Our Google Calendar integration enables seamless synchronization between your CRM and Google or Office 365 calendars. You can create tasks or events in the CRM, and they will automatically sync to your chosen calendar, with changes being reflected bidirectionally.
Steps to Set Up Calendar Integration:
Navigate to Calendar Settings:
Go to Settings → CRM Settings → My Preferences → Calendar Settings.
Edit Calendar Settings:
In the top-right corner of the page, click Edit.
Choose Calendar Authentication:
At the bottom of the page, select either Google Calendar or Office 365 Calendar for authentication.
Authenticate Your Calendar:
Click the corresponding OAuth button for your selected calendar provider.
You’ll be redirected to log in to your Google or Office 365 account.
Confirm Integration:
Once authentication is complete, you’ll receive a success message.
Your CRM is now successfully integrated with your Google or Office 365 calendar, enabling smooth task and event synchronization.