How to save contacts to Google Contacts from OnePageCRM
Our Save to Google Contacts integration allows you to quickly and easily add contacts individually or in bulk from OnePageCRM to Google Contacts in one-click helping you keep your Contacts up to date on Google Contacts.
|In this article:|
|How to install Google Contacts||How to create an email signature|
|How to save an individual contact to Google Contacts||How to save contacts in bulk to Google Contacts|
How to Install Google Contacts
Under Configuration, click on Connect.
Allow Google to access your OnePageCRM Account.
You have now connected your Google Contacts Account.
How to save an individual contact to Google Contacts from OnePageCRM
Open a Contact in OnePageCRM.
Click on Save to Google Contacts. This will create a Contact in your Google Contacts with name, company, address, phone number(s), email address(es), job title, web URL and profile picture. Background information will be pushed to the notes section in Google Contacts.
Note: If it's your first time using the integration, you'll be asked to verify your Google account.
In the contact's record, contacts saved in Google Contacts are symbolized by a tick icon.
To open your contact in Google Contacts from OnePageCRM hover your mouse over the Google Contacts icon → Open in Google Contacts.
How to save contacts in bulk to Google Contacts from OnePageCRM
Select all the contacts you wish to bulk save in Google Contacts.
In the Menu bar, click More → select Save to Google Contacts.
- If you delete a contact in OnePageCRM, the contact will not be deleted in Google Contacts.
- To update contact details, you can click Save to Google Contacts again to push updates to Google Contacts.