Calendar Integration Overview
Calendar integration enables:- Event sync - View calendar events in Twenty
- Two-way sync - Create events from Twenty
- Automatic linking - Associate meetings with records
- Availability tracking - See team schedules
- Meeting context - View related CRM data before meetings
Calendar sync helps you prepare for meetings by showing related opportunities, past communications, and important notes.
Supported Calendar Providers
Google Calendar
Sync Google Workspace or personal Google calendars
Outlook Calendar
Sync Microsoft 365 or Outlook.com calendars
CalDAV
Connect any CalDAV-compatible calendar (coming soon)
Exchange
Connect Microsoft Exchange calendars (coming soon)
Connecting Your Calendar
Google Calendar
Authenticate
Sign in to your Google account and grant permissions:
- View calendar events
- Create calendar events
- Edit calendar events
Choose calendars
Select which calendars to sync:
- Primary calendar
- Additional calendars
- Shared calendars
Outlook Calendar
Select calendars
Choose which calendars to sync:
- Main calendar
- Secondary calendars
- Shared team calendars
Set sync options
Configure sync behavior:
- Sync range (past and future)
- Auto-linking rules
- Default calendar for new events
Calendar Features
Viewing Calendar Events
Calendar View:- Go to Calendar from the main navigation
- View events in:
- Day view
- Week view
- Month view
- Agenda view
- View past meetings with a contact
- See upcoming events for a company
- Track opportunity-related calls
- Today’s meetings
- Upcoming events this week
- Meeting reminders
Creating Events from Twenty
Events created in Twenty sync to your connected calendar provider immediately.
Automatic Event Linking
Twenty automatically links calendar events to records when:- Attendee email matches - Person in Twenty is invited
- Domain matches - Company domain in attendee list
- Subject mentions - Record name in event title
- Description contains - Record linked in event details
[email protected]:
- Links to Company: Acme Corp
- Links to Person: John Doe
- Links to Opportunity: “Acme Corp - Q1 Deal”
Meeting Preparation
Before meetings, Twenty shows: Context Panel:Meeting Notes
Capture notes during or after meetings:- Open the calendar event
- Click Add Notes
- Write meeting summary:
- Discussion points
- Decisions made
- Action items
- Next steps
- Notes appear on:
- Event record
- Linked record timelines
- Activity feeds
Follow-up Tasks
Create tasks from meetings:- Open a calendar event
- Click Create Task
- Task auto-fills:
- Adjust and save
Availability and Scheduling
Checking Availability
See team member availability:- Go to Calendar
- Toggle Show Team
- View overlapping schedules
- Find open time slots
Meeting Scheduling Links
Share your availability for easy scheduling:- Go to Settings → Calendar → Scheduling
- Create a scheduling link:
- Share link with prospects
- They choose time from your availability
- Event auto-creates in your calendar
Pro Tip
Add scheduling links to your email signature for easy booking.
Calendar Sync Settings
Sync Direction
- Two-Way Sync
- One-Way (Provider to Twenty)
- One-Way (Twenty to Provider)
Changes sync both directions:
- Events created in Twenty → Calendar provider
- Events created in provider → Twenty
- Updates sync both ways
- Deletions sync both ways
Sync Scope
Date Range:Auto-Linking Rules
Configure automatic record association:Calendar Best Practices
Keep calendars in sync
Keep calendars in sync
Ensure calendar integration is active:
- Check connection status weekly
- Monitor sync errors
- Reconnect if authentication expires
Link meetings to records
Link meetings to records
Always associate events with CRM records:
- Automatic linking for most events
- Manually link when needed
- Add context in event descriptions
Take meeting notes
Take meeting notes
Capture key information:
- During or immediately after meetings
- Include action items
- Tag relevant team members
- Notes appear on timelines for context
Use consistent event naming
Use consistent event naming
Create clear event titles:
Set up workflows
Set up workflows
Automate post-meeting tasks:
- Create follow-up tasks
- Send thank-you emails
- Update opportunity stages
- Log activity on records
Troubleshooting
Events Not Syncing
Check:- Calendar connection active
- Permissions granted
- Sync settings correct
- No sync errors in logs
- Reconnect calendar
- Refresh authentication
- Check calendar provider status
- Review error messages
Events Linking Incorrectly
Causes:- Similar attendee names
- Multiple contacts with same domain
- Auto-link rules too broad
- Manually unlink and relink
- Adjust auto-link rules
- Add specific exclusions
Duplicate Events
Causes:- Multiple calendar sync sources
- Events imported multiple times
- Disable duplicate sync sources
- Remove duplicate calendars from sync
- Run duplicate cleanup tool
Next Steps
Email Integration
Connect your email alongside calendar
Workflow Automation
Automate tasks after meetings
