Skip to content

CLOUDEXTEND BLOG

Learn About Industry Trends, Best Practices, and Current Events

The Complete Guide to Bi-Directional Calendar Sync

Most professionals rely on their calendars to run their day. In fact, studies consistently show that the vast majority of knowledge workers depend on Google Calendar or Microsoft Outlook Calendar to manage meetings, calls, deadlines, and follow-ups. For sales, customer success, and service teams, calendars aren’t just about time management—they’re a living record of customer engagement.

But here’s the problem: While people live in Outlook or Google Calendar, many businesses also expect meetings to be tracked in their CRM or ERP, such as NetSuite. That creates a disconnect.

Sales teams need meetings and calls reflected in NetSuite calendars to accurately track deal activity, pipeline movement, and customer touchpoints. Yet keeping calendars updated in both systems quickly becomes double work. And when double work exists, one system almost always loses.

More often than not, that system is NetSuite.

Why Calendar Data in NetSuite Matters

Calendar activity isn’t just scheduling data—it’s sales process data.

When meetings and calls aren’t tracked in NetSuite:

  • Sales managers lose visibility into deal momentum
  • Forecasts become less reliable
  • Customer engagement history is incomplete
  • Handoffs between teams lack context
  • CRM reports don’t reflect reality

Without accurate calendar data, NetSuite becomes a partial system of record, missing one of the most important signals of account health: human interaction.

The Hidden Cost of Manual Calendar Tracking

In theory, tracking meetings in both Outlook/Google and NetSuite is straightforward. In practice, it’s tedious and error-prone.

Here’s what manual calendar tracking usually looks like:

  1. Create a meeting in Outlook or Google Calendar
  2. Add attendees
  3. Attend the meeting
  4. After the meeting, log into NetSuite
  5. Create a calendar event manually
  6. Re-enter date, time, attendees, subject, notes
  7. Link it to the correct record (lead, contact, opportunity, customer)

Now multiply that by:

  • 5–10 meetings per day
  • Multiple sales reps
  • Busy weeks and travel schedules

It’s easy to see why NetSuite calendar updates get skipped. Not because teams don’t care, but because manual processes don’t scale.

What Happens When NetSuite Gets Neglected

When NetSuite calendars fall out of sync:

  • Meetings exist only in personal calendars
  • CRM timelines are incomplete
  • Sales activity looks lower than it actually is
  • Leadership lacks accurate engagement data
  • Reps waste time backfilling activity—or worse, don’t do it at all

This creates a false narrative in NetSuite, specifically one that doesn’t reflect the real effort happening in Outlook or Google Calendar every day.

The Case for Bi-Directional Calendar Sync

Bi-directional calendar sync solves this problem by ensuring Outlook/Google Calendar and NetSuite stay aligned automatically.

Instead of choosing which system to update—or spending extra time updating both—bi-directional sync ensures:

  • Events created in Outlook or Google appear in NetSuite
  • Events created or updated in NetSuite appear in Outlook or Google
  • Changes made in either system stay synchronized
  • No duplicate work
  • No missed activity

This turns calendar tracking into a background process, not a daily task.

How Bi-Directional Calendar Sync Works (The Hard Way)

Without automation, here’s how teams try to keep calendars aligned:

  • Manually create matching events in both systems
  • Copy/paste details between calendars
  • Rely on memory to log meetings later
  • Periodically, “clean up” NetSuite calendars
  • Hope nothing important gets missed

Even with the best intentions, this approach breaks down quickly, especially for fast-moving sales teams.

The Easy Way: CalendarSync with ExtendSync

This is where ExtendSync’s CalendarSync changes everything.

CalendarSync provides true bi-directional calendar sync between Outlook or Gmail and NetSuite, eliminating manual work entirely.

How CalendarSync Works

Once enabled:

  1. Meetings created in Outlook or Google Calendar automatically sync to NetSuite
  2. Meetings created or edited in NetSuite sync back to Outlook or Google Calendar
  3. Updates (time changes, cancellations, edits) stay aligned
  4. Events can be associated with the correct NetSuite records
  5. Sync runs automatically—no user action required

You set it once, and it runs quietly in the background.

Key Advantages of Bi-Directional Sync with CalendarSync

1. No More Double Entry

Reps schedule meetings where they already work—Outlook or Google Calendar—while NetSuite stays accurate automatically.

2. Complete CRM Visibility

Every meeting and call appears in NetSuite, giving managers and leadership a full picture of account activity.

3. Accurate Sales Reporting

Pipeline reports, activity metrics, and engagement tracking reflect real customer interactions.

4. Better Team Collaboration

Anyone viewing a NetSuite record can see meeting history without chasing inboxes or calendars.

5. Fewer Missed Updates

Time changes, cancellations, and edits stay in sync, reducing errors and confusion.

6. Set-It-and-Forget-It Automation

CalendarSync runs continuously, removing reliance on human memory or discipline.

Why This Matters for Sales and Customer Teams

For sales teams especially, meetings are leading indicators of deal health. If meetings aren’t tracked:

  • Deals appear stalled
  • Reps look less active than they are
  • Forecast accuracy suffers

Bi-directional calendar sync ensures that NetSuite reflects reality, not just what someone remembered to log.

Try CalendarSync Today

If you’re already using ExtendSync, you can try CalendarSync free for two weeks and see how effortless calendar tracking can be.

If you’re not using ExtendSync yet, you can try the full ExtendSync experience—including CalendarSync—for two weeks, completely free and with no obligation.

Stop choosing between calendars.
Stop duplicating work.
Let your systems stay in sync automatically.

Start your free CalendarSync trial today.