For the complete documentation index, see llms.txt. This page is also available as Markdown.

Calendar Settings

Connect your Google Calendar or Outlook Calendar to sync meetings into Zero. Synced events are automatically linked to matching contacts, companies, and deals, and can optionally create new contacts from your meeting attendees.

Connecting a calendar

Each person connects their own, in Settings → Connections → Email & Calendar: Connect account, then Connect Google account or Connect Outlook account, then through the provider's OAuth flow with every permission box left checked.

One connection covers mail and calendar together. See Email & Calendar for the email half.

The calendar card

Each account's calendar card carries two pills: Sync status (Syncing, Synced <time> ago, Never synced or Error, with a re-authentication warning and a Reconnect button if authorization lapsed) and Event visibility, showing the current default for new events.

Event visibility

Event visibility sets the default for new events: Public to the workspace (where new calendars start) or Private to you.

Changing it only affects what syncs from then on, and Zero asks "Apply visibility change?" — Only new activity, or Apply to all past activity to rewrite existing meetings from this calendar too.

Auto-contact creation

Add everyone creates a contact for each attendee with a valid email address; Disabled, the default, leaves it to you.

With it on, Zero still skips your own calendar address, attendees who are already contacts, and anyone on one of your workspace's own domains — teammates are never created as contacts.

Either way, synced events always link to attendees who already exist as contacts, along with their companies and deals.

Sync behavior

Syncing is continuous, and edits in your calendar show up in Zero shortly after. The window is 12 months back to 12 months ahead.

To force a sync, open the ... menu on the calendar card and choose a Force sync range:

  • Last 24 hours

  • Last 7 days

  • Last 30 days

  • Lifetime — the full supported window

Any manual sync also refreshes upcoming events.

Managing a connected calendar

The same ... menu offers Rename, Re-authorize calendar (the same flow as the Reconnect button when the status pill asks for it), and Disconnect calendar, which removes the calendar and the events that belong only to it. Meetings you shared with teammates who still have active calendars stay in Zero.

Last updated