Calendars integration

Connect Outlook Calendar workflows with Nexi.

Connect authorized Microsoft Outlook calendar access to supported Nexi scheduling workflows for meetings, viewings and tasks.

Calendars

Outlook Calendar

Connect Microsoft calendar workflows with Nexi.

What Nexi connects

Keep the available provider context connected to the work that follows.

  • Authorized Outlook calendars
  • Meetings and viewings
  • CRM-linked tasks
  • Relevant customer context

Main workflows

How the connection fits into Nexi.

  1. 01

    Authorize the relevant Microsoft account

  2. 02

    Choose the supported calendar scope

  3. 03

    Create or associate scheduled activity

  4. 04

    Keep the related CRM record connected

Setup and connection

Connect the permitted Microsoft calendar scope.

The customer authorizes the relevant Microsoft account and selects the calendar scope used by the configured workflow.

  1. 01Authorize the Microsoft account
  2. 02Select the relevant calendar
  3. 03Configure supported event handling
  4. 04Validate a test event

Factual capabilities

Defined around the supported connection.

  • Controlled calendar authorization
  • Supported event creation
  • Viewing and meeting context
  • CRM-linked scheduling

Related Nexi modules

Where the connected context can appear.

Tasks & CalendarLeadsActivitiesInventoryDeals

Availability and exact setup depend on provider access, account permissions and Nexi workspace configuration.

Review the connection

Discuss Outlook Calendar and your Nexi workflow.

We can review your source access, intended data flow and the supported setup for your brokerage.

Book a Demo