Creating Calendar Events from Contacts

Audience: Admins, Developers, Solution Architects

Purpose: Explains how users create calendar events from Contacts using the Google or Microsoft Calendar Integration.

Overview

Important: This setup reflects Kizen’s default configuration. Your administrator may have customized your layout, so columns or navigation may appear differently. Trial accounts may have limited features.

Creating calendar events from Kizen Contacts is useful for scheduling one-time meetings or planned work, such as ad hoc calls, follow-ups, or internal check-ins. Calendar events are created manually and intentionally by users, ensuring full control over what is added to their external calendar.

When creating a calendar event from a Contact, Kizen pre-fills key event details and includes a link back to the record or Activity where the event was created. Users review and save the event in Google Calendar or Outlook.

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Before You Begin

Before creating a calendar event from a record in Kizen, make sure the following are in place:

• The Google or Microsoft Calendar Integration is enabled in Kizen

• You have access to the record you want to create an event from

• The record includes a supported date field with a valid value

• You are signed into the correct Google or Microsoft account in your browser

Keep in mind:

• Calendar events are created only when you select the calendar button.

• Kizen does not automatically create, update, or sync calendar events.

• If required date information is missing, the calendar button will not be available until the field is completed.

Note: Calendar Integration and Integrated Inbox are completely independent features. Calendar Integration allows users to create calendar events from date fields in Kizen. Integrated Inbox connects email accounts for sending, receiving, and tracking emails.

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1

Open the Contact Record

Then select a from your list of Contacts.

2

Select Create Event

On the Contact’s profile page, click the three dots next to the calendar icon beside the Birthday field. Select Create Google Event or Create Outlook Event.

3

Kizen launches the calendar

Kizen launches the calendar provider (Google or Outlook) with the event details pre-filled.

For Google:

For Outlook:

• Kizen generates an .ical file containing the event details.

• The file is downloaded to your computer.

• Opening the file adds the event to Outlook, where you can review and save it.

4

Review event details and save event to calendar

The event includes:

• The selected date and time

• The event name

• A link back to the Kizen Record the user was viewing

Your event should now be created and scheduled in Google or Outlook Calendar.

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What's Next

If you haven't done so, learn how to Enable the Calendar Integration from the App Marketplace.

Related Topics

• Google and Outlook Calendar Integration

• Enabling the Calendar Integration