Financial Services Creatio, customer journey edition
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

How to synchronize Creatio activities with Google calendar

If you use the Google calendar to plan your activities, you can synchronize it with your Creatio calendar.

Go to the [Activities] section and click [Actions] –> [Synchronize activities] –> [Start synchronization].

When you run this action, the Creatio activities are synchronized with the primary calendar of the Google account specified in the synchronization settings. All activities with the [Display in calendar] mark synchronize from Creatio. Synchronization runs by the [Organizer] field. Thus, if an event organizer has not set up synchronization, the [Organizer] field is filled by the participant of the activity who has run the synchronization. If the current author creates an event in Google, synchronization with Creatio adds it into the system and adds the participants to the [Participants] detail. Only users who have the same email listed on the [Communication options] detail and in the Google event will be added to the list of participants. This collective task is displayed for other participants only after they synchronize their calendar with Google.

If a collective task that was created in Creatio by synchronizing with Google has been modified by one of its participants, all changes will be displayed in Google.

Note

Synchronization can also be run automatically, within the time intervals specified in the synchronization settings.

See also

Delete your Google account from Creatio

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