Google Calendar Sync

customertrax 6. Integrations

Integrating Handle with Google has 4 key items that can be enabled or disabled for those users with a mobility license.

 
 

Appointments
 

  • 1-way (View Only)
     
    • Appointments that exist in your Gmail calendar can be viewed in Handle Calendar.
    • You can convert/copy an appointment into Handle.
       
  • 2-Way (Update)
     
    • Any sales calls created in Handle automatically synchronizes to your Gmail calendar.
    • Any changes such as additional details or time and date will synchronize back to Handle, if the item was created in Handle originally.

       

Primary Contact
 

  • Assigned accounts are synced to the record manager’s google address book.

     

Secondary Contacts
 

  • Contacts linked to assigned accounts are synced to the record manager’s google address book.

 
 

 
 

 
 

 
 

Compatible with: Public Gmail, Google Apps for Business

No setup required, please let us know if you would like this enabled.

You cannot sync calendar/contacts with Outlook and Google at the same time, it is one or the other.

 
 

customertraxGoogle Calendar Sync