Insightly has always included a comprehensive calendar to give you a bird’s-eye view of your Insightly events, tasks, and milestones. We’ve even offered a calendar sync for customers to display those items in Google Calendar, but did not have an option to display your external calendars in Insightly until now. We realize that our customers want to manage calendars in the same way they want to manage their customer information—with everything in one place.
Today, we’re excited to expand your options with the ability to sync Microsoft Exchange and Google Calendars to and from Insightly.
A New Calendar Sync Experience
Our new calendar sync allows customers on paid plans to sync Insightly’s calendar to their Google Calendar and Microsoft Exchange calendar, which is used by programs like Outlook. This update also displays your Exchange and Google Calendar items directly in Insightly to let you view meetings and appointments created outside of your CRM. This makes for better scheduling and easier management of your day-to-day events. When setting up sync options, customers can choose to sync only Insightly events or to include tasks and milestones in the sync process.
Expanding Outlook Connectivity with Microsoft Exchange
Our Insightly app for Outlook 2013 has been a big hit with customers who use Outlook 2013 for email, and the ability to sync Outlook calendars through an Exchange server will be welcome news to those of you who have been asking for this feature. Customers with calendars on an Exchange server can quickly set up their calendar integration and sync calendar items by entering their Exchange credentials in their Insightly settings. We’re very happy to expand our integration for Microsoft products with this new feature.
Instant Sync of New Items
When sync is first enabled, Insightly will sync all Insightly calendar items from the last two months and all future items to your Exchange and Google Calendars. New Insightly events will instantly be saved to your main calendar, and if you have task and milestone syncing enabled, those items will be synced to two separate calendars created in your calendar app. Events are synced in both directions, while tasks and milestones are synced only from Insightly to your external calendar.
Set Up Your Sync, Today!
Customers using the previous version of calendar sync will have their sync settings automatically reset, so if you’re using an Insightly paid plan, access and enable the new Insightly Calendar Sync from the User Settings page and bring your calendars together!
