Calendar & Tasks
How tasks land on your calendar, Cal.com bookings, manual events
The CRM uses Nick's Google Calendar as the unified surface for everything that needs your attention on a specific date.
Three sources of calendar events
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Sequence-driven tasks — When you tag a lead with a disposition (vm-left, spoke-*, etc.), the followup tasks pre-create with their future due times. They appear on your calendar immediately, scheduled for when they're actually due.
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Cal.com prospect bookings — When a prospect books a call via your booking page, the booking lands as a calendar event automatically (via the Cal.com → CRM webhook).
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Manual events — Anything you create directly in
/calendaror via the inbox "Add Task" affordance.
All three flow into Nick's "CRM" calendar layer in Google Calendar (orange). You can toggle this layer on/off in Google Calendar to see/hide all GPS Leaders work in one click.
The /calendar page
Visit /calendar for the full view. Day, Week, and Month views available. Click any event to see details + edit + delete. Editing in CRM syncs to Google Calendar; editing manually in Google Calendar reflects back here.
Tasks vs calendar events
Every CRM Task with a due_at time pushes to the calendar as an event. Tasks without a due time stay in /tasks only.
Tasks can be:
- Auto-created by sequence automation (assigned to admin)
- Manually created (assigned to whoever)
- Linked to a Lead, Company, or both
Completing a task marks it done in the CRM and updates the calendar event accordingly.
Cal.com integration details
Bookings land via webhook at /api/webhooks/cal. The webhook upserts the prospect's contact and lead, attaches the booking, and logs an activity. If the prospect provided a Company Name on the booking form, the lead auto-links to a Company.
Cancellations and reschedules flow through the same webhook and update the existing Booking row.