Calendar & Scheduling Integration

Connect your calendar to see your schedule alongside your CRM activities. Connect your scheduling tool (Calendly or Cal.com) to automatically track booked calls with contacts.

What You Can Connect

Calendar (Google Calendar)

• See your schedule in the platform
• Use real availability for booking
• Events sync automatically

Scheduling Tool (Calendly or Cal.com)

• Booked calls appear in your Events page
• Automatic contact association
• Shows in your Dashboard's Upcoming Calls widget

You can connect both, one, or neither—they work independently.

Connecting Google Calendar

1. Go to Settings > Integrations > Calendar
2. Click Connect with Google
3. Sign in to your Google account
4. Review and approve the permissions
5. You're connected

Choosing an Access Level

When connecting, pick how much you want to share:

Choose based on your privacy preferences. You can change this anytime.

How Syncing Works

Events sync automatically via webhooks—changes appear within minutes. If something seems off, go to Settings > Integrations > Calendar and click Sync Now to force a refresh.

Disconnecting

If you need to disconnect:

1. Go to Settings > Integrations > Calendar
2. Click Disconnect
3. Confirm

This removes platform access but doesn't delete anything from your Google Calendar.

Connecting a Scheduling Tool

You can connect Calendly or Cal.com (one at a time, not both).

Setup

1. Go to Settings > Integrations > Scheduling
2. Click Connect Calendly or Connect Cal.com
3. Log in to your scheduling account
4. Authorize the connection
5. You're connected

Setting Your Default Event Type

After connecting, select which event type to use by default:

1. Go to Settings > Integrations > Scheduling
2. Find Default Event Type
3. Choose from your synced event types

This is the event type used when you send booking links to contacts.

What Happens When Someone Books

When someone schedules through your booking tool:

• The call appears on your Events page
• It shows in your Dashboard's Upcoming Calls widget
• If their email matches a contact, they're automatically linked
• Join links are available when it's time

Disconnecting

If you disconnect your scheduling tool, existing booked calls remain visible but won't receive updates from the provider.

Benefits of Connecting Both

With calendar connected:

• See all your events in one place
• Avoid double-booking
• Native booking features use accurate availability

With scheduling tool connected:

• Booked calls tracked automatically
• No manual entry needed
• Contacts linked when email matches

Both together gives you complete visibility and automatic tracking.

Privacy Notes

What we access:

• Calendar: Event times, and optionally titles/details based on your access level
• Scheduling tool: Your event types and booked appointments

What we don't access:

• Other people's calendars
• Your email content
• Payment information

You can disconnect anytime and your data is removed from our system.

Common Questions

"My calendar isn't syncing."

Check the connection status in Settings. Try clicking Sync Now. If that doesn't work, disconnect and reconnect.

"The wrong calendar is showing."

Make sure you connected the right Google account. The platform uses your primary calendar—check Google Calendar settings if you need to change which calendar is primary.

"Booked calls aren't appearing."

Verify your scheduling tool is connected. Try clicking Sync Event Types. New bookings may take a few minutes to appear.

"I'm getting permission errors."

Reconnect and make sure you approve all requested permissions. Check your Google account security settings if the popup is being blocked.

"The OAuth popup is blocked."

Allow popups from the platform in your browser settings, or try a different browser.

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Next steps: Learn about Events & Native Booking to create and manage events directly in the platform, or check your Dashboard to see the Upcoming Calls widget.