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Google Calendar Integration

Connect your Unificus account to Google Calendar for two-way syncing of tasks, follow-ups, and appointments.

Can I sync to/from my Google Calendar?

Absolutely! Unificus integrates with Google Calendar, allowing your tasks, follow-ups, and appointments to automatically display in your Google Calendar alongside your other events.

All staff members, prospects, and clients can individually enable this feature in their own accounts. Admins have the option to disable this capability for specific team members or contacts through the Company Profile / Settings area.

Learn more about Company Profile / Settings

Setting up two-way Google Calendar sync

  1. Open the Flyout Menu and select Integrations.
  1. Locate the Google Calendar (2-WAY Sync) section and click Sign in with Google.
  1. Confirm you’re logged into the correct Google Account.
  1. You’ll be prompted to grant permissions for My Portal App to access your Google Calendar.

What is My Portal App?

When authorizing your Google account, you’ll notice the application shows as “My Portal App.” Here’s what that means:

We’ve built a secure, Google-approved micro-service architecture to maintain white-label branding during the authentication process. This backend system handles all data synchronization between Unificus and Google Calendar while displaying a generic name to your staff and clients. You can trust “My Portal App” completely—it’s our way of keeping your brand front and center while ensuring maximum security.

Granting calendar access permissions

  1. Check the three permission boxes to enable the specific access levels needed for two-way syncing.
  1. Click Continue to confirm and connect your account.
  1. Use the dropdown menu to select which Calendar you want to sync with.
  1. Click Push Existing Data to begin the synchronization.
  1. You’ll receive a confirmation message. Your sync is now active!

Tip: To disconnect at any time, click the Delete button.

Learn more about Google Meet Integration

Upgrading from one-way to two-way sync

If you previously set up Google Calendar (1-WAY Sync), you’ll see a notice that the older sync must be deactivated first.

  1. Click Delete next to the Google Calendar (1-WAY Sync) option.
  1. When prompted, click OK to confirm the removal.
  1. After confirming, the page refreshes and unlocks the Google Calendar (2-WAY Sync) option. You can now follow the setup steps above to enable two-way syncing.