CRM Integration
Connect EarlyBird AI with Outlook Calendar
If your team still runs on standalone Outlook calendars, EarlyBird keeps those books full and organized automatically.
Overview
EarlyBird can talk to classic Outlook deployments so the front desk and field teams stay aligned even during phased migrations.
Whether you use PST sharing or Exchange, bookings that happen overnight won’t surprise anyone the next morning.
What syncs automatically
- Creates new appointments with precise start/end times based on SLA rules.
- Updates existing Outlook entries when callers reschedule or cancel.
- Keeps attendee lists in sync with the customer and assigned rep/technician.
- Injects transcript summaries and callback reminders inside the appointment body.
- Automatically color-codes events so teams can see priority levels.
Launch in minutes
- 1Authorize EarlyBird using your Exchange or Outlook credentials with the least privileges required.
- 2Choose which shared calendars correspond to technicians, rooms, or service bays.
- 3Define buffer rules and working hours so appointments respect on-site realities.
- 4Customize the appointment subject format to match reporting conventions.
- 5Place a live booking to verify reminders and cancellation notices are delivered.
Playbooks we recommend
- VIP callers receive a calendar invite plus a follow-up task inside your CRM automatically.
- Last-minute cancellations free the slot and trigger a waitlist call-out.
- Multi-day jobs create a sequence of Outlook appointments so crews never miss a step.