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Calendar

Note: To connect your calendar and configure sync settings, visit Email & Calendar Setup.

How Calendar Integration Works

Grovana automatically syncs your calendar events and links them to the relevant CRM records, giving you a complete view of your meeting history with contacts and companies.

Calendar Tab

Next to the Emails tab on records, you'll find a Calendar tab that contains the history of meetings scheduled with the record.

Available For

  • People: View all meetings scheduled with a specific contact
  • Companies: See all meetings related to a company and its employees
  • Opportunities: Access meeting history related to the company linked to the opportunity

Viewing Meeting History

  1. Navigate to a Record: Go to any Person, Company, or Opportunity record
  2. Select the Calendar Tab: Click on the Calendar tab next to the Emails tab
  3. Browse Meeting History: View all scheduled meetings and their details
  4. Access Meeting Context: See meeting participants, times, and related information

Visibility Settings

Calendar data follows the same visibility settings as emails, ensuring consistent privacy controls across both communication channels.

What Gets Synced

  • External Meetings: All meetings with contacts outside your organization
  • Automatic Linking: Meetings connect to existing People and Company records based on attendee email addresses
  • Meeting Details: Subject, time, duration, and participants
  • Updates: New calendar events sync automatically

What Doesn't Get Synced

  • Internal Meetings: Meetings with only colleagues (same domain) remain private
  • Private Events: Events marked as private in your calendar