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.
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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:
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:
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.
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Note: Google Contacts and Calendar are also available in the Help Desk Starter and Help Desk Professional editions.
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:
Let’s learn them one-by-one.
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.
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Follow these steps to configure the sync settings from the Contacts module:
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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.
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Follow these steps to sync your records from the Contacts module:
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.
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