Syncing Google Contacts in TextCRM

TextCRM allows you to seamlessly import your Google Contacts into the system. Follow these steps to sync your contacts:

Steps to Sync Google Contacts

Step 1 : Go to the Contacts Menu

  • Navigate to the Contacts section from the main menu.

Step 2 : Open the Modal and Select the “Google Contact” Tab

Step 3 : Log in with Google

  • Click the Login with Google button.
  • Follow the step-by-step prompts to log in to your Google account and grant permission to access your contacts.

Step 4 : View and Confirm Contacts:

  • Review the list and confirm to sync the contacts into TextCRM.
  • Once connected, your Google Contacts will be displayed in the system.

Step 5 : Save to the System

  • After your confirmation, the selected contacts will be saved to TextCRM and ready for use.

Tips for Google Contact Sync: #

  • Grant Necessary Permissions: Ensure you grant access for TextCRM to read your Google Contacts during the login process.
  • Organize Contacts Post-Sync: Assign synced contacts to appropriate Segments, Lists, or Folders for better management.
  • Check for Duplicates: Review your contact list post-sync to avoid duplicates.

By syncing Google Contacts, you can quickly integrate your existing customer data into TextCRM without manual entry.

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Updated on December 19, 2024