Synchronizing Creatio contacts and activities with Google contacts and calendar
To enable synchronization setup of Google contacts and calendar with Creatio contacts and activities, the synchronization must be set up beforehand.
An example of synchronization setup in the [Contacts] section is described below.
1.Open the [Contacts] section
2.Create a private tag to be used for synchronization, for example, “Google synchronization”.
Note
Only records with private tags are synchronized. Records with public or corporate tags never synchronize.
3.Click [Actions] –> [Synchronize contacts] –> [Set up...]. Take the following steps in the settings page:
a.For activities to synchronize automatically, select the [Synchronize activities automatically] checkbox and specify the synchronization interval. To start synchronization from a specified date, select the required date in the [synchronize from].
b.To automatically synchronize contacts, select the [Synchronize contacts automatically] checkbox and specify the synchronization interval.
c.To synchronize contacts with a specific tag, in the [Send all contacts with a tag from Creatio to Google] field select the required tag.
4.Click [Save].
Note
Date and time of the latest synchronization session is displayed on the setup page.
As a result, both your Google account and the Creatio contact tag for synchronization will be saved in the system, and the synchronization will be started at the specified time intervals automatically.
Note
In the [Activities] section, setting up synchronization with Google is done in the same manner. Note that you don't need to specify the tag for synchronizing tasks in the synchronization settings of the [Activities] section.
See also
•How to synchronize Creatio contacts with Google contacts
•How to synchronize Creatio activities with Google calendar
•Delete your Google account from Creatio
See also
