How to integrate with Google Calendar - Spotter V2

Created by Andre Greiner, Modified on Tue, 25 Apr 2023 at 11:53 AM by Andre Greiner

Looking to improve the routine of sellers in Spotter, Exact Sales created the  Integrated Agenda With this, it is no longer necessary to manually open boxes in the sellers' agenda. It integrates Spotter with external schedules automatically, identifying available times in the seller's schedule.

IMPORTANT: To integrate with  Google Calendar , it is mandatory to release the  Spotter  application with  Google This can be done by following the steps described in the article “ Add Exact Spotter to Google's list of trusted applications ”. In addition, for the integration of the calendar to occur correctly, it is necessary that the email server is from Google (G Suite / Workspace). This email  does not end  with @gmail.com.   

Follow the instructions below to set up  Google Calendar .

1.  Access the  Settings  >  Scheduling menu ;

 

2.  After opening  Scheduling , check the  Google Calendar Integration  option and click  Save . 


3.  Once this is done, access the  Settings > Team   Vendors  >  Edit User menu.  


 


4.  With the seller's editing screen open, there will be an option called  Schedule Integration  where it will be necessary to click on  SEND  after that the seller will need to accept the integration received via email to finalize the calendar integration.


 

5.  The seller will receive an email with a calendar integration request, after he accepts the integration with him will be completed.


  

Now the seller's agenda is integrated ;)


You can also take better advantage of this integration by setting up Business Hours Scheduling. To learn more about this item click here .

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