Article Overview
The following steps are required to set up the Google Calendar integration through the SalesRabbit Marketplace. Setting up this integration allows users to schedule appointments on a connected Google Calendar through form submission.
TIP: This integration is only available to customers on SalesRabbit's Pro or Enterprise membership plans. Additionally, administrative access is required in order to access API keys and other credentials/settings in configuring this integration.
Part 1: Create a Google Calendar ID Custom Field
This part will demonstrate how to create a Google Calendar ID custom field in your SalesRabbit account.
- From the SalesRabbit Web App, navigate to "Settings" -> "Custom Lead Fields".
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Create a new "API" custom lead field and name it "Google Calendar ID".
- Note: this field must be named/spelled exactly as shown in the screenshot.
- Click "Publish" and confirm to apply your changes.
Part 2: Form Creation
This part will demonstrate how to create the form needed for this integration. This is the form that will be submitted by users to schedule an appointment on a connected Google Calendar.
- From the SalesRabbit Web App, navigate to "Settings" -> "Form Builder".
- Click "+ New Form" in the upper right corner to start building this form.
- At the top left, name your new form (i.e. Schedule on Google Calendar)
- Click and drag the following "Lead Fields" and "Form Fields" directly onto the form.
| Field Name | Field Key | Field Type | Required/Optional | Description* |
| First Name | firstName | Lead Field - First Name | Not required | First Name of customer |
| Last Name | lastName | Lead Field - Last Name | Not required | Last Name of customer |
| Phone | phonePrimary | Lead Field - Phone | Not Required | Phone of customer |
| Alternate Phone | phoneSecondary | Lead Field - Alternate Phone | Not Required | Secondary Phone of Customer |
| Lead Field - Email | Not Required | Email of customer | ||
| Street Address | street1 | Lead Field - Street Address | Not Required | Street Address of customer |
| Apt/Suite | street2 | Lead Field - Apt/Suite | Not Required | Apartment or suite number |
| City | city | Lead Field - City | Not Required | City of customer |
| State | state | Lead Field - State | Not Required | State of customer |
| Postal Code | postalCode | Lead Field - Postal Code | Not Required | Postal Code of customer |
| Appointment Time | appointmentTime | Form Field - Date/Time | Required* | Appointment Time from the form submission |
| Appointment Notes | appointmentNotes | Form Field - Text | Not Required | Used to add details about the appointment |
| Google Calendar ID | googleCalendarID | Custom Field - API Field | Not Required | Keep blank - This will be filled in automatically |
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A completed form will appear like the following:
- Note: the Appointment Time field must be marked as required for the form submission to work properly.
- Before publishing, select the cogwheel icon in the upper left corner of the form -> enable "Custom Form Results".
- Click "Publish" then confirm to save your form.
Part 3: Google Calendar Integration Configuration Wizard
This part will demonstrate how to run the Google Calendar configuration wizard found in the SalesRabbit marketplace.
- From the SalesRabbit Web App, navigate to "Integrations" -> "Marketplace" -> select the "Google Calendar" tile.
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From here, navigate to "Configuration" -> click "Enable".
- Note: if you have previously enabled this, a green enabled banner will appear on this page.
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Form Selection Page:
- Select the "+ Add ID" button and use the dropdown box to select the form you'd like to use for this integration. Ideally, the form created during Part 2 of this article.
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- Click "Next" to move onto the next page of the configuration.
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Google Account Sign In Page:
- Select "New Authentication" button
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- Name your authentication whatever you'd like -> click "Create".
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- A new window will appear asking which account you'd like to connect and to verify.
- Click "Allow" for tray.io to connect to your calendar.
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- Click "Next" to move onto the next page of the configuration.
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User Email Mapping Page:
- Select the default calendar you'd like to use for your account.
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Optionally: If you'd like to integration with multiple calendars, use the "+ Add Mapping" button to create a list of SalesRabbit users and map them to the correct calendars.
- Note: if user submits the form and they are not on this list, the default calendar will be used.
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Optionally: If you'd like to integration with multiple calendars, use the "+ Add Mapping" button to create a list of SalesRabbit users and map them to the correct calendars.
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- Click "Next" to move onto the next page of the configuration.
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Appointment Duration Page:
- Set the appointment duration in hours and minutes. This duration will be added to the start time of the appointment in the submitted form.
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- Click "Finish" to complete the configuration.
- If you wish to disable/reconfigure this integration, click the "Disable" or "Reconfigure" button respectively. Additionally, if this integration is live, you should see an "Enabled indicator on the integration.
- Your Google Calendar integration should be live and allow you to schedule and update appointments in Google Calendar through form submission.
- If you have any issues, please reach out to SalesRabbit Support.
Pro Tips
- For other scheduling solutions, check our the Calendly Integration or articles on SalesRabbit's Scheduler.