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
- Log in to your Lead Stack account.
- Once inside your account, navigate to the settings section.
Step 2: Integrating Your Zoom Account
- Click on "My Profile" to access your profile settings.
- Make sure all necessary profile information is filled out.
- Scroll down to the "Integrations" section.
- Click "Connect" to integrate your Zoom account.
- Log in to your Zoom account when prompted.
- After successful integration, you'll see your Zoom account listed as connected.
Step 3: Setting Up Email Two-Way Sync
- In the "Integrations" section, disconnect your email integration (if already connected) to demonstrate the setup process.
- Click on "Email Two-Way Sync."
- Choose your preferred email service, such as Gmail.
- Select your specific Gmail account and log in.
- After successful connection, your Gmail account will be listed as connected.
Step 4: Calendar Configuration
- Scroll down further to the "Calendar Configuration" section.
- Click "Edit" to configure your primary calendar.