--- title: Syncing Your Google Calendar to Streamline Scheduling and Reminders description: Integrate your Google Calendar with Sierra Interactive’s CRM to streamline scheduling, eliminate conflicts, and keep your clients automatically in the loop. image: https://www.sierrainteractive.com/wp-content/uploads/2022/07/Website-Preview-V2A.jpg --- [Skip to content](https://help.sierrainteractive.com/helpcenter/syncing-your-google-calendar-to-streamline-scheduling-and-reminders#main-content) [Contact Support](https://help.sierrainteractive.com/helpcenter/kb-tickets/new?hsLang=en) [![Sierra Interactive logo](https://help.sierrainteractive.com/hs-fs/hubfs/sierra%20interactive%20logo.png?width=250&height=34&name=sierra%20interactive%20logo.png)](https://help.sierrainteractive.com/helpcenter?hsLang=en) - [Sierra CRM Login](https://client.sierrainteractivedev.com/login.aspx?sn=sierrainteractive.com) - [Sierra Support](https://share.hsforms.com/1-PkIvKPkRJ2Oe4iP28LPugcrxj0?__hstc=240356316.ca34a03f98730f420ad639300528f2a2.1764955183725.1783970890126.1783975123568.351&__hssc=240356316.31.1783975123568&__hsfp=3cbed2008eb4c720102b6f72b9dd6767) - [Training & Learning](https://info.sierrainteractive.com/live-training-learning-opportunities) Show submenu for Training & Learning - [Sierra Academy](https://info.sierrainteractive.com/sierra-academy) - [Live Training Sessions](https://help.sierrainteractive.com/helpcenter/join-live-training-sessions-explore-sierra-learning-resources) Show submenu for Live Training Sessions - [Tuesdays 11AM ET](https://us02web.zoom.us/j/81520282538) - [Wednesdays 1:30PM ET](https://us02web.zoom.us/j/84246589732) - [Fridays 3PM ET](https://us02web.zoom.us/j/86964951435) - [Sierra YouTube Channel](https://www.youtube.com/@sierrainteractive/featured) - [Sierra Facebook Mastermind](https://www.facebook.com/groups/sierrainteractive) - [Referral Dashboard](https://www.sierrainteractive.com/customer-referral-dashboard/) - [Operations & Closures](https://info.sierrainteractive.com/sierra-interactive-observed-holidays) - [System Status](https://status.sierrainteractive.com/) Open main navigation Close main navigation - [Sierra CRM Login](https://client.sierrainteractivedev.com/login.aspx?sn=sierrainteractive.com) - [Sierra Support](https://share.hsforms.com/1-PkIvKPkRJ2Oe4iP28LPugcrxj0?__hstc=240356316.ca34a03f98730f420ad639300528f2a2.1764955183725.1783970890126.1783975123568.351&__hssc=240356316.31.1783975123568&__hsfp=3cbed2008eb4c720102b6f72b9dd6767) - [Training & Learning](https://info.sierrainteractive.com/live-training-learning-opportunities) Show submenu for Training & Learning - [Sierra Academy](https://info.sierrainteractive.com/sierra-academy) - [Live Training Sessions](https://help.sierrainteractive.com/helpcenter/join-live-training-sessions-explore-sierra-learning-resources) Show submenu for Live Training Sessions - [Tuesdays 11AM ET](https://us02web.zoom.us/j/81520282538) - [Wednesdays 1:30PM ET](https://us02web.zoom.us/j/84246589732) - [Fridays 3PM ET](https://us02web.zoom.us/j/86964951435) - [Sierra YouTube Channel](https://www.youtube.com/@sierrainteractive/featured) - [Sierra Facebook Mastermind](https://www.facebook.com/groups/sierrainteractive) - [Referral Dashboard](https://www.sierrainteractive.com/customer-referral-dashboard/) - [Operations & Closures](https://info.sierrainteractive.com/sierra-interactive-observed-holidays) - [System Status](https://status.sierrainteractive.com/) - [Contact Support](https://help.sierrainteractive.com/helpcenter/kb-tickets/new) Search Help Center - There are no suggestions because the search field is empty. 1. [Help Center](https://help.sierrainteractive.com/helpcenter?hsLang=en) 2. [Getting Started with Sierra](https://help.sierrainteractive.com/helpcenter/getting-started-with-sierra?hsLang=en) 3. [Connect Your Data](https://help.sierrainteractive.com/helpcenter/getting-started-with-sierra?hsLang=en#connect-your-data) September 21, 2026 # Syncing Your Google Calendar to Streamline Scheduling and Reminders ## 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](https://help.sierrainteractive.com/helpcenter/syncing-your-google-calendar-to-streamline-scheduling-and-reminders#why) 2. #### [How to Connect Your Google Calendar to Sierra](https://help.sierrainteractive.com/helpcenter/syncing-your-google-calendar-to-streamline-scheduling-and-reminders#how) 3. #### [How to Schedule and Customize Appointments](https://help.sierrainteractive.com/helpcenter/syncing-your-google-calendar-to-streamline-scheduling-and-reminders#schedule) 4. #### [Best Practices for a Streamlined Schedule](https://help.sierrainteractive.com/helpcenter/syncing-your-google-calendar-to-streamline-scheduling-and-reminders#best) 5. #### [FAQs](https://help.sierrainteractive.com/helpcenter/syncing-your-google-calendar-to-streamline-scheduling-and-reminders#faq) --- ### Why This Feature Matters When your calendar and your CRM are disconnected, small scheduling mistakes turn into lost deals. You double-book a showing, forget to confirm an appointment, or lose track of a lead because the follow-up lived in one app and the calendar event in another. Sierra's Google Calendar integration fixes this by making your CRM and your calendar the same tool. Every appointment you book in Sierra syncs to Google Calendar automatically, sends your client an invite, and creates a tracked record in the lead's history — all in one step. - Book showings while still on the phone with a lead. - Send clients an automatic calendar invite without any extra steps. - Track every appointment and its outcome directly in the CRM. - Give team leaders visibility into agent appointment activity without manual reporting. [Back to the top](https://help.sierrainteractive.com/helpcenter/syncing-your-google-calendar-to-streamline-scheduling-and-reminders#top) --- ### How to Connect Your Google Calendar to Sierra 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 **Edit Profile**. 2. In your profile, find and click the **Connect Calendar** tab. ⚠️The Connect Calendar tab is private to each user. No one else, including team members, managers, or Sierra Support, can see or access another user's Connect Calendar tab or calendar connection status, even while emulating that user's account. If you're emulating a user to troubleshoot a calendar sync issue, they'll need to connect their own calendar from their own login.  #### **![](https://help.sierrainteractive.com/hs-fs/hubfs/image-png-Apr-22-2026-08-58-36-6033-PM.png?width=318&height=355&name=image-png-Apr-22-2026-08-58-36-6033-PM.png)** #### **2. Sign In and Grant All 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! ![](https://help.sierrainteractive.com/hs-fs/hubfs/undefined-Feb-13-2026-03-28-33-4205-PM.png?width=307&height=320&name=undefined-Feb-13-2026-03-28-33-4205-PM.png) ![](https://help.sierrainteractive.com/hs-fs/hubfs/undefined-Feb-13-2026-03-30-17-7547-PM.png?width=344&height=359&name=undefined-Feb-13-2026-03-30-17-7547-PM.png) --- ### What Permissions Sierra Requires Sierra requests the following Google Calendar permissions to enable the integration: - Viewing and editing events on all your calendars. - Seeing, editing, sharing, and permanently deleting all calendars you can access through Google Calendar. [Back to the top](https://help.sierrainteractive.com/helpcenter/syncing-your-google-calendar-to-streamline-scheduling-and-reminders#top) --- ### How to Schedule and Customize Appointments Once your calendar is connected, you can manage appointments directly from any lead's profile page. To schedule an appointment in Sierra, open the lead's profile, click the **Appointments** tab, fill in the details, and save. The appointment syncs to your Google Calendar and your client receives an invite automatically. #### **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. 1. Go to the **Task Manager** or open the lead's profile and click **Lead History**. 2. Find the appointment and click into it. 3. Select the appropriate outcome. 4. Add brief notes while the details are still fresh. 5. Click **Save**. The outcome is now attached to the lead's profile. **💡**Log the outcome and create the next follow-up task before you close the lead's profile. This two-step habit keeps your pipeline moving without relying on memory.  #### **4. Customize the Appointment** Sierra appointments are fully customizable. You can create custom appointment type names that appear on both your calendar and your client's invite, and add internal or external notes to every appointment. When creating or editing an appointment, type a custom name directly into the Appointment Type field instead of selecting from the default list. The name you enter becomes the event title on Google Calendar and on the invite your lead, customer, or client receives. 💡Standardize your appointment type names across your team. A consistent set like "Buyer Consultation," "First Showing," "Second Showing," "Listing Presentation," and "Offer Review" makes your calendar easier to read at a glance and makes your reporting significantly more useful over time.  #### Using internal and external notes - **Internal Notes:** Visible only to you and your team. Use for context like "Lead is pre-approved up to $600k" or "Confirm showing window with listing agent before appointment." - **External Notes:** Included in the calendar invite your client receives. Use for the property address, parking details, or a short agenda. [Back to the top](https://help.sierrainteractive.com/helpcenter/syncing-your-google-calendar-to-streamline-scheduling-and-reminders#top) --- ### Best Practices for a Streamlined Schedule - **Always book appointments from the lead's profile in Sierra, not directly in Google Calendar.** Only appointments booked through Sierra are linked to the lead's history and tracked as Tasks in the CRM. Events added directly to Google Calendar do not appear in Sierra. - **Grant all Google Calendar permissions during setup.** Partial permissions are the most common cause of sync failures. If your calendar stops syncing, disconnect and reconnect and make sure you click Select All. - **Use descriptive, consistent appointment type names.** These names appear on the client's invite and in your reporting. - **Set default reminders in Google Calendar.** Appointment reminders are managed by Google Calendar, not Sierra. Configure default notifications so every event is covered automatically. - **Log outcomes immediately after every appointment.** The outcome log is most useful when completed right after the meeting while details are fresh. [Back to the top](https://help.sierrainteractive.com/helpcenter/syncing-your-google-calendar-to-streamline-scheduling-and-reminders#top) --- ### FAQs - **Why isn't my Google Calendar syncing with Sierra?** The most common cause is incomplete permissions. Disconnect and reconnect your calendar, and make sure you click **Select All** on the Google permissions screen. If the issue continues after reconnecting, contact [Sierra Support](https://help.sierrainteractive.com/helpcenter/your-support-experience-with-sierra-interactive?hsLang=en). - **How do I book a showing for a lead in Sierra?** Open the lead's profile, click the **Appointments** tab, and create a new appointment. Set the Appointment Type to something like "Showing — \[address\]", add the location, date, time, and participants, and save. - **Can I add notes to an appointment that my client won't see?** Yes. Use the Internal Notes field for anything meant only for you and your team. Use the External Notes field for information that will be included in the client's calendar invite. - **How do I add a team member to an appointment?** Add them in the Participants field when creating or editing the appointment. They will receive a calendar invite and the event will appear on their Google Calendar, provided they also have Google Calendar connected to their Sierra account. - **Who can see the appointments I schedule on a lead's profile?** The assigned agent, collaborators, and manager-level users can view appointments on a lead's profile, provided they also have Google Calendar connected to their Sierra account. - **Do I need Google Calendar connected to see appointments on a lead's profile?** Yes. Appointments are stored in Google Calendar and displayed in Sierra. You must have Google Calendar connected to your Sierra account to view appointments on the Lead Detail Page. - **What shows as the appointment title on Google Calendar?** The Appointment Type is used as the event title on Google Calendar. This is also what your client sees on the invite they receive. - **How do I set reminders for my appointments?** Appointment reminders are managed by Google Calendar, not Sierra. Open the event in Google Calendar, click **Edit**, and configure notifications under the **Notifications** section. For a full guide, see [Managing Sierra Appointment Reminders and Notifications](https://help.sierrainteractive.com/helpcenter/managing-sierra-appointment-reminders-and-notifications?hsLang=en). - **Can I schedule appointments from a call list?** Not at this time. Appointments are scheduled from the lead's profile page using the Appointments tab. - **Can I see another user's Connect Calendar tab, even while emulating their account?** No. The Connect Calendar tab and calendar connection status are private to each individual user for security and privacy reasons. This is true even when emulating another user's account, and it applies to Support as well. Each user must connect their own Google Calendar from their own login. 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If you continue to experience issues, please contact our support team for assistance." }, "name" : "What should I do if I have trouble connecting my calendar?" } ] } } ``` ```json { "@context" : "https://schema.org", "@id" : "https://www.sierrainteractive.com/#organization", "@type" : "Organization", "alternateName" : "Sierra", "areaServed" : [ "US", "CA" ], "contactPoint" : { "@type" : "ContactPoint", "areaServed" : [ "US", "CA" ], "availableLanguage" : "English", "contactType" : "customer support", "email" : "support@sierrainteractive.com", "url" : "https://help.sierrainteractive.com/helpcenter/your-support-experience-with-sierra-interactive" }, "logo" : { "@id" : "https://www.sierrainteractive.com/#/schema/logo/image/", "@type" : "ImageObject", "height" : 696, "url" : "https://www.sierrainteractive.com/wp-content/uploads/2025/10/sierra-interactive-logo-lockup-med1.jpg", "width" : 696 }, "name" : "Sierra Interactive", "sameAs" : [ "https://www.facebook.com/sierrainteractive", "https://www.instagram.com/sierrainteractive", "https://www.linkedin.com/company/sierra-interactive", "https://www.youtube.com/@sierrainteractive" ], "url" : "https://www.sierrainteractive.com/" } ``` ```json { "@context" : "https://schema.org", "@id" : "https://help.sierrainteractive.com/helpcenter#website", "@type" : "WebSite", "alternateName" : "Sierra Help Center", "audience" : { "@type" : "Audience", "audienceType" : [ "Real Estate Agents", "Real Estate Brokerage", "Real Estate Teams", "Real Estate Brokers" ] }, "inLanguage" : "en-US", "name" : "Sierra Interactive Help Center", "potentialAction" : [ { "@type" : "SearchAction", "query-input" : { "@type" : "PropertyValueSpecification", "valueName" : "search_term_string", "valueRequired" : true }, "target" : { "@type" : "EntryPoint", "urlTemplate" : "https://help.sierrainteractive.com/helpcenter/kb-search-results?q={search_term_string}" } } ], "publisher" : { "@id" : "https://www.sierrainteractive.com/#organization" }, "url" : "https://help.sierrainteractive.com/helpcenter" } ```