Exporting Meetings to Google Calendar | Zoho CRM Help

Exporting Meetings to Google Calendar

Sharing your Zoho CRM calendar meetings is made easy with the Export to Google Calendar feature. By exporting the selected meetings 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 meetings and keep them organized to avoid missing any meeting.

Availability

Permission Required
All Zoho CRM users can export meetings from Zoho CRM to Google Calendar.

 

Standard Calendar Field Mapping

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


To add a meeting to Google Calendar

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

To export meetings to Google Calendar

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