Google Contact – ConvergeHub Integration

Google Contact Features

Keep all your contacts up-to-date in both ConvergeHub CRM and Google Contacts in a seamless and easy way using the Contact Synchronization feature. This helps your customers to configure unidirectional and bi-directional sync schedules that will automatically sync all your contact details with company information. You can also associate the contacts with your leads and accounts.

Full sync with Google Contact

It synchronizes contact information with the company details with ConvergeHub CRM. The user can even map Fields between Google Contact and ConvergeHub.

Quickly create new contact and sync across multiple platforms

The ConvergeHub CRM has a two-way sync with Google Contact, which allows you to quickly create new contact and sync across platforms, which helps in staying updated across different platforms.

Associate the contact with Lead or account

The New Contacts from Google Sync can be easily associated with any Leads or Accounts. This aids in the better management of your customers in the CRM system.

Setting up Google Contact Integration in ConvergeHub

1.Navigate to “App Store” or simply search “Google Contact” in App Store

ConvergeHub CRM offers a plethora of apps in our App Store, which supports third-party integrations with the CRM. The App Store is the place where we keep on adding third-party apps that help in making seamless collaboration with other necessary business tools. To enter App store you need to click on “Admin Settings” under your user profile and then enter App Setup, which shows the App Store.

2.Navigate to “App Settings” listed under the “Personal Setup” in the Profile Settings

For setting up Google Contact navigate to the Personal Setup, click on the ‘+’ icon (adjacent to the App Settings) and then find Google Contact below. Click on Google Contact for the setup. To setup click on the Connect button, this will open up a pop-up. If you have a pop-up blocker in your web browser, then allow the pop-ups from ConvergeHub.

3.In the new window, input your Google ID and password, and then provide all the necessary authorization

Providing the necessary authorization will get you linked to the app. You can use your Google authorizations, which will help you to connect your Google account with CRM.

4.Update the Sync setting on the “Google Contact” tab as per your requirements

You can customize the Sync Settings viewing the next tab (i.e. Google Contact), where you can set the ConvergeHub Contact Filter, Conflict Resolution, Sync Option, Field Mapping and more other settings.