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Description
As a sales representative,
I want to sync Frappe CRM with external calendars (Google Calendar, Outlook, iCloud) and manage meetings within the CRM,
So that I can schedule, track, and automate follow-ups without switching between multiple tools.
- Event and task management: I can create tasks, assign them to team members, and convert those into calendar events.
- Two-way sync: Any event added, updated, or deleted in Frappe CRM reflects in my external calendar and vice versa.
- Meeting and appointment scheduling: I can generate a public scheduling link for customers to book meetings based on my availability. Costumers can book appointments via a 3rd party app like Calendly (?).
- Automated reminders: I should receive automated email reminders for upcoming meetings, and follow-up tasks are triggered post-meeting.
- Time zone handling: Meetings automatically adjust based on each participant’s time zone.
- Team calendars: I can view my team’s availability in a shared dashboard and assign meetings accordingly.
- Lead/deal/contact linking: Meetings/events are linked to contacts, deals, or opportunities, with automatic logging of notes and outcomes.
- Recurring events: I can schedule recurring meetings and automate follow-ups – just like Google Calendar
- Sales rep availability: I should be able to show out of office/unavailable/booked in my calendar and automatically bounce any events that come at that time.
- API & integrations: I can integrate with Zoom, Google Meet, or Microsoft Teams for one-click meeting access and use webhooks for customization.
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Status
In progress