Key features of the Exchange app

  • Appointments that come from Exchange will be synced to the correct company based on the participant's email address. If the email address in Upsales is found, the company and the contact will be linked to the meeting.
  • Invitations to colleagues and customers are sent from Upsales via Exchange.
  • Recurring appointments can now be synchronized with Upsales.

What’s Exchange?

Exchange Calendar is a time scheduling service that lets users set reminders, schedule appointments, note important events, etc.

What does the app do?

Sync appointments between Exchange and Upsales Calendar. Meaning, an appointment created will show up in Exchange, and vice versa. For appointments created in Upsales, it’s possible to have invitations automatically sent from Exchange.

Learn how to install this app