Enabling Calendar Integration

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Overview

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Enabling Google or Microsoft Calendar Integration connects your environment to your external calendar so you can create calendar events directly from Records. Once enabled, calendar actions become available across supported date fields, allowing users to schedule meetings and planned work in their calendar while keeping a link back to .


Before You Begin

Before configuring Calendar Integration, ensure you have:

  • Access to the App Marketplace in

  • A Google or Microsoft account with calendar access

  • Permission to create calendar events in the selected calendar account

  • A supported browser with access to your Google or Microsoft sign-in session

Keep in mind:

  • Calendar events are created in the calendar account currently signed into your browser

  • Calendar Integration does not automatically sync with Integrated Inbox or email accounts

  • Events are created only when a user explicitly selects the calendar button. does not automatically create or modify calendar events


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Locate Google or Outlook Calendar in the App Marketplace

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Toggle the integration on

Your calendar should now be integrated.

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Permissions note: Users need permission to manage apps in the App Marketplace to enable calendar integrations.


What's Next

Next, go to Creating Calendar Events to learn how to manually create calendar events from records in Kizen.

You can also review the Google and Outlook Calendar Integration to understand how the calendar integration works.

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