:

    • Manual updating consumes marketing time and often makes errors. Syncing creates automated updating, which makes the work of your sales team easy.
    • Match data in the Outlook calendar with the specific file in Salesforce. The sync feature works intuitively and identifies the exact file in Salesforce so that it updates all information keyed in the Outlook calendar.
    • Better adoption of CRM software: Sometimes employees are hesitant to use Salesforce because the information it contains is obsolete. It might be incomplete or have a lot of errors. Syncing helps keep the data fresh all the time and employees will be willing to use the CRM more.
    • Improved productivity: Sales teams spend less time working on data and more time creating sales content or communicating with customers. The organization makes more sales and productivity increases.

    Revenue Grid Salesforce & Outlook calendar integration let you sync your newly created Outlook calendar events (and event updates) directly into Salesforce within a matter of seconds.

    When creating new events in your Outlook Calendar, just choose the correct contact/lead and account/opportunity to associate with the meeting, and we’ll automatically add the activity in Salesforce for you. In that way, we sync Outlook and Salesforce calendars.

    Note: If the user does not manually select the Contact or Lead, Revenue Grid will sync the meeting request with the account in Salesforce associated with the first email address listed in the “To:” field of the calendar invite.

    Any edits made to a synced calendar event in Outlook will be automatically reflected in Salesforce as well, saving you an additional step when updating calendar events.

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