Integrate with Google Calendar for a two-way sync of your appointments between your CRM and Gmail account.
You can sync all the events in your Google Calendar as appointments in the CRM. It’s a two-way sync, so the appointments you create in the CRM will also be added as events to your Google Calendar.
1. If you haven’t connected your Gmail address to your CRM account via IMAP yet, connect it by clicking your Profile picture and selecting Connect your email.
2. Hit Sign-in with Google. You’d be directed to Gmail’s sign-in page.
3. Choose the Gmail account you’d like to connect with the CRM and provide the necessary access permissions. After your email account has been successfully connected, you’d be able to sync your calendar to the CRM next.
4. In the Calendar drop down, you can find all the calendars associated with your Gmail account. Select the calendar you want synced to your appointments in the CRM.
5. If you do not want to sync your calendar, simply select Do not sync from the drop down.
6. Once you’re done, click Save to begin the calendar sync. You can view your synced calendar events in the details page of the individual lead or contact and also from the My Appointments & Tasks tab.
7. Alternatively, if you have Admin privileges, you can sync your Google Calendar from Admin Settings > Integrations > Third party integrations > Google Calendar.
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