Integration
CallForge + Outlook Calendar: Your diary, managed by AI.
Connect Outlook Calendar so CallForge can view availability, create meetings, and send invites through Microsoft 365 — keeping your schedule perfectly up to date.
+How it connects
Get up and running in minutes with a simple setup flow.
1
Authorise via Microsoft 365
Sign in with your Microsoft account and grant CallForge calendar read/write permissions.
2
Configure scheduling preferences
Set working hours, meeting durations, buffer periods, and booking lead time.
3
Personalise invite templates
Customise the meeting title, body text, and whether to include a Teams link.
What syncs
Data flows automatically between CallForge and Outlook Calendar.
| Direction | Field | Description |
|---|---|---|
| CRM → CallForge | Calendar Availability | Query Microsoft Graph for real-time free/busy status across linked mailboxes. |
| CallForge → CRM | Calendar Events | Create Outlook events with attendees, call context, and optional Teams meeting links. |
| Bidirectional | Event Updates | Sync rescheduled or cancelled meetings back to CallForge for follow-up handling. |
In practice
A mortgage brokerage connects their advisers' Outlook calendars. When CallForge pre-qualifies a borrower, it checks the assigned adviser's availability via Microsoft Graph, books a 30-minute consultation, and sends an Outlook invite with a Teams link and a summary of the borrower's requirements — before the adviser even opens their inbox.
Frequently asked questions
- Does it work with shared/room calendars?
- Yes. You can connect shared mailbox calendars and room resources for in-person meeting booking.
- Can it add Microsoft Teams links?
- Yes. Enable the Teams option and every booked meeting will include an auto-generated Teams join link.
- Which Microsoft 365 plans are supported?
- Any Microsoft 365 plan with Exchange Online — Business Basic, Standard, Premium, E3, and E5.
Ready to connect Outlook Calendar?
See how CallForge works with Outlook Calendar — book a personalised demo or get in touch with our team.