Integrating your Google Calendar with ZipLeads optimizes appointment scheduling by syncing appointments from ZipLeads into your third-party Google Calendar and blocking out pre-existing appointments from your Google Calendar within ZipLeads.
How to integrate your Google calendar
Option A: Settings > My Profile > Calendar Settings > blue '+ Add New' button
Option B: Settings > Calendars > Connections > Make sure you are on the correct profile ('My Staff' dropbox) > green '+ Add New' button > Google Calendar > green 'Connect' button
Follow the Pop-Up prompts to connect your Google Calendar:
Note: Lead Connector is associated with ZipLeads
Review the Calendar Configuration
Linked Calendars - review which calendar within your Google Account has been synced, allowing ZipLeads to add new events to it.
To make adjustments select edit and from the pop up, select the calendar you would like to sync:
To adjust sync preferences click the blue 'advanced settings' text:
One- Way Sync: Events from the ZipLeads calendar are synced as blocked times within your Google Calendar. This is our recommended set-up.
Two-way Sync: Contacts are created for guests linked to events within your Google Calendar, creating an appointment within your chosen ZipLeads Calendar. You also have the option to add these newly created contacts into workflow automations linked to these ZipLeads Calendars.
Conflict Calendars - Select which Google Calendar will be checked to prevent double bookings by blocking out your ZipLeads Calendar.
To select a third-party Google Calendar to add to your Conflict Calendars, click the 'Edit' black text:
Selected the calendars linked to your Google Account that you would like to have checked for pre-existing bookings
To connect an additional Google Calendar, select the green '+ Add New' button under 'Connected Calendars'
Follow the instructions outline in Steps 2 and 3 to set up an additional Google Calendar
Additional Calendar Settings:
To adjust Additional Calendar Settings go to Settings > My Profile > Additional Calendar Settings:
Private Mode for Synced Events - when this is toggled on, only you will be able to the details of your Google Calendar events within your ZipLeads calendar
View Appointments In - Adjust the time zone you would like to see your appointment times in