Synchronize your Google or Microsoft Calendar with your Webmecanik Pipeline account

Synchronize and centralize your Webmecanik Pipeline activities with your Google Agenda or Microsoft Outlook, Exchange et 365 and simplify your daily organization.

Add a calendar

Set up your Google or Microsoft Calendar synchronization individually from your Webmecanik Pipeline account.

To synchronize your calendar:

1. From your Webmecanik Pipeline account, go to your top right Configuration.
2. In the left side sub-menu, click Calendar synchronization.
3. Click on Add a calendar.
4. Enter the email address of the calendar you want to synchronize.
5. Choose between Microsoft or Google.

A Google authentication or, Microsoft Outlook consent page opens. Login and allow your Webmecanik Pipeline application to access your Google or Microsoft Calendar.

You can now set up your calendar synchronization.

Edit your account to synchronize

You can customize the synchronization of your calendar. Edit several settings according to your preferences.

Choose a calendar

Click on the drop-down menu to choose the Google or Microsoft calendar you want to synchronize.

Activity type to synchronize

Click on the icons to choose the activities you want to synchronize. You can also synchronize all your activities by clicking on the button above the icons.

Activities details

Choose to display or not details of your activities in your calendar. Synchronize in the description of the event, information related to the activity, the opportunity, the contact, the company. 

Warning! If you add an attendee to your event, the activity detail will not be displayed in your agenda (neither for you nor for your contacts).

Show your remote events

This option allows you to display an event as "busy" in Webmecanik Pipeline. It cannot be modified from Pipeline.

You can deactivate the display of your external calendars directly in your Activities tab.

Private imported events

By enabling this feature, you'll be the only user able to see your events from the remote calendar in the Webmecanik Pipeline calendar.

Punctually synchronize your activity to your agenda and invite your contact

Once your Google or Microsoft Calendar is active, you can now add activity to your calendar punctually.

This synchronization is possible for all actions (except notes) even if you had set up that you don’t want to synchronize these actions in the initial configuration. 

To synchronize an activity, click on the box Add this event to my synchronized calendar when you create your activity (in your contact or opportunity page).

Resynchronize deleted activity in your calendar

If you had deleted an event in your Google or Outlook Calendar and you want to resynchronized it:

1. From your Webmecanik Pipeline account, go to your top right Configuration.
2. In the left side sub-menu, click Calendar synchronization.
3. Click on the synchronization button

Every deleted activity in your agenda will be resynchronized.

Synchronize your external calendars

You can activate/deactivate the display of your external Gmail or Outlook calendars directly in your Activities tab to better organize your contacts' activities! 🔥

Disable the synchronization of your account

You can stop the synchronization of your Webmecanik Pipeline account with your Google or Microsoft Calendar at any time.

On the calendar synchronization page, click on Stop in the block Account currently synced.