Introduction

Google has multiple apps like Google Search, Mail, Photos, Drive, etc. You can use these apps to search for information, send emails, save pictures, and store all your documents.

Google Contacts is a contact management tool and is a part of Google Apps. Also available as a part of Gmail as well as a standalone service. It stores all your contacts and other details related to them.

Google Calendar is a time-management and scheduling service. It enables you to schedule meetings and events.

If you have been using Google Contacts and Calendar to store and track your contacts and events, then read on.

Syncing Vtiger CRM with Google Contacts and Calendar

If you are using Gmail to manage sales operations within your organization, we have good news for you. Vtiger CRM offers a seamless way of syncing your contacts and calendar events simply and effectively.

The tools used for the sales process are often managed on different applications. An ample amount of time is wasted as they are not working together. On successful integration, you can collaborate with your contacts and calendar events instantly.

With Vtiger and Google sync, you will be able to:

• Track updates
• View your latest interactions with contacts
• Schedule meetings and share activities
• Set up schedules for email campaigns
• Have updated information on hand

Interested? Click here to watch a video.

When you sync your Google Contacts and Calendar with Vtiger or your contacts in Vtiger, you will not:

• Lose a lead
• Miss a meeting with your contact  
• Let opportunities slip  
• Forget to send an email
• Miss a chance to send a marketing campaign

You will be spending less time on repetitive tasks and more on closing deals.

To know more about Google Contacts + Vtiger CRM, click here.
To know more about Google Calendar + Vtiger CRM, click here.

 

Feature Availability

Note: Google Contacts and Calendar are also available in the Help Desk Starter and Help Desk Professional editions.

Getting Started

Before you can make full use of this integration, you must perform a few prerequisite steps.

To integrate Google Contacts and Calendar with Vtiger, you need to do the following:

1. Configuring the sync settings
2. Syncing between Google and Vtiger

Let’s learn them one-by-one.

Configuring the Sync 

Before you can sync your contacts and calendar between Google and Vtiger, you need to configure sync settings in the CRM. You can configure these settings either from the Contacts or the Events module.

Follow these steps to configure the sync settings from the Contacts module:

1. Log in to your CRM account.
2. Click the Main Menu.
3. Go to Essentials.
4. Select Contacts.
5. In the List View, click Sync on the top right.
6. If you are configuring for the first time, click Sign In and sign in using your Google credentials; or Click Settings next to Google and Sync Log.
7. The Sync Settings window will appear once you are logged in to your Google account. You will find two sections in the Sync Settings window.

• Contacts Sync Settings
• Events Sync Settings

10. Edit the Contacts Sync Settings section for the following:
    1. Select which data must be synced from the Google Data drop-down.
    2. Select Sync Direction from the three options given in the drop-down.
    3. Click Configure to map the Vtiger fields to Google fields. You can also add a custom mapping.
    4. Click the Enable Contacts Sync toggle button.
11. Edit the Events Sync Settings section for the following: 
    1. Select which data must be synced from the Google Data drop-down.
    2. Select Sync Direction from the three options given in the drop-down.
    3. Click View to view mapped events.
       • Note: You cannot add custom fields to Calendar as the fields are mapped by default. You can only view the details.
    4. Click the Enable Events Sync toggle button.
    5. Select the date from when the sync must happen in the Sync From field.
12. Click Save. 

Syncing the Records 

After configuring the sync settings, you can begin the synchronization process in Vtiger CRM. This might take a few moments, depending on the number of contacts you have in your Gmail and Vtiger CRM accounts.

You can sync the records either from the Contacts or Events modules.

Follow these steps to sync your records from the Contacts module:

1. Log in to your CRM account.
2. Click the Main Menu.
3. Go to Essentials.
4. Select Contacts.
5. In the List View, click Sync on the top right.
6. Click Sync Log next to Google and Settings.
7. Click Sync Now on the top right.

The Sync Log displays the list of Contacts and Events that were synced between Vtiger and Google. You can click on the figures in blue to view generated records. You can also download the report as a .csv file for your reference.