How Contacts in Your CRM Can Sync with Google Contacts Using Make

This showcase demonstrates how you can sync your contacts between your SmartSuite CRM and Google Contacts using Make.com.

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This Video's Chapters:

0:23 - Introduction to using SmartSuite as a CRM and syncing with Google Contacts

1:01 - Data Schema and Google Contacts

1:53 - Bringing Contacts from Google Calendar into SmartSuite.

2:41 - Syncing Contacts from SmartSuite to Google Contacts

3:23 - Bidirectional Syncing and Data Consistency

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Video Details: 

Introduction

• Using SmartSuite as a simple CRM
• Syncing information with Google Contacts

Structure and Data Schema

• Data schema with "Contacts" and "Accounts"
• Bringing in contacts from Google Calendar
• Reflecting Google Contacts in Smart Suite

Syncing from Google Contacts to SmartSuite

• Creating a contact in Google Contacts
• Automatic creation of a record in Smart Suite
• Updating information in Google Contacts and reflecting changes in Smart Suite

Syncing from SmartSuite to Google Contacts

• Duplicating a record in Smart Suite for a new contact
• Creating the contact card in Google Contacts
• Reflecting information from Smart Suite fields in Google Contacts

Bidirectional Syncing

• Updating information in Smart Suite for an existing record
• Pasting information into Smart Suite fields
• Reflecting the changes in Google Contacts

Scenario Overview

• Scenario 1: Watching for contacts updated/created in Google Contacts and updating/creating records in Smart Suite
• Scenario 2: Watching for new records in Smart Suite, updating existing contacts in Google Contacts, or creating new contacts
• Scenario 3: Watching for record updates in Smart Suite and updating corresponding contacts in Google Contacts

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See the Make.com blueprints here!