Calendar Sync connects your external calendar (like Google or Outlook) to Salesloft, making it easier to manage meetings, track meeting changes, and keep records up to date. Once Calendar Sync is set up, meetings scheduled through your calendar automatically appear in the platform—no need to log them manually.

By enabling Calendar Sync, you’ll ensure that every meeting update is captured and reflected across your sales engagement tools, improving efficiency and accuracy in your workflows.

In this article, you will learn how to set up Calendar Sync. This article includes:

• Before You Set Up Calendar Sync
• (Video) Set Up Calendar Sync
• Set up Calendar Sync Instructions
• Sync Meetings to Salesloft Instructions 
• Sync Calendar Events to Your CRM Instructions
• Additional Information: Set Up Calendar Sync
• Next Steps

---

Before You Set Up Calendar Sync

Before enabling Calendar Sync, be sure you have a Gmail, Office 365, or Microsoft Exchange EWS calendar connection.

Once Calendar Sync is enabled, meetings that include at least one guest with a matching record in your system will be pulled in automatically.

Things to Note:

• Calendar Sync does not create new records.
• The following events will not be synced:
• Events where none of the guests exist in your system.
• Events where all guest domains are on the team’s domain exclusion list.
• Events marked as private in your calendar.
• Meeting updates will appear in the activity feed.
• For canceled meetings, the Meeting Canceled Date can be mapped to an activity field in your CRM for reporting purposes.
• If you use a different calendar provider, Calendar Sync will not be available in your Calendar Settings. 
• SMTP/IMAP email clients are not supported. Users with these email clients will receive an error message stating their calendar provider is not supported.

With Calendar Sync enabled, all calendar events, including booked meetings, declined invites, and recurring meetings, will sync to your CRM.

Things to Note:

• Recurring meetings sync is only available for Salesforce.
• Only recurring meetings scheduled after October 13, 2023, will sync to Salesforce.
• To ensure recurring meetings sync properly, re-book meetings scheduled before October 13, 2023.

---

(Video) Set Up Calendar Sync

Watch this quick video to learn how to connect your calendar and see the calendar sync video.

---

Set Up Calendar Sync Instructions

To set up Calendar Sync, follow these steps:

1. Navigate to your setting: Click your initials in the upper right corner, then click settings.
2. Open your Calendar settings: Select Calendar from the left-hand menu. You will be directed to the general Calendar settings.
3. Enable Calendar Sync: Click the Calendar Sync toggle to enable it. When the toggle area is blue, Calendar Sync is enabled.

---

Sync Meetings to Salesloft Instructions

---

Sync Calendar Events to Your CRM Instructions

With calendar sync enabled, events that take place in your calendar will automatically sync to your CRM. These events include meetings booked, meeting invite declines, recurring meetings booked...etc.