Before you begin
- Calendar connection is required for the setup guide
- Personal mailbox OAuth requires Pro (or workspace policy allowing it)
- Use a Google Workspace or Microsoft 365 admin account if your IT restricts OAuth apps
Connect calendar
- 1. Open Integrations (/dashboard/integrations)
- 2. Choose Google Calendar, Outlook Calendar, or Calendly
- 3. Complete OAuth and pick calendars to sync
- 4. Open Schedule and confirm events appear
Connect email
- 1. Integrations → Email Integration (/dashboard/integrations/email)
- 2. Add Gmail, Microsoft 365, or IMAP mailbox
- 3. Wait for initial sync — open Inbox (/dashboard/inbox)
- 4. Send an internal test; confirm it appears on a lead timeline when linked
Optional integrations
- Google Meet, Microsoft Teams, or Zoom for meeting links
- Calendly for external booking
- Phone & SMS and Meta Lead Ads — see Integrations hub
Common issues
- OAuth access denied — IT must allow the Flowforce app; try incognito to rule out wrong Google account
- Mail not syncing — reconnect mailbox; check Inbox filters
- Calendar empty — confirm the correct calendar is selected in integration settings