How to set up synchronization of 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 the records marked with a tag will be synchronized. Records marked with a corporate or public tag will not be synchronized.
3.Press the [Actions] button and select [Synchronize contacts]-[Set up...] In the Settings page do the following:
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 the [Save] button.
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 with Google contacts
•How to synchronize Creatio activities with Google calendar
•How to configure email accounts in Creatio
See also
