Connect Google calendar to Unassigned Calendar

Created by Valerie VanBooven, Modified on Mon, 31 Jul 2023 at 05:48 PM by Valerie VanBooven

TABLE OF CONTENTS

BASICS VIDEO:
For unassigned calendar
Calendar Sync Options:

BASICS VIDEO:

For unassigned calendar

All CRM appointments will still push to the linked Google calendar no matter what the sync option is.

The behavior for two-way sync and disable trigger would pull the guests in the Google events and add them to the CRM

Smart sync would pull the guests in the Google events and add them to the CRM if we found that they are already a lead with the same email in the CRM.

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 HighLevel. But will still sync the Appointments from the CRM 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. The CRM 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 CRM as contacts, the CRM will not add them as contacts but will block the time off in your CRM 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 CRM, the CRM 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 CRM as new contacts, but no triggers associated with the CRM calendar will fire.