The Google Calendar integration connects your calendar directly to SalesSheet.ai, creating a seamless bridge between your meeting schedule and your CRM data. Every meeting with a contact is automatically logged, giving you a complete timeline of interactions without any manual data entry.
With two-way sync enabled, you can schedule meetings from within SalesSheet.ai and have them instantly appear on your Google Calendar. Attendees receive calendar invitations, and meeting details are pre-populated with relevant contact and deal information from your CRM.
Antes de Comenzar
- An active SalesSheet.ai account on any paid plan
- A Google account with Google Calendar enabled
- Permission to authorize third-party apps (Google Workspace users may need admin approval)
- Contacts already imported into SalesSheet.ai for automatic meeting matching
Connect Your Google Account
Navigate to Settings > Integrations in your SalesSheet.ai dashboard. Locate the Google Calendar card and click "Connect." You will be redirected to Google's OAuth consent screen where you can sign in with the Google account whose calendar you want to sync.
Review the permissions requested, which include viewing and editing calendar events and viewing attendee information. These permissions allow SalesSheet.ai to read your existing meetings, create new events on your behalf, and match attendees to contacts in your CRM. Click "Allow" to authorize the connection and return to SalesSheet.ai.
Enable Calendar Sync
After authorization, you will see the Calendar Sync configuration panel. Choose which calendars to sync from the list of calendars available on your Google account. Most users select their primary calendar, but you can also sync additional calendars such as a shared team calendar or a dedicated meetings calendar.
Set the sync direction: one-way (Google Calendar to SalesSheet only) or two-way (changes in either system are reflected in the other). Two-way sync is recommended for the best experience. You can also choose how far back to sync - options include the past 7 days, 30 days, or 90 days of existing events.
Configure Auto-Logging
Auto-logging is the feature that makes this integration truly powerful. When enabled, SalesSheet.ai automatically matches meeting attendees to contacts in your CRM using their email addresses. Matched meetings are logged as activities on the corresponding contact and deal timelines.
Configure auto-logging preferences including whether to log all meetings or only those with CRM contacts, whether to include meeting notes and descriptions in the activity log, and whether to create follow-up tasks after meetings conclude. You can also set rules to exclude certain calendar events, such as personal appointments or recurring internal standups, from being logged.
Schedule Meetings from SalesSheet
With the integration active, you can schedule meetings directly from any contact or deal record in SalesSheet.ai. Click the calendar icon on a contact card or use the "Schedule Meeting" button in a deal view. A scheduling panel will open showing your real-time availability pulled from Google Calendar.
Select a time slot, add a meeting title and description, and choose whether to send a calendar invitation to the contact. SalesSheet.ai pre-fills the attendee list with the contact's email address and can include relevant deal context in the meeting description. The event is created on your Google Calendar instantly and the contact receives a standard Google Calendar invitation.
You can also use the AI assistant to schedule meetings by simply typing a request like "Schedule a 30-minute call with Sarah Chen next Tuesday afternoon" and the AI will find available slots and create the event for you.
Consejo Pro
Enable the "Meeting Prep" feature in your calendar sync settings. Five minutes before each meeting with a CRM contact, SalesSheet.ai will send you a brief containing the contact's recent activity, open deals, last email exchange, and any pending tasks. This ensures you walk into every meeting fully prepared without spending time reviewing records manually.
Important Note
If you use Google Workspace (formerly G Suite), your organization's admin may need to whitelist SalesSheet.ai in the Google Admin Console under Security > API Controls > Third-Party App Access. Without this approval, the OAuth flow may be blocked by your organization's security policies.
Calendar sync respects your Google Calendar privacy settings. Events marked as "Private" in Google Calendar will not have their details synced to SalesSheet.ai - only the time block will be used for availability calculations. If you need private events to be logged, change their visibility to "Default" or "Public" in Google Calendar before the sync runs.
Scheduling Links
SalesSheet.ai can generate shareable scheduling links that display your real-time availability from Google Calendar. Send these links to contacts and let them pick a time that works for both of you. The meeting is automatically created on your Google Calendar and logged in the contact's CRM timeline. Access scheduling links from any contact record or from Settings > Calendar > Scheduling Links.
What to Expect After Connecting
With Google Calendar connected and configured, your CRM and calendar work together seamlessly:
- Automatic meeting logging: Every meeting with a CRM contact is recorded in their timeline with date, duration, attendees, and notes.
- Real-time availability: When scheduling from SalesSheet, you see your actual Google Calendar availability to avoid double-booking.
- Meeting prep briefs: Get a summary of the contact's CRM data before each meeting so you are always prepared.
- Two-way sync: Events created in either SalesSheet.ai or Google Calendar appear in both systems automatically.
- Follow-up tasks: After meetings, SalesSheet.ai can automatically create follow-up tasks based on your configured preferences.
- AI scheduling: Ask the AI assistant to find mutual availability and schedule meetings using natural language.
Solución de Problemas
Auto-logging matches attendees by email address. If a contact's email in SalesSheet.ai does not match the email used in the calendar invitation, the meeting will not be linked. Verify that your contacts have the correct email addresses stored. You can also manually link a meeting to a contact from the activity timeline by clicking "Link to Contact" on any unmatched meeting event.
This usually means the wrong calendar is selected for availability checks. Go to Settings > Integrations > Google Calendar and verify that the correct calendar is marked as your primary availability calendar. If you have multiple Google accounts connected, ensure the right account is set as default. Also check that your Google Calendar events are not all marked as "private," which can prevent SalesSheet.ai from reading free/busy information.
Clear your browser cookies and cache, then try connecting again using an incognito or private window. If you are on a Google Workspace account, ask your admin to verify that SalesSheet.ai is on the approved third-party apps list. Some browser extensions (especially ad blockers or privacy tools) can interfere with the OAuth redirect - try disabling them temporarily during the authorization process.