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. #

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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. #

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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. #