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How does syncing your Calendar to Recruit CRM work?

This article will help you understand how syncing your calendar to Recruit CRM works, and how it affects your tasks and meetings.

Written by Likhitha Satya Maansi Rudra

Calendar sync in Recruit CRM lets you have all your meetings synced with your Google or Outlook calendar in just three clicks.


Meetings:


When you sync your calendar to Recruit CRM, your meetings will be automatically synced in both Recruit CRM and your calendar.

Meetings can be created from three different places within the Recruit CRM app.

  1. Meetings created in Recruit CRM are automatically added to your connected Google or Microsoft Outlook calendar and vice versa.

  2. Any updates made to meetings sync both ways between Recruit CRM and your calendar.

  3. When you are viewing a candidate or contact details page, Recruit CRM automatically checks for new or updated meetings from your connected calendar. The sync runs every 15 minutes, and once completed, the latest meeting details are updated on the candidate/contact profile as well as the Meetings list page.

  4. Deleting a meeting does not sync across platforms. If you delete a meeting in Recruit CRM, it will remain in your calendar, and if you delete it from your calendar, it will remain in Recruit CRM.

Please note that deleting a recurring meeting from your calendar will not remove it from Recruit CRM. You will need to delete it manually in Recruit CRM.


Tasks:


Tasks do not sync between Recruit CRM and your calendar. Any task created in either platform will remain available only in the platform where it was created.


Troubleshooting


Problem: A meeting created in Recruit CRM is not showing in Google or Outlook.

Likely cause: Calendar sync is not properly connected.

What to check: Confirm your Google or Outlook calendar is connected in Recruit CRM and that sync is active.

Resolution path: Reconnect your calendar, then create a new test meeting in Recruit CRM to verify it reflects in your calendar.


FAQs


1. Does Recruit CRM sync both meetings and tasks with my calendar?

No. Only meetings sync. Tasks created on your calendar won't be synced to Recruit CRM, and tasks created on Recruit CRM won't be synced to your calendar.

Conclusion:

Calendar sync in Recruit CRM helps you keep meetings aligned between Recruit CRM and your Google or Outlook calendar. By understanding how meetings, recurring events, and tasks behave with sync, you can manage your schedule across both systems.

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