Google Calendar and Google Tasks Integration

Google Calendar and Tasks

Google Calendar and Task integration

Google Calendar and Task integration for Pipeliner CRM enables you to use familiar software tools so you can work the way you like.

Now you can schedule interchangeably with either Google Calendar or Pipeliner CRM—your data is always synchronized both ways. There’s no need to change the way you work, and you can stay on top of your schedule no matter where you are. Every meeting and task is synchronized to your sales pipeline in the cloud.

Pipeliner CRM creates a unique folder in Gmail (Pipeliner - [youraccountname]). This ensures that your Pipeliner CRM Calendar will not be mixed with your personal Google 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 synchronized to Pipeliner CRM, and vice versa.

With this two-way synchronization, you’re always kept up to date. You can set up meetings and keep track of appointments across your organization — even when some of your staff are working in Pipeliner CRM, and others are in Google.

Example: Sales rep Linda on the sales team has set up an online meeting with the buyer at XYZ company, at which she wants to include technical consultant Phil and her sales manager Alice. Linda and her sales manager both work in Pipeliner, while the tech consultant and the prospect company’s buyer both work in Google Calendar in Tasks. All Linda needs to do is schedule the meeting in Pipeliner—and the meeting will automatically appear in Google Calendar and Tasks so that the buyer and Linda’s tech consultant will both be automatically notified on the meeting, too.

Once again Pipeliner makes everyday work easier. 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.

For instructions on how to Connect and Sync Google Tasks with Pipeliner CRM, click here.

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