Connect Google Calendar to CDK Global Autoline with LeadsBridge

In this article, you'll learn how to set up the bridge and connect Google Calendar to My CRM Example using LeadsBridge.

How to set up your bridge step-by-step tutorial

Before you start

Head over to the left sidebar and click on the Create new Bridge green button
You'll be taken to the first step of the bridge creation

Step 1: Choose the apps you want to connect

Choose Google Calendar as the source for your bridge
Choose CDK Global Autoline as the destination for your bridge
Click on the Continue button
At this point you can choose a name for your bridge (this will only be visible inside LeadsBridge and you can also edit it later)

Step 2: Configure your Google Calendar with CDK Global Autoline

Step 2.A: Setup your Google Calendar integration

Click on Connect Google Calendar
Click on Create new integration to connect your Google Calendar (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the Google Calendar integration
Click on Authorize and you will be prompted to the Google Calendar authorization experience
Here you will need to provide the info required and grant access to LeadsBridge
Once done, you will be get back to LeadsBridge application
You can choose a name for this Google Calendar and LeadsBridge integration (you can also edit it later)
Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
Now that your Google Calendar is connected, you can continue with the set-up of your bridge

Step 2.B: Configuration details for Google Calendar

Other Info

Create As is used to identify the entity type of the event (attendee, creator, organizer).

Must confirm invitation? will send the user an invitation email to confirm the registration to the event (available only for attendee entity)

Step 2.C: Setup your CDK Global Autoline integration

Click on Connect CDK Global Autoline
Click on Create new integration to connect your CDK Global Autoline (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the CDK Global Autoline integration
Fill URL, API Key field to connect CDK Global Autoline with LeadsBridge
Click on the Authorize button
You can choose a name for this CDK Global Autoline and LeadsBridge integration (you can also edit it later)
Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
Now that your CDK Global Autoline is connected, you can continue with the set-up of your bridge

Step 2.D: Email Receipt (Optional)

You may choose to receive an email receipt for each incoming lead.

Type the address(es) where you'd like to receive the receipt
You may also modify the Subject line of the email

Step 3: Fields Mapping

Here you'll be able to map your Google Calendar information with your CDK Global Autoline fields.

You will have CDK Global Autoline fields on the left. Match the information you wish to pass align from Google Calendar
Based on CDK Global Autoline functionality, some fields might be required; if this is the case, you can identify those fields with a * (star), so be sure to map all them
You can also use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on.
You may leave blank the box of a field's information you don't want to send through. Clicking on the Show unmapped fields button you will have visibility on all the available fields still not mapped

Step 3.A: Leads Filter (Optional)

If you'd like you could add a filter for incoming leads. This filter will sync only leads that meet the configured conditions

Click on the link Add Filter for Incoming Leads on the top left
A popup wil be opened where you can configure the filter
You can define a series of condition to filter the leads. The lead will be synced only when all the conditions will be met
Once finished, click the Save Changes button to switch back to the Fields Mapping to continue with the bridge configuration

Step 3.B Test Connection (Optional)

Once you’ve mapped all the fields that you need, if available, you can run a test of your connection by clicking on the Test Connection button.

Step 4: Save and Publish

Click on the Save and publish button

Congratulations! Now your bridge is up and running

Do you need help?

Here some additional resources:

Google Calendar documentation page and common questions
CDK Global Autoline documentation page and common questions
LeadsBridge KNOWLEDGE BASE
Contact support from your account clicking on the top right Support button

How to connect Google Calendar with CDK Global Autoline