Outlook Calendar synchronization

CRM & Sales Sales Hub Tools
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4

Hey just wanted to point out that you can now use Calendar Status and Email Status as a workflow trigger. What I’ve set up for my team is two workflows (one for each status). It operates like:

  1. Trigger:
    1. Property value changed has been completed any number of times any time AND property name is Email Status - New Value: Email Status is any of Disabled or Error
  2. Action:
    1. Send internal email notification to myself/super admin AND existing owner of the object

This will at least allow you and the team member to be notified when desynchronization occurs. Make sure to turn on re-enrollment. Sometimes I get flagged with ‘ghost’ desyncs but it’s better to have a little inbox noise than to have the synchronization off unknowingly.