Latest Updates To Pinnacle Ai CRM

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iCloud Integration

January 11, 20242 min read

Revolutionize your scheduling experience with our latest feature – seamless iCloud Calendar integration into our CRM system. Effortlessly manage and synchronize specified calendars, from class bookings to service calendars, ensuring efficient coordination and streamlined updates with just a few simple steps.

iCloud Integration: Easily integrate your iCloud Calendar with our CRM, allowing seamless synchronization for specified calendars like class bookings, round robins, collectives, and service calendars.👇🏻

⭐️ Why does it matter to your business?

  • Efficiently manage and update calendars within our CRM for selected categories.

  • Streamlined one-way sync ensures changes made in our CRM reflect on iCloud, enhancing coordination.

  • Simplified setup process with clear instructions for hassle-free integration.

⭐️ How To Use iCloud Integration?

  1. Obtain an app-specific password from Apple at https://appleid.apple.com/. Sign in, go to "Sign in and Security," then click on "App Specific Passwords" and create an App password for our CRM.

  1. Copy the generated app-specific password and save it securely.

  1. In your CRM, go to settings.

  1. In our CRM, navigate to Settings, then My Profile, and scroll down to the Integration section. Then, locate the iCloud Calendar, click "Connect,"

  1. Enter your iCloud email address along with the app-specific password and click “Connect”.

  1. Once connected, configure your primary calendar. Go to “My Profile” and click on “General” on the top menu. Scroll down to “Calendar Configuration”.

  2. You have to select the "Edit" option within the Primary Calendar to make necessary modifications in the Primary calendar.

  1. After making modifications to your Primary Calendar, review and address any conflicts that may arise.

    By following these steps, you'll seamlessly integrate your iCloud Calendar with our CRM, enhancing your business's scheduling and coordination.

    Experience effortless calendar management with our latest feature! Seamlessly integrate your iCloud Calendar into our CRM, ensuring smooth synchronization for specified calendars and efficient coordination for your business needs.

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Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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