How do I sync my Gmail Contacts with my CRM Contacts?

Benchmark CRM API allows pulling your Google contacts to your CRM account via API. Following are the steps to create a CRM API sync with Google Contacts.

  1. Click on your username located on the right top corner and select settings.
  2. Scroll down to the end of the settings page and click on API Sync.
  3. Name the sync as per your convenience. This name is for your reference only.
  4. From the Choose Integration drop down list, select Google.
  5. CRM provides an option to control the duplicate emails. While importing the Google contacts, you can select from:
    1. Ignore the duplicate contacts
    2. Create a new record
  6. Set the frequency of sync. This means how frequently the sync will check the availability of new contacts to pull in. The default is set to 30 minutes.
  7. Mark this Sync to active to make this sync functional.
  8. Click on the Import Google Contacts button. Add your google account and allow the permissions to access the contacts.
  9. Once done, your data will be synced.

Note: Google contacts are always added under Contacts module.

Our CRM offers a one time sync option. This will sync your contacts or leads only once. If you need to import more contacts at a later time, you will have to repeat the syncing process