Set up Calendar Feed

The Calendar Feed allows your Next Actions to be automatically pushed to your Google calendar, Outlook calendar, or Apple calendar.

1
Click on your User/Profile icon (top right-hand corner) → Select Apps and Integrations → under Utilities click on Calendar Feed → Install.

Apps and integration page l Calendar Feed

2
Under the Configuration tab, copy the Calendar address and paste it into a calendar of choice.

Calendar Feed l Configuration page l copy provided URL

Configure the Calendar feed for Google Calendar

1
Once you copied the calendar address from the Calendar Feed configuration page → navigate to your Google Calendar.
2
In the left column beside Add calendar, click on the plus (+) icon to open the drop-down list → select From URL.

Google calendar l Other calendars l Add from URL

3
Paste the copied Calendar Address URL into the URL of calendar field → click Add Calendar.

Add calendar settings l Add from URL l insert URL into provided field

Note: You can manually push a Next Action to your Google Calendar. On the Contact profile page click on Send to gcal.

Contact Profile l hover over Next Action and select send to gCal.

Notes:

  • It is not possible to manually set how often the calendar is refreshed.
  • Next Actions with a specified Date & time are assigned that date & time in your calendar. Next Actions with no specified time are displayed as all-day events.
  • A maximum of 1,500 contacts with Next Actions can be pushed to your calendar at any time.

Configure the Calendar feed for Outlook Calendar

1
Once you copied the calendar address from the Calendar Feed configuration page → navigate to your Outlook Calendar.
2
In the left column beside select Add calendar.

Outlook calendar l Add calendar

3
In the Add calendar pop-up click on Subscribe from web → insert the copied Calendar Address URL into the provided field → hit Import.

Outlook calendar l Add calendar l Subscribe from web l insert copied URL into provided field and click import.

Note: You can manually push a Next Action to your Outlook Calendar. On the Contact profile page click on Send to Outlook.

Contact Profile l hover over Next Action and select send to Outlook.

Notes:

  • It is not possible to manually set how often the calendar is refreshed.
  • Next Actions with a specified Date & time are assigned that date & time in your calendar. Next Actions with no specified time are displayed as all-day events.

Configure the Calendar feed for Apple Calendar

1
Once you copied the calendar address from the Calendar Feed configuration page → navigate to your Apple Calendar.
2
At the top click on File → from the dropdown select New Calendar Subscription....

Apple calendar l File l New calendar subscription.

3
In the pop-up → insert the copied Calendar Address URL into the provided field → hit Subscribe.

Apple calendar l pop-up window l insert copied URL into provided field and click Subscribe.

Notes:

  • It is not possible to manually set how often the calendar is refreshed.
  • Next Actions with a specified Date & time are assigned that date & time in your calendar. Next Actions with no specified time are displayed as all-day events.
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