Outlook Online + Shape Software Email & Calendar Integration - Shape Software - Automate your business!

Outlook Online + Shape Software Email & Calendar Integration

How to connect Gmail or Outlook Online to Shape

Work efficiently with your Gmail/GSuite or Outlook email and calendar in Shape Software CRM—together in one place. This email integration lets you send emails and share calendar events within your Shape Software system.

Click your profile picture in the top right and select “Email Settings” to be taken to your email settings where you will integrate your Gmail or Outlook.

Email Settings: https://secure.setshape.com/profile/4?tab=email-settings

You will be prompted to enter the login credentials for the email you are wanting to connect.

Once connected, there are 3 options for the email calendar sync:

  • Sync calendar bi-directionally
  • One-Way Calendar Sync (From CRM to Calendar Only)
  • One-Way Calendar Sync (From Calendar to CRM Only)

How does the integration work?

  • When sending manual emails, it routes through your connected email (excluding drip campaigns and triggered emails these will send from the email selected in the template used)
  • Calendar syncs one way or bi-directionally depending on your preference.
This is a screenshot of the user profile highlighting the connect email button.

After connecting your Gmail or Outlook Online account, your manually sent emails will be sent through your connected email account. (Drip Campaign and Triggered Emails are not sent via your email server but instead are sent through Shape's server.)

Manually Syncing your Connected Calendar

  • Click "Agenda" dropdown in the top gradient navigation bar and select "Calendar"
  • To establish the connection, click the “Manual Sync With Calendar” to initiate the sync with your calendar.

Frequently Asked Questions

This can be due to the following reasons:

  • A username and password reset
  • An email service provider outage
  • An expired API token
  • A change in your email settings that affects APIs

The fix for this is simply disconnecting your integrated email and re-connecting!

This could be caused by a number of settings outside of Shape. DMARC settings controlled within your email settings are typically the main issue when it comes to email deliverability.

Outgoing emails from your system are tracked in the Outgoing email report https://secure.setshape.com/email-report

 

This report tracks the metrics for successful/failed emails, opened rate, click through rate, bounced rate, and total unsubscribes.

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