Step 1: Obtain Your App-Specific Password from Apple
First and foremost, you need an app-specific password from Apple, which is different from your regular Apple ID password. Here’s how to get it:
1. Go to appleid.apple.com and sign in with your Apple ID.
2. Navigate to 'Sign in and security' and then to 'App-specific passwords'.
3. Click the ‘+’ button to create a new password.
4. Name it something recognizable, like 'CRM Calendar'.
5. After creation, copy and securely store this password; you’ll need it for the integration process.
Step 2: Integrating with the CRM
Once you have your app-specific password, you can start the integration process:
1. Log in to your CRM account.
2. Navigate to ‘Settings’ and ‘My Profile’.
3. Scroll down to the ‘Integration’ section.
4. Find the iCloud Calendar option and click ‘Connect’.
5. Enter your iCloud email address and the app-specific password you created.
6. Once connected, the status should change to ‘Connected’.
Step 3: Configuring Your Primary Calendar
After establishing the connection:
1. Go back to ‘My Profile’.
2. Under ‘Primary Calendar’, select ‘Edit’.
3. Choose your account and select your primary calendar.
4. You may need to configure additional settings, like checking for conflicts, depending on your needs.
Important Notes
- The integration is compatible with specific CRM calendars such as class booking, round-robin, collective, and service calendars.
- Any appointments initially created in the CRM and uploaded to iCloud will have a two-way sync. This allows users to edit events in iCloud, and the changes will automatically sync with the CRM. This update eliminates the need to update events separately in the CRM.
Please Note:- Contact creation from iCloud events in the CRM is not possible.
- If a CRM event is deleted from iCloud, it won't be deleted in the CRM app.
Integrating your iCloud Calendar with your CRM not only helps keep your schedule organized but also ensures that you're always up-to-date with your appointments and meetings. Follow these steps to integrate seamlessly and enhance your productivity.