Some teams have regular meetings with their customers and prospects (e.g., twice a month), and they'll be set up in Google Calendar as recurring events.
Mixmax will automatically sync these recurring Google Calendar events to Salesforce for you! No manual interaction is needed, saving you time.
A recurring event in Google Calendar is an event that is repeated with a given cadence, e.g., daily, weekly, monthly, or yearly, or with a custom cadence, such as twice per month. The following screenshot shows an event repeating on the third week of each month:
How Mixmax syncs recurring calendar events to Salesforce
Mixmax syncs the Gcal events to Salesforce events with the given cadence and details, like for any other individual meeting (check out Syncing to Salesforce for more information on syncing individual meetings).
For the example above, the event will appear in Salesforce on the third Thursday of each month and at the same time when it was scheduled in Gcal:
The Event's Subject in Salesforce will be exactly the same as the Event's Title in Google Calendar. For example, if the GCal Event's Title is "Renewal discussion," that will be the Event's Subject in Salesforce as well.
Mixmax supports the updates on the Google Calendar recurring events for the Title, Description, Start Time, or End Time, as well as changing the cadence (e.g., from daily to weekly). If any of these details are updated in Google Calendar, the corresponding events in Salesforce will also be updated.
Mixmax also respects selecting which events to update in Google Calendar: this event only, this and following events, or all events (see the image below with Google Calendar settings):
If you need to convert events, here are some tips:
To convert recurring events to an individual event, we recommend you delete the existing series of events and create a new standalone event.
To convert an individual event to a recurring one, we recommend deleting the existing standalone event and creating a new one with the required frequency.
Happy recurring events!
Get in touch with our support if you still have questions.