Calendar & email
Sync calendars and email so timelines stay accurate.
Overview
Calendar and email sync make timelines complete and reduce manual updates. You control what gets logged so the CRM stays focused.
Once connected, activities appear on records automatically, keeping everyone aligned.
What you’ll do
- Connect Google or Microsoft accounts for the right teams.
- Choose which events and emails are logged to avoid noise.
- Review timelines on key records to confirm sync quality.
Best practices
- Sync only customer-facing calendars to keep context relevant.
- Define rules for private or internal events in advance.
- Align on activity tagging so reports stay clean.