Before verifying calendar synchronisation, it’s crucial to understand the purpose and benefits of this feature. When your Google Calendar is integrated with your CRM, any events or appointments you create or modify in one calendar are seamlessly mirrored in the other. This integration ensures that your schedule remains consistently up-to-date across all platforms, minimising the risk of double bookings and ensuring your availability is accurately reflected. By synchronising your calendars, you streamline your scheduling process, enhance your workflow efficiency, and maintain a professional and organised approach to managing your time.
Automatic Updates: Changes made in one calendar are reflected in the other in real-time.
Conflict Avoidance: The system checks for scheduling conflicts to prevent double bookings.
User-Specific Synchronisation: Each user can connect their individual Google Calendar to their CRM profile for personalised scheduling.
To check if your Google Calendar and the CRM are properly synced, follow these simple steps:
If you haven't already, ensure your Google Calendar is connected to your CRM profile. This involves navigating to the settings or integrations section of the CRM and following the prompts to link your Google account.
Next, review your calendar configuration within the My Profile section to confirm that a calendar has been selected for synchronisation.
Open your Google Calendar and select a date for your test event. For this example, let's use October 31st.
Create an event from 10 a.m. to 2 p.m. and mark yourself as busy. This will be our test event to check for synchronisation.
After setting up the test event, go to your CRM calendar. If you're part of a group calendar, ensure you're viewing the correct one.
Adjust the calendar view to match the date and time zone of your test event.
The live calendar should now reflect available time slots, excluding the period of your test event, with the 10 a.m. to 2 p.m. window marked as busy. The display of your calendar will vary based on the configured meeting intervals and durations.
Refresh the CRM calendar view if necessary to ensure it's updated.
By following the outlined steps for connecting your calendars, you can effectively manage your time and enhance your workflow.
If the synchronisation doesn't seem to be working, consider the following tips:
Check Your Internet Connection
Ensure you have a stable internet connection for changes to sync properly.
Review Calendar Settings
Double-check that the correct Google Calendar is connected to your CRM profile.
Wait a Few Minutes
Sometimes, synchronisation may take a few minutes. Give it some time and then check again.
Q: What if I delete an event in Google Calendar?
Deleted events should also be removed from the CRM calendar upon the next synchronisation.
