Steps to Integrate Google and Google Calendars
Step 1: Go to Settings > Integrations
Access your Pest AI dashboard and navigate to the Integrations section.
Step 2: Click “Connect” Under the Google Icon
Locate the Google icon and click on “Connect” to initiate the integration process.
Step 3: Select the Account You Wish to Connect
Choose the Google account you want to link with Pest AI.
Step 4: Enter Your Password (if prompted)
Provide your password to authenticate your account.
Step 5: Agree to the Terms & Conditions by Clicking Allow
Review and accept the terms to proceed with the integration.
Step 6: Click Close
Complete the setup by closing the integration window.
You can now sync your unassigned calendar to the integrated Google account within Calendar Settings. You also have the option to add analytics and AdWords information for tracking and attribution.
Option 1: Unassigned Calendar Synchronization
Step 1: Navigate to Settings > Calendars
Create a new calendar or edit an existing one.
Step 2: Access Advanced Settings
If you don’t see the synchronization option, click on advanced settings and go to Connections.
Step 3: Link to Calendar Dropdown
In the "Meeting Details" section, select the calendar and choose your synchronization preferences:
One Way: Events from the Google Calendar will appear as grey. They will not create contacts in the system but will block the time slots.
Two Way: Events will be colored, and the system will create contacts for invited guests and trigger any associated actions.
Smart: Events will block time but not create contacts for new guests; existing contacts will be color-coded and trigger actions.
Disable Trigger: Contacts will be created, but no triggers will fire.
Option 2: Group Calendar Synchronization
Step 1: Go to Settings > Profile
After integrating your Google account, find the calendar synchronization option in the Profile section.
Step 2: Select the Primary Calendar Option
This option will allow all events from the Google Calendar to sync both ways and be color-coded.
Step 3: Save Your Changes
If you don’t want contacts created, select "Select Default Calendar" and save. If you want triggers to fire, enable the ‘Allow Trigger’ option.
By following these steps, you can effectively integrate Google and Google Calendars with Pest AI, enhancing your productivity and tracking capabilities.