Before verifying calendar synchronisation, it's worth understanding what you get from it. Connecting Google Calendar to your CRM keeps schedules updated across both platforms, reducing double bookings and ensuring your availability is always accurate. You can connect your calendar through the Calendars section or My Profile, making scheduling simpler and more organised.

Key Features of Calendar Synchronisation

  • 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 calendar for personalised scheduling.

To check if your Google Calendar and the CRM are properly synced, follow these simple steps:

Connect Your Google Calendar to the CRM

To connect your Google Calendar directly without integrating your entire Google account, go to Settings > Calendars > Connections > Add New.

On the Google Calendar option, select Connect.

Authenticate by choosing your Google account and clicking "Allow" to grant access. This keeps permissions minimal, requesting access only for Google Calendar and Google Meet.

You can find your connected Google Calendar under the Calendars tab.

Connect Your Google Calendar via My Profile

You can also navigate to My Profile > Calendar Settings and follow the same steps to connect your Google account. Once connected in either section, your schedule will be synchronised across the system and all updates will stay accurate.

Next, review your calendar configuration within My Profile or the Calendars section to confirm that a calendar has been selected for synchronisation.

Create a Test Event in Google Calendar

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.

Verify the Synchronisation

After setting up the test event, go to your CRM calendar. If you're part of a group calendar, make sure 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 show 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 will vary based on the configured meeting intervals and durations.

Refresh the CRM calendar view if needed to make sure it's up to date.

By following these steps to connect your calendars, you can manage your time more effectively and keep your workflow running smoothly.

Troubleshooting Tips

If the synchronisation doesn't seem to be working, try the following:

  • Check Your Internet Connection: Make sure you have a stable internet connection for changes to sync properly.
  • Review Calendar Settings: Double-check that the correct Google Calendar is connected to the Calendar tab.
  • Wait a Few Minutes: Synchronisation can sometimes take a few minutes. Give it a moment, then check again.

Frequently Asked Questions

Q: What if I delete an event in Google Calendar?

  • Deleted events should also be removed from the CRM calendar upon the next synchronisation.