To allow FirstQuadrant to sync events, trigger automation, and track meeting-based activity in your sales process, you must connect at least one calendar account. This ensures FirstQuadrant can detect when meetings are booked or when they may interfere with scheduled outreach steps—allowing the platform to take appropriate actions like pausing sequences or generating relevant follow-ups.

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How to connect a calendar account

  1. Navigate to Settings → Integrations → Calendar accounts.
  2. Click “Connect calendar” in the top right corner.
  3. Choose your provider from the list:
    • Google Workspace
    • Microsoft Office 365
    • Microsoft Exchange
    • Other (for custom or SMTP calendar sources)
  4. Complete the authorization flow—this process is the same as when connecting an email account.

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Calendar account settings

Once your calendar account is connected, you can:
  • Assign the calendar to a team member (this is important for syncing activities correctly).
  • Select which individual calendars within that account should be used for syncing with FirstQuadrant (toggle ON/OFF).
FirstQuadrant will use these synced calendars to detect events and:
  • Pause sequences if a meeting is scheduled with a lead.
  • Move deals automatically through pipelines after meetings.
  • Trigger follow-up generation after a call.

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Advanced settings: Suggested imports

You can optionally override the workspace-wide suggested imports for this specific calendar account. Under “Advanced settings,” enable “Overwrite workspace setting for this account” and choose one of the following:
  • Suggest importing contacts from sales-related conversations only
  • Suggest importing all discovered contacts
  • Disable suggested imports entirely
Info: For a full explanation of what suggested imports are and how they work across the platform, refer to the separate help desk article about suggested imports.