Connect Outlook or Google Calendar

The integrations appear in Sales Manager → Calendar for an eligible account and company. Each user can connect one provider for the selected company at a time: unlink an active Outlook connection before connecting Google, or unlink Google before connecting Outlook. Your assigned follow-up dates and times sync both ways with a dedicated UpRate calendar in the connected provider. Other calendars you choose to display in UpRate are read only. Google linking also depends on the provider setup for your company; if it shows Google unavailable, ask your company manager to check availability.

Connect a calendar provider

1. Open Sales Manager → Calendar and choose the Outlook calendar or Google calendar integration. Check the provider name before connecting.
2. Check the displayed connection time zone. If the device time zone cannot be detected or is unsupported, choose Connection time zone before selecting Connect Outlook or Connect Google. Complete the provider sign-in and consent flow in the opened window.
3. Return to the same UpRate account and company. Wait for Connected, or use Check connection while linking. If the return confirmation fails, use Retry connection when offered. Opening sign-in alone does not confirm a link.
4. Check the dedicated UpRate calendar in the provider and the follow-ups on Sales Calendar. The initial sync can take time; select Sync now to request a fresh sync when needed.

If linking fails, follow the visible error and retry from the same account and company. A provider connection does not grant access to another company's follow-ups.

Show other provider calendars in UpRate

1. Open the connected provider's panel in Sales Manager → Calendar and select Choose calendars under Calendars shown in UpRate.
2. Select the Outlook or Google calendars whose events you want to view, then select Save calendars. Use Done to close the provider panel. Return to the displayed period to check their entries.
3. If events fail to load, select Retry Outlook events or Retry Google events. A provider event opens a read-only detail; edit it in its provider calendar.

Unlink or recover a provider

1. Open the active provider panel. If the last sync failed, select Sync now or use Reconnect Outlook or Reconnect Google when offered.
2. To remove the link, select Unlink, read the confirmation and select Confirm unlink. Cancel keeps the link. A connection still in progress offers Cancel connection and Confirm cancellation instead.
3. Check the status after the operation. You can then connect the other provider if needed.

Unlinking does not delete CRM follow-ups. Removing an UpRate follow-up from the provider calendar does not delete its CRM reminder; complete or reschedule it in UpRate.

FAQ