Google Calender
With 3sigma CRM, you can automatically sync your CRM tasks with Google Calendar. This way, any follow-ups, deadlines, and meetings you set up in 3sigma CRM will appear in your Google Calendar. No more missed tasks or switching between apps!
Why Sync with Google Calendar?
Here are a few ways syncing with Google Calendar can help you:
Stay on Top of Follow-Ups:
Client follow-ups you set in 3sigma CRM will appear in Google Calendar as reminders, so you never miss an important call or message.
See Project Deadlines with Your Daily Schedule:
Project milestones and deadlines from 3sigma CRM will show up in your Google Calendar, helping you keep track of all tasks in one place.
Manage Sales Calls and Client Meetings:
When you have a busy schedule of calls or meetings, syncing lets you view all these tasks alongside your other calendar events.
Coordinate with Your Team:
If you’re part of a team, syncing lets everyone stay updated on tasks and deadlines, so you know who’s working on what and when.
Time Blocking for CRM Tasks:
Block time for CRM tasks, like lead follow-ups or data entry, and see it all in Google Calendar to stay organized.
How to Set Up Google Calendar Syncing in 3sigma CRM
Log in to 3sigma CRM:
Go to web.3sigmacrm.com and log in.
Open Integrations:
Click on Integrations.
Connect Google Calendar:
Choose Google Calendar from the list, then click on Connect.
Give Permissions:
Allow 3sigma CRM to access your Google Calendar by granting permission.
Start Syncing:
After permissions are set, your CRM tasks will sync automatically with Google Calendar. Any updates in 3sigma CRM will appear in your calendar without any extra steps.
Managing the Connection
Disconnect and Reconnect Anytime:
If you need to refresh permissions or temporarily stop the sync, go to Integrations > Google Calendar and click Disconnect. Reconnect by following the same steps.
Now you’re set! With your 3sigma CRM tasks synced to Google Calendar
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