🔍 What it is: #
A feature that creates iCal URLs for syncing CRM tasks, events, or invoices to third-party calendars.
🧠 Why it’s important: #
- Ensures CRM events appear in your Google Calendar, Apple Calendar, or Outlook.
- Great for time management across tools.
✅ How to Use: #
- Go to:
Utilities > Calendar Feeds
- Copy the feed URL(s) available:
- Tasks
- Invoices
- Projects
- Reminders
- Paste the URL into your preferred calendar tool:
- Google Calendar: Add → From URL
- Outlook: Add Calendar → From Internet
🔄 Sync Behavior: #
- Sync is one-way (CRM → Calendar).
- Updates are not instant — calendars fetch data every few minutes to a few hours.
💡 Pro Tip: #
Create unique feeds for different users to filter only relevant info in their calendar.