With the Google Calendar integration for monday CRM, you can sync your calendar and use your Emails & Activities timeline as the single source of truth for your ongoing relationships with your clients. Read on to learn more. 📨

 

Overview and prerequisites

Overview

The Google Calendar integration works with monday CRM to centralize information. When the integration is connected, team members can show events related to a customer on that customer's timeline in Emails & Activities. Any new event that is created after the integration is set up and that has the item's contact as a creator or attendee will show up on that contact's timeline.

Prerequisites

To set up this integration, you must be using monday CRM on a Standard, Pro, or Enterprise plan. You must also have a Google Calendar account.

 

Set up the integration

1. Open the Updates Section. To set up the integration, open monday CRM and locate a board where you use Emails & Activities, typically your Contacts or your Leads board. In the board, open the Updates Section:

2. Emails & Activities integrations. Once in the Updates section, click the Integrate button and then Google Calendar:

4. Give permission. On the next screen, click Connect to begin connecting your account:

You will be redirected to your Google account to sign in:

Then, you will be asked to give permission to integrate your Google Calendar with monday.com. Review the permissions, and select Allow if you agree:

5. Connect your account. Upon acceptance of the terms, you will be redirected back to the Updates Section on your board. Return to the settings and select + Add account again. Select your newly added account from the menu to connect it:

That's it! Your calendar is synced.

 

Schedule a meeting

To create a meeting in monday CRM, open Emails & Activities. Click + Add Activity and select Meeting:

When scheduling your meeting in monday CRM, you have all the same inputs as you do when scheduling in Google Calendar. You can name the event, set the location, the date, the time, add an event description, and attendees:

When creating an event, you can view your calendar by the day:

Or the week:

When you're done filling in the details, click Save event. You will be prompted and asked whether or not you want to send invitations to your attendees:

Once you've made a decision about sending invitations, you will see a notification that your meeting has been scheduled:

 

Add video conferencing

If you wish to set a video conferencing link as the meeting location, you'll need to integrate with Zoom or Google Meet. When you click on the video conferencing platform:

If you haven't integrated with a video conferencing platform and you add it the location, you will see a red error message. You can click Connect now to integrate directly within the event:

 

Edit meetings

To edit a meeting, locate the meeting in your Emails & Activities timeline, open the three-dot menu in the top right corner of the event, and select Edit:

Make your changes to the event on the left, and click Save event when you're finished:

After saving your changes, you'll be asked whether or not you wish to send the update to the meeting's attendees:

 

Events on your timeline

An event will appear on the timeline if:

• the item's contact is an attendee
• the item's contact is the creator and the connected account is an attendee

An event will not appear on the timeline if:

• the item's contact was an attendee and the meeting was deleted
• the item's contact was an attendee and the item's contact was removed as an attendee

Recurring events will only show if they:

• occurred in the past
• are a single event in the future

 

Permissions

To adjust the permissions for your Google Calendar integration, open your Emails & Activities settings. Open the connections menu using the three dots to the left of your email address:

From here you can alter who can see events related to your connected account or you can remove the account from your timeline entirely.

 

Remove Google Calendar

From your CRM settings

To remove an account from the Google Calendar integration, open your CRM settings:

Locate the account you want to remove under My accounts, open the three dot menu to the right, and select Remove account:

From your Google Account

If you no longer want your Google account to appear as an option in the Emails & Activities settings, you can remove the Google Calendar connection from Emails & Activities entirely. When you remove the connection, any events that have been added to the timeline will remain in your timeline. Removing the connection only stops the sync for any events that you may create in the future.

Follow these steps to remove the Google Calendar integration:

1. Click this link to open your Google Account security settings

2. Scroll until you see Your connections to third-party apps and services and click See all connections:

3. Choose monday.com from the list:

4. Scroll all the way down and choose Delete all connections you have with monday.com:

5. Click confirm to delete the connection:

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.