Connect calendars
Connect Google, iCloud, CalDAV services or an ICS link to the calendar and define what is synchronised.
You connect external calendars in the Calendar via the button External calendar. Each person connects their own accounts. The calendar module must be active for the organisation.
How synchronisation works
- Appointments from the external calendar appear in Leadmode as private and are edited at the provider.
- You release your own Leadmode appointments individually: in the appointment under Synchronise with external calendars. After that, changes run in both directions. An automatic rule per calendar can also be set (see below).
- Google reports changes immediately (‘Live’). All other providers are reconciled every few minutes (‘Reconcile every … min.’), calendar links every 15 minutes. With Reconcile you start it manually.
- If appointments change on both sides, Leadmode shows a conflict. With Check conflicts you choose Keep CRM version or Keep external version. An appointment that can no longer be found at the provider is not deleted automatically: check it at the provider.
- An external change does not automatically move documented telephony blocks and appointments with a lead.
Providers
The provider overview shows tiles with the status (‘Not connected’, number of connected calendars).
| Provider | Sign-in |
|---|---|
| Google Calendar | Sign in to Google via Connect |
| Apple iCloud | Apple ID and app-specific password, button Connect iCloud |
| General calendar (CalDAV) | Server address, username, app password |
| Nextcloud, Fastmail, Zoho Calendar, Yahoo Calendar, mailbox.org, IONOS, Posteo | As CalDAV; servers partly pre-filled, instructions in the tile |
| Calendar link (ICS) | Read only: link starting with https:// or webcal:// |
If the sign-in does not work, use the instructions in the tile.
Google Calendar
Apple iCloud
CalDAV services
Servers must be reachable from the internet via https://; servers only in the company network do not work. The password is stored encrypted and can be revoked at the provider. For IONOS there is no fixed address: you find it in your IONOS account or from support.
Calendar link (ICS)
Enter the link under Address of the calendar link (optionally a name) and click Add. Leadmode only reads the link and never writes to it. Each link is a separate connection. Anyone who knows the link can see the calendar: do not pass it on.
Settings per connected calendar
| Switch | Effect |
|---|---|
| Block times | Times with appointments from this calendar count as occupied: customers cannot book anything there, new appointments in this time report an overlap. |
| New CRM appointments (under ‘Takes over automatically’) | Your own appointments and bookings also appear in this calendar. Changeable per appointment. |
| Appointments from … | Appointments of another connected calendar appear here as ‘Busy’. |
| Pass on titles and details | Adopted appointments show title, location and notes. Note: this makes content visible in this calendar. |
Disconnect (plug icon, after the confirmation ‘Disconnect calendar?’) hides imported appointments. Nothing is deleted at the provider.
Calendars in views
Connected calendars appear in the calendar on the left under External calendars and can be selected or deselected per view.
See also
Calendar
Operate the calendar page: views, create appointments and blocks, filter and save views.
Book appointments, booking links and calendar links
Suggest free times, book appointments binding, create booking links and permanent calendar links for customers, and set up appointment types and booking hours.