CRM Integration
Connect EarlyBird AI with Microsoft 365 Calendar
Have EarlyBird coordinate bookings with the Microsoft 365 calendars your operations and leadership teams rely on.
Overview
EarlyBird integrates with Microsoft 365 so every booking shows up in Outlook, Teams, and mobile devices instantly.
Operations teams see the same source of truth as the front desk, which keeps dispatch, sales, and leadership aligned on daily capacity.
What syncs automatically
- Creates events with attendees, locations, and Teams video links when needed.
- Automatically updates or cancels events when callers adjust their appointments.
- Populates event bodies with transcript highlights, disposition codes, and follow-up tasks.
- Supports color categories so crews can spot job types at a glance.
- Handles recurring availability templates for preventive maintenance or consultation blocks.
Launch in minutes
- 1Authorize EarlyBird through Azure with the consented application provided by your admin.
- 2Select the shared calendars (crews, rooms, territories) that represent bookable capacity.
- 3Configure routing logic so different numbers or IVRs map to the right calendars.
- 4Customize the event subject/body format to match internal reporting needs.
- 5Test with a mock booking and confirm notifications arrive for every attendee.
Playbooks we recommend
- Urgent calls create an event for the on-call technician and tag leadership for visibility.
- Sales consultations drop into an SDR calendar with the transcript and CRM link attached.
- Recurring maintenance plans auto-populate quarterly visits without back-and-forth emails.