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Google Calendar IntegrationPlanhat

Syncs Google Calendar events into Planhat as planned activities, enriching customer engagement data.

Vendor

Vendor

Planhat

Company Website

Company Website

Product details

This integration allows for the seamless synchronization of events from Google Calendar into Planhat, where they are logged as upcoming Planned Activities. It serves to populate meetings directly into Planhat as tasks, providing a consolidated view of customer interactions. The sync process begins with the current day and extends 30 days into the future, automatically creating Planned Activities in Planhat. Additionally, users can push individual Planhat Planned Activities of type 'Event' back to Google Calendar by selecting the "Save to Google Calendar" option during event creation.

The integration intelligently identifies customer meetings by checking if event invitees are already present as contacts in Planhat, matched by email. If a contact does not exist but their email domain is professional and aligns with an existing company's domain, Planhat can automatically create a new contact and save the event. Any Planhat user can connect their Google Calendar individually through their profile's Calendar tab, with detailed instructions available in the Help Center.

Features & Benefits

  • Event Synchronization: Fetches upcoming Google Calendar events as Planned Activities in Planhat, starting from today for 30 days.
  • Push to Google Calendar: Allows users to save individual Planhat 'Event' type Planned Activities directly to their Google Calendar.
  • Intelligent Meeting Identification: Automatically identifies customer meetings by matching invitees to existing Planhat contacts or creating new contacts based on professional email domains.
  • Individual User Configuration: Each Planhat user can connect their Google Calendar independently from their profile settings.
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