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Google Calendar Integration

Connect ABC Salesbot with Google Calendar to automate appointment management and synchronize your booking system.

Overview

The Google Calendar integration allows you to:

  • Automatically create leads when new appointments are booked
  • Sync appointment details with ABC Salesbot
  • Track customer meetings and follow-ups
  • Manage scheduling workflows

Setup Instructions

  1. Access Google Apps Script:

  2. Prepare the Script:

    • Delete the existing code (myFunction())
    • Paste the provided integration code
    • Update the required configuration details in the code
    • Click Save
  3. Enable Calendar API:

    • Click on "Services" in the left sidebar
    • Add "Google Calendar API" as a new service
    • Save changes
  4. Grant Permissions:

    • Select the onEventCreated function
    • Click "Run" to initiate permission requests
    • Grant calendar access permissions when prompted
  5. Configure Trigger:

    • Click on "Triggers" in the left sidebar
    • Click "Add Trigger"
    • Set Function to run: onEventCreated
    • Set event source to "From Calendar"
    • Set trigger type to "When the calendar is updated"
    • Enter the Gmail account email that owns the calendar
    • Click Save
  6. Test the Integration:

    • Create a test calendar event
    • Verify the event appears in ABC Salesbot

Best Practices

  • Use a dedicated calendar for business appointments
  • Test the integration thoroughly before using in production
  • Regularly monitor the Apps Script execution logs
  • Keep your integration code updated

Troubleshooting

If you encounter issues:

  • Verify API permissions are properly granted
  • Check trigger configuration settings
  • Review Apps Script execution logs
  • Ensure the Gmail account has proper calendar access

For additional support, contact our technical team.

Security Note

The integration runs with your Google account permissions. Always:

  • Use secure credentials
  • Regularly review access permissions
  • Follow your organization's security protocols

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