6 hours · $1,050
Google Workspace Integration
Connect Gmail, Calendar and Drive so email and meetings sync to the CRM.
Overview
Keep your email and calendar where your team already works, and have it all show up in the CRM. We connect Gmail, Calendar, and Drive and roll it out to each of your users.
What's included
- OAuth setup
- Calendar & email sync
- Per-user rollout
What you'll walk away with
- OAuth connection set up
- Two-way calendar sync
- Email logged to records
- Per-user rollout & checks
How it works
- 1Admin connection & permissions
- 2Configure calendar & email sync
- 3Roll out to each user
- 4Verify sync is flowing
Other services you might add
1 hr
Guided Onboarding Tour
A live walkthrough of the whole platform so your team can self-serve.
- 1-hour 1:1 session
- Tailored to your workflow
- Recording to keep
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