Creatio administration
This documentation is valid for Creatio version 7.15.0. We recommend using the newest version of Creatio documentation.

 How to set up synchronization from Google for Creatio cloud

To set up synchronization for Creatio cloud, do the following:

1.Open the [Contacts] section and tag the Creatio contacts that need to be synchronized with Google. A personal tag is used to mark the contacts that need to be synchronized with Google. For example, contacts tagged as "Personal contacts" are to be synchronized with Google.

2.From the [Actions] menu, select the [Synchronize contacts]-[Add account for synchronization] option (Fig. 1).

Fig. 1 Specifying synchronization folders

scr_chapter_google_synchronization_contacts.png 

3.Open the [Select service for synchronization] and click the [Gmail] icon (Fig. 2).

Fig. 2 Specifying synchronization folders

scr_chapter_google_synchronization_choose_gmail.png 

4.Allow Creatio to access your data (Fig. 3). If necessary, enter the login and password for your account.

Fig. 3 Allowing access to application

scr_chapter_google_synchronization_permission.png 

5.Press the [Actions] button and select [Synchronize contacts]-[Set up...] (Fig. 4).

Fig. 4 Setting up property details

scr_chapter_google_synchronization_options.png 

6.Define the parameters of synchronization with Google Calendar and Google Contacts. For automatic synchronization of activities, select the [Synchronize activities automatically.] checkbox. select a time interval for automatic synchronization.

7.In the [Synchronize from] field select the date from which you want to synchronize activity.

8.For automatic synchronization of contacts, select the [Synchronize contacts automatically.] checkbox and select a time interval for automatic synchronization.

See also

Registering application for synchronization with Google (for on-site users only)

How to set up synchronization of Creatio contacts and activities with Google contacts and calendar

How to synchronize Creatio with Google contacts

How to synchronize Creatio activities with Google calendar

How to configure email accounts in Creatio

Did you find this information useful?

How can we improve it?