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Sync Google Calendar with Salesforce to Book Meetings Faster

 

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Salesforce Related

In a perfect world, you’d have one calendar to manage your schedule and wouldn’t need to sync Google calendar with Salesforce. This single calendar would be your source of truth.

One place to check everything you have scheduled in a given day, week, or month. One tool that incorporates all the features you need most.

But in reality, you probably use more than one.

Not only is this frustrating and risky, but it can be a huge time sink each day.

Even worse, missing an important meeting or being late could cost you valuable revenue.

You definitely don’t want scheduling mishaps to cause you to miss your sales quota or an opportunity to expand relationships.

So, who are the major players for an email to CRM calendar sync? What can these players do in silos?



Salesforce vs Google Calendar

Before you sync Google calendar with Salesforce, you need to know what each one can do independently and determine if how they fit into your workflow.

sync google calendar with salesforce

Salesforce

If you are using Salesforce as your CRM, you are most likely familiar with the calendar available to use.

The Salesforce calendar feature includes all meetings, tasks, agendas, and events. Having this data in Salesforce allows you to track and accurately report on your sales activities.

However, Gmail also provides you with a calendar tool and often times users may find this easier to use.

Google Calendar

Using Google calendar makes collaboration easy with shareable calendars that integrate seamlessly with Gmail, Drive, Contacts, Sites and Hangouts.

Each of these calendar are accessible on mobile and allow you to share available meeting times, schedule meetings, and get reminders for upcoming events.

With overlapping features, how do you decide which one fits best into your workflow? You could follow a top-down managerial level decision…

Or…..

You can use your calendar of choice, while still ensuring you never miss a meeting, with an intelligent Salesforce Gmail integration.



Sync Google Calendar with Salesforce to Save Time

Leveraging the capabilities of a Salesforce calendar sync allows you to bi-directionally synchronize your Salesforce calendar with your email calendars. Your agenda will be fully up-to-date on whichever platform you use to manage your schedule.  

When deciding which Salesforce calendar integration to use, make sure it has the proper functionality and allows you to save time in the following eight areas:



1. Setup

First and foremost, the setup of the integration should be fast and simple. You should be able to control how each calendar you own integrates, including whether it syncs single or bi-directionally. You may want your personal calendar to sync both ways, but have a shared team calendar sync from Google to Salesforce only. With Ebsta, it only takes one min to intelligently sync your Salesforce and Google Calendars. 



2. Asking to meet

Before you can schedule time to meet with a prospect, you need to get their attention and secure a meeting time slot. You need to do the research to make sure the prospect is qualified, figure out the best way and time to reach out, and then make the ask.

log emails to Salesforce

The best tactic is to ensure all associated contacts and communications with that prospect are logged in Salesforce. If you are meeting with an executive, perhaps their assistant is responsible for finding meeting times.



3. Scheduling the meeting

calendar app

Rather than spending countless hours trying to find the best time to meet, your calendar integration should provide you with a mechanism to easily and efficiently schedule meetings.



4. Compatibility across settings and devices

The integration should support time zone differences, recurring events, deleted events, and private events. And of course, sync Google calendar with Salesforce automatically to keep your calendar up-to-date regardless of whether you’re accessing it through iCal, Google Calendar App, aCalendar, Android Calendar, or any other calendar app.

In the same vein, when events are added or edited in Salesforce, Google Calendar, or Outlook, the changes need to be reflected across all platforms and devices.



5. Logging the meeting

It’s important to record meetings in Salesforce to track sales activity and analyze what is working, or what may need to be tweaked. Let your Salesforce calendar integration automatically match events to Salesforce records so you don’t have to do so manually.



6. Visibility

Salesforce is an incredibly powerful platform for aligning your whole team around relevant records across sales, marketing, and customer service users. Anyone on your account team should be able to decipher the activity history with an account or prospect at a glance. No more wasting time tracking down communication history or forwarding emails.

Salesforce activity feed



7. Reporting

Activity reporting in Salesforce has always been important for managing sales, leads, and renewals, but is often flawed. For activity reporting to be effective there are two fundamental requirements; automatically logging activity and understanding the relevance of the communication. When you sync Google calendar with Salesforce, you cam be more confident about the data in your CRM, and with improved data quality you can make better business decisions by leveraging sales and marketing KPIs.

Salesforce google calender integration


To better help you understand the relevance and effectiveness of your efforts, we’ve created the Ebsta Score. The Ebsta Score is derived on a multitude of factors from emails, calls, and calendar events. As opposed to one-dimensional activity reporting, the Ebsta Score includes different weightings for sent and received, inbound and outbound, conversation length, duration, timing and period of all communications. This engagement score increases and decreases over time based on the level of true interaction happening with the record.



8. Compliance

Data privacy legislation is raising the standards for how businesses manage data. The personally identifiable information (PII) stored in your Salesforce, email, and calendar is subject to regulations like the General Data Protection Regulation (GDPR).

gdpr data minimisation

Data subject access requests when received need to be quickly and efficiently handled and, if their right to be forgotten is invoked, it is critical that you remove the information from the mailboxes and calendars where it resides so it cannot be reused, causing a data protection breach.

Ready to start using the last Salesforce calendar integration you’ll ever need? Start your 14-day free trial today of Ebsta Accelerate to sync Google calendar with Salesforce and get more time back in your day.

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Kyle Graden

Kyle is a digital marketer with a background in technology, non-profit, and government.