The first step is to integrate your Google account. To start, click Settings on the left menu, and then click Integrations in the top menu bar.
Next, we'll click the Connect button under the Google icon.
A new page will open for selecting your Google account. Click the account you'd like to integrate.
Enter your Google password and click Next.
And then Click Allow to grant permissions.
The page will close and you'll return to the CRM. Click the Close button at the top right.
Back on the Integrations Settings, you can see that the Google account has been successfully integrated.
Now, we'll click the Calendars tab on the Settings menu bar.
We’re going to integrate our Google calendar with the team calendar. Click the three dots, then click edit.
This opens the calendar configuration page, then choose Connections and tap on the Link to Calendar dropdown. From there, you can select Google and choose your preferred Google account.
Once you have chosen your Google account, you can decide which Sync Options works best for you. For more information about Sync options please see below.
Calendar Sync Options:
One way:
All events from Google calendar will be shown as grey. It will not add whoever is invited in the Google event to Salesable. But will still sync the Appointments from Salesable to the Google calendar and block the timeslot pulled from Google.
Two way:
All events from google calendar will be colored and will talk to each other. Salesable will find who is invited in 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 be already existing in Salesable as contacts, Salesable will not add them as contacts but will block the time off in your Salesable calendar (event color will be gray).