In order to use Meetings, you will need to connect your email account. You can connect either a Gmail account or an Office 365 account.
This article will detail how to connect email accounts to Meetings.
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Connecting Gmail Accounts
To connect a Gmail account to Meetings, do the following:
- Click Sales > Meetings in the left toolbar.
- Click Get Started.
- Click Sign in with Google.
- Sign in with the desired Google account.
- Click Allow.
- Select the desired calendar from the Select Primary Calendar drop-down menu.
- Select additional calendars to use in the Sync Other Calendars text field.
- Click the on the desired weekday in the Select General Availability calendar.
- Click-and-drag the time block to the desired start time.
- Drag the menu's
Length setting to the desired starting and ending times for the time block.
- Click Next.
Once connected, you will need to create a meeting to serve as your primary meeting. For more information on creating meetings, refer to Creating and Previewing Meetings.
Important: Updates or changes to a user's email account password will disconnect their Meetings connection in Lead Gen & CRM. The user will need to reconnect their email account to Meetings.
Note: Click Delete to remove a time block from your availability calendar.
Connecting Office 365 Accounts
To connect a Microsoft Office 365 account to Meetings, do the following:
- Click Sales > Meetings in the left toolbar.
- Click Get Started.
- Click Sign in with Office 365.
- Sign in with the desired Microsoft account.
- Select the desired calendar from the Select
Primary Calendar drop-down menu. - Select additional calendars to use in the Sync
Other Calendars text field. - Click the desired weekday the Select General
Availability calendar. - Click-and-drag the time block to the desired
start time. - Drag the menu's
Length setting to the desired starting and ending times for the
time block. - Click Finish.
Once connected, you will need to create a meeting to serve as your primary meeting.
For more information on creating meetings, refer to Creating and Previewing Meetings.
Important: Updates or changes to a user's email account password will disconnect their Meetings connection in Lead Gen & CRM. The user will need to reconnect their email account to Meetings. Your Microsoft account must be an Office 365 account with cloud-hosted email. Lead Gen & CRM's Meetings feature does not support self-hosted Microsoft Exchange servers.
Note: Click Delete to remove a time block from your availability calendar.
Disconnecting Email Accounts
You can disconnect your email account from Meetings at any time. To disconnect your email account, do the following:
- Click Sales > Meetings in the left toolbar.
- Click
Edit in the Account section.
- Click Disconnect Account.
- Click Disconnect in the modal window that appears.
Be aware that the following will occur once you disconnect your email account:
- All meeting types will be deactivated.
- Links to shared meetings will no longer be active.
- Booking future meetings during deleted availability times will result in error.
- Booked meetings will be set to only be visible on the connected third-party calendar.
Also, reconnecting your calendar will restore booked meetings that were deactivated during disconnection.