Google Calendar
Schedule and sync meetings in real time.
Overview
Stay organized and never miss an important meeting by connecting Google Calendar with our CRM. Schedule calls, track appointments, and manage tasks seamlessly.
Benefits
Sync meetings & events – Automatically add CRM appointments to Google Calendar.
Reminders & notifications – Get alerts for upcoming meetings and follow-ups.
Two-way sync – Update events in either Google Calendar or the CRM.
Better scheduling – Avoid double-booking and manage availability effortlessly.
Step-by-Step Integration Guide
Step 1 : Navigate to the Integrations Page
Log in to your CRM dashboard.
Go to Settings > Integrations.
Find Google Calendar under the Productivity & Scheduling category.
Step 2 : Connect Your Google Calendar Account
Click "Connect Google Calendar" and sign in with your Google account.
Grant the necessary permissions to sync events and schedules.
Step 3 : Configure Your Calendar Preferences
Choose which CRM events (meetings, follow-ups, deadlines) to sync.
Enable two-way sync to reflect changes in both platforms.
Set up automatic reminders for scheduled tasks.
Step 4 : Start Using Google Calendar with CRM
Create and manage appointments directly from the CRM.
View upcoming meetings in your CRM dashboard.
Get automated reminders and avoid scheduling conflicts.
