Automatically mark yourself as unavailable in your CRM calendar via Google Calendar synchronization

Dear All,

We have a quick enhancement related to the Google Calendar synchronization feature: Now you can automatically block your Zoho CRM calendar based on any non-sales meetings scheduled in your Google Calendar.

This synchronization enables you to link your Google Calendar with the Zoho CRM calendar easily. You can set up a two-way sync to update both Zoho CRM and Google Calendar events, or a one-way sync to update your Zoho CRM calendar events to your Google Calendar, or vice versa.

An individual user might use multiple calendars in Google for different purposes. For example, they might sync their sales calendar in Google with their CRM calendar so that other CRM users can view those sales meetings created in Google. But besides a sales calendar, users might also use a Google Calendar for scheduling investor meetings. In this case, the user may not want investor meeting details visible to others in CRM but still have their CRM calendar blocked for those time slots—to prevent any sales meeting from being scheduled at the same time.

To help accomplish this, the user can now enable the option to block time in the CRM calendar automatically based on specific Google Calendars. This can be done on the synchronization page.

This eliminates the overhead work of having to mark yourself as unavailable in the CRM calendar manually. At the same time, it helps avoid scheduling conflicts, in case a customer tries to book a meeting through the calendar booking feature.

In the CRM calendar, the names of event and meeting slots that have been automatically marked as unavailable via this feature are visible only to the primary user. To other users, these slots appear as unavailable blocks without names or descriptions.

Please note that once enabled, you can only choose up to five Google Calendars whose time slots will be blocked in your Zoho CRM calendar.

Thats all for this enhancement! Read more about Google Calendar sync in our help doc.

Thanks!

P.S. This enhancement is currently live for all users in all DCs.

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Sticky Posts
Enrich your CRM data and keep them updated
You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot. For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing
Zoho CRM Digest - February 2024
We're thrilled to bring you the February digest, packed with exciting product updates and engaging discussions from the Zoho CRM Community. Keep reading to stay in the loop! Product Updates: Zia Enhancements Be it Tasks, Calls, or Meetings, Zia's activity
Canvas templates can now be shared with different CRM organizations
----------------------------------------Moderated on 14th February, 2023------------------------------------------- Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our help
Introducing Zia Presentation in Zoho CRM
----------------------------------------Moderation 2.0, Date: 22nd March' 24----------------------------------------- The Zia Presentation feature is now available for organizations in both Enterprise and Ultimate editions with 20+ user licenses in the
Blueprint enhancements - Parallel and multiple transitions, and more
Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all