Calendah: See Your HubSpot Records in a Calendar View
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This post addresses the Calendah app, designed to help HubSpot users visually manage their records in a calendar format.
What is Calendah?
Calendah is a powerful app that allows HubSpot users to view and organize records in a calendar view based on user-defined fields. Whether you want to track key dates such as deal close dates, project deadlines, or custom events, Calendah brings all your important records to a single, easy-to-use calendar interface.
Key Features of Calendah:
1. Monthly Calendar View: Display your HubSpot records in a monthly calendar format, with full flexibility to choose what fields to display. Track deals, activities, custom objects, and more.
2. Customizable Display Options: Select custom or native fields like Install Date, Close Date, or any other relevant field to display in your calendar. Show additional information (deal name, amount, etc.) to have all the critical details at a glance.
3. Multiple, Color-Coded Calendars: Create and manage multiple calendars with different colors to differentiate between various types of records or activities, making it easier to organize and identify data.
4. View-Only or Team Calendars: Choose from private view-only calendars for personal tracking or team calendars for collaborative planning and scheduling, available in our paid plan.
5. Easy Access: Access Calendah directly from any record in HubSpot as an iframe or through a web browser, providing flexibility and ease of use for all HubSpot users.
How Calendah Benefits You (Examples):
Manage your sales pipeline by tracking deal close dates or follow-up activities.
Coordinate marketing campaigns by aligning events, deadlines, and tasks.
Oversee project timelines and team activities with a visual calendar view.
Monitor any custom-defined dates for your business needs.
And more!
Install Calendah from the HubSpot App Marketplace and start visualizing your HubSpot records in a way that works best for you.
SyncMatters, the team behind Calendah and MigrateMyCRM, looks forward to your questions and feedback!