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CRM in your calendar via Tackle Chrome extension
CRM in your calendar via Tackle Chrome extension
Updated over 6 months ago

Tackle integration with Salesforce allows you to directly track time from your Google calendar.

  1. Install the Tackle Chrome extension from here.

  2. Visit your Google calendar and you can find the Tackle sidebar on the right side. Log in Tackle using the same email address.

3. Select the menu to manage the CRM properties.

4. To apply properties to your event, you can select a calendar event and expand the Salesforce Properties section. Now, you should be able to select the property for this event. Furthermore, you can add tags while editing or creating a new event as well.

5. To create charts with the same Salesforce properties, you need to edit an existing chart or create a new chart from scratch.

6. Now select the Salesforce properties as grouping. You can furthermore customize the properties that you want to analyze and save the chart.

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