FAQs in this section
What is Google Meet?
How does Google Meet work with Vtiger CRM?
From which modules can I use Google Meet in Vtiger CRM?
How do I install Google Meet?
Where is Google Meet available in Vtiger CRM?
How do I use Google Meet from the Events module?
How do I send a Google Meet link from the Contacts module?
How do I send a Google Meet link through email?
How do I create a meeting or schedule a conference with Google Meet in the Deals Module?
How do I set up a meeting with a customer from the chat window and send them a Google Meet link?
Can I sync a Vtiger event with Google Calendar?
Table of Contents
Yes, you can. Syncing Vtiger events with Google Calendar will ensure the date and time, along with the Google Meet link, will reflect in the client's calendar as well when you set up an event (for example, a meeting with a client).
Follow these steps to sync your CRM events with Google Calendar:
Follow these steps to sync your CRM events with Google Calendar:
- Go to the Main Menu
- Click Essentials
- Click Events. The Events List View screen is displayed.
- Click Sync in the top right corner
- Click Google in the Sync window
- Note: First-time users must provide their Google ID and Password, so Google can authenticate user credentials
- Click Settings
- Go to the Events Sync Settings section. Enter or select the following information -
- Google Data: the data that needs to be synced
- Sync Direction: the direction that data needs to flow
- Sync From: the date from which data has to be synced
- Note: All the events from the Sync From date to the current day will be synced.
- Click the Enable Events Sync toggle to start syncing
- Click Save
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