Overview
Before diving into the details of iCloud integration, it's essential to note a few key points:
- The iCloud Calendar integration is specifically designed for Round Robin, Collective, Class Booking, and Service Calendar.
- Two-way event syncs are possible with iCloud integration: events created in CRM can sync to iCloud, and events created in iCloud can sync to CRM.
iCloud Integration is not supported for Simple Calendars
Data Flow: CRM to iCloud
When events are created in CRM and synced to iCloud:
- Any changes made in CRM will be reflected in the connected iCloud calendar for the user.
- Any changes made in the iCloud calendar will be reflected in the CRM calendar (excluding event deletions).
This ensures that events created or modified in the CRM app are seamlessly pushed to your iCloud calendar, and vice versa.
If an event is removed from the iCloud calendar, it does not automatically reflect on the CRM Calendar. This is a known limitation of iCloud integration.
Blocked off slot created in CRM calendar will not sync to iCloud
Data Flow: iCloud to CRM
When events are created in iCloud and pushed to CRM:
- Any changes made in iCloud calendar will be reflected in the CRM calendar
- Any changes made in the CRM calendar will be reflected in iCloud.
If you schedule an appointment in iCloud, like "Pick John up from school," it will automatically sync with the CRM calendar. Any updates made in iCloud afterward will also be reflected in the CRM Calendar application.
Important Information specifically for iCloud Integration
Contact creation from iCloud events to CRM is not supported. Which also means that all the events coming in from iCloud would be treated as Blocked Slots and not appointments.
If a Blocked Slot is created in the CRM calendar for a user, that would not sync to the iCloud Calendar
It is not possible to integrate with a subscription-based calendar. As a result, the CRM cannot sync with iCloud calendars that you have added via URL, typically public calendars.