Introduction

The Google Calendar integration allows for appointments to be synced to your Google Calendar from Lofty. In Lofty, there is no calendar view for appointments so an integration with Google Calendar will allow for you to align everything with your other appointments on your existing calendar. 

*IMPORTANT:

• Only APPOINTMENTS are sent from Lofty to Google Calendar, not tasks. Review the Appointments Help Center article to learn more about how to use the integration.

Setup

Navigate to Settings > Integrations > Google Calendar > Connect:

Select the Google account that you would like to synchronize with Lofty:

Review permissions and then click on "Allow" for Lofty to connect to Google Calendar:

Once connected, you will see Google Calendar in the Existing Integrations section:

Calendar Settings

Turn on "Save Events to Lofty & Bind Participants" from your connected calendar settings to sync calendar events from Google calendar to your Lofty calendar and add Google calendar events to the lead's profile.

Disconnect Google Calendar

To disconnect Google Calendar, navigate to Settings > Integrations > Google Calendar > Disconnect:

Confirm that you would like to disconnect by clicking "OK":

Google Calendar has now been disconnected.
 

FAQ

Q: Can I integrate two calendars on one account?

A: Yes, you can sync to two different calendar providers at the same time.

Questions?

If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <support@lofty.com>, by phone at 1 (855) 981-7557, or by chat with us through your Lofty CRM.