Google Calendar Synchronization
Synchronizing calendar entries of Google Calendar and that of the Vertical CRM Calendar is now made easy with the Google Calendar Synchronization feature. Your customers can update the calendar entries in either Google Calendar or your Vertical CRM and have them updated in both.
Note
- The users should also have the profile permissions for Sync with Google Calendar and the Activities tab, i.e.View, Create, Edit and Delete permissions.
- The customers need a paid version of your Vertical CRM to enable Google Calendar integration.
To configure synchronization settings, your customers should follow the steps below
- Log in to the Vertical CRM account.
-
In the Vertical CRM, click Setup > Apps & Add-ons > Google Apps > Calendar.
- 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: Vertical CRM Calendar to Google Calendar
- 1-Way: Google Calendar to Vertical CRM Calendar
- 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 Vertical CRM. For the consecutive syncs, maximum 500 entries will be synchronized.
- When your customers add an event in their Vertical CRM account, 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 Vertical CRM and Google Calendar.
- Events added from Google Calendar will be added under by default under the All Events list view in your Vertical CRM.
- Only the Calendars for which the users 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.
- Synchronization of recurring events is not supported in the Vertical CRM. The data will be transferred based on the field mapping mentioned below:
To deactivate the calendar synchronization, your customers should follow the steps below
- Log in to the Vertical CRM account.
- In the Vertical CRM, click Setup > Apps & Add-ons > Google Apps > Calendar.
- In the Calendar Synchronization page, click the Deactivate link.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Google Contacts Synchronization
Keeping contacts up-to-date in both your Vertical CRM and Google Contacts is now made easy with the Contacts Synchronization feature. It helps your customers to configure one-way or two-way sync schedules that will automatically sync contact ...Building a Google Drive - Related List Widget
Embedding a Google Drive widget inside Zoho CRM as a Related list allows a user to accomplish three tasks, Fetch files from Google Drive and show them as a related list in the record's detail page in CRM. Upload any document from Zoho CRM to a Google ...Managing Profiles
The profile function controls the permission to CRM modules, records, fields in a record, and various utilities, such as import, export, send email, mass update, etc. Users associated to the profile can access only the functions that are assigned to ...Developing Third-party Integrations - Connectors
The guide will help you with the following: Oauth 2.0 Create a connector Add APIs Publish the connector Associate to an extension Invoke connectors Sample Connector Zoho offers integration support for a wide range of third-party applications, ...Configuring Email Accounts
Vertical Solutions allows the subscribers to configure email accounts such as Zoho Mail, Gmail, Yahoo, Outlook and others, in their Solutions account, and be able to send, receive emails and do much more right from their solution account. Configuring ...
New to Zoho LandingPage?
Zoho LandingPage Resources