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.

‍

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

‍

Introduction

SmartSuite offers a powerful 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 seamlessly with Google Contacts, enhancing data consistency across platforms.

Structure and Data Schema

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 Calendar
2. Reflect Google Contacts within SmartSuite

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

Syncing from Google Contacts to SmartSuite

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

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

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

Syncing from SmartSuite to Google Contacts

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

1. You can duplicate an existing record in SmartSuite 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 SmartSuite 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This bidirectional sync ensures data consistency across both platforms, reducing the risk of outdated or conflicting information.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 SmartSuite
2. Monitoring new records in SmartSuite, 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 SmartSuite'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.

‍

See the Make.com blueprints here!