Calendar Sync Options
When setting up or editing your calendar, you'll encounter various "Sync Options". Understanding these options is key to optimizing your calendar integration.
Sync Options Explained
One-way Sync:
Description: Events from your Google calendar appear in grey on your CRM calendar. Appointments made in the CRM calendar sync back to Google, and the CRM blocks off time for events on the Google calendar. However, individuals invited to Google events won't be added as contacts in the CRM.
Recommended Use: This option is suitable for most situations, offering a balanced integration without overwhelming your CRM with contacts from every event.
Two-way Sync:
Description: Events from your Google calendar are displayed in your CRM calendar with distinct colors. The CRM identifies invitees in Google events and creates contact records for them, incorporating these contacts into any related calendar triggers.
Note: A color key for events on a Two-way sync calendar can be accessed by clicking the tiny blue-circled question mark next to the calendar dropdown.
Practical Examples and Use Cases
One-way Sync: Ideal for professionals who schedule meetings externally but want to avoid double bookings by reflecting these in the CRM calendar.
Two-way Sync: Best for businesses that host events or meetings and wish to automatically capture participant information in their CRM for follow-up communications.
Troubleshooting and FAQs
Q: What if events aren't syncing properly?
A: Ensure you've selected the correct sync option and that your external calendar is correctly linked to the CRM. Double-check the sync settings in both the CRM and your external calendar.
Q: Can I change the sync option later?
A: Yes, you can modify your sync preferences at any time by revisiting the Calendar Settings.