Exporting Events to Google Calendar

Exporting Events to Google Calendar

Exporting Events to Google Calendar

Sharing your CRM calendar events is made easy with the Export to Google Calendar feature. By exporting the selected events from CRM Calendar to Google Calendar, you can view and share them with other users in Google Calendar. It also helps you schedule your business events and keep them orgainsed to avoid missing any event.

Availability

Permission Required
All CRM users can export events from the CRM to Google Calendar.

Standard Calendar Field Mapping

The CRM Calendar
Google Calendar
Description
Data Type
Event Owner
 
Displays the user to whom the event is assigned. This is a mandatory field.
User Name
Subject
What
Specify the subject of the event. This is a mandatory field.
Text box, alphanumeric (50)
Start Date Time
When: From
Specify the start date and time of the event. This is a mandatory field.
Mini Calendar
End Date Time
When: To
Specify the end date and time of the event. This is a mandatory field.
Mini Calendar
Venue
Not mapped
Specify the location of the event.
Text box
Send Notification Email
 
Select the check box to send a notification to the CRM user to whom the event is assigned.
Check box
Recurring Activity
Not mapped
Select the check box if the event is a recurring activity. Also specify the Start Date,End Date, and Repeat Type.
Check box
Remind At
Not mapped
Select the check box to send reminder for the event.
Check box
Description
Description
Specify additional details about the event.
Text box


To add an event to Google Calendar

  1. In G Suite, click on  (the Apps icon).
  2. Click More > CRM.
    You will be redirected to the CRM.
  3. In the Activities tab, click New Event. Alternatively, click the New Event button from records such as leads, contacts, potentials.
  4. In the Create Event page, specify the event-related details.
  5. Click Save and Export to Google Calendar.
    The newly created event is saved in CRM and Google Calendar.

To export events to Google Calendar

  1. In G Suite, click on  (the Apps icon).
  2. Click More > CRM.
    You will be redirected to the CRM.
  3. In the Activities tab, select Events.
  4. Click  [More Actions icon] > Export to Google Calendar.
    The selected CRM events are added to your Google Calendar.
Note
  • You must have the same time zone in the CRM and G Suite.
  • Events are displayed in Google Calendar - Month view.
  • You cannot add the events from detail view.
  • The option to Export to Google Calendar will be available only in the default list views (such as, My Events and All Events).
    The custom list views that you create will not have this option.


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