1. Firstly, navigate to your Attio Dashboard.
2. From your Attio dashboard, click your profile icon in the top-left corner.
3. Once that's done, click on "Account settings".
4. Then, click on "Email and calendar accounts".
5. Following that, click on "Connect Google Account". You can also connect your Microsoft account.
6. Now select the Google account that you want to link.
7. After that, click on Continue.
8. Now, click on 'Select All' to allow Attio to perform actions on your behalf.
9. Finally, scroll down and click on "Continue".
10. That's it. Your Google account, including your Gmail and Calendar, is synced with Attio now.
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This interactive demo/guided walkthrough on How to Sync Email and Calendar in Attio was created using Supademo.
How to Sync Email and Calendar in Attio: Step-by-Step Guide
Begin by opening your Attio Dashboard, which serves as the central hub for all your activities and settings within Attio.
From the dashboard, locate and click on your profile icon in the upper-left corner. This is where you can access your personal settings and preferences.
After opening the profile menu, select the option labeled "Account settings" to manage your account details and integrations.
Within the account settings, navigate to the "Email and calendar accounts" section where you can manage external accounts linked to Attio.
Next, choose "Connect Google Account" to begin linking your Google services. If you prefer, there's also an option to connect your Microsoft account here.
You'll then see a list of Google accounts available on your device. Pick the specific Google account you want Attio to access and sync with.
Once you've selected your account, hit the Continue button to move forward with the authorization process.
On the permissions screen, click 'Select All' to grant Attio the necessary access to manage your emails and calendar seamlessly.
Scroll to the bottom of the page and confirm your choices by clicking the final "Continue" button, completing the setup.
With that, your Google account including both your Gmail and Calendar is now fully synchronized with Attio, allowing you to manage communications and appointments efficiently.
You're all set! Now you can create a Supademo quickly and effortlessly to showcase your projects or workflows.
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FAQs
Commonly asked questions about this topic.
How do I start syncing my email and calendar in Attio?
Can I sync multiple Google accounts with Attio?
Is it possible to connect my Microsoft calendar and email to Attio?
What permissions does Attio require to sync my email and calendar?
Will syncing my Gmail affect my emails in Google?
How long does it take for my calendar events to sync in Attio?
Can I disconnect my email or calendar account from Attio?
Do I need admin rights to sync my email and calendar in Attio?
What should I do if syncing fails or gets stuck?
Can syncing my email and calendar in Attio help with better contact management?
Product Operations Associate
Vimal Kumar helps build and grow Supademo’s team and GTM efforts, with a focus on figuring out growth levers and improving product traction.
