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Connect the conversations and meetings that should become the foundation of your CRM. Time: 2–5 minutes Before you begin: Sign in with the Google account you use for customer conversations.

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Connect Gmail and Calendar

1

Create or open your workspace

Sign in at octolane.com and complete the workspace prompt.
2

Connect Gmail

Choose the inbox that contains your customer conversations and complete Google authorization.
3

Connect Google Calendar

Connect the calendar that contains your customer meetings. Octolane uses attendees and meeting history to connect people with the correct records.
4

Let the first sync begin

You can continue using Octolane while records are assembled in the background.

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Check your work

Open Accounts or Contacts. A successful connection begins populating records from external conversations and meetings.
Open workspace settings, disconnect the account, and reconnect with the correct address before inviting teammates.
Confirm that the connected inbox contains external conversations. Initial processing time varies with inbox size. If nothing appears after the sync finishes, contact support.

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Up next

Learn how Octolane organizes your records.