FAQs in this section
Why should I sync Google Contacts and Calendar with Vtiger?
What is Google Dropbox?
How does the Dropbox and Vtiger CRM integration work?
Can iPhone users use Google Dropbox?
Is Google Dropbox available only for Android users?
What is Google Drive?
How do the Google Drive and Vtiger CRM integration work?
How do I upload documents from Drive to the CRM?
Can I sync the documents from Drive to Vtiger CRM?
Why am I not able to use Gmail sync?
Why should I whitelist Vtiger on Google?
How can I add Vtiger as a trusted app on Google?
Is Google Drive available in the Sales Starter edition?
How do I link documents from Drive to the CRM?
Is Dropbox available in the Sales Starter edition?
Can I sync the documents from Dropbox to Vtiger CRM?
How can I link the documents from Dropbox to the CRM?
How can I upload documents from Dropbox to the CRM?
What are Google Contacts and Calendar?
How does the Google Contacts and Calendar integration with Vtiger work?
Is Google Contacts and Calendar available in the Sales Starter edition?
How do I integrate Google Contacts and Calendar with Vtiger?
From where do I configure Google Contacts and Calendar in Vtiger CRM?
How can I deactivate Google Contacts and Calendar sync?
From where can I sync Google Contacts and Calendar records to the CRM?
How can I sync the Google Contacts and Calendar records with Vtiger?
What is Sync Log in Vtiger CRM?
Why is the syncing process taking a long time for Google Contacts and Calendar?
How can I configure the Google Contacts and Calendar sync?
Table of Contents
Follow these steps to configure the sync settings from the Contacts module:
- Log in to your CRM account.
- Click the Main Menu.
- Go to Essentials.
- Select Contacts.
- In the List View, click Sync on the top right.
- 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.
- 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
- Edit the Contacts Sync Settings section for the following:
- Select which data must be synced from the Google Data drop-down.
- Select Sync Direction from the three options given in the drop-down.
- Click Configure to map the Vtiger fields to Google fields. You can also add a custom mapping.
- Click the Enable Contacts Sync toggle button.
- Edit the Events Sync Settings section for the following:
- Select which data must be synced from the Google Data drop-down.
- Select Sync Direction from the three options given in the drop-down.
- 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.
- Click the Enable Events Sync toggle button.
- Select the date from when the sync must happen in the Sync From field.
- Click Save.
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