Meetings booked in the CRM are added to a Google Calendar, with a Meet link created
automatically and the lead added as an attendee.
Connecting
Integrations → Google Calendar → Connect Google, then sign in and grant access.
This connects one company account for the entire workspace, not each person’s own
calendar. Use a shared or team account — connecting a personal one means every meeting the
company books lands on that individual’s calendar, and it breaks when they leave.
What syncs
- Meetings created in the CRM are added to the connected calendar.
- A Google Meet link is generated.
- The lead is added as an attendee.
The sync is one-way. The CRM pushes to Google; changes made in Google Calendar are not
read back. Move a meeting in Google and the CRM will not know.
”Reconnect needed”
Google revokes access periodically — a password change, a security review, or a token that
simply expired. The integration shows Reconnect needed and stops adding meetings.
Press Reconnect and sign in again. Nothing already on the calendar is affected.
It is worth checking this status occasionally rather than discovering it through a meeting
that never appeared.
Disconnecting
Disconnect stops new meetings syncing. Events already on Google Calendar are left
untouched — disconnecting does not clean up after itself, which is usually what you want.
New meetings stay in the CRM only, with no invites or Meet links.
A server-level configuration is missing, not something you can fix from this screen. Your
system administrator needs to set the Google client credentials.