How to manage your calendar and meetings in Snov.io CRM

In this article, you’ll learn how to sync your calendar, schedule tasks and meetings in Snov.io CRM and use tools like Google Calendar and Calendly to stay organized.

How to schedule a meeting in CRM

How to filter meetings 

Calendar syncing with Google Calendar

Integrating with Calendly for meeting scheduling

Zoom meetings via Zapier integrationKeeping your calendar and meetings well-managed is key to staying productive. When working with deals and prospects in Snov.io CRM, you can use the built-in calendar to keep track of your meeting schedule with leads from your Snov.io campaigns.

How to manage your calendar and schedule meetings in Snov.io CRM

There are two ways to make appointments in CRM. The first is to do it on the Deals page. 

To schedule a meeting or call for a specific deal, go to Deals page in CRM and click the deal you need in your pipeline. Click Schedule task.

Choose its type: e-mail, meeting or call. Set the date and duration. Click Free or Busy if you’d like to be shown as available or unavailable for other meetings and calls at this time. 

Add e-mails of guests and location if needed. Clicking the option video call will create a Google Meet link for an online meeting. Invitations with a Google Meet link will be automatically generated and sent to e-mails of guests you added. 

Another option is scheduling a meeting from List or Calendar view on the Tasks page. 

Add all necessary info in a pop-up window and click Save.You can quickly edit meeting or call details by clicking its name in the List view. While in the Calendar view, you can add a new activity by clicking on any timeslot in the timetable or clicking on the same Create task button. 

How to manage meetings and their statuses

In the pipeline view, you can see if a deal has an assigned call or meeting and its status, indicated by colored icons on each deal card.There are four statuses:

a green diamond - you have meetings or calls due today 

a yellow diamond - you have no meetings or calls

a gray diamond - you have upcoming meetings or calls

a red diamond - you have overdue meetings or calls

Click the status icon to access all meetings or calls related to a deal or create a new one directly from a pipeline.Columns and details are clickable and customizable. Hover your mouse over the details you want to change, click the Edit icon and change the info. You can quickly edit meeting details by clicking on its title.

Calendar view lets you quickly reschedule a meeting or call by dragging it to a different timeslot.

How to filter meetings 

In both Calendar and List views, you can filter your meetings, calls and tasks by time, type of activity and team member.While viewing meetings as a list, choose one of the options in the drop-down menu:

• a date range
• a type of activity in the top right corner
• the team member in the top right corner to see their meetings and completion progress

To change the call or meeting status to Completed in the List view, click on the circle next to the task title to mark it. Click the ticked circle again to change the status back to Active.

In the Calendar view, choose the specific date range or use the single arrows to go one week forward or backward.

To mark the call or meeting as completed, click on it, add a comment and press Complete. You can re-assign Active status by clicking the Reopen button.You can also mark calls and meetings as completed on your pipeline page. Open any deal and go to the Tasks tab. Click on the meeting or call, add a comment if necessary and click Complete.

For a visual guide on how to organize your workload, schedule activities and track all upcoming events, watch a tutorial.

Calendar syncing with Google Calendar

Syncing Snov.io CRM  Google Calendar lets you easily track and manage appointments, avoid double-booking and switching between two calendars. With Calendar Sync, your meetings will automatically appear in both calendars and smooth out the workflow.

To set up:

• Go to My Account page in Snov.io
• Click the Calendar Sync tab on the left and choose Sign in with Google
• Select your Google account and grant Snov.io the necessary permissions

Once connected, your sync status will display as 'Active'. Only activities created or edited while the Sync status is active will be synced from Snov.io to Google Calendar.In case the sync connection was interrupted, click Re-connect.

The page will now display the settings. Choose the syncing type: 

• With two-way sync, all your Snov.io activities will appear in your Google Calendar and all events you create in the calendar will sync to Snov.io.
• With one-way sync, all your Snov.io activities will appear in your Google Calendar and only edits to Snov.io events will sync back to Snov.io from the calendar.

You can save calendar events to Snov.io as a task, e-mail, meeting or call. It’s flexible and up to your choice for better organization. 

By default, all activity types sync to Google Calendar. But you can choose which specific Snov.io activities will be synced to your Google Calendar. Unselect those that you don’t want to be synced.

Once you complete the setup, your meetings and calls will be synced with your Google Calendar and appear there. 

Snov.io CRM interface:Google Calendar:To learn more, watch the video on how to sync your Snov.io account with Google Calendar.

Using Calendly with Snov.io for meeting scheduling

Snov.io integrates with Calendly, so you can add meeting links to your e-mails and let prospects book a time with you easily.Learn more about scheduling and managing meetings with Calendly integration in Snov.io in this article.

Zoom meetings via Zapier integration

Looking to connect your calendar tools beyond Google Calendar? With Snov.io’s Zapier integration, you can also connect to tools like Zoom, Google Sheets and Calendly to automate parts of your meeting scheduling and follow-up process.

While Snov.io doesn't offer a native integration with Zoom, you can connect the two applications using Zapier. Then Zoom meetings can be scheduled automatically when a prospect reaches a certain stage in Snov.io. You can also perform some follow-up actions. 

Learn more about Zapier integration in this article. 

If you have a question that wasn’t answered here, don’t hesitate to contact our Customer Care team. You can reach them at help@snov.io or through live chat.