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Sync Your Google Calendar 

Integrate your Google Calendar with Sierra Interactive’s CRM to streamline scheduling, eliminate conflicts, and keep your clients automatically in the loop.

This integration lets you manage your schedule directly from a lead's profile, ensuring every appointment is automatically synced for you, your team, and your clients.

Table of Contents

  1. Why This Feature Matters

  2. How to Activate Your Google Calendar Integration

  3. How to Schedule and Customize Appointments

  4. Best Practices for a Streamlined Schedule

  5. Frequently Asked Questions (FAQ)

Why This Feature Matters

Juggling client communications, showings, and team meetings is a constant challenge. When your schedule lives in one place and your lead management in another, it’s easy to double-book yourself or, even worse, let a promising lead fall through the cracks because of a scheduling mistake.

Sierra's Google Calendar integration solves this problem by connecting your calendar directly to your CRM. This saves you valuable time by eliminating the need to switch between platforms. It also improves the client experience by sending automated invitations and updates, reducing no-shows and ensuring everyone is on the same page.

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How to Activate Your Google Calendar Integration

Getting started only takes a moment. Follow these steps to connect your calendar.

1. Navigate to Your Profile Settings

  1. From the Sierra admin dashboard, click on your profile icon in the top right corner and select Profile.
  2. In your profile, find and click the Connect Calendar tab.

2. Sign In and Grant Permissions

  1. Follow the on-screen prompts to sign in to the Google account you use for your business calendar.
  2. Google will ask you to grant Sierra permission to access and manage your calendar. You must "Select all" and grant all permissions here, or the integration will not function correctly.
  3. Click Continue to finalize the connection. Your calendar is now synced!

 

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How to Schedule and Customize Appointments

Once your calendar is connected, you can manage appointments directly from any lead's profile page.

1. Open the Appointments Tab

  1. Navigate to the profile of the lead you wish to schedule a meeting with.
  2. Click the Appointments tab to open the scheduling tool.

2. Enter Appointment Details

  1. Fill in the necessary information, including:
    1. Day and Time: When the appointment will take place.
    2. Location: The address or meeting link.
    3. Appointment Type: Choose from a default list or create your own custom types.
    4. Participants: Add the lead and any team members who need to attend.
    5. Notes: Add internal notes for your team or external notes that the client will see.

3. Log the Outcome

  • After the appointment is complete, you can log its outcome to maintain a clean record and for future reporting.
  • This outcome is saved in the lead's history and in the Task Manager, helping you track progress with each client.

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Best Practices for a Streamlined Schedule

  • Use Descriptive Appointment Types: Instead of generic names like "Meeting," create custom types like "Buyer Consultation," "Showing - 123 Main St," or "Listing Presentation." This helps you understand your schedule at a glance and makes your reporting more powerful.
  • Add Notes for Context: Use the "Internal Notes" field to add important context for yourself or your team, such as "Lead is pre-approved up to $500k" or "Remember to bring market analysis."
  • Confirm Appointments in Advance: While the calendar invite serves as a confirmation, a quick text or email the day before an important meeting can significantly reduce no-shows and reinforce your professionalism.
  • Schedule Follow-Up Tasks: When you log an appointment's outcome, immediately schedule the next step as a task in Sierra, such as "Follow up with market report" or "Send thank you email."

Real-world Examples:

  • Secure a Showing Instantly: While on the phone with a hot lead, you can book a showing directly from their profile. The lead automatically receives a calendar invite, confirming the appointment and making your business look professional and organized.
  • Coordinate with Your Team: When you book a client meeting and add a team member, the event appears on everyone’s calendar (provided each team member integrates their calendar). This prevents internal confusion and ensures seamless collaboration.

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Frequently Asked Questions (FAQ)

1Who can see the appointments I schedule on a lead's profile?

The assigned agent, collaborators, and any users with manager-level permissions can view appointments scheduled on a lead detail page provided they have the Google Calendar integrated

Can I create an appointment from a call list?

Not at this time, no.

How do appointments appear in the Sierra CRM?

Appointments you create are displayed as Tasks within the CRM, making them easy to track and manage.

What name appears on the Google Calendar event?

The calendar event will use the Appointment Type as its title by default. This is why using descriptive, custom types is so helpful.

What should I do if I have trouble connecting my calendar?

First, double-check that you granted all the necessary permissions during the activation step. If you continue to experience issues, please contact our support team for assistance.

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