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SellerCockpit

Calendar Sync

SellerCockpit provides two-way synchronization with Google Calendar, automatically creating meetings and syncing tasks.

Setup

Connect Google Calendar

  1. Navigate to Settings → Email Accounts
  2. Click “Connect Google Account”
  3. Authorize SellerCockpit to access your calendar
  4. Select calendars to sync

Sync Frequency

  • Real-time: Immediate sync for new events
  • Batch Sync: Every 15 minutes for updates

Meeting Sync (One-Way)

Google Calendar → CRM

When you create a meeting in Google Calendar:

  1. SellerCockpit detects the new event
  2. Attempts to match attendees to contacts
  3. Creates meeting activity in CRM
  4. Links to contact and organization

Automatic Matching

SellerCockpit matches calendar attendees by:

  • Email address lookup in contacts
  • Organization domain matching
  • Fallback to unmatched events queue

Unmatched Events

If attendees can’t be matched:

  1. Event appears in Unmatched Emails page
  2. Manually link to contact
  3. Activity is created
  4. Future events auto-match

Task Sync (Two-Way)

CRM → Google Calendar

Tasks created in CRM:

  1. Automatically appear in Google Calendar
  2. Sync title, description, due date
  3. Update in real-time
  4. Calendar event marked with [CRM] prefix

Google Calendar → CRM

Tasks created in Calendar:

  1. Sync to CRM as tasks
  2. Match to contacts if possible
  3. Preserve all metadata
  4. Bi-directional updates

Conflict Resolution

If task updated in both places:

  • Last write wins
  • Conflict logged in sync history
  • Manual review available
  • No data loss

Activity Types Synced

Meeting

  • Created from calendar events
  • Includes attendees and location
  • Notes synced from event description
  • Duration tracked

Task

  • Bi-directional sync
  • Due date and completion status
  • Priority and notes
  • Contact/organization links

Privacy and Permissions

Required Permissions

  • Read calendar events
  • Write calendar events
  • Read contact information

Data Access

SellerCockpit only syncs:

  • Events with external attendees
  • Tasks you create or modify
  • Metadata needed for CRM functionality

We never access:

  • Personal calendar events (no external attendees)
  • Deleted events
  • Private events marked as such

Sync Status

View Sync History

Navigate to Settings → Calendar Sync to view:

  • Last sync time
  • Sync status
  • Error logs
  • Manual sync trigger

Sync Indicators

Visual indicators show:

  • ✓ Synced successfully
  • ⟳ Sync in progress
  • ⚠️ Sync error
  • ⊘ Not synced (manual)

Troubleshooting

Events Not Syncing

  1. Check calendar connection is active
  2. Verify permissions granted
  3. Check sync status in settings
  4. Trigger manual sync
  5. Review error logs

Duplicate Events

If you see duplicates:

  1. Disconnect calendar
  2. Delete duplicate activities
  3. Reconnect calendar
  4. Sync will resume

Missing Events

If events are missing:

  1. Check event has external attendees
  2. Verify calendar is selected for sync
  3. Check unmatched events queue
  4. Review sync history for errors

Best Practices

  1. Regular Review - Check unmatched events weekly
  2. Link Contacts - Keep contact emails up to date
  3. Use Descriptions - Add context to calendar events
  4. Set Reminders - Use calendar reminders for tasks
  5. Monitor Sync - Review sync status periodically