Push Next Actions to gCal or Outlook
OnePageCRM lets you focus only on tasks that are relevant to your business.
However, you can push time-specific Actions from OnePageCRM (for example, an on-site client meeting) to a calendar app of your choice.
In this article:
| Push actions to Calendar |
| How are actions organized in the Calendar |
Push actions to calendar
How actions are organized in the Calendar
Jump up to Article's Overview ⮝Pushed sales actions are positioned in your calendar depending on their date type:
| Date type/Date flag | Position |
|---|---|
| ASAP/Waiting | The date and the next 30-minute time slot are allocated when the action is pushed. E.g.: If the sales action was pushed at 14:34 on 19 February 2025, it is positioned in the 15:00 - 15:30 time slot of 19 February 2025. |
| Action with a date | The event will be placed as an All Day event on that date. |
| Action with date & time | The event will be placed in the specified time slot on that date. |
Notes:
- When sending actions to your calendar from OnePageCRM, the following contact data is pushed:
- Name
- Next Action text and date / Date & time
- Phone numbers and Address
- To automatically push all actions to your Google, Outlook 365, or Apple calendar, set up the Calendar Feed.