When you configure or update your calendar, you'll come across various synchronization settings. Familiarizing yourself with these settings will help you make the most out of your calendar's integration with other platforms.
Overview of Sync Options
One-Way Sync:
Details: In this mode, events from your Google Calendar will be visible on your CRM calendar, marked in grey. Any appointments created within the CRM calendar will sync back to Google, and the CRM will reserve time slots for events from Google. However, this option doesn't add participants from Google Calendar events as contacts in the CRM.
Ideal For: This setting is generally recommended for users who want a straightforward integration that prevents the CRM from being overloaded with contacts from every calendar event.
Two-Way Sync:
Details: This option allows events from your Google Calendar to appear on your CRM calendar in different colors for easy identification. The CRM will also create contact records for attendees of Google Calendar events and integrate these contacts into related calendar actions.
Note: A legend for the event colors on a Two-Way Sync calendar is available by clicking the small blue-circled question mark next to the calendar dropdown menu.
Practical Examples and Recommendations
One-Way Sync: This option is perfect for those who schedule external meetings but need to prevent double bookings by ensuring their CRM calendar reflects these appointments.
Two-Way Sync: This setting is ideal for businesses that hold events or meetings and want to automatically gather participant details in their CRM for future communications.
Troubleshooting and Frequently Asked Questions
Q: Why aren't my events syncing as expected?
A: First, confirm that you've chosen the correct sync setting and that your external calendar is properly connected to the CRM. It's also a good idea to review the sync settings in both your CRM and external calendar.
Q: Is it possible to change my sync settings later?
A: Yes, you can adjust your synchronization preferences at any time by going back to the Calendar Settings.
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