This guide provides step-by-step instructions for syncing your calendar, connecting your Zoom account, and setting up a calendar on Lead Stack. Follow these steps to efficiently manage your appointments and ensure smooth integration with your scheduling tools.

Step 1: Accessing Settings

Step 2: Integrating Your Zoom Account

  1. Click on "My Profile" to access your profile settings.
  2. Make sure all necessary profile information is filled out.
  3. Scroll down to the "Integrations" section.
  4. Click "Connect" to integrate your Zoom account.
  5. Log in to your Zoom account when prompted.
  6. After successful integration, you'll see your Zoom account listed as connected.

Step 3: Setting Up Email Two-Way Sync

  1. In the "Integrations" section, disconnect your email integration (if already connected) to demonstrate the setup process.
  2. Click on "Email Two-Way Sync."
  3. Choose your preferred email service, such as Gmail.
  4. Select your specific Gmail account and log in.
  5. After successful connection, your Gmail account will be listed as connected.

Step 4: Calendar Configuration

  1. Scroll down further to the "Calendar Configuration" section.
  2. Click "Edit" to configure your primary calendar.