CoherenceCOHERENCE

Connecting Calendars

Connect your Google or Outlook calendar to Coherence

Connecting Calendars

Coherence's calendar integration syncs your meetings and events, automatically linking them to contacts and records for complete relationship context.

Supported Providers

Coherence supports two-way calendar sync with:

  • Google Calendar / Google Workspace
  • Outlook Calendar / Microsoft 365

Two-way sync means events created in Coherence appear in your calendar app, and vice versa.

Connect Your Calendar

Step 1: Navigate to Settings

  1. Click on your profile in the bottom of the sidebar
  2. Select Settings
  3. Go to Calendar Accounts

Step 2: Add an Account

  1. Click Connect Calendar
  2. Choose your provider (Google or Outlook)
  3. Complete the authentication flow

Step 3: Authorize Access

You'll be redirected to Google or Microsoft to authorize Coherence. We request:

  • Read access - To import and display your events
  • Write access - To create events from Coherence
  • Free/busy access - To show availability for scheduling

Coherence never stores your calendar password. We use secure OAuth tokens provided by Google and Microsoft.

What Gets Synced

From Your Calendar to Coherence

SyncedNot Synced
Meetings with attendeesAll-day personal events (optional)
Video call linksPrivate/declined events
Event descriptionsRecurring event templates
Attendee responsesCalendar settings

From Coherence to Your Calendar

  • Events created via scheduling links
  • Meetings scheduled from records
  • Reminders set on tasks

Calendar Settings

Sync Direction

OptionBehavior
Two-wayFull sync in both directions
Read onlyImport events, don't push changes
Write onlyPush events, don't import

Which Calendars to Sync

If you have multiple calendars:

  1. Go to Calendar settings
  2. Toggle each calendar on/off
  3. Set primary calendar for new events

Event Privacy

Control event visibility in Coherence:

Calendar PrivacyCoherence Visibility
PublicFull details visible
PrivateOnly shows "Busy"
ConfidentialHidden from team

Automatic Linking

Coherence automatically links calendar events to records:

By Attendee Email

  1. Event has attendees
  2. Attendee email matches a contact
  3. Event appears on contact's timeline

By Event Description

Coherence scans event descriptions for:

  • Company names
  • Deal references
  • Record links

Manual Linking

For events that can't be auto-linked:

  1. Open the event in Coherence
  2. Click Link to Record
  3. Search and select the relevant contact or deal

Multiple Calendars

Personal vs. Work

Connect both for complete visibility:

  • Work calendar for meetings
  • Personal for blocking time

Shared Team Calendars

Access shared calendars:

  1. Team member shares calendar with you
  2. Calendar appears in your list
  3. Toggle sync as needed

Room/Resource Calendars

For meeting rooms:

  1. Add room calendar to your account
  2. See room availability
  3. Book rooms when scheduling

Video Conferencing

Supported Platforms

Coherence detects and displays:

  • Google Meet - Auto-generated links
  • Zoom - Meeting URLs
  • Microsoft Teams - Team meeting links
  • Other - Any URL in location field

One-Click Join

From any synced event:

  1. Click the meeting link
  2. Opens directly in browser/app
  3. No copy-paste needed

Troubleshooting

Sync Not Working?

  1. Check account connection in Settings
  2. Verify calendar is toggled on
  3. Try disconnecting and reconnecting

Events Not Appearing?

  • Allow 5-10 minutes for initial sync
  • Check if calendar is set to sync
  • Verify event isn't marked private

Wrong Timezone?

  1. Check timezone in calendar settings
  2. Coherence uses your profile timezone
  3. Events display in your local time

Missing Attendees?

  • Attendees must accept the invite
  • External attendees may not match contacts
  • Check email matching settings

Next: Learn how to create events directly from Coherence.