The Outlook Integration in Accountable helps users seamlessly sync their email and calendar activity with the CRM. By connecting Outlook to Accountable, your sales and account activities stay automatically logged, ensuring nothing falls through the cracks and saving valuable manual effort.
Steps to Set Up Outlook Integration:
Outlook Integration can be enabled or disabled at the company level. Once enabled, users can connect their Outlook account from Accountable.
Go to Profile → Integrations, where the Outlook integration section is available.
Click Connect Outlook to begin the setup.
Enter your Outlook email ID to sign in.
When asked whether you want to Keep Signed In, choose Yes or No based on your preference.
Outlook will request permission to integrate with Accountable. Click Accept to continue.
After successful connection, a confirmation message is shown and you are redirected back to the Accountable Integrations page.
Follow-ups and Activities Integrated From Outlook:
Creating a calendar event in your Outlook account will automatically reflect as a follow-up notification in Accountable.
Note: It will not fetch Past events from Outlook.
Emails sent from your Outlook account will be logged as activities under their individual contact page.
Steps to Disconnect Outlook Integration:
To disconnect Outlook at any time, go to Profile → Integrations and click Disconnect in the Outlook section.
If you have any issues adding a sale or would like to ask questions, please let us know using our Coach-on-Call feature.