Microsoft Outlook Calendar Integration

When Outlook Calendar is connected, SalesPartner can schedule meetings directly from conversations — no back and forth needed.

What it does:

• Books meetings — Creates calendar events when a lead says yes to an appointment
• Sends reminders — Adds calendar reminders before meetings
• Cancels if needed — Updates or removes events when plans change
• Checks your availability — Avoids double-booking by checking your calendar before offering times

Events appear directly in your Outlook Calendar, and leads get invites just like any other meeting.

Outlook Calendar uses the same Microsoft login you use for Teams, OneDrive, and the rest of Microsoft 365 — no API keys to copy and paste.

1. Open the SalesPartner app
2. Go to Settings → Connected Accounts
3. Click Add Account
4. Select Microsoft Outlook Calendar from the list
5. You'll be redirected to the Microsoft login page
6. Sign in with your Microsoft account
7. Review the permissions and click Accept
8. You'll be sent back to SalesPartner — your calendar is now connected

SalesPartner never sees your Microsoft password. The connection uses Microsoft's secure OAuth system — the same one used across all Microsoft 365 apps.

Permissions requested: SalesPartner asks to read and write your calendar events, and to check your free/busy times. These are the minimum permissions needed to book and manage meetings on your behalf.

If your Microsoft account is a work or school account (through your organization's Microsoft 365), your IT admin controls which apps can connect.

If your organization allows user consent (common for smaller organizations): Connect directly — just sign in and click Accept. You're done.

If your organization requires admin approval: You'll see a "Need admin approval" screen instead of the Accept button. This means your IT admin needs to approve SalesPartner once for your whole organization. After they approve it, everyone on your team can connect without seeing the approval screen again.

If you're the Microsoft 365 admin, contact us and we'll walk you through the approval steps in Microsoft Entra admin center.

Personal Microsoft accounts (@outlook.com, @hotmail.com, @live.com) connect directly with no admin involvement.

Once connected, SalesPartner uses your Outlook Calendar to:

• Create events when a lead books a meeting
• Update events if the meeting time changes
• Cancel events if the lead cancels or SalesPartner reschedules
• Check availability before offering appointment times to leads

Events appear in your Outlook Calendar alongside everything else on your schedule. Leads receive a standard calendar invite with all the details.

Note: The integration works with the primary calendar on your connected Microsoft account. If you manage multiple Microsoft accounts, connect the one with the calendar you use for sales meetings.

Meetings not appearing in Outlook Calendar?

1. Account connected? — Go to Settings → Connected Accounts and confirm Outlook Calendar shows as connected.

1. Admin approval needed? — If you saw a "Need admin approval" message during setup and didn't get past it, your IT admin needs to approve SalesPartner for your organization. Contact them.

1. Wrong Microsoft account? — Make sure you signed in with the work account tied to your Outlook Calendar, not a personal Microsoft account. Disconnect and reconnect if needed.

1. Connection expired? — Disconnect and reconnect in Settings → Connected Accounts to refresh the connection.

1. Manage connected apps — You can see and revoke app connections at myapps.microsoft.com (work accounts) or account.microsoft.com (personal accounts).

Still stuck? Contact support with your Microsoft account domain and the time you expected an event. We can check the logs.