NetSendo v1.7.14: CRM Automation & Google Calendar Sync
Juggling lead follow-ups, sales tasks, and your daily calendar can feel like a constant battle. Manually creating tasks after a new lead comes in or forgetting to schedule a follow-up call can lead to missed opportunities. What if your CRM didn't just store data, but actively worked with you and your calendar to close more deals?
Introducing NetSendo v1.7.14, a landmark release focused on supercharging our self-hosted CRM. We're rolling out two game-changing features: CRM Follow-up Sequences to automate your entire sales outreach process, and full two-way Google Calendar integration to sync your tasks seamlessly with your daily schedule.
🚀 What's New in v1.7.14
This release is all about bringing powerful, connected automation to your sales and marketing workflows, all while keeping your data securely on your own server.
Automate Your Outreach with CRM Follow-up Sequences
Stop letting leads slip through the cracks. Our new Follow-up Sequences allow you to build sophisticated, automated nurturing campaigns with a simple drag-and-drop visual builder. It's your personal sales assistant, working 24/7.
Visual Builder
Design multi-step sequences with actions like sending emails, SMS messages, creating tasks, or waiting for a set period.
Automated Triggers
Enroll contacts automatically when a deal is created, a stage changes, or a contact is added. No manual work required.
Effectiveness Reporting
Track your sequence performance with new funnel charts and conversion rate reports to see what's working and what's not.
ℹ️ Note: The system is smart. If a contact replies or a deal is won, they are automatically unenrolled from the sequence to prevent awkward, impersonal follow-ups.
🗓️ Never Miss a Beat: Two-Way Google Calendar Sync
Your CRM is where you plan your work, but your calendar is where you live your day. We've bridged that gap. NetSendo now offers a professional-grade, two-way sync with Google Calendar.
- True Two-Way Sync: Create a task in NetSendo, and it appears in your Google Calendar. Reschedule an event in Google Calendar, and the task due date updates in NetSendo.
- Recurring Tasks: Set up daily, weekly, or monthly recurring tasks in the CRM, and they'll sync perfectly with Google Calendar's recurring events.
- Conflict Resolution: Our intelligent conflict detection helps you resolve data mismatches if a task is changed in both places at once.
- Secure & Easy Setup: Connect your account in minutes using a secure OAuth 2.0 flow. Your data, your control.
# Scheduled commands keep everything running smoothly in the background
php artisan crm:process-follow-ups
php artisan crm:send-task-reminders
php artisan calendar:refresh-channels💼 Benefits & Use Cases
Here's how you can put these new features to work in the real world:
SaaS: Trial Onboarding
When a new user starts a trial, automatically enroll them in an onboarding sequence:
- Day 1: Send a welcome email with setup tips.
- Day 3: Create a task for a sales rep to make a check-in call (synced to their Google Calendar).
- Day 7: Send an SMS asking if they have any questions.
- Day 12: Create a high-priority task to discuss upgrade options.
E-commerce: High-Value Customer Nurturing
When a customer is moved to the "VIP" deal stage, trigger a sequence to provide a premium experience:
- Immediately: Create a task for the account manager to send a personal thank-you gift (synced to their calendar).
- After 1 week: Send an exclusive email with a special offer for their next purchase.
- After 1 month: Schedule a follow-up task to check on their satisfaction.
🛠️ Step-by-Step Guide: Connecting Your Google Calendar
Get your tasks and calendar in sync in just a few minutes. Here’s how:
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Navigate to Integrations
In your NetSendo dashboard, go to
Settings → Integrationsand locate the Google integration option. -
Connect Your Google Account
Click "Connect" and follow the secure OAuth 2.0 prompts to grant NetSendo permission to access your calendar. We only request the permissions we need!
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Configure Calendar Settings
Once connected, a new "Calendar" option will appear in the Settings menu. Here you can manage your connection and choose which calendar to sync tasks to.
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Enable Sync on a Task
Open any CRM task, and you'll see a new "Sync to Calendar" toggle. Switch it on, and within moments, the task will appear as an event in your connected Google Calendar.
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Run a Bulk Sync (Optional)
On the Calendar Settings page, use the "Sync All Tasks" button to sync all existing tasks from your CRM to your calendar in one go.
⚠️ Important: You must configure your Google Cloud Platform project with the correct credentials and redirect URIs for the OAuth flow to work. Full instructions are in our documentation.
🎯 Expert Tips for Power Users
Use the new Sequence Reports to identify drop-off points. If a particular email has a low open rate, A/B test a different subject line within your sequence to improve engagement.
Not everything needs to be a sequence. Use the enhanced "Quick Actions" in the task list to quickly reschedule a synced calendar event or snooze a reminder without leaving the page.
For critical tasks, set a reminder within NetSendo (which can send an email/SMS) and leverage your Google Calendar notifications. This creates a redundant alert system so nothing is ever missed.
Conclusion: Your Command Center for Growth
NetSendo v1.7.14 is a massive step forward in making our platform the ultimate self-hosted tool for marketing and sales. By deeply integrating CRM automation with the calendar you already use, we're helping you save time, stay organized, and close more deals. You retain full ownership of your customer data while benefiting from world-class automation features.
Update your instance today to take advantage of these powerful new tools.
Ready to Automate Your Sales?
Get started with Follow-up Sequences and Google Calendar Sync now.
