Outlook + Leadmonk

Modified on Sat, 23 Sep 2023 at 09:05 PM

Connect your Office 365 or Outlook.com calendar(s) to Leadmonk to automate appointment scheduling and simplify appointment-related tasks in your inbox. With Leadmonk for Outlook, you can Automate appointment scheduling without the back-and-forth - (1:1 & group meetings).

Steps to connect your Office 365 or Outlook.com calendar to Leadmonk

Go to Settings => Calendar page in Leadmonk app
If you've already connected a calendar, this popup window shows the connected calendar(s) as well. Choose the highlighted Outlook calendar button to connect Office365/Outlook/Hotmail calendar. You'll be prompted to sign-in to your Microsoft Office 365 or Outlook.com account to connect the calendar.

Once the calendar is connected, Leadmonk will begin reading your availability — based on your calendar events — right away.

Within your Office 365 calendar, you can set your event status to Free, Working Elsewhere, Tentative, Busy, or Away/Out of office. Most of the time, events are marked as Busy in your calendar so people cannot double book you. However, you may want to update your status when you're out of office or on holiday.

By default, Leadmonk considers you as unavailable during events that are marked as Busy, Working Elsewhere, or Away, and those times will not show on your scheduling page.

When connecting your calendar, you may encounter a message requiring admin approval, permissions, or consent. If you need approval, work with your IT admin to grant the relevant permissions in Microsoft. To learn more about consent in Azure Active Directory, view Microsoft's:

Outlook + Leadmonk

Steps to connect your Office 365 or Outlook.com calendar to Leadmonk

Consent and admin approval

Other useful help documents