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Frequently Asked Questions aero-right Integrations aero-right How do I sync my Google Form contacts with the CRM?

How do I sync my Google Form contacts with the CRM?

Integrations Updated on April 5, 2019

The Benchmark CRM API allows you to pull 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 Webforms.
  5. Click on Authenticate Google button and allow Benchmark CRM to manage the spreadsheet in your drive.
  6. You will be redirected back to CRM. Scroll down to select the spreadsheet from your drive.
  7. Select the module you want to import the google form contacts.
  8. You can manage if there is no matching email address, you can ignore or create a new record.
  9. Map the fields, Last name, and email address are the mandatory fields.
  10. You can manage the frequency of the sync. By default, it is set to 30 minutes.
  11. Click on Save.

 

 

Note: A spreadsheet must have been created from the google webforms to import the data from Google Drive.

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