How calendar sync works
When enabled, Slant syncs events from your connected calendar:- Events import — Calendar events sync to Slant
- Participant matching — Attendees are matched to household records by email
- Automatic linking — Meetings appear in linked household activity
- Ongoing sync — New and updated events sync continuously
What syncs
Event details
For each calendar event, Slant captures:- Title — Event name/subject
- Date and time — Start, end, and timezone
- Participants — All attendees and their RSVP status
- Description — Event notes and agenda
- Meeting links — Video call URLs (Zoom, Teams, Meet)
- Location — Physical or virtual meeting location
Recurring events
Recurring meetings sync as individual occurrences. Each instance appears separately with its own date and time.All-day events
All-day events (like holidays or reminders) sync but may be displayed differently than timed meetings.View your meetings
On household records
Meetings with clients appear in their household activity:- Upcoming meetings show in the activity timeline
- Past meetings become part of the activity history
- Click a meeting to see full details
Meeting linking
Automatic linking
Slant links meetings to households when:- A calendar participant’s email matches a person in your CRM
- That person belongs to a household
Meeting types
Meetings are categorized to help you track how you spend your time:| Type | Description |
|---|---|
| Other | Default for uncategorized meetings |
| Prospect | Meetings with potential clients |
| Review | Scheduled portfolio reviews |
| Check-in | Regular client meetings |
| Internal | Team meetings (not client-facing) |
Meeting links
Video call URLs are automatically extracted from calendar events:- Zoom —
zoom.us/j/...links - Microsoft Teams —
teams.microsoft.com/...links - Google Meet —
meet.google.com/...links
Configure sync settings
Enable or disable sync
Toggle calendar sync on or off without disconnecting your email:
Disabling sync stops future events from importing but preserves existing synced meetings.
Meeting prep
Use synced calendar data for meeting preparation:- Client context — View the household record before the meeting
- Recent activity — See recent emails, notes, and tasks
- Open items — Check pending tasks to discuss
- AI-generated prep — Slant can generate pre-meeting briefings for upcoming meetings with linked households
Troubleshooting
Meetings not syncing
Causes:- Calendar sync disabled in settings
- Calendar permissions not granted during OAuth
Meeting not linked to household
Causes:- Participant email does not match any person record
- Person is not associated with a household