Supported Plans: Team/Enterprise
Supported Integrations: Gmail/Outlook/Office365/Exchange/Salesforce
1. Open an Account* view where Ebsta has been added.
* You can substitute Account here for Contact, Lead or Opportunity.
2. In the Ebsta section, click on the arrow next to your account name in the Ebsta section of your Page Layout and select Calendar Sync from the dropdown menu.
3. This will open up the Calendar Sync Settings page. Make the changes you wish to make and when you are happy, click Update Settings with Preview.
4. Ebsta will generate a preview of the sync process for you to review. If you're happy, click Save Sync to update the Calendar Sync. If you need to adjust them, click Back.