Calendars & RealtimeCRM

RealtimeCRM allows you to sync your tasks and appointments to your Google Calendar, Apple Calendar, Outlook, or any calendar that allows you to subscribe by URL.

Once synced there are a few things to note:

The initial sync to your calendar should be instant, but updates to Tasks in RealtimeCRM may take a while to reach your calendar depending on its settings
Includes only incomplete tasks with due dates.
Anyone with this link has access to your tasks, so be careful how you share it!

Finding the sync to calendar URL:

The sync to Calendar URL can be found under the Third Party integration section:

Click on your username and from the drop down menu select ‘Settings’
Next click on the ‘Third Part Integration’ panel
Now scroll down to the Calendar section and click “copy to clipboard to copy the URL” or simply highlight and copy the entire link of either or both the Tasks and Scheduler calendar URLs.

You now have the URL which will enable you to sync your tasks and/or appointments to your calendar.

Sync to Google Calendar

Making sure you’ve copied the URL link next open your Google calendar

Click the + icon next to the ‘Add a friend’s calendar’ box and select ‘From URL’

In the popup window paste the link you previously copied from RealtimeCRM into the URL field and click ‘Add Calendar’

Your RealtimeCRM tasks should now be synced to your Google Calendar

Remove RealtimeCRM from Google Calendar

Underneath the Other Calendars heading you should see RealtimeCRM amongst your list of calendars
Click the cross icon next to it to unsubscribe from this calendar

A warning box should appear asking you to confirm that you wish to remove RealtimeCRM from Google Calendar, to confirm this action simply click ‘Remove Calendar’

Sync to Apple Calendar

Select ‘File’
Select ‘New Calendar Subscription’

In the popup window that appears paste the link you previously copied from RealtimeCRM into the ‘Calendar URL’ field
Select ‘Subscribe’

In the next window you can edit the Calendar’s options. We recommend setting auto-refresh to ‘Every 5 minutes’
To finish click ‘OK’

Remove RealtimeCRM from Apple Calendar

Right click on the RealtimeCRM Calendar
Now select ‘Unsubscribe’

Sync to Outlook

From the top ribbon select ‘Folder’ and then click ‘Open Calendar’ and from the drop down menu click ‘From internet…’, alternatively you can use the search bar and type in ‘Add’ and you should select ‘Add’ and then click ‘From internet…’ as in the screenshot below

In the next popup paste in the link you previously copied from RealtimeCRM into the ‘Link to the calendar’ field into the empty field and click ‘ok’

Confirm that you wish to add this calendar to Outlook and receive updates by clicking ‘Yes’
It should now appear in your list of calenndars, it may be under the ‘Other calendars’ heading

To remove RealtimeCRM from Outlook Calendar

Right click on the RealtimeCRM Calendar
Select ‘Delete Calendar’