Sync Smarter: How to Integrate Google Calendar with Salesforce Using Einstein Activity Capture

If your team uses Google Calendar and Salesforce, you know the pain of juggling between platforms—missed meetings, scattered notes, and duplicated data entry. Fortunately, Einstein Activity Capture offers a native Salesforce solution to keep your calendar events and CRM perfectly aligned.

At Palm Consulting, we help nonprofits and small teams get the most out of this feature—not just installing it, but tailoring it to fit your actual process.

What Is Einstein Activity Capture?

Einstein Activity Capture (EAC) is a Salesforce-native tool that connects your Google Workspace (or Microsoft) email and calendar with Salesforce. Once enabled, it automatically syncs calendar events and emails to related Salesforce records like Contacts, Leads, Opportunities, or Accounts.

Instead of logging meetings manually, Salesforce tracks and associates your activities in the background—saving your team valuable time.

What You Can Do with Google Calendar + Salesforce via EAC

When properly set up, Einstein Activity Capture allows you to:

• Automatically sync calendar events to Salesforce Activity Timeline

• Log meetings to the correct Contact, Lead, or Opportunity based on email addresses

• Keep your team aligned with full visibility into client or donor interactions

• Reduce manual data entry—no more copy-pasting from Google Calendar

And the best part: events still live in your Google Calendar, just with added intelligence inside Salesforce.

Key Setup Tips (That Most Teams Overlook)

At Palm Consulting, we’ve helped many clients go from frustrated to fully functional with Einstein Activity Capture. Here are a few technical considerations we handle during implementation:

• Access Control: We ensure only business-relevant events sync—no personal calendar clutter.

• Data Visibility: We clarify what’s visible to other users and how to manage sensitive info.

• Record Matching: We configure how meetings are linked to the right Salesforce records using custom matching rules.

• Reporting Strategy: Since EAC data is not stored in standard Salesforce objects, we help you adjust your reports and dashboards accordingly.

Why It’s Worth Doing Right

EAC is powerful, but the default setup isn’t always aligned with your team’s actual needs. Many teams give up on it because it “just doesn’t work the way we expected.”

That’s where we come in.

At Palm Consulting, we make sure your integration:

• Supports your internal workflow

• Protects your data and privacy

• Actually gets adopted by your users

We don’t just turn features on—we make sure they work for your mission.

Ready to Sync Your Calendar the Smart Way?

If your team is bouncing between inboxes and Salesforce, it’s time to streamline your scheduling and follow-up. Let’s set up Einstein Activity Capture the right way—clean, clear, and fully aligned with how your team works.

👉 Let’s chat and bring your calendar and CRM into sync.