Once you've integrated your Google Calendar or Office 365 calendar, you can schedule meetings with contacts from contact, company, or deal records and send a calendar invite to the meeting attendees.

This article applies to users who are using the Google Calendar or Office 365 integration with Gist.

  • Navigate to your contacts, companies, or deals.
  • Click the name of the record.

  • In the left panel, click meetings Schedule a meeting. In the dialog that opens at the bottom of the screen, set up your meeting:
    • Enter an event title for your meeting.
    • Click the Organizer dropdown menu to search and select teammates who should be included in the meeting.
    • Set the Start time of your meeting, which will be based on your browser’s timezone.
    • Click the Duration dropdown menu to set the length of your meeting.
    • Choose a location. You can add video conferencing details by choosing Zoom or Google Meet.
    • In the description section, enter details about the meeting. The meeting attendee will see this information in the calendar invite.
  • Click Schedule

The meeting will be saved as an engagement on the record's timeline.

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