📌 Note: If your Administrator is blocking third-party integrations, you will need to reach out to them directly to allow permission.
About Google Integration
Managing your appointments, events, and emails with leads and clients is easier than ever with our Swivel integration for Google. Google Integration features both email and calendar syncing with the option to enable email only, calendar only, or both.
Schedule appointments directly from Swivel into Google Calendar (and vice versa).
Log and store email communication for contacts and clients in real time.
Once you’ve set-up Google Integration for your Swivel account, Google events and/or emails will automatically sync directly to their respective contact records in your Swivel CRM.
📌 Note: Users can only link their Google Email account in 1 tenant account. Even if a user has access to multiple tenant accounts, they will have to use different Google accounts to have the Google Integration functionality in both tenants.
Setting Up the Google Integration
Connect Your Google Account
In order to sync your Google calendar or emails to Swivel, you will need to connect using your Google login credentials.
Go to Settings.
Go to My Integrations.
Locate the Email & Calendar tile.
Click the Connect Account button.
Enter your Google account email > click Log in.
Enter your password > click Sign in.
Click Accept All to the terms.
Settings for Calendar
You will now see your Google account listed in the Calendar/Email Sync section of Settings. A slide out will automatically appear to configure the remaining of your Calendar setup. The first tab in this slide out is for the Calendar setup.
Users will be able to select which of their connected calendars they would like integrated into Swivel.
For example, your Outlook account may have a calendar for "Birthdays", you can determine here if you would like data from that calendar to sync to Swivel.
When syncing a calendar or email account, use the “Star” indicator in the next section to select which calendar an appointment associated to that user will sync to.
Manage Access - here is where you can determine which users in the Swivel account can view and manage your calendar account.
Settings for Email
The second tab in this slide out is for Email setup.
Users are able to create their Email Signature here.
Manage Access - here is where you can determine which users in the Swivel account can use your email address to send emails (1 to 1 or broadcast) in Swivel.