Setting Up Sync of Your Calendar and Email (Google, Microsoft Outlook/Exchange, Apple, Yahoo, and More) Follow
Legal CRM proudly supports our highly secure calendar and email integration with Microsoft Office 365, Hotmail, Outlook Live, Microsoft Exchange, Google Calendar/Gmail, Apple Mail, Yahoo, and other compatible SMTP email systems.
Table of Contents
How to Sync Your Calendar and Email Account with Legal CRM
Syncing Office 365, Exchange, Outlook Live, and Hotmail
Sync Your Google Calendar and Gmail with Legal CRM (G-Suite and Google Workspace)
Sync Apple Mail, Yahoo, or Another Calendar/Mail Client
How to Whitelist Legal CRM Inside of G-Suite/Google Workspaces
How Do Google Super Admins Whitelist Applications Such as Legal CRM?
Additional Account Settings and Email Signatures
What Type of Calendar Events are Supported in Outlook and Google?
How Long Does it Take for My Calendar Events to Sync the First Time?
How to Sync Your Calendar and Email Account with Legal CRM
Average time to implement this solution: Less than 5 minutes 👍
Level of technical expertise needed: None
💡 If you want to use the Legal CRM email and calendar sync, then you must pair your account.
To get started, on the top-right corner of the screen, click on your user initials to open the user menu, then click on the "User Settings" option.
Inside of the “User Settings” screen, scroll down to the section labeled “Sync Your Calendar and Email Account with Legal CRM" > Click on "Add New Account. After clicking "Add New Account" the screen below will pop up and you will choose your sync option. Note: when typing in your email, click the arrow icon on the right of the text box to continue. Pressing the Enter key will not submit your email.
Next, you will choose the provider you wish to integrate with. Please note, that the system will attempt to match you with the provider it believes you have:
NOTE: Our Office and Exchange sync via Nylas does not support group/organization/shared calendars.
If you need support for shared calendars, then you must choose the option for "Manual setup for calendar/email sync".
> For manual setup, please review the Office 365/Outlook manual setup guide.
Syncing Office 365, Exchange, Outlook Live, and Hotmail
For Office 365/Exchange/Hotmail, enter your sign-in email or phone number:
After entering a valid email and password, you must approve Legal CRM and Nylas API to access your mailboxes. This is required or the sync cannot connect.
For Microsoft Exchange, you must enter a valid login (with or without a domain) and password. If you need advanced settings for an Exchange Service URL, then choose Advanced Settings to proceed.
(optional) If you need Microsoft Exchange Advanced Settings then it will appear similar to:
Sync Your Google Calendar and Gmail with Legal CRM (G-Suite and Google Workspace)
For Google Calendar and Gmail, you will see the following screen that will request a valid email address or phone and password:
After entering a valid email and password, you must approve Legal CRM and Nylas API to access your mailboxes. This is required or the sync cannot connect.
⚠️Due to recent changes with Google, Legal CRM's app will show as "Unverified" until your IT team performs a whitelist of the Legal CRM app. This only needs to be done once per domain.
When pairing a Google Suite/Google Workspace account, you must have your IT manager/firm administrator perform a whitelist of the Legal CRM application inside of the Google Admin Console or your users will not be able to pair their accounts. If you are using a personal Gmail account, then each Gmail user must perform a whitelist if they are not part of a G-Suite or Google Workspace.
Skip to How to Whitelist Legal CRM Inside of G-Suite/Google Workspaces
⚠️Note: The following "Google hasn't verified this app" message may still be prompted when pairing your account. It is okay to continue.
- Please press "Advanced" to resume pairing your account.
- Click go to nylas.com to proceed
- To finalize the pairing you will need to select/check the three following options and press continue. These selections are required for the integration to work correctly.
- After pressing continue, you will be redirected back to Legal CRM to add your signature (this can be done later) and press save.
Sync Apple Mail, Yahoo, or Another Calendar/Mail Client
For Apple Mail, Yahoo, or another calendar/mail client (SMTP Settings will be needed):
NOTE: Yahoo calendar sync only supports the default calendar only and not additional shared Yahoo calendars. Only the default calendar will show via sync.
How to Whitelist Legal CRM Inside of G-Suite/Google Workspaces
- You must have your G-Suite super administrator whitelist the Legal CRM application or your users will not be able to successfully sync their Google accounts with Legal CRM.
- After the super administrator whitelists the Legal CRM application, anyone at your company will be able to sync their accounts into the application.
- First, get your project client ID by going to https://console.developers.google.com/apis/credentials
How Do Google Super Admins Whitelist Applications Such as Legal CRM?
- Admins should sign in to their Google Admin Console; from the Google Admin dashboard, go to “Security” and open up “Settings”
- Then, admins should scroll down and click on “API Controls”
3. Click on “Manage Third-Party App Access”
4. Click on “Configure new app” and select “OAuth App Name Or Client ID”
5. Search for the following Client ID "20375804416-3jbuaee1ooo0mrtrvrfhm58p5secpof7.apps.googleusercontent.com"
6. After proceeding, the Google project that the admin whitelisted will now appear in the list of
“App Access Control” which indicates that it is now authorized. You may proceed with syncing each user's Google accounts with Legal CRM at this time.
Additional Account Settings and Email Signatures
If you would like to make this your Default Account for composing emails, then set the switch to the "On" position to set a default.
You may also add an e-mail signature for each paired Outlook account. Similar to how signatures in Outlook function, any configured email signatures will be automatically added to all outgoing mail that you compose from Legal CRM.
- Include an email signature on all new emails: set the switch to the "On" position to automatically include this email signature on all composed emails from inside of Legal CRM. It is "Off" by default.
- Include an email signature on all replies/forwards: set the switch to the "On" position to automatically include this email signature on all replies and forwarded emails from inside of Legal CRM. It is "Off" by default.
You can create a new e-mail signature just for Legal CRM, or you can copy/paste your e-mail signature from your existing e-mail account outside of Legal CRM.
What Type of Calendar Events are Supported in Outlook and Google?
Legal CRM supports Shared Calendars but does not currently support group calendars or recurring events at this time.
How Long Does it Take for My Calendar Events to Sync the First Time?
After you sync your Google, Outlook, Exchange, or another calendar with Legal CRM, the sync may take up to 24 hours (in some cases, it may only take 1-2 hours, or faster) to sync all of your past calendar events for the first time. After all of your events have been downloaded into Legal CRM, the sync will continue to update every 15-30 minutes. Only past events will take up to 24 hours to sync on the initial sync. The calendar sync will download up to 30 days of past events when your calendar is first synced. For events older than 30 days from the date that you sync, visit your calendar software.
Support/Assistance
If you need further assistance, then please contact Legal CRM Support to assist you further.
📅 Nylas API is a third-party application and is a productivity infrastructure for modern software apps. Legal CRM is a legal case management software CRM that integrates with Nylas API to enhance calendar and email sync capabilities.
Aside from Legal CRM, all other trademarks, trade names, screenshots, or company names referenced herein are used for identification purposes only and are the property of their respective owners.
For any support needs regarding your email or calendar that do not relate directly to the Legal CRM service, such as password resets for your Google, Outlook, etc, please contact your email/calendar vendor directly since Legal CRM may assist with the integration process but they cannot support third-party calendar or email systems.
🤗 Thank you very much for choosing Legal CRM!