How to synchronize Creatio with Google contacts
You can use the synchronization option to add your Google contacts into Creatio. Synchronization with Google can be performed only for those Creatio 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 “Creatio” 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 “Creatio” group.
4.Run the [Synchronize with Google contacts] action again to perform the synchronization.
As a result, the Gmail contacts from the “Creatio” group will be imported into Creatio 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 Creatio 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 Creatio, the most recent changes will be used for the synchronization.
If records were deleted in Gmail or Creatio, the next synchronization will not delete them from Creatio 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 “Creatio” group.
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