Integrating with Google allows you to sync your calendar to your Google Calendar as well as for reporting related to Google Ads.
Step 1: Go to Settings > Integrations
Step 2: Click “Connect” Under the Google Icon
Step 3: Select the account you wish to connect
Step 4: Enter your password (if prompted).
Step 5: Agree to the Terms & Conditions by click Allow
Step 6: Click Close.
You can now sync your Calendar to the integrated Google Account within Calendar Settings. You can also add analytics and Ad Word information for tracking & attribution purposes. To set up your Gmail SMTP, check out our article specifically about that as it is a separate process from the Google Integration.
How to fix the issue with FB pages not showing up in the Manage Pages? Start by logging into your Facebook account. Next, click on your profile picture in the top right corner, then navigate to “Settings & Privacy.” Inside Settings and Privacy, click on Settings. You can follow that up by going to Business […]
The Facebook Lead Ads integration enables you to gather leads directly from your Facebook Ads and seamlessly sync them with your CRM. This integration makes it simple to collect contact details from potential customers who show interest in your products or services on Facebook, allowing you to follow up with them swiftly. By automating lead […]
This guide covers the process of connecting Google Drive with CRM’s Media Storage. By setting up this integration, you can effortlessly sync files, organize media more effectively, and keep all your files in one centralized location. Discover how to configure the integration and optimize your workflow. What is the Google Drive Integration? The Google Drive […]
What is happening? Google is sunsetting its Google Business Profile – Chat starting from Jul 15, 2024. We understand that this is a frustrating situation, and we are here to help you through this change. Timeline: Will my contacts be notified about this change? Starting July 15, 2024, participants in ongoing chat conversations will receive […]
This article will explore the integration of Google Business Profile (previously known as Google My Business or GMB) and explain why it is essential for every business. Why does every business need a Google My Business Account? Google My Business is a free tool that enables you to manage your online presence effortlessly. It helps […]
How to Import a Snapshot: When somebody is trying to share their snapshot they either did one of two things: How do you import using both ways? To import a snapshot using a shareable link, please follow the instructions: To import a snapshot from an email, please follow these steps:
The Zoom Integration feature allows you to generate unique meeting links for appointments within the Team Calendar section of your system. (To learn more about setting up team calendars, check out our calendar tutorials.) If you yourself are your team, you can create a “Team” of 1 person for your team calendar. Follow these steps […]
If you’re using WordPress, check out these simple steps to download and use the WordPress plugin for your chat widget: Step 1: Set up your Webchat widget NOTE: Check out our separate tutorials on the Chat Widget for a full customization overview. Step 2: Download and Install the WordPress Plugin Step 3: Retrieve any Updates […]
Shopify is a widely used e-commerce platform for online and retail shopping. By integrating Shopify with your system, you can enhance your e-commerce capabilities in several ways, including workflows, the use of Shopify-specific custom values, and more. Follow these steps to integrate Shopify with your system: Step 1: Create or Log In To A Shopify […]