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Keep your sales workflow in perfect sync

With Pepsales AI integrated into Outlook Calendar, your meetings, follow-ups, and sales insights are automatically aligned, no manual work required.

why to connect

Why Connect Your Outlook Calendar?

Instant Calendar Sync

Integrate your Outlook Calendar with a single click. Pepsales AI instantly syncs all your upcoming meetings, invites, and events into your dashboard. So you never miss a beat or double-book a call.

Unified Sales Calendar

Centralize your scheduling. With your Outlook Calendar inside Pepsales AI, reps can schedule, join, or view meetings in one place, eliminating the need to switch between tabs or tools.

Automated Meeting Logging

Every synced Outlook event automatically links to the right contact and deal inside Pepsales AI. This removes the need for manual updates and ensures all activity is tracked in real-time.

Boosted Rep Productivity

Less admin, more selling. Sales teams using calendar integrations with Pepsales report up to 50% faster follow-ups and higher conversion rates, thanks to streamlined, AI-powered workflows.

steps to Integrate

How to Set Up the Integration

Step 1

Open Integrations Settings

Navigate to “Settings” > “Integrations” in your Pepsales AI account.


Step 2

Connect Outlook Calendar

Click on the “Outlook Calendar icon” and select “Sync Now”. You can also find this shortcut on your Pepsales home screen.



Step 3

Authorize Access

Sign in with your Microsoft account and allow Pepsales AI to securely access your calendar data.

Step 4

Start Scheduling

Once connected, all Outlook events will appear within Pepsales AI. Any new events created in Pepsales will also reflect on your Outlook Calendar instantly.

Step 5

Sales use cases

Real-World Sales Use Cases

Pre-Call Intelligence

Reps preparing for a demo can click into the synced event in Pepsales AI and instantly access AI-generated notes, agendas, call summaries, and customer history without leaving the dashboard.

Automated Follow-Ups

After a discovery call, Pepsales AI can auto-generate follow-up emails, suggested next steps, and calendar invites automatically linked to the right deal and contact. The new meeting will sync back to Outlook without lifting a finger.

Visibility for Sales Leaders

Sales managers can view the team's meeting schedules in real-time, assess workloads, and forecast pipeline activity without toggling between Outlook, spreadsheets, or CRM tools.

Frequentlyaskedquestions

How do I connect my Outlook Calendar to Pepsales AI?

Go to Settings > Integrations, click the Outlook Calendar icon, then hit Sync Now. Sign in and authorize Pepsales AI to securely access your calendar.

Which calendar events are synced?

All events from your selected Outlook calendars will sync into Pepsales AI. You can choose which calendars (work, personal, shared) to include before authorizing.

Do meetings created in Pepsales appear in Outlook?

Yes. When you schedule or update a meeting in Pepsales, it’s automatically pushed to Outlook to keep both calendars in sync.

Can each rep connect their own calendar?

Absolutely. Each salesperson can integrate their individual Outlook Calendar, keeping personal schedules private while enabling team-wide visibility for relevant meetings.

Is my calendar data secure?

Yes. Pepsales AI uses Microsoft’s secure OAuth protocols, and all data is encrypted during transfer and storage. You have complete control over what permissions are granted.

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