# Calendar and email sync

> Connect your Google or Microsoft 365 calendar and mail to link first calls, partner meetings and founder emails to a deal. Nothing links until you choose.

Source: https://delsivo.com/help/team-and-settings/calendar-and-email-sync · Updated 2026-11-06

## Key takeaways

- Connect your own Google or Microsoft 365 account in Account, Calendar and email. Each person connects their own; nothing is shared with your fund until you link an item.
- On a deal's Activity tab, Find in my calendar offers meetings and emails with the deal's founders or people from the company's domain. Nothing is linked until you click Link.
- A linked email keeps only its subject, a masked sender and the time. Delsivo asks for metadata access, so it can't read message bodies or attachments.
- You can log a meeting by hand, set its type (first call, partner meeting, reference call and so on) and remove it from the deal.
- Disconnecting revokes access and deletes the stored tokens. Meetings and emails you already linked stay on their deals.

Most of a deal's history happens in meetings and email: the first call, the partner meeting pitch, reference calls. Calendar and email sync puts those on the deal without copying them by hand, and without anything being added behind your back.

## Connect your calendar

1. Open **Account → Calendar and email** (from the **Security** page in your account, or the link in a deal's **Find in my calendar** panel).
2. Click **Connect Google** or **Connect Microsoft 365**.
3. Sign in at Google or Microsoft and allow access.

You come back to **Calendar and email** with **Connected** next to the account and its address shown masked (for example `p…@yourfund.com`).

### What Delsivo can read

| | What's read | When |
|---|---|---|
| Calendar | Event titles, times and attendee addresses, read only | When you open **Find in my calendar** on a deal |
| Email | Subject, sender, recipients and time | When you open **Find in my calendar** on a deal |
| Never | Email bodies, attachments, other people's calendars | Delsivo asks only for metadata access, so it can't |

Your connection belongs to you. Teammates never see your calendar or inbox, only what you link to a deal.

## Link meetings and emails to a deal

1. Open the deal and go to the **Activity** tab.
2. Under **Meetings and emails**, click **Find in my calendar**.
3. The side panel lists meetings from the last 60 days and the next 30, and emails from the last 30 days, where someone outside your fund is:
   - one of the deal's founders (**Founder attending**), or
   - from the company's website domain (**From company.com**).
4. For a meeting, check the **Type** (Delsivo suggests one from the deal's stage) and click **Link to deal**. For an email, click **Link**.

Only you see the list, and nothing is saved until you link an item. Your fund's own team and shared mailbox domains such as gmail.com never count as a match, so a coffee with someone on gmail.com isn't offered unless they're a founder on the deal.

Linked items appear for everyone who can see the deal:

- **Meetings** show the title, time, length, type, who linked it, and attendees: your teammates by name and outside people masked (for example `Maya (m…@company.com)`).
- **Emails** show the subject, the sender masked and the time. Never the message.

## Log a meeting by hand

For a call that wasn't on a connected calendar, click **Log a meeting**, enter a **Title**, **Type**, **Length**, **When** and optional **Notes**, and click **Log meeting**. Notes are visible to everyone who can see the deal.

## Change a meeting's type or remove it

- Change the type from the menu on the meeting: **First call**, **Partner meeting**, **Reference call**, **Diligence session**, **Board meeting** or **Other**.
- Click the bin to remove a meeting or email from the deal and confirm. It stays in your calendar or inbox.

Who can do what follows the deal: people who can edit the deal (the analyst who owns it, partners and admins) link, log, change and remove; committee members don't see deal activity.

## Disconnect

On **Account → Calendar and email**, click **Disconnect** and confirm.

- **Google:** Delsivo revokes its access at Google and deletes the stored tokens.
- **Microsoft 365:** Delsivo deletes the stored tokens. Microsoft doesn't let apps revoke their own access, so also remove Delsivo at myapps.microsoft.com.

Meetings and emails you already linked stay on their deals.

## Troubleshooting

| What you see | What to do |
|---|---|
| **Reconnect needed** | Access expired or was removed at Google or Microsoft. Click **Reconnect** |
| **Connect your calendar first** in the panel | You haven't connected an account yet. Click **Connect Google or Microsoft 365** |
| A meeting with the founders isn't offered | The founder's address must be the one they used with your fund, or the company's website must be set on the deal. Log the meeting by hand |
| **That email is already linked to another deal.** | An email can be on one deal in your fund. Remove it from the other deal first |
| **Too many calendar lookups in a short time.** | Wait a few minutes and try again |

## Frequently asked questions

### Does Delsivo add meetings to deals automatically?
No. It offers matches only to you, and a person decides what goes on the deal.

### Can my partners see my calendar?
No. They see only the meetings and emails you link to a deal.

### Are my access tokens safe?
They're stored encrypted, never shown or logged, and deleted when you disconnect.