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Calendar sync

A user connects their calendar (Google/Outlook), enabling two-way sync of CRM meetings and external calendar events.

When this happens: User connects calendar or sync interval fires.

Step by step

  1. 1

    Settings — Calendar Integration — Connect Calendar.

    OAuth flow (similar to UC-9.1) for calendar scope. Connection established. Initial sync: imports events from last 14 days and next 30 days. Going forward, two-way sync every 5 minutes: — CRM meetings created — pushed to external calendar. — External events created — pulled into CRM. For CRM-created meetings, links meeting to relevant CRM records (Contact, Opportunity) if attendees match.

  2. 2

    Views meetings on CRM calendar view and on entity Activity Timelines.

Other paths

Create meeting from CRM

On a Contact page, clicks Schedule Meeting EasyCRM opens meeting form: Title, Date/Time, Duration, Attendees (Contact's email pre-filled), Notes. Save meeting. EasyCRM creates CRM activity. Pushes event to your external calendar. EasyCRM sends calendar invite to attendees.

Conflict detection

When creating a meeting, checks your calendar for overlapping events. Warning: You have a conflict: 'Team Standup' at 2:00 PM. Continue? Proceeds or adjusts the time.

If something goes wrong

Calendar provider unavailable

Sync fails due to provider outage. Retries with backoff. After 3 failures, marks calendar as Sync Error Notification to user.

Good to know

  • Two-way sync. Changes in either system propagate within 5 minutes.
  • Deletes propagate: deleting in CRM cancels external event and vice-versa.
  • Calendar invites sent from the your connected account.