【Zoho CRM】Google カレンダーの同期に関するアップデート：Google カレンダーに予定が入っている時間帯をCRM上で「対応不可」として設定するオプションの追加
弊社サポートチームからの情報をもとに、Zoho CRM の最新アップデート情報をお送りします。
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▼ Zoho CRM の最新アップデート情報：https://zurl.co/Or8g
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このたびの機能アップデートにより、Google カレンダーで設定した予定の時間帯を、Zoho CRM のカレンダー側で「対応不可」として表示させ、時間帯をブロックするオプションが追加されました
これにより、組織のユーザーがZoho CRM のカレンダーへ予定を追加する際に、他のユーザーがGoogle カレンダーに入力した予定の日時を避けて予定を設定することができます。
なお、今回の機能を利用するには、あらかじめZoho CRM とGoogle カレンダーの同期を行う必要があります。
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▼ Google カレンダーの同期：https://zurl.co/D5Mi
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当方で試したところ、以下のように表示されました。
■カレンダーの同期 設定
設定 > マーケットプレイス > Google >カレンダー の順に進むと同期の設定ができます。
■Google カレンダーの予定
Zoho CRM とGoogle カレンダーを同期すると、Google カレンダーに入力した予定をCRM上に反映することができます。今回紹介したオプションをオンにすることで、対象のGoogle カレンダーに予定が入っている時間帯をZoho CRM 上で「対応不可」として表示できます。
■予定の対象者から見たカレンダー
予定の件名は「対応不可」となり、クリックすると詳細が表示されます。
■他のユーザーから見たカレンダー
予定の件名は「対応不可」と表示されますが、クリックしても詳細は表示されません。
日本語で詳細を解説した記事がありますので、以下に共有いたします。
▼ サポートポータルFAQ【Zoho CRM】Googleのカレンダー同期に関するアップデートのお知らせ：Googleのカレンダーで予定が登録されている時間帯を、Zoho CRMのカレンダーで自動的に予定ありとして設定できるようになりました。
あわせて、本社のフォーラム投稿もご参照ください。
▼ Automatically mark yourself as unavailable in your CRM calendar via Google Calendar synchronization
今回紹介した機能は以下のプランからご利用になれます。
- Google カレンダー 同期：スタンダードプラン
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