How does calendar sync work?
Two-way sync with Google Calendar and Outlook.
Connect your calendar at Settings → Calendar. Events you create in Coastline appear in your external calendar, and vice versa. Meeting attendees are matched to Coastline contacts automatically when their emails match.
Was this article helpful?
Still need help?
Submit a ticket and a human will get back to you.
More in Calendar
How do task reminders work?
Set a time under Remind me on any task and you get one alert at that time.
Microsoft 365 admin: approving Coastline CRM for email and calendar
If users in your organization see a "Need admin approval" screen when connecting their work email or calendar to Coastline CRM, follow these steps to grant consent and unblock them.
How do I share a booking link, and what happens when someone books?
Let people pick a time on your calendar. Each booking adds them as a contact and an opportunity.
How do I create a calendar event and invite a contact?
Schedule a meeting, drag in a contact, and Coastline sends the invite for you.