Articles in this section
3CX Phone Integration with Vtiger Configure Asterisk Telephony Gateway Phone Calls with Exotel Configure Knowlarity Telephony Gateway Set up PayPal to process your payments Phone Calls with Plivo Configure SMPP SMS Provider Configure Telzio Telephony gateway Get insights using Power BI Google Drive Integration Dropbox Integration Integration with Duocom Phone Calls with Twilio Exchange Connector Integration with Vtiger Integration with Magento Mailchimp Integration Integration with Piesync QuickBooks Online Version Integration Integration with Twitter Microsoft Outlook Plugin Integration with Vtiger Office 365 Integration Olark Chats Integration QuickBooks Desktop Version Integration Stripe Integration in Vtiger Understanding DocuSign Integration Using Google Meet VICIdial Integration Vtiger Buzz Vtiger Enrich Vtiger Gmail add-on Vtiger Gmail Plugin Whitelisting Vtiger on Google to use Gmail Sync Xero Integration Zapier Integration Tally Integration Zoom Meetings Integration Integrating Facebook with Vtiger CRM Vtiger CRM - WhatsApp Integration via Twilio 2-way Sync with Yahoo

Google Contacts and Calendar Integration

This article will guide you through enabling syncing between Vtiger CRM and Google Contacts and Calendar.
B
Bindu Rekha Babu
24 Dec, 2020 - Updated 3 months ago

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.

 

Note: This feature is for Google users only.


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 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

Sales Starter

Sales Professional

Sales Enterprise

One Professional

One Enterprise

Feature Availability

Google Contacts and Calendar

 

 

 

 

 


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.

Note: You can also configure these settings by going to Settings > Extensions > Google.

 

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
  1. 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.
  2. 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.
  3. Click Save

Did you know?

You can deactivate the sync by going to Contacts > Sync > Revoke Access. By doing this, you will remove the current Google account for the sync but will not affect the records that have been synced. In case you log in again, duplicate records are created.


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.

 

Did you know? 

You can also sync contact records that have been updated or deleted. This ensures that you have the latest information at hand.

 

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.

 

Note: Records are synced in batches. Vtiger CRM syncs 100 records at one go. If there are more records to be synced on either side, a message is displayed on the sync report. By clicking on the Sync Now button, you can complete achieving records on both ends.

Related articles
Syncing Google Contacts and Calendar to Vtiger CRM Office 365 Integration Google Drive Integration Configuration - Maps Uploading Documents to Google Drive
Home Privacy Policy Terms of Service Security Center Policy & Legal Center
© Copyright 2021 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube