Connecting Email Accounts to Meetings

Schedule meetings with clients. Share a professional calendar link with contacts allowing them to schedule meetings with you. 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.

Connecting Gmail Accounts 

To connect a Gmail account to Meetings, do the following:

1. Click Sales > Meetings in the left toolbar. 
   
   
    
2. Click Get Started.
   
   
    
3. Click Sign in with Google. 
   
   
    
4. Sign in with the desired Google account. 
   
   
    
5. Click the checkbox to allow Lead Gen & CRM to See, edit, share, and permanently delete all the calendars that you can access using Google Calendar.
   
   
    
6. Note: If this has been completed in the past and permissions already exist for the Email Address, there will be nothing to select and you may proceed.
7. Scroll down and click Continue.  
   
   
    

Once connected, you'll need to select your calendars.

Connecting Office 365 Accounts

To connect a Microsoft Office 365 account to Meetings, do the following:

1. Click Sales > Meetings in the left toolbar. 
   
   
    
2. Click Get Started.
   
   
3. Click Sign in with Office 365.
   
    
    
4. Sign in with the desired Microsoft account. 
   
    
    
5. Click Accept.
   
    
    

Once connected, you'll need to select your calendars.

Selecting Your Calendars 

Once you've connected your Gmail or Office accounts, you'll need to select your calendars to sync and set some meetings.

1. Select the desired calendar from the Select Primary Calendar drop-down menu.
2. Select additional calendars to use in the Sync Other Calendars text field.
3. Click on the desired weekday in the Select General Availability calendar.
4. Optionally, drag a time block to the desired start time. 
   
   
    
5. If needed, drag the menu's    Length setting to the desired starting and ending times for the time block.
6. 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. Your Microsoft account must be an Office 365 account 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:

1. Click Sales > Meetings in the left toolbar.
2. Click    Edit in the Account section.
3. Click Disconnect Account.
4. 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 an 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.

Questions?