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View CRM meetings

Solution

View CRM meetings in monday.com

Schedule meetings with your CRM contacts

If you didn't know already, monday CRM allows you to schedule meetings with your contacts straight from your contact's Emails & Activities (opens in a new tab) tab. Monday then creates the appropriate meeting in your Google Calendar Google Calendar or Outlook Calendar, and sends an invite to your contact.

Patrick Kool explains how to do this in his post (opens in a new tab) on LinkedIn:

View the meetings in monday

As these meetings run from start time to end time, monday's own calendar cannot properly show them. Monday's own calendar is limited to showing meetings of a fixed length, defaulting to 30 minutes. By using the Calendar Plus logo Calendar Plus board view, you can easily display these CRM meetings right inside monday.

To do this, you can sync the meetings in Google or Outlook calendar back to monday, and display them inside Calendar Plus, complete with start and end times.

Setup

The setup you need looks like this:

sequenceDiagram
autonumber
participant Monday as monday.com
participant GCal as Google Calendar
participant CalPlus as Calendar Plus

Monday->>GCal: CRM creates meeting
GCal->>Monday: Sync automation
Monday->>CalPlus: Display meetings

Follow the steps below to get set up.

Create meetings from the CRM

See how Patrick schedules a meeting from the CRM:

Set up calendar synchronisation

Next, you need to set up the calendar synchronization. This will sync the meetings from Google or Outlook Calendar to a board in monday.

Display the meetings in

Lastly, set up Calendar Plus to display your meetings with start and end time in monday:

Example

Calendar Plus logo Calendar Plus can be customized in a lot of ways. You can take it all the way to this!

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