Most working days are planned in Google Calendar, Outlook Calendar, or Apple Calendar.
The Calendar CRM integration pushes your Next Actions from OnePageCRM into the calendar you already use, so you can see follow-ups, meetings, and events in one place.
Connect your calendar once and your Next Actions from OnePageCRM show up in it automatically. An Action with a set time lands at that time, and one without shows as an all-day event.
So when you plan your morning, the calls you promised to make are on the same page as the meetings you booked.
You can also push a single Action instead of the whole feed. From a contact’s page, send it to Google Calendar directly or download it as a calendar file for Outlook or Apple Calendar.
Questions
Your meetings live in your calendar and your follow-ups live in your CRM, which means neither shows the whole day. Connect the two and you can plan the day from one place.
Google Calendar, Outlook Calendar, and Apple Calendar. You connect each one by pasting a single calendar address, and the setup takes a few minutes.
Install the Calendar Feed in OnePageCRM under Apps and Integrations, copy the calendar address, and paste it into Google Calendar. Outlook and Apple Calendar work the same way, and the setup guide has the exact steps for each.
