Integrating with Google and Google Calendars

Integrating with Google allows you to sync your calendar to your Google Calendar and collect reports related to Google Ads. There are two options to sync Google Calendars in our software.

Step 1: Go to Settings > Integrations

Step 2: Click “Connect” Under the Google Icon

Step 3: Select the account you wish to connect

Step 4: Enter your password (if prompted).

Step 5: Agree to the Terms & Conditions by clicking Allow

Step 6: Click Close.

You can now sync your unassigned Calendar to the integrated Google Account within Calendar Settings and within the Profile for group calendars. You can add analytics and Ad Word information for tracking & attribution purposes at this time if needed by choosing it from the dropdown. To set up your Gmail SMTP, check out our article “Integrating Gmail for Email Services”

Option 1: Unassigned Calendar synchronization

Navigate to Settings > Calendars to create or edit an existing calendar

When you are on the first page for an unassigned/event calendar, the step is called “Team & Event Setup”, you will see “Link to Calendar” and “Sync Option”. Select a calendar and choose the options for sync based on the explanations below these example screenshots.

One way:

All events from the Google calendar will be shown in grey. It will not add whoever is invited to the Google event to the system as a contact. But will still sync the Appointments from the Google calendar and block the timeslot pulled from Google into the system.

Two way:

All events from google calendar will be colored and will talk to each other. The system will find who is invited to the Google event, create a contact record for them, and fire off any triggers associated with the calendar.

Smart:

When an event is created in Google Calendar but the contacts associated with the event were not found to already exist in the system as contacts, the system will not add them as contacts but will block the time off in your calendar (event color will be gray).

Alternatively, when an event is created in Google Calendar and the contacts associated with the event were found as existing contacts in the system, it will color code the event and fire off any triggers associated with the calendar.

Disable Trigger:

All Google Calendar event contacts will be pulled into the system as new contacts, but no triggers associated with the calendar will fire.

Option 2: Group Calendar synchronization

The sync option for group calendars and your personal calendar will be found in Settings > Profile after you integrate the Google account in integrations. This is found in the Calendar Configuration section.

You would select the Primary Calendar option so that all events from google calendar will be colored and the appointments will sync both ways.

• Note: The most common use would be to select the calendar as primary only without additional selections.

If you don't want us to create a contact, choose "Select Default Calendar" and click Save.

If you select a calendar as the default calendar for contact creation, the ‘Allow Trigger’ option would show up. Use this only if you want the Appointment Triggers to fire for the contact created. This will add the lead to any appointment reminder campaigns you have already set up or need to create. Here are screenshots of what these menus look like: