Integrate Google
How to Integrate / Connect Google Calendar
One of the most important integrations that we will have is Google
What is this Google account used for?
This Google Account will be utilized to synchronize appointments scheduled in the system with your Google Calendar, as well as connect to your Google My Business profile.
Here’s a quick guide to help you get started integrating your Google Calendar with the system.
Go to Settings
Click on “Settings” in the bottom right-hand corner.
Go to Integrations
Once you’re in the Settings menu, click on “Integrations“
Then find the Google Integration and click “Sign in with Google“
Sign Into Your Google Account
Once the pop-up opens, choose the Gmail address you wish to integrate in the system.
If you don’t see your account in the options, click on “Add another account” and sign in as usual.
Give CRM Permission To Connect Your Account
After selecting the Google Account, click on “Allow” in order to complete the setup.
Connection Complete
Next, you will see this screen, if you would like to connect a Google My Business Account please follow the steps below otherwise click on “Close“.
To connect more than 1 Google account please see the instructions below.
How To Add A Primary Calendar for Google/Outlook
You can choose between Google and Outlook Calendars to be your system’s primary calendar.
Selecting a primary calendar allows for appointments to be synced between HighLevel and your Google Calendar or Outlook Calendar.
In this guide, you will learn how to set the calendar to sync events as appointments are scheduled.
Go To Settings
Click on the “Settings” button.
Go To Profile
Once you’re in the Settings menu, click on “Profile“.
Go To Calendar Configuration
Scroll all the way down to “Calendar Configuration”.
On “Primary Calendar“, click on “Edit“.
Select the Calendar to Sync to
Select the account you’d like to make Primary, either Google or Outlook.
Select The Primary Calendar
In the “Primary Calendar” dropdown, select the Calendar within Google OR Outlook.
Save The Changes
Click on “Save” to save the changes.
Alrighty, let’s make sure your meetings have a place to call home! Learn how to set up a meeting location by clicking the instructions below.
(Optional) Connect Your Google My Business Profile
How To Integrate GMB
What is a Google My Business (GMB) Account?
Google My Business is a free tool for managing your business’s online presence and making it easy for potential customers to discover your company. It is helpful for you and your clients to have a GMB account to be easily discoverable on the internet. It builds your brand reputation and credibility.
Don’t Have a GMB account? Click here to create one
First Integrate Google
Possible Error
If you see the error “You don’t have any connected businesses under this account” that means:
1. The Google Account that you have connected does not have admin access to the appropriate GMB page.
Please either connect the email that does have admin access or, grant the email that you did connect admin access.
2. The Google Account that you connected has not been made the primary account in HighLevel. To fix click on “Make it Primary”
Connect Page
If you have correctly connected, you will be able to click on “Select Page” under Google My Business and then you will see a drop-down of GMB pages to choose from if you have multiple.
Select the correct page and click “Save“
