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Calendar Integration

Easily dispatch conversations to team members’ calendars in Microsoft 365 Calendar (Outlook) or Google Calendar. This creates native calendar events that include conversation details and a link back to your Replypad workspace.

Implement a dispatcher workflow, mark conversations for dispatch, add them to your calendar, and more.

Features

  • You can select the calendar to create an appointment in Microsoft 365 or Google Calendar.

  • When you click the calendar icon (Microsoft 365 or Google Calendar), a new native calendar event opens in a new browser tab with the following details automatically copied from the conversation:

    • Conversation subject line.

    • Account and contact names, address, and phone numbers.

    • Conversation notes.

  • While viewing a 365 or Google Calendar event details added from a conversation, simply follow the link there to immediately navigate to the conversation details in your Replypad workspace.

  • You can open your 365 or Google calendar in a new tab directly from the Add to calendar workflow.

  • Add a conversation to the calendar

Add conversation to calendar

You can add a conversation to the calendar in the following ways:

  • From the For Dispatch list, select the conversation using the checkbox, then use the Add to calendar in the toolbar, or use the More menu and select Add to calendar.

  • Add a conversation to the calendar
  • From any other conversations list (e.g. My Inbox or Team Inbox), select the conversation using the checkbox, then use the More menu and select Add to calendar.

  • From the conversation details page, use the More menu and select Add to calendar.
  • Add a conversation to the calendar

Clicking ‘Office 365 (Outlook)’ or ‘Google Calendar’ will open a new calendar event window. The event will automatically include the conversation details and a link back to the original conversation.

New event in Microsoft 365 Calendar added from Replypad:

New event in Google Calendar added from Replypad:

Next: Pipedrive integration