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Connect your calendar to Twenty to track meetings, schedule activities, and manage your time alongside CRM data.

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

1

Navigate to settings

Go to Settings → Integrations → Calendar.
2

Select Google Calendar

Click Connect Google Calendar.
3

Authenticate

Sign in to your Google account and grant permissions:
  • View calendar events
  • Create calendar events
  • Edit calendar events
4

Choose calendars

Select which calendars to sync:
  • Primary calendar
  • Additional calendars
  • Shared calendars
5

Configure sync settings

Set preferences:
Sync Direction: Two-way
Sync From: 30 days ago
Sync To: 180 days ahead
Auto-link: Yes
6

Complete setup

Click Start Sync to begin syncing events.

Outlook Calendar

1

Navigate to settings

Go to Settings → Integrations → Calendar.
2

Select Outlook

Click Connect Outlook Calendar.
3

Sign in to Microsoft

Authenticate and grant calendar permissions.
4

Select calendars

Choose which calendars to sync:
  • Main calendar
  • Secondary calendars
  • Shared team calendars
5

Set sync options

Configure sync behavior:
  • Sync range (past and future)
  • Auto-linking rules
  • Default calendar for new events
6

Start syncing

Click Complete Setup to begin.

Calendar Features

Viewing Calendar Events

Calendar View:
  1. Go to Calendar from the main navigation
  2. View events in:
    • Day view
    • Week view
    • Month view
    • Agenda view
On Record Timelines: Calendar events appear on related records:
  • View past meetings with a contact
  • See upcoming events for a company
  • Track opportunity-related calls
In Activity Feed: Your personal activity feed shows:
  • Today’s meetings
  • Upcoming events this week
  • Meeting reminders

Creating Events from Twenty

1

Open a record or calendar

Navigate to a Person, Company, or the Calendar view.
2

Click New Event

Click + New Event or drag on the calendar.
3

Fill event details

Title: Client Kickoff Call
Date: 2026-03-20
Time: 2:00 PM - 3:00 PM
Attendees:
  - [email protected]
  - [email protected]
Location: Zoom (link auto-populated)
Description: Discuss project timeline and deliverables
4

Link to records

Associate with:
  • Related Company
  • Related Opportunity
  • Related Project
5

Set reminders

Add notifications:
  • 15 minutes before
  • 1 hour before
  • 1 day before
6

Create event

Click Create to add to your calendar and sync to provider.
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
Example: Meeting titled “Acme Corp - Q1 Review” with [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:
Upcoming: Client Call with Acme Corp
Time: Today at 2:00 PM

Quick Context:
- Company: Acme Corp (Customer since 2024)
- Opportunity: $150K annual contract
- Last Contact: 5 days ago (email)
- Open Tasks: 2 (due this week)
- Recent Activity:
  - Proposal sent
  - Demo completed
  - Contract in review

Attendees:
- John Doe (Decision Maker)
  - Title: VP Engineering
  - Last meeting: 2 weeks ago
  - Notes: Interested in enterprise features

Meeting Notes

Capture notes during or after meetings:
  1. Open the calendar event
  2. Click Add Notes
  3. Write meeting summary:
    • Discussion points
    • Decisions made
    • Action items
    • Next steps
  4. Notes appear on:
    • Event record
    • Linked record timelines
    • Activity feeds
Use the Twenty mobile app to take notes during meetings on the go.

Follow-up Tasks

Create tasks from meetings:
  1. Open a calendar event
  2. Click Create Task
  3. Task auto-fills:
    Name: "Follow up on [Meeting Title]"
    Due Date: [Meeting Date] + 2 days
    Assigned To: Me
    Related To: [Linked records from meeting]
    
  4. Adjust and save
Or use workflows to create tasks automatically after meetings.

Availability and Scheduling

Checking Availability

See team member availability:
  1. Go to Calendar
  2. Toggle Show Team
  3. View overlapping schedules
  4. Find open time slots
Share your availability for easy scheduling:
  1. Go to Settings → Calendar → Scheduling
  2. Create a scheduling link:
    Name: 30-Minute Demo
    Duration: 30 minutes
    Availability:
      - Monday-Friday
      - 9:00 AM - 5:00 PM
      - Buffer: 15 minutes between meetings
    
  3. Share link with prospects
  4. They choose time from your availability
  5. Event auto-creates in your calendar

Pro Tip

Add scheduling links to your email signature for easy booking.

Calendar Sync Settings

Sync Direction

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:
Sync Past: 30 days (show recent meetings)
Sync Future: 180 days (show upcoming events)
Event Types:
Include:
  - Meetings (with attendees)
  - Appointments
  - All-day events
  
Exclude:
  - Personal events (marked private)
  - Out of office blocks
  - Tentative events (optional)

Auto-Linking Rules

Configure automatic record association:
Link events when:
  - Attendee email matches Person record: Yes
  - Domain matches Company record: Yes
  - Subject contains record name: Yes
  - Require manual confirmation: No

Don't link:
  - Internal meetings (all attendees from workspace)
  - Personal events (marked private)
  - Calendar-specific keywords (e.g., "Personal")

Calendar Best Practices

Ensure calendar integration is active:
  • Check connection status weekly
  • Monitor sync errors
  • Reconnect if authentication expires
Capture key information:
  • During or immediately after meetings
  • Include action items
  • Tag relevant team members
  • Notes appear on timelines for context
Create clear event titles:
✅ Good:
- "Acme Corp - Product Demo"
- "Q1 Business Review - TechStart Inc"

❌ Unclear:
- "Call"
- "Meeting"
Automate post-meeting tasks:
  • Create follow-up tasks
  • Send thank-you emails
  • Update opportunity stages
  • Log activity on records

Troubleshooting

Events Not Syncing

Check:
  1. Calendar connection active
  2. Permissions granted
  3. Sync settings correct
  4. No sync errors in logs
Solutions:
  • 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
Solutions:
  • Manually unlink and relink
  • Adjust auto-link rules
  • Add specific exclusions

Duplicate Events

Causes:
  • Multiple calendar sync sources
  • Events imported multiple times
Solutions:
  • 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

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