To learn about the third-party calendar integration, click here
How to get there
- Click on the control menu, located on the top right of the screen
- From the drop-down menu that opens, click on Calendar
Add a new third-party account
- Click the + Add account button on the left of your screen
- A wizard will start, asking for the email address of the account you want to synchronize and your password to connect
Depending on your provider, you’ll be prompted to grant permissions to Holded or not. For example, Google will request it to complete the operation.
Now that your account is integrated, you can choose which calendars you want to enable by clicking on the toggle.
Delete an account
- Click on the external calendar account, on the left of your screen
- Click on the trash can icon, right next to it
- Confirm the operation
Change the default activity type for a third-party calendar
To change the default activity type for synced events coming from a third-party calendar:
- Click on the external calendar account, on the left of your screen
- Select from the Default Type drop-down menu the type of activity, such as Meeting
How to save an activity to a third-party calendar
When creating an activity, whether it’s from Sales > Activities or directly from the Calendar section, you can save the activity to a third-party calendar
- At the bottom of the activity creation form, open the dropdown menu and select the external calendar
- Click Create to finish the operation
Note that an activity can only be linked with one third-party calendar and cannot be changed after it is saved. However, you can choose multiple calendars for different events.