Ambivo

Ambivo CRM User Guide

Docs
Back to User Guide

CRM-013

Calendar

Sync Google and Microsoft calendars, schedule meetings, and view events on CRM records

Application:CRM
Who is this for:All users — sales reps, managers, and anyone who schedules meetings or events

The Calendar in Ambivo helps you manage your schedule, create events, and sync with external calendars like Google Calendar and Microsoft Outlook. You can view your appointments in month or day format and keep everything in one place.

What Is the Calendar?

The Ambivo Calendar is your central scheduling hub. It shows all your events, appointments, and meetings alongside your CRM data. Because it syncs with external calendars, you do not need to switch between tools to manage your schedule.

Getting There

  • Log in to Ambivo
  • Click Calendar in the left sidebar
  • Your calendar opens showing the current month by default

Calendar Views

The calendar offers five different views. Switch between them using the view toggle at the top of the calendar.

Day View

Shows a detailed timeline for a single day with time slots. Useful for seeing exactly when your meetings are scheduled.

3-Day View

Shows three consecutive days side by side. A good balance between detail and overview.

Week View

Shows the full week in a columnar layout so you can see your schedule across all days.

Month View

Shows the entire month at a glance. Each day cell displays event titles so you can quickly see how busy your schedule is.

  • Click a day to see its events in detail
  • Click an event to open it

Schedule View

Shows your events in a simple agenda-style list format, useful for quickly scanning upcoming events without the time-grid layout.

Create an Event

  1. 1

    Open the create form

    In the Calendar, click on a date (or click the + New button).

  2. 2

    Fill in event details

    Event Title — What the meeting or event is about; Date and Time — Start and end time; Location — Physical location or meeting link (optional); Description — Additional notes or agenda (optional); Attendees — Invite other team members or external participants.

  3. 3

    Link record and save

    Optionally link the event to a CRM record (a lead, contact, or opportunity). Click Save.

What Happens Next

The event appears on your calendar and, if synced, on your external calendar as well. Invited attendees receive a notification or calendar invite.

Edit or Cancel an Event

Editing

  1. 1

    Open the event

    Click on the event in the calendar.

  2. 2

    Update and save

    Update the details (time, title, attendees, etc.). Click Save.

Cancelling

  1. 1

    Open the event

    Click on the event.

  2. 2

    Confirm cancellation

    Click Delete or Cancel Event, then confirm the cancellation.

Sync with Google Calendar

Connect your Google Calendar to see all your events in one place and avoid double-bookings.

  1. 1

    Open settings

    Go to Account Settings (click your profile icon in the top bar).

  2. 2

    Connect Google

    Click Calendar Integration or Integrations, then click Connect Google Calendar.

  3. 3

    Authorize and save

    Sign in with your Google account and grant the necessary permissions. Choose which Google calendars to sync. Click Save.

What Happens Next

Events from your Google Calendar appear in the Ambivo Calendar, and events you create in Ambivo sync back to Google. Changes in either direction are reflected in both places.

Sync with Microsoft Outlook

Connect your Outlook calendar for the same two-way sync experience.

  1. 1

    Open settings

    Go to Account Settings.

  2. 2

    Connect Outlook

    Click Calendar Integration or Integrations, then click Connect Microsoft Outlook.

  3. 3

    Authorize and save

    Sign in with your Microsoft account and grant the necessary permissions. Choose which Outlook calendars to sync. Click Save.

Managing Connected Calendars

Viewing Sync Status

  • Go to Account Settings > Calendar Integration
  • See the list of connected calendars and their sync status

Disconnecting a Calendar

  1. 1

    Open integration settings

    Go to Account Settings > Calendar Integration.

  2. 2

    Disconnect

    Find the calendar you want to disconnect, click Disconnect, and confirm the action.

Events that were synced will remain in their respective calendars, but future changes will no longer sync.

Common Questions

Will my Ambivo events show up on my phone?

Yes, if you sync with Google Calendar or Outlook and have those apps on your phone, Ambivo events will appear on your mobile device.

Can I see my team members' calendars?

This depends on your role and permissions. Managers may be able to view team calendars. Ask your administrator about access settings.

What happens if I change an event in Google — does it update in Ambivo?

Yes. With two-way sync enabled, changes made in either Google Calendar or Ambivo are reflected in both places.

Can I set up recurring events?

Yes. When creating an event, look for the Recurrence option to set up daily, weekly, or monthly repeating events.

Tips and Best Practices

  • Sync your calendar early — connect Google or Outlook as soon as you set up your account to avoid missed meetings
  • Use the Day View when scheduling meetings to clearly see available time slots
  • Link events to CRM records (especially opportunities) so your meeting history is visible on the deal page
  • Review your calendar each morning to prepare for the day's meetings
  • Use event descriptions to include agendas or preparation notes

Related Guides