Calendar Connections
In the Calendars tab under Connections, you can manage integrations with Google, Outlook, iCloud, Calendly, Zoom, Microsoft Teams, and more. These connections streamline scheduling, sync external calendars, and help prevent double bookings.
To get started, navigate to the calendar section, and click on Calendar Settings.
Click on the Connections tab to access the available calendar connections.
Calendars
Here you can view the calendars you have connected to your CRM such as Google Calendar, Outlook Calendar, iCloud Calendar, and Calendly.
Selecting Main Integration Calendar
To connect your Google Calendar, Outlook Calendar, iCloud Calendar, or Calendly, click the + Add New button to set up the integration. You'll be redirected to a settings page where you can finalize the connection. If you already have one account connected, using this tab you can link up more.
Pick the Calendar of your choice. Click Connect to continue.
Once you have a calendar connected, you can choose the primary calendar from the dropdown menu in My Connections under Linked Calendar. Events created on a system calendar you are a part of will also be on this integrated calendar.
Private Mode For Synced Events
Toggle this on to see your third-party calendar details. Click on Save to complete.
Video Conferencing
Here you can view and manage conferencing settings for your calendar. Clicking the +Add New buttons opens another page for you.
Connect
Sign in to your Zoom or Microsoft Teams account. Click the Connect button for the option that suits you. Once signed in, you will see your Zoom or Microsoft Teams account linked here.
Google Organic Booking
Seamlessly list any services you provide to your Google Business Page from the CRM.
Enable Google Organic Booking
Toggle on to enable Google Organic Booking on your GMB profile.
After enabling this option you can publish a group or individual service, by selecting the service menu and calendars from the drop-down menu and clicking Upload.
Local Service Ads
To connect your Local Service Ads account, click the connect tab to go to the integration menu to complete the necessary steps.
Properly connecting your calendar ensures all automation is working to its complete potential, minimizes the risk of double booking or overlapping meetings, and helps you and your team stay on the same page.
Now that you have the basis down we recommend reading other articles in this category to dominate your calendar integrations.