Configuring External CRM-Google Calender Integration

Overview

The External CRM – Google Calendar integration allows administrators to connect Azavista events with Google Calendar. This integration enables syncing of selected event data to a chosen Google Calendar, helping teams manage schedules, visibility, and coordination more efficiently. Admins can authorize the integration using Google SSO, define sync direction, map event fields, manage access through teams, and monitor activity through logs and inspection views.

Step-by-Step Approach

1. Create a New External CRM – Google Calendar Integration

• On the General Dashboard, go to Integrations.
• Click + Integration.
• Select External CRM as the integration type and Google Calendar as the CRM subtype.
• Enter a meaningful Integration Name to help identify its purpose.
• Click Save.

2. Authorize the Integration via Google SSO

• In the integration setup form, click Authorize.
• You will be redirected to Google Sign-In.
• Log in using your Google account and grant the required permissions.
• Once authorized, you will be redirected back to the integration form.

3. Select Calendar

• From the Calendar select field, choose the Google Calendar where event data should be synced.
• Only calendars accessible to the authorized Google account will be listed.

4. Search and Select Event Fields

• In the Event Fields section, use the search option to find relevant event fields.
• Select the fields you want to sync with Google Calendar.

Remove Event Fields

• Click the Trash icon next to a selected field to remove it from the integration.

5. Save and Activate / Deactivate the Integration

• Click Save to store the integration configuration.
• Use the Activate / Deactivate toggle to enable or disable the integration as needed.
• Active: Sync operations are allowed.
• Inactive: Sync operations are paused.

6. Remove the External CRM – Google Calendar Integration

• From the integrations listing, locate the Google Calendar integration.
• Select Remove.
• Confirm the action to permanently delete the integration.

7. Access Event Mapping

• Open the saved Google Calendar integration.
• Navigate to the Event Mapping section.
• This view displays all configured field mappings between Azavista and Google Calendar.

Remove Mapping from Listing

• Click More Options (︙) and select Delete.

8. Select Sync Direction

• In the mapping configuration, choose a Sync Direction:
• Azavista → Google Calendar
• Google Calendar → Azavista (if available)
• This determines how data flows between systems.

9. Add Field Mapping

• Click Add Mapping.
• Select the Azavista Field.
• Select the corresponding Target CRM (Google Calendar) Field.

Search and Map Fields

• Use the search functionality to quickly find and map Azavista fields to Google Calendar fields.

10. Access the Logs Listing

• Open the integration.
• Navigate to the Logs tab.
• Review synchronization activity, errors, and system messages.

Clear the Log Listing

• Click Clear Logs to remove existing log entries from the view.

11. Access the Inspect Listing

• From the integration menu, select Inspect.
• This view provides detailed information about individual sync actions and payloads.

12. Access the Teams Listing

• Navigate to the Teams tab within the integration.
• This section controls which teams can access or manage the integration.

Select Teams

• Click Select Teams.
• Choose one or more teams from the Select Teams pop-up.
• Confirm your selection to grant access.

Remove Teams from Listing

• Click Remove next to a team to revoke its access to the integration.

Once configured, the External CRM – Google Calendar integration helps ensure event information stays synchronized, visible, and up to date across platforms.