Google Calendar
What is it?
UserGems' Meeting Assistant has an integration with Google Calendar that enables you to:
- Identify contacts in your sales reps’ Google Calendar invites that are not in Salesforce, add them, and relate them to the right Account and Opportunity if there was an Open Opportunity when the meeting occurred.
- Track those contacts for job changes if they meet your Key Champion/Influencer tracking criteria.
Looking for our Meeting Assistant Setup article? Check it out here.
How it works
Meeting Assistant and Google Calendar work in the background and do the admin work for your team, giving them time back for actual selling.
- Connect your Google Calendar to UserGems
- Configure the Meeting Assistant settings for your Users enabling:
- Morning Update (a daily email about who you'll meet with today)
- Automatically add contacts to your CRM (configure field mappings and record creation settings for new Contacts you meet with that we add to your CRM)
- Can be configured per rep or team wide
- Create Leads, Contacts, or both and populate specific fields
- Lead and Contact assignment rules
Additional Resources