Coordinate availability, appointments and customer email without splitting the customer journey across personal inboxes and calendars. Use the CRM as the operating context while connected providers supply availability, events, email synchronization and supported meeting links.
Connect the correct Google or Microsoft account, choose the calendars used for availability and event writing, configure conflict rules, then enable the supported email two-way sync separately. Test inbound and outbound email, a new booking, reschedule, cancellation and meeting-link creation.
Authorize the business Google or Microsoft account and confirm the user, tenant and calendars before saving.
Choose which calendars block availability and which calendar receives CRM-created events. Avoid selecting every calendar without reviewing its purpose.
Set timezone, availability, duration, buffers, notice, capacity, assignment and reschedule or cancellation rules.
Connect the supported Gmail or Outlook two-way email option and decide which messages should appear in the CRM conversation history.
Select the eligible meeting provider and add confirmations, reminders, internal notifications and outcome workflows.
Book, reschedule and cancel across timezones. Verify calendar conflicts, meeting link, CRM contact, owner, email thread and reminders.
Trigger
A qualified contact opens or completes a booking flow
Actions
Result
The appointment, owner and sales context remain connected.
Trigger
Appointment status changes
Actions
Result
Calendar changes update the operating process instead of becoming isolated events.
Trigger
Appointment reaches no-show status
Actions
Result
The team has a measured recovery process with a clear stop condition.
Review every selected conflict calendar, recurring external events, timezone and buffer settings.
Separate the write-to calendar from conflict calendars and confirm the assigned user connection.
Verify two-way email sync is connected for the intended mailbox and review supported message scope and permissions.
Confirm the meeting provider connection, calendar configuration and that the appointment type is eligible to generate a link.
Connectors, events, actions and usage charges can vary by plan, account and region. Verify the options shown in your account and test them before publishing.
Yes. Supported calendar connections can check availability and synchronize eligible events according to each user and calendar configuration.
Supported two-way email connections can associate eligible messages with CRM contacts and conversations. Verify mailbox permissions and current scope.
Connected meeting providers can generate links for eligible new appointments when the provider and calendar are configured correctly.
Select every relevant conflict calendar, configure availability and buffers, confirm timezone and test overlapping events before opening the calendar publicly.
Connect the event to an owner, next action and outcome, then test it before launch.
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