Feature 17
Calendar
Calendar unifies native events, routine next runs, and pipeline card due dates in a single view. Create events, set reminders, and trigger automations from calendar. Integrates with Routines and Pipeline so you see everything that matters in one place.
Capabilities
What you can do
One view for events, routine runs, and pipeline due dates. Day, week, month, and agenda views.
Unified view
See native calendar events, routine next-run times, and pipeline card due dates in one calendar. Filter by source or assignee.
Native events
Create and edit events with title, start and end time, optional reminder, and assignee. Events can drive automations (e.g. reminder trigger).
Routine and pipeline integration
Routine next runs and Kanban cards with due dates appear automatically on the calendar when you have those features enabled.
Automation triggers and actions
Use Calendar Event Reminder as a trigger and Create Calendar Event as an action in your automations for scheduled follow-up and event creation from workflows.
Demo
See it in action
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One view for events, routine runs, and pipeline due dates. Day, week, month, and agenda views.
Key Details
Technical specifications
Views
Month, Week, Day, Agenda, Timeline
Switch between views to match how you work
Sources
Events, Routines, Pipeline
Native events plus routine runs and Kanban due dates
Automations
Reminders & create event
Trigger automations from event reminders; create events from workflows
Use cases
Real-world applications
Plan content and campaigns alongside routine runs and pipeline due dates
Set reminders and automate follow-up when events are about to start
Create calendar events from automations (e.g. after a deal is saved or a campaign is approved)
Block time for report uploads, deal sourcing, and content batching with due dates visible in one place
See routine next-run times and pipeline card deadlines without leaving the calendar so nothing slips
Related
Works great with
Combine these features to maximize your results.
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