Confirming Sync Between Google Calendar and CRM

How Calendar Sync Functions

Before checking the sync, it’s key to understand how it works. Synchronizing Google Calendar with the CRM ensures that appointments or events in one are automatically mirrored in the other, helping avoid overlapping schedules and ensuring accurate availability in both calendars.

Key Elements of Calendar Synchronization:

• Real-Time Updates: Any adjustments made in one calendar are instantly applied to the other.

• Conflict Prevention: The system detects and prevents scheduling clashes.

• User-Specific Syncing: Each user can sync their personal Google Calendar to their CRM account, making scheduling more tailored to them.

How to Verify Calendar Syncing

Here’s a quick guide to verify if your Google Calendar and CRM are syncing correctly:

Set Up a Test Event:

• Access Google Calendar and pick a test date, such as October 31st.

• Add an event from 10 a.m. to 2 p.m., marking it as busy to check synchronization.

Connect Your Google Calendar:

• If your calendar isn’t connected yet, link your Google Calendar to your CRM. You can typically find this option in the integrations or settings section of your CRM.

Verify CRM Calendar for Conflicts:

• After adding the event, review your CRM calendar. If you're on a shared calendar, make sure you’re viewing the correct one.

• Set your calendar view to the date and time zone of the test event (October 31st, Chicago time).

Confirm Synchronization:

• The CRM calendar should now show that 10 a.m. to 2 p.m. is blocked out, with availability only before 9 a.m.

• If the calendar hasn’t updated, refresh the view to ensure the changes are reflected.

Troubleshooting Sync Problems

If the sync doesn’t seem to be working as expected, consider these troubleshooting tips:

• Check Your Internet: Make sure your internet connection is stable.

• Confirm Calendar Settings: Ensure the correct Google Calendar is linked to your CRM profile.

• Wait for Sync: The sync may take a few minutes to process; check again after a brief pause.

Frequently Asked Questions

Q: Can I link multiple Google Calendars?
A: Some CRMs allow multiple calendar connections, but others may only permit a single calendar per account.

Q: Will deleting an event in Google Calendar remove it from the CRM?
A: Yes, if synced, deleting an event in Google Calendar will delete it in the CRM during the next synchronization.