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
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
See the Make.com blueprints here!