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 contact or 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
What you should see
Connected calendar events should appear on Schedule. Connected mailbox conversations should appear in Inbox, and linked conversations should appear on the contact or lead timeline.
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