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Syncing Your Google Account with the CRM

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Bytimothy A
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Overview: 

Syncing your Google Account with the CRM allows you to connect your Google services, such as Calendar and Contacts, to your CRM system. This helps streamline scheduling, improve data synchronization, and keep your information updated across platforms.

Follow these steps to sync your Google account with the CRM: 

Step 1: On your dashboard, click the user dropdown menu in the top-right corner.

Step 1: On your dashboard, click the user dropdown menu in the top-right corner.

Step 2: From the dropdown menu, click Settings to navigate.

Step 2: From the dropdown menu, click Settings to navigate.

Step 3: You will then be navigated to the Settings page. Click on Calendar Settings to continue.

Step 3: You will then be navigated to the Settings page. Click on Calendar Settings to continue.

Step 4: You will be taken to the Calendar Settings. To proceed, click the Sign in with Google button.

Step 4: You will be taken to the Calendar Settings. To proceed, click the Sign in with Google button.

Step 5: You will then be prompted to select a Google account. Once selected, click the account to proceed.

Step 5: You will then be prompted to select a Google account. Once selected, click the account to proceed.

Step 6: A new window will appear, where you can cancel the action or proceed by clicking Continue.

Step 6: A new window will appear, where you can cancel the action or proceed by clicking Continue.

Step 7: Next, you can select what Deposyt can access. You can choose from the available options or click Select All.

Step 7: Next, you can select what Deposyt can access. You can choose from the available options or click Select All.

Step 8: Once selected, you can proceed by clicking Continue.

Step 8: Once selected, you can proceed by clicking Continue.

Step 9: You can now see your selected Google account connected to the CRM.

Step 9: You can now see your selected Google account connected to the CRM.

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