Contacts and CRM
Your customers in one list and on the map, imported from your CRM.
9 articles
- The Contacts pageEveryone who has booked with you, and everyone imported from your CRM, with where they are and when you last and next visit.
- A contact’s details and visitsOpen a contact to see their details, where they are on the map and every visit, and book them a new one.
- Contacts on the mapMap lists show your contacts beside your visits: imported records, or the people who booked, each with its own marker.
- Connect HubSpotImport HubSpot contacts, companies and custom objects, with their addresses, into Contacts and onto the map.
- Connect PipedriveImport Pipedrive people and organizations, with their addresses, into Contacts and onto the map.
- Connect AttioImport Attio people, companies or any custom object, with their addresses, into Contacts and onto the map.
- Connect LeadConnectorImport a LeadConnector business account’s contacts and custom objects, with their addresses, into Contacts and onto the map.
- How CRM sync worksGeoCalendar reads your CRM every 30 minutes and never writes to it. What changes, when, and what to do when a sync stops.
- Disconnect a CRMGeoCalendar’s access ends and imported contacts leave Contacts and the map; anyone with a visit stays. Nothing changes in your CRM.