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How to Set Up Google Calendar Sync for Business Development Reps in Dazos (CRM)

Overview This guide explains how to set up Google Calendar integration for Business Development (BD) representatives in Dazos. This is a one-way sync that pushes events from Dazos Calendar to Google Calendar.

Before You Begin

  • BD reps must have active Google Calendar accounts

  • A screen-share session with Dazos Support must be scheduled before starting

⚠️ Important: This setup requires a supervised call with Dazos Support due to security requirements involving temporary admin permission changes.


πŸ’‘ Note: This is a one-way sync β€” events created in Dazos Calendar will appear in Google Calendar, but events created in Google Calendar will not sync back to Dazos.


Steps

  1. Contact Dazos Support to schedule a supervised setup call. Temporary admin privilege changes must be made with support oversight.

  2. During the scheduled call, Dazos Support will temporarily grant Customer Admin permissions to the BD rep.

  3. With temporary admin access, the BD rep navigates to Preferences in Dazos and locates the Calendar Integration settings.

  4. Follow the OAuth authorization process to connect the BD rep's Google Calendar account.

  5. Confirm the integration is working correctly, then Dazos Support will immediately remove the temporary admin permissions.

Verification / Expected Result

After setup is complete:

  • Events created in Dazos Calendar automatically appear in the rep's Google Calendar

  • The BD rep retains standard user permissions with no admin access

  • Changes to Dazos events sync to Google Calendar

  • Events created directly in Google Calendar remain separate

Security Considerations

βœ… Best Practice: Admin permissions are granted only during setup and immediately revoked to maintain system security.

⚠️ Note: This process must always be supervised by Dazos Support to ensure proper security protocols are followed.


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