Synchronizing the G Suite Calendar

Synchronizing the G Suite Calendar

Synchronizing the G Suite Calendar

Synchronizing calendar entries of Google Calendar and that of the CRM Calendar is now made easy with the Google Calendar Synchronization feature. You can update the calendar entries in either Google Calendar or the CRM and have them updated in both. Please note that if you delete the sync configurations and again synchronize the calendar events, then duplicate records will be created.

Availability
Permission Required
Users with the Sync with Google Calendar permission can access this feature.


Note
  • You should also have the profile permissions for Sync with Google Calendar and the Activities tab, i.e. View, Create, Edit and Delete permissions.
  • Users with View profile permission for Sync with Google Calendar and the Activities tab can enable one-way sync of events from CRM to Google Calendar. 

To configure synchronization settings

  1. In G Suite, click on  (the Apps icon).
  2. Click More > CRM.
    You will be redirected to the CRM
  3. In the Calendar Synchronization page, do the following:
    • Select the Sync Calendar from the drop-down list.
    • Choose any one of the Sync Options:
      • 2 Way Sync
      • 1-Way: The CRM Calendar to Google Calendar
      • 1-Way: Google Calendar to the CRM Calendar

  4. Click Save.
Note
  • For both 1-way or 2-way synchronization for the first time, 5000 calendar entries for the past 3 months, from Google Calendar are synchronized with the CRM. For the consecutive syncs, maximum 500 entries will be synchronized.
  • When you add an event in the CRM, it will be synchronized instantly but events from Google Calendar will be synchronized every few minutes.
  • If you delete the sync configurations and again synchronize the calendar events, then duplicate records will be created. In case of two-way sync, duplicates will be created in both the CRM and Google Calendar.
  • Events added from Google Calendar will be added under the All Events list view in the CRM.
  • Only the Calendars for which you have the Read and Write permission will be listed in the Google Calendar drop-down list.
  • In case of two pop-up reminders for the event coming from Google Calendar, only the first pop-up reminder will be added in CRM.
  • Events with no title in Google Calendar will be added with the Subject as " Not Provided " in CRM.
  • We do not support the synchronization of recurring events.

The data will be transferred based on the field mapping mentioned below:

The CRM Fields
Google Calendar Fields
Subject
Title
Start date time/end date time
same as the CRM
Remind At
Reminders
Venue
Where
Description
Description
Add Invitees
Add guests



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