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.

TOTAL STEPS: 6


QUICK STEPS: Profile Icon > Profile Settings > Sync Contacts > Google Contacts > Sign-In > Save & Sync


MINIMUM TIME REQUIRED: ~ 4Min


Note:  This is a user-level sync and is accessible to all users. 


Detailed Steps:

  1. On your Freshsales platform, head to the top right corner and click on the Profile icon . This opens the Profile settings menu.  
                    

  2. Under the profile settings menu, click Sync Contacts.


  3. 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.

  4. Hit the Allow button to grant Freshsales access to your Google account information.


    Once you have granted access, you will receive a success notification.
     

  5. 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. 


  1. 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

Email

Email

Email

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.