Connect Accord to Google Calendar

This article outlines how to integrate Google Calendar with Accord, enabling sellers to more easily schedule meetings with stakeholders.

Embed scheduling directly into your Accords to eliminate meeting coordination busywork. Plus, enforce excellence by templating Meeting Steps at the playbook level, giving sellers predetermined meeting descriptions, agendas and guest lists (ensuring the right stakeholder is on all the calls they need to be on).

 

Table of Contents

1. Prerequisites
2. Setting Up the Google Calendar Integration
3. Using the Google Calendar Integration in Playbooks
4. Scheduling Google Calendar Meetings from an Accord 

Prerequisites

• You must be an Admin in your Accord workspace to set up this integration
• Your organization must use Google Workspace
• You need admin access to your Google Workspace admin console

Setting Up the Google Calendar Integration

Step 1: Configure Google Workspace settings

1. Click this link to update your Google Admin Console
2. Add a new entry and input the following

Client ID: 104566913918049326899

Scope: https://www.googleapis.com/auth/calendar.events,https://www.googleapis.com/auth/calendar.readonly

Step 2: Enable the integration in Accord

1. In your Accord workspace, go to Settings > Integrations
2. Find Google Calendar in the list of available integrations
3. Click Connect

Once you click Connect, the integration will be active for your entire workspace.

Using the Google Calendar Integration in Playbooks

The Google Calendar integration is only accessible from Meeting Steps.

Meeting Steps, within a Playbook, allow you to standardize meetings across all of your deals— ensuring consistent descriptions, agendas, and guest lists.

Setting up a Meeting Step

1. Navigate to any Playbook and select the step you want to convert to a Meeting (or create a new step)
2. In the step sidebar, change the Type to "Meeting"
3. The sidebar will update to show meeting-specific configuration options

Setting Relative Dates for Meetings

It's recommended that you add a milestone to your playbook. This will enable you to set guidelines for when a meeting should take place, relative to the milestone—like so:

Configuring Meeting Guests

The Meeting Guests section displays internal team members and placeholders for buyer stakeholders.

• Click Add beside the team members and placeholders that should attend the meeting 
• These individuals will automatically be added to the meeting invite later when a seller executes this step with an Accord

Adding a Meeting Description 

The Meeting Description section allows you to template what will appear in the description of all Google Calendar meetings created from this step.

• Add standard meeting objectives or agenda items
• This content automatically appears in every calendar invite created from this step in your Accords

Scheduling Google Calendar Meetings from an Accord 

Now that your meeting step is set up at the Playbook level, your sellers can start scheduling meetings from their Accords.

Scheduling a Meeting

1. Navigate to a meeting step in an Accord
2. Update the date and time if needed
3. Add or remove meeting guests
4. Click the Create Calendar Event button
5. You'll be taken to Google Calendar with pre-populated information:
   • A Meeting title (taken from the step's name)
   • A Description (taken from the Meeting Description in Accord; editable within the Accord and Google Calendar)
   • Guest list
   • A link to the Accord 

Finalizing the meeting

1. In Google Calendar, review the pre-populated details
2. Make any final adjustments to guests, the description, time—and make sure a Google Meet, Zoom, etc. link is added
3. Save the meeting to send invites directly from Google Calendar

Frequently Asked Questions

Q: Do meeting invites get sent from Accord?

A: No, sellers are directed to Google Calendar to finalize and send invites. This ensures proper calendar integration and delivery.

Q: What happens if a seller schedules a customer meeting outside of Accord?

A: Accord will recognize the meeting with customer contacts and automatically add the relevant Accord link to the meeting description.

Q: What permissions does Accord need for Google Calendar?

A: Accord requires calendar.events and calendar.readonly permissions to create events and recognize existing customer meetings.

Q: Can multiple team members schedule from the same Accord?

A: Yes, any seller with access to the Accord can schedule meetings and include relevant stakeholders from the deal's contact list.