Sales Creatio, team edition
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How to synchronize bpm'online with Google contacts

You can use the synchronization option to add your Google contacts into bpm’online. Synchronization with Google can be performed only for those bpm’online records that have a tag specified in the synchronization settings.

To run the synchronization for the first time:

1.Open the [Contacts] section.

2.Click the [Actions] button and select [Synchronize contacts]-[Start synchronization].

As a result of synchronization, a new group of contacts titled “bpm’online” will be added to your Gmail contacts.

Note

If you set up automatic synchronization, the process starts automatically.

3.Move the Gmail contacts to the “bpm’online” group.

4.Run the [Synchronize with Google contacts] action again to perform the synchronization.

As a result, the Gmail contacts from the “bpm’online” group will be imported into bpm’online with the tag that was specified during the synchronization setup.

Note

If you set up automatic synchronization, the process starts automatically.

From this point on, the synchronization of Google and bpm’online contacts is performed in both directions. Synchronization is run only for those records that have been changed or added since the last synchronization session.

If a record has been modified in both Gmail and bpm’online, the most recent changes will be used for the synchronization.

If records were deleted in Gmail or bpm’online, the next synchronization will not delete them from bpm’online or Gmail. In the first case, the tags will be removed from such records. In the second case, the records will be excluded from the “bpm’online” group.

Next

How to synchronize bpm'online activities with Google calendar

How to configure email accounts in bpm’online

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