Synchronize Pipeliner CRM with Google Calendar and Google Tasks
Google Calendar and TasksJohn Golden2023-10-25T15:33:59+00:00
Schedule interchangeably with either Google Calendar or Pipeliner CRM — your dataDataData is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. is always synced. Google Tasks sync too!
About Google Calendar & Tasks
Pipeliner CRM creates a unique folder in Gmail (i.e., Pipeliner – [youraccountname]). This means that your Pipeliner CRM Calendar will not be mixed with your personal calendar. Pipeliner CRM labels your entries and places them in the Pipeliner CRM folder. This is a two-way integration — Google Calendar and Tasks are synced to Pipeliner CRM — and vice versa.
Now, there’s no need to change the way you work. You can synchronize your Google Calendar with your Pipeliner CRM and stay on top of your schedule no matter where you are. Keep organized and work the way you want. Every meeting and task is synced to your sales pipelineSales PipelineSales Pipeline is a type of visualization showing the status of each sales prospect in the customer life cycle or sales process. on the Cloud.
You’re always kept up to date in a two-way Google/Pipeliner CRM synchronization. You can set up meetings and keep track of appointments across your organizationOrganizationOrganization is a cohesive group of people working together and formally bound by a shared identity (e.g., one team, company, club, etc.) and a common purpose (e.g., business growth, athletic victory, etc.). — even when some work in Pipeliner CRM and others use Google.
No need to switch between applications or change existing workflows. The Google Calendar and Task integration for Pipeliner CRM enables you to use familiar software tools so you can work the way you like.