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 the platform as a CRM and syncing with Google Contacts

1:01 - Data Schema and Google Contacts

1:53 - Bringing Contacts from Google Contacts into the platform.

2:41 - Syncing Contacts from the platform to Google Contacts

3:23 - Bidirectional Syncing and Data Consistency

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Introduction

SmartSuite offers a practical solution for businesses looking to implement a simple yet effective Customer Relationship Management (CRM) system. One of its key features is the ability to sync information automatically with Google Contacts, enhancing data consistency across platforms.

How is the data schema structured?

The data schema in SmartSuite is built around two primary components: "Contacts" and "Accounts". This structure allows for efficient organization of customer information. The system is designed to:

1. Import contacts from Google Contacts
2. Reflect Google Contacts within the platform

This bidirectional sync ensures that your contact information is always up-to-date across both platforms.

How does syncing from Google Contacts to SmartSuite work?

When you create a new contact in Google Contacts, the platform automatically creates a corresponding record. This process includes:

1. Creating a contact in Google Contacts
2. Automatic creation of a record in the platform
3. Updating information in Google Contacts, which is then reflected in the platform

This automated workflow eliminates the need for manual data entry and reduces the risk of errors.

How does syncing from SmartSuite to Google Contacts work?

The sync also works in reverse. When you create or update a record in the platform:

1. You can duplicate an existing record in the platform for a new contact
2. The system creates a corresponding contact card in Google Contacts
3. Information from SmartSuite fields is reflected in Google Contacts

This ensures that any updates made in the platform are immediately available in Google Contacts.

Bidirectional Syncing

The true power of this integration lies in its bidirectional nature. When you update information in SmartSuite:

1. Changes are made to an existing record
2. Information is pasted into SmartSuite fields
3. These changes are automatically reflected in Google Contacts

This bidirectional sync ensures data consistency across both platforms, reducing the risk of outdated or conflicting information.

Scenario Overview

The integration between SmartSuite and Google Contacts is managed through three main scenarios:

1. Watching for contacts updated or created in Google Contacts and updating or creating corresponding records in the platform
2. Monitoring new records in the platform, updating existing contacts in Google Contacts, or creating new ones as needed
3. Observing record updates in SmartSuite and updating the corresponding contacts in Google Contacts

These scenarios, powered by the platform's automation features, ensure that your CRM data remains synchronized and up-to-date across both platforms, enhancing your team's productivity and data accuracy.

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See the Make.com blueprints here!