How to set up calendar sync
Setting up calendar sync is connecting calendars and defining the boundaries - which meetings become CRM activity and which stay personal.
Done right, meetings log themselves onto the deal timeline while private events stay private.
Short answer
Set up calendar sync by connecting each rep's calendar to the CRM, choosing one-way or two-way sync, defining which meetings log (external, with contacts) and which stay private, matching meetings to contacts and deals, and confirming meetings appear on the timeline. Sync work meetings automatically while keeping personal events private, so the meeting history fills itself.
Step by step
Connect each rep's calendar
Integrate the calendar so meetings flow into the CRM automatically, rather than being entered by hand.
Choose one-way or two-way
Decide whether meetings only log into the CRM, or also flow from CRM to calendar, based on how reps schedule.
Set privacy boundaries
Define which meetings sync - external meetings with contacts - and keep personal events private.
Match and verify
Ensure meetings attach to the right contact and deal, and confirm they appear on the timeline.
Sync work meetings, keep personal private
The key configuration decision is scope: capture external meetings with contacts and prospects onto the deal timeline, while personal and internal-private events stay off the record. Clear privacy boundaries make calendar sync complete for sales purposes without exposing a rep's whole calendar.
How Ardovo helps
Ardovo connects calendars with one-way or two-way sync and privacy boundaries, logging external meetings against the right contact and deal. Rook creates follow-up tasks from meetings, so the meeting timeline fills itself while personal events stay private.
Frequently asked questions
What is the difference between one-way and two-way calendar sync?
One-way sync logs meetings from the calendar into the CRM. Two-way sync also pushes CRM-scheduled meetings onto the calendar, keeping both aligned. Two-way suits reps who schedule from the CRM; one-way is simpler if the calendar is the only place meetings are booked.
How do you keep personal events private in calendar sync?
Set privacy boundaries so only external meetings with contacts and prospects sync to the CRM, while personal and private events stay off the record. Clear scope makes the meeting history complete for sales without exposing a rep's entire calendar to the team.
Do synced meetings attach to deals automatically?
With proper setup, yes - meetings match to the relevant contact and open deal so they appear on the deal timeline. This is what makes calendar sync useful: the meeting history lands in context automatically, tying every meeting to the deal it advanced.