Integrating your Google Calendar with Soffront will allow you to view all your appointments in one place, and save you time and effort of navigating from one application to the other. You can view appointments added from Google Calendar under Soffront Calendar.
Similarly you can also view appointments added from your Soffront Calendar on your Google calendar.
Follow the steps below to Integrate your Google Calendar with Soffront.
- Click Profile icon → Integrations
- Integrations drawer opens along with its components.
- Now click on Connect button after selecting Google G Suite from Integration drop-down.
- This will open a Sign-in window – sign in with your Google G Suite account.
- After signing in successfully, below section will appear including Synchronize Emails and Synchronize Calendar check boxes.
- Now select Synchronize Calendar and then select Append Company Name and Append Contact Name check boxes as required → Click on Save to save your settings.
Your Google calendar is now synced with your Soffront Calendar.
Tip: Appointments will be synchronized in every 15 minutes interval.
All the new appointments you create in your CRM or Google calendar will be synced both ways.
Tip: Old appointments created in Google Calendar before you synced with Soffront will not appear on the CRM Calendar
Tip: While creating a new Appointment under CRM calendar, just click on the Google Sync field and select YES.
Tip: We do NOT sync recurring appointments.
Tip: Append Company & Append Contact check-box options will be unchecked by default.
If the user selects these check boxes, from that time forward, appointments created and updated (if changed) from Soffront to Google will change the appointment title to –
<Subject> | <Contact Name> | <Company Name>
The company name and contact name will be populated from the company and contact field (if not empty) from appointment.