Overview
Connecting your email and calendar account to ProLine is an important step in your account setup. This connection enables ProLine's emailing features and syncs your calendar so events created in ProLine appear in your external calendar and vice versa.
Note: Your email and calendar are connected together as a single integration. Whatever calendars you want connected to ProLine must be associated with the email account you connect.
How to Connect Your Email & Calendar
There are two ways to connect your email and calendar account to ProLine:
Option 1 — During Account Setup
When setting up your account, ProLine will prompt you to connect your email and calendar right after you choose your phone number. Follow the steps in the Connecting Your Account section below to complete this.
Option 2 — From the Integrations Page
If you skipped this step during setup or your email becomes disconnected at any point, you can connect or reconnect at any time by navigating to Hamburger menu > Integrations and locating the Email & Calendar section.
Connecting Your Account
Regardless of which option you use, the connection steps are the same:
Choose your email provider. Click Sign in with Google if you use Gmail, or Other Provider for all other email providers.
Select your email account. Choose the email address you want to connect to ProLine and log in.
Grant permissions. ProLine will ask for permission to access your calendar and send emails on your behalf. If you see checkboxes, make sure to select all of them — both the calendar connection and the option to send email on your behalf. Click Allow to finalize the connection.
Connect your calendars. Once your email is connected, you'll be able to select which external calendars to link to each ProLine calendar (e.g. Sales, Production). See the Calendar Setup Tips section below before making these selections.
Continue. Click Continue once your calendars are configured. If you're still in the initial setup flow, you'll receive a confirmation screen showing your connected ProLine number and email before finishing.
Calendar Setup Tips
ProLine supports multiple calendars (such as Sales and Production), and each one can be connected to a separate calendar in your external email account. Keep the following in mind when setting this up:
Each external calendar can only be connected to one ProLine calendar at a time. Once an external calendar is selected for one ProLine calendar, it will no longer appear as an option for the others.
A common setup is to connect your Sales calendar to your primary Google or external calendar, and either leave the Production calendar unconnected or create a separate calendar in your email account specifically for production and connect it there.
You are not required to connect both calendars. Connecting only one is perfectly fine if that fits your workflow.
Need Help?
If you run into any issues or receive unexpected errors during this process, reach out to our support team at support@proline.app or through the chat in the lower corner of your screen.