What is Google integration with Simply CRM?
How are fields mapped during contacts sync?
How are fields mapping during calendar sync?
Synchronize your calendar events and contacts
If you’re using Gmail to manage sales operations within your organization, we’ve a good news for you. Simply CRM offers a seamless way of syncing your calendar and contacts simply and effectively.
The tools used for sales process are often managed on different applications. Ample amount of time is wasted as they are not working together. Now that Simply CRM is integrated with Google, you can collaborate your calendar and contacts instantly. That makes sure that everyone are on same page.
The Simply CRM integration with Google offers you the following functionality
Syncing Contacts
If you are relying upon Gmail to store all your contacts, you can now sync them all into your Simply CRM and vice versa. That keeps you updated, on both sides.
Follow few simple steps to know how contacts can be synced
- Log into Simply CRM
- Click Contacts tab
- Click on Google Contacts in the left side of list view of contacts
- Click Synchronize Now button
- You’ll be redirected to start-up page. You can sign into your gmail account.
- After signing in, click on Grant Access
Note!
After the first sync, you don’t see the start-up page again.
This will begin synchronization process in your Simply CRM. This might take few moments depending upon the number of contacts you have in your Gmail and Simply CRM accounts.
After archiving contact records successfully, a report will be generated in Simply CRM notifying the modifications done on Simply CRM and Gmail
Not just that, you can also sync contact records that updated and deleted. This will make sure that you have latest information at hand.
Field Mapping
The table below explains how fields in Gmail are mapped to fields in Simply CRM
| # | Simply CRM | |
|---|---|---|
| 1 | First Name Last Name | Contact Name |
| 2 | Primary Email | |
| 3 | Mobile Phone | Mobile Phone |
| 4 | Mailing Address | Address |
Syncing Calendar
Google integration with Simply CRM also lets you seamlessly integrate events between your Gmail and Simply CRM.
Follow few simple steps to know how calendar events can be synced
- Click Calendar tab
- Click List View in the left side
- Click Google Calendar
- Click Synchronize Now
- You’ll be redirected to start-up page. You can sign into your gmail account.
- After signing in, click on Grant Access
Note!
- After the first sync, you don’t see the start-up page again.
- You can use two different gmail accounts — one for each — to sync Gmail contacts and calendar events
This will begin synchronization process in your Simply CRM. This might take few moments depending upon the number of calendar events you have in your Gmail and Simply CRM accounts.
Like in contacts synchronization, the records that are modified and deleted are also captured as a part of synchronization. This keeps you updated everytime.
Field Mapping
The table below explains how fields in Gmail are mapped to fields in Simply CRM
| # | Simply CRM | |
|---|---|---|
| 1 | Subject | Event Title |
| 2 | Start Date and Time | From Date |
| 3 | End Date and Time | Until Date |
| 4 | Description | Description |
Note!
Records are synced in batches. Simply CRM syncs 100 records at one shot. If there are more records to be synced on either sides, a message is displayed on the sync report. By clicking on Synchronize Now button, you can complete achieving records on both ends
Now that your contacts and calendar events are synchronized, the chances to win a deal are doubled.
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