Connect Google Calendar to WP-CRM System with Zapier connect

Using both Google Calendar and WP-CRM System to optimize your workflow? Now you can allow the Zapier Connect Add-on to connect valuable information for you. #


No longer do you have to copy and paste information manually. Zapier Connect Add-on smoothly transfers important dates in WP-CRM System so they appear on the appropriate Google Calendars for you, freeing up your time while guaranteeing those dates aren’t overlooked. #


Regardless of the size of your business and team, Zapier’s connection ensures that your Google Calendar and WP-CRM System are always in sync. #

You Will Need These Tools To Get Started #

  • Zapier Account
  • WP-CRM System
  • WP-CRM System Zapier Connect Add-On
  • Google Account to access a Google Calendar

Next, Create A Zap In Zapier #

  • Click the “Create Zap” button located in the left menu in your account dashboard.
  • For the Trigger Step, use the built-in webhook app which can be found easily by typing “Webhooks by Zapier” in the search field.
  • For Trigger Event choose “Catch Hook” and click “Continue”
  • At this step, Zapier provides a URL which can be copied now or at the end of the set up. Leave the Silent Mode checkbox and the “Pick Off a Child Key” field empty. Click “Continue” 
  • On the Test trigger step you will be able to see the URL provided by Zapier as well. Copy it for use in WP-CRM System.

Set Up Your Zap In WP-CRM System #

  • Give your Zap a descriptive name. (This name is for your own reference so that you know what this webhook is for.)
  • Paste the webhook URL that you copied from Zapier.
  • Select “Yes” under “Is the Zap Active” because this allows the data to be sent from your site to Zapier.
  • Note: If you select “No”, it will temporarily prevent your site from sending data to Zapier.
  • Select the Record Type that you want to be sent with this webhook. For Google Calendar integrations, you must have a date field available.
  • Projects, Tasks, and Campaigns all have date fields by default.
  • You can also use a custom date field if using our Custom Fields add-on. (This allows contact’s birthdays or anniversaries to be sent to your Google Calendar.)
  • Select the appropriate Trigger.
  • Update will send data any time a record has been updated (a new record is saved, or an existing record is updated).
  • Deleted will send information whenever a record has been deleted from WP-CRM System.
  • Click “Save Zaps”.

Create A Test Record In WP-CRM System #

  • Add a new Test Record of the Record type you selected when you set up the Zap in WP-CRM System.
  • Populate the record with any information (it doesn’t have to be real data).
  • Note: You can delete the record as soon as you’re done setting up your Zap.
  • Then click “Publish”.

Check Zapier’s Webhook #

  • In the Test action window, check the event created within WP-CRM
  • Click “Test and Review”
  • Double check that the data Zapier received is the data you entered in the Test Record.
  • Click “Continue”.

Finally, Set Up A Google Calendar Action Step #

Next, select the type of action from the list below that Zapier should take:

  • Create Detailed Event or Quick Add Event: Good for events that won’t need updating.
  • Update Event: Good for updating an existing event.
  • Delete Event: Use with the Deleted trigger when you set up the Zap in WP-CRM System.
  • Find Event: This will find an event in your calendar if it exists or create one for you if the event does not exist.
  • Example: In the video above, I chose “Find Event”. This allows me to create an event in the calendar if it doesn’t already exist. However, if the event does exist, I can then do something else like Update it. What you choose will depend on what your business needs to do with your information.

Find And Create Event Settings #

  • Select the appropriate Google Account.
  • Choose your calendar.
  • Select a Search Term. (A good term might be the name of your record since you want it to find a record that already exists.)
  • Optionally, include a Start Date. This would help narrow down the search results in case you have multiple events on different days with the same name.
  • Check the “Create Google Calendar Detailed Event If It Doesn’t Exist Yet” box.
  • Fill in the fields with the desired information.
  • The only required fields are the Start and End dates.
  • However, it is probably best to also include a Summary, which serves as the event title.
  • When ready Click “Continue” take a look at the result data and then click “Test and Continue”.
  • Provided all data look fine. Click “Turn on Zap”

Update An Event #

  • Click the “+” sign below the last action you created on the left side.
  • Select Google Calendar again as the App Event.
  • This time on the Action Event choose “Update Event”.
  • Select the appropriate Google Account.
  • Choose your calendar and click “Continue”.
  • Click “Add a Search Step”, then “OK, add it!”.
  • Choose your calendar again.
  • Select a Search Term.
  • Note: Use the same term you used in the Find and Create Event settings because you want it to find the same term.
  • Optionally, include a Start Date.
  • Click “Continue” to return to the Update Event step.
  • Go back to “Edit Template” where a custom value for the Event ID should now be populated.
  • Fill in the fields with the desired information.
  • There are no other required fields.
  • However, it is probably best to include Dates and Summary, which serves as the event title.
  • Click “Continue”.

Now that you’ve successfully connected your Google Calendar to WP-CRM System with the Zapier Connect Add-on, you can be confident that you are staying on top of important dates without putting extra time and effort into the process. #