The following steps are required to set up the Google Calendar integration through the SalesRabbit Marketplace. Note: 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 Google Calendar ID Custom Field
- Go to SalesRabbit and log in.
- On the left-hand navigation, click "settings".
- Under 'Sales' click "Custom Lead Fields".
- Next, on the left-hand side, drag the 'API' field over to the right side of the page to create the field.
- Name the field "Google Calendar ID" exactly as shown in the screenshot.
Part 2: Form Creation
- Within the SalesRabbit web app, on the left-hand navigation, click "settings".
- Under 'Sales' click "Form Builder".
- Create a New Form.
- Make a section called Appointment creation and import the following Lead fields:
| 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 |
Note: Google Calendar ID MUST match the example provided. Appointment is required, the other fields are optional.
- Turn on Custom Form Responses
4. Click the “Publish” Button and confirm.
Part 3: Configure Google Calendar Integration
- On the left-hand navigation, click on Marketplace under the "Integrations" section.
(Must have admin access) - Select the Google Calendar Integration Card.
- Navigate to the "Configuration" tab and click "Enable".
- Select the published form you've created from the dropdown list and click "Next".
- Click the dropdown and add your Google account by following the steps to log in and allow the app to access your calendar, then click "Next".
- Because a Google Account can have several calendars created on one account, select the default calendar that you want to use from the dropdown.
- (OPTIONAL) You can also map SalesRabbit users to the different calendars that are associated with your Google account by selecting the SalesRabbit User from the dropdown, and then selecting the desired calendar from the Calendar Fields dropdown list.
. - To set your default appointment length, enter the hour and minute.
Note: If you wish to disable or reconfigure this integration at any time you can do so by clicking "Disable" or "Reconfigure" respectively. Additionally, if the integration is currently live you should see an "enabled" indicator on the integration.
Your Google Calendar integration should now be live and allow you to schedule and update appointments in Google Calendar through form submission! If you have any issues or problems please reach out to support or your CSM for help configuring this integration.