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Al M
Contributor ⭐️⭐️
November 10, 2025
New Idea

Associate records in outlook calendar with accounts.

Related products:CS Timeline & Activity Tracking
  • November 10, 2025
  • 0 replies
  • 20 views

Hi team,

Is there support (or roadmap plans) for automatic account association on meetings created through Outlook? Right now, association and Timeline logging require manual intervention on timeline or the calendar widget which duplicates efforts. Do we have a workaround—akin to email BCC or adding a special participant/code—to log meetings directly from Outlook without duplicating effort?

Thanks!