Syncing Google contacts with Freshsales is a useful option as it allows you to keep your contact list up-to-date on the CRM. You can configure a one-way sync that allows to bring new contacts from your Google account directly onto Freshsales.
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Note: This is a user-level sync and is accessible to all users. |
Detailed Steps:
On your Freshsales platform, head to the top right corner and click on the Profile icon . This opens the Profile settings menu.
Under the profile settings menu, click Sync Contacts.
Click on Google Contacts and authenticate with your Google Account credentials.
Once you sign into your Google account, you will be requested to grant permission to Freshsales to access your contacts.Hit the Allow button to grant Freshsales access to your Google account information.
Once you have granted access, you will receive a success notification.
Select the specific group from your Google contacts that you would like to sync. Follow it up by selecting whether you want the group to be synced to a ‘Lead’ or a ‘Contact’ or to ‘Both Leads and Contacts’ in Freshsales.
NOTE: Freshsales allows only one-way sync from Google contacts i.e, any contact additions/updates you make on your Google contacts will be reflected on Freshsales. However, the opposite of this will not occur.
After mapping the fields for the sync, hit the Save and Sync button. This will initiate the process of syncing all contacts from your Google Contacts to Freshsales.
What are the fields that get synced?
Google Field | Lead Field | Contact Field |
Full Name | ||
Given Name | First name | First name |
Family Name | Last name | Last name |
Organization Name | Company Name | Sales Account name |
Organization Title | Job title | Job title |
Phone Number | Work/Mobile(based on tags - work/home) | Work/Mobile(based on tags - work/home) |
Full Address | address | address |
City | city | city |
Region | state | state |
Country | country | country |
Postcode | Zip code | Zip code |
Website | Company website | Sales Account website(if Sales Account name is present) |
Content | Notes | Notes |
Note: All the fields are optional. Google Contacts just expects one field to be there to save the contact. |