Push tasks to Google or Outlook with per-task control and two-way sync
One event per synced task, on the task's due date.
When you connect a Google or Outlook calendar and enable Sync to calendaron a task, the CRM creates a calendar event at the task's due time. The event title mirrors the task title, the description includes a deep link back to the task, and the color matches the task's priority. Tasks without a due date cannot sync.
Sync is opt-in on every task.
Every task has a Sync to calendar switch. Off by default. Flipping it on creates the event immediately; flipping it off deletes the event from the external calendar but leaves the task untouched in the CRM.
One-time OAuth setup.
Go to Settings > Integrations > Calendar.
Select Google Calendar or Microsoft Outlook and authorize the CRM.
If the account has multiple calendars, pick which one receives synced task events.
On any task with a due date, flip the Sync to calendar toggle.
How task state changes propagate.
Changes made in the external calendar flow back to the task.
If you reschedule or rename the event in Google or Outlook, the change pulls back into the CRM task on the next sync tick (typically within a minute). If both sides are edited before a sync, the CRM is the source of truth and its value wins. A brief conflict banner appears in the task detail panel when this happens so you can confirm the outcome.
Disconnect the integration at any time.
Go to Settings > Integrations > Calendar and click Disconnect. All existing synced events are left in place on the external calendar (they become static copies), and the per-task sync toggles turn off. You can also revoke access directly from your Google or Microsoft account settings; the CRM detects this on the next sync and disables the integration gracefully.