Calendar feed

If you use Outlook Calendar, Google Calendar (gCal) or Apple iCal, you can subscribe to OnePageCRM to see your sales actions right in your calendar.

By enabling this integration, all next actions from your Action Stream are automatically pulled to the calendar of your choice: actions with a specified Date & time are positioned in the time slot of that date whereas the actions with Date only are displayed as all day events.

To configure Calendar feed integration follow instructions below:

  1. Go to Apps > Integrations (see A).
  2. Click on the Calendar feed icon under the Utilities category (see B).
  3. On the Calendar feed page, click on the Install button.
  4. Once this integration is installed, you are brought to the Configuration tab.
  5. In Step 1 copy Calendar address (see C). If required to generate a new URL, click on Generate a new one link and copy URL again.
  6. Paste copied Calendar address into your preferred calendar:

      Outlook.com Calendar
      1. Go to https://calendar.live.com to access your Outlook Calendar.
      2. In the top bar, click on Import option.
      3. In the left column, click on Subscribe.
      4. Paste the copied Calendar Address URL in the Calendar URL field.
      5. Enter a desired name for the calendar in the Calendar Name field.
      6. Change the color and assign charm (optional), then click Subscribe.
      7. Your sales actions should now appear in your Outlook Calendar.
      NOTE
      • It is not possible to manually set how often the calendar is refreshed.

      Google Calendar (gCal)


      1. Go to https://www.google.com/calendar to access your Google Calendar.
      2. In the left column under Other Calendars section, click on the down pointing arrow to open drop-down list .
      3. From the drop-down list select Add by URL.
      4. Enter the copied Calendar Address URL in the dialog box then click Add Calendar.
      5. Your sales actions should now appear in your Google Calendar.
      NOTE
      • It is not possible to manually set how often the calendar is refreshed.

      Apple Calendar


      1. Open your Calendar.
      2. Select File > New Calendar Subscription.
      3. Paste Calendar Address URL copied earlier into Calendar URL field then click Subscribe.
      4. Change the name and color (optional) and update the Auto-refresh frequency to Every day, then click OK.
      5. Your sales actions should now appear in your Calendar calendar.

How to pin Calendar feed to the Apps menu

To pin Calendar feed to the Apps menu (see D), select the check-box: Pin this application to the Apps menu (see E).

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