BUZ to Google Calendar
BUZ can now integrate with Google Calendars. It is a work in progress, so there might be more to come in future, but for now, it is a pretty handy function.
Every Sales rep and Installer has a mobile phone, and to save time, they can now look at their Google calendar rather than logging in to BUZ to view their calendar.
Calendars For Sales Reps (and installers shortly)
Admin users won’t be able to use this functionality without restricting themselves to a calendar; it is not designed for admin users.
As an admin, you can still have your own Google calendar. The Sales reps can share their Google calendar with your Google calendar and provide all the permissions so you can change and move appointments.
Moving Appointments
You can move appointments in both Google and BUZ, and the other platform will update almost instantly.
At this stage, You cannot move appointments between sales reps' calendars.
In all my tests, when a Google appointment was disconnected from the BUZ calendar, BUZ cancelled the Lead, which is a pain to reactivate; it also deletes the appointment from the sales reps' BUZ calendar.
I have asked the devs if there is a fix, they are looking into webhooks as a solution, but nothing has been confirmed yet.
Creating an Appointment
Leads should be created in BUZ; it is possible to create appointments from Google Calendar; it won't save the customer details; it'll just make it a private appointment in BUZ.
Private Appointments
Sales reps can book private appointments from both platforms.
Set up
There are multiple steps; it is not a complex process; it just takes some time to do it all.
Step 1 Google Accounts – Admin to do
Create a Google account. I created a personal account dedicated to the business; if you have a Business account, the steps should be the same.
https://support.google.com/accounts/answer/27441?hl=en
Create a Google Cloud account
https://console.cloud.google.com/
Create a Project
https://buzsoftware.atlassian.net/wiki/spaces/HELP/pages/2408480770
https://buzsoftware.atlassian.net/wiki/spaces/HELP/pages/2428796955
Step 2 Add Employee Google calendars to the Business Google account – Admin to do
Add Sales rep's Gmail accounts to your Google Account
Step 3 Update BUZ with Google Credentials
Login to BUZ and add the Google credentials
Step 4 BUZ Sales Reps Users to BUZ Calendars – Admin to do (if not already setup)
If you have already set up calendars in BUZ and linked them to the User, you can skip this step, but for all new Sales reps and Calendars, you will need to do this.
BUZ Sales Reps Users to BUZ Calendars
This step may have already been completed; this is just for users who are not linked to a calendar.
Create a Calendar
Sales Rep
Installer
Link the Calendar to the Login User Account
Note: Admin users won't be able to use this functionality without restricting themselves to a single calendar.
Sales reps can share their calendar with an admin Google calendar and provide all the permissions to make changes.
Step 5 – Sales reps and Installers to do
Link your Buz Profile and Calendar to your Google Calendar
Step 6 - Push Data across to Google - If required