PRE-REQUISITES: In order to use this integration, you will need to have a Pipeliner Cloud subscription and a G Suite account.
First your Administrator will need to make sure that the integration is enabled for your Pipeliner space.
FOR ADMINS ONLY:
Enter the Admin Module — from the Pipeliner CRM Application, click on the App Switcher in the top left corner:
NOTE: Only Administrators will see the Administration menu
Click on the Automation Hub tab and check that "Google Calendar" is running in the "My Apps" section. If not, find it in the "Most Popular" section and click on "Add for Free" to activate it.
Then go back to the App by clicking on the App Switcher in the top left corner again and selecting "CRM Application".
Click on the "Avatar (Photo)" icon on the upper right corner & then click “Settings”:
Click “Activate” beside Google Calendar under Google Integrations:
A window will pop-up giving you visibility of all the Google Accounts you are logged into. Please select the account you wish to integrate with Pipeliner.
NOTE: If you do not receive a pop-up, please enable pop-ups on your internet browser.
Click the “Allow” button on the following page:
Select Folder you want to synchronize
Select one of your existing Calendar folders from the dropdown.
This folder will be used for syncing appointments to and from Pipeliner.
Create a new calendar
A new Calendar will be added to Google and only appointments added to this “Pipeliner” folder will be synced to and from Pipeliner.
Once you’ve selected the right folder for you, click on "Finish".
Verify that your email has been connected. The word “Activated” will appear near to the email address you have connected beside "Google Calendar" under Google Integrations:
NOTE: the usage examples below assume that you’ve selected a new Calendar to be created but the same principles apply if you have selected an existing folder instead
How Does it Work
- Now that your Google Calendar sync is activated a new Pipeliner calendar will be created in your Google account, appointments where you are the owner or an attendee of will sync over from Pipeliner to your Google account.
- This Sync is bidirectional so any events you create within the newly created Pipeliner Google Calendar will appear in Pipeliner.
- Only certain fields will be synced from Pipeliner to Google. Please see the Pipeliner field name with the Google field name in parentheses: Subject (Title), Location (Where), From (Start Date), To (End Date), Attendees (Guests).
- Appointments / Events can take up to 15 minutes to sync.
Follow the example below to understand how to sync Google Calendar.
To sync an event from Pipeliner to Google Calendar, add a New Appointment in Pipeliner and click “Save”:
Look for your Pipeliner calendar within Google and make sure it's checked on “My Calendars” on the left side of your screen. Once checked, all Appointments you’re an owner or attendee of should appear within your Pipeliner calendar:
To sync an event from Google Calendar to Pipeliner, add a new event from the Google Calendar. When adding this meeting, make sure you add it on the Pipeliner Calendar (you can select your calendar from the dropdown as depicted in the image below). Any events you add on other calendars WILL NOT sync over:
Once you "Save" this event, it will appear on your calendar within the Pipeliner application.