How to synchronize Creatio contacts with Google contacts
You can use the synchronization option to add your Google contacts into Creatio. The action is only performed for records that are specially tagged as per the synchronization settings.
To run the synchronization for the first time:
1.Open the [Contacts] section
2.Click [Actions] –> [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.Click [Synchronize contacts] –> [Start synchronization] again to synchronize.
As a result, the Gmail contacts from the “Creatio” group will be imported into Creatio with the private tag 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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