Syncing Google contacts with Freshworks CRM is a useful option as it allows you to keep your contact list up-to-date on the CRM. You can configure one-way sync that allows bringing new contacts from your Google account directly onto Freshworks CRM.
Note: This is a user-level sync and is accessible to all users.
To sync google contacts,
Click Profile icon > Sync Contacts.
Click Google Contacts and authenticate with your Google Account credentials.
Once you sign into your Google account, you will be requested to grant permission to Freshworks CRM to access your contacts.
Click Allow to grant Freshworks CRM access to your Google account information.
Once you have granted access, you will receive a success notification.
Select the specific group from your Google contacts that you would like to sync.
Note: Freshworks CRM allows only one-way sync from Google contacts i.e., any contacts additions/updates you make on your Google contacts will be reflected on Freshworks CRM. However, the opposite of this will not occur.
After mapping the fields for the sync, click the Save and Sync button. This will initiate the process of syncing all contacts from your Google Contacts to Freshworks CRM.
What are the fields that get synced?
Note: All the fields are optional. Google Contacts expects a field to be present to save the contact.