Google Contacts AppiWorks
Interact with Google Contacts directly from Zoho CRM
What is Google Contacts AppiWorks?
Google Contacts AppiWorks for Zoho CRM is a Zoho CRM extension that integrates Zoho CRM and Google Contacts. It helps users to export data from Zoho CRM to Google Contacts, import data from Google Contacts to Zoho CRM, and show contextual data from Google Contacts inside Zoho CRM.
Why do you need?
If you are looking at integrating Zoho CRM with Google Contacts and getting your processes automated, look no further. Google Contacts AppiWorks for Zoho CRM covers you fully.
How does it works?
See the demo video on how to interact with Google Contacts from Zoho CRM
Key Features
✅ Auto Interaction: Automatically insert a contact into Google Contacts when a new contact/ lead or any record in a Zoho CRM module is created.
✅ On Demand Interaction: Insert contacts into Google Contacts on selected contacts/ leads or any records in a Zoho CRM module.
✅ Bulk Import: Import data from Google Contacts/ view into Zoho CRM with a guided setup.
✅ View Contextual data: Show related data from Google Contacts/ view inside Zoho CRM module GUI
✅ Configurable Services: A fully configurable automation that lets you take control of your integration and automation needs between Zoho CRM and Google Contacts.
Sample Use Cases
► Insert a new contact into Google Contacts when a new lead is created on Zoho CRM
► Export 200 selected contacts from Zoho CRM into Google Contacts
► Import contacts from Google Contacts into Zoho CRM Contacts.
► View related contact from Google Contacts in Zoho CRM module record
Installation
Go to Zoho Marketplace
Search for Google Contacts AppiWorks
Click on the Install Now.
It will open a dialog to agree with the terms of services of the vendor and Zoho Marketplace and the privacy policy of the vendor.
The users need to agree with that and then click on continue.
Select your Users/Profiles (Select the profile to whom this extension is to be visible, based on the profile selection the extension will be displayed to users) and then click on Confirm.
Extension Installation is completed and added to your Zoho CRM and you will also get a confirmation email from Zoho Marketplace.
Setup
After installation is successful, Sign in to Zoho CRM and click on the three dots (...) symbol (shown right side).
Select/ Search for Google Contacts AppiWorks
You will now be redirected to Google Contacts AppiWorks homepage/landing page.
Please wait for AppiWorks basic initialization or until the START AUTOMATING button is enabled.
If you have not established a connection with Zoho CRM, you will be navigated to the Setup Connection page. It's a one-time process, once established you can ignore this step for future use.
Click on Authorize with Zoho CRM button to establish the connection with Zoho CRM.
After the connection is established you will be navigated to Connection Successful page.
Click on the Create New Service button to create a new service with Google Contacts.
Give a name to your automation service.
Choose the Automation type.
Click on Next
How to create an Export service?
Choose a Zoho CRM module from which you want to export data into Google Contacts.
Click on Next
Choose the Connection Or Create a new connection.
Choose an Object from Google Contacts.
Choose the Action.
Click on Next
Click on the + Add button to create a new mapping between the Zoho module & Google Contacts object.
Click the icon next to + Add for the Intelligent/ Automatic mapping.
Click on Next
Choose an App Field.
Choose the mapping type.
Choose the Source field (selected Zoho CRM module fields).
Template mapping type supports multiple field insertions with a message (see eg. on the right side)
You can add multiple fields by clicking on three dots symbol for the templated type (shown on the right side)
Click on Add to add the mapping
Switch on [ ] new [ ] edit checkboxes, if you want to trigger the export automatically on the creation of the new record, or edit of a record.
Switch on the Allow Manual Execution if you want to export inside the Zoho CRM module page.
Activate the service by switching on the final switch.
Click on the Save button to save the service in your workspace.
Now, this service is listed on the services list page and ready for automation.
You can create as many services as you want.
Go to the services list page by clicking on the Previous Page button.
Notes:
Service execution will happen in two ways. Automatic and Manual (based on whether automatic and manual triggers are enabled or not).
Service required to be active for either Automatic or manual execution.
Automatic execution will happen when the user either creates or edits a record for that module configured in that service.
Manual execution is done through a custom button Google Contacts AppiWorks located in that module configured with service by selecting records or editing/creation page.
How to execute export service manually?
In manual execution, you can execute services for multiple records.
Go to the Zoho CRM module tab (eg. Contacts).
Select the records and click on the Google Contacts AppiWorks button.
Services created for the module and enabled for manual execution are listed on the Google Contacts AppiWorks manual tab.
Click on the corresponding service Execute button to execute the service for the selected records.
After the execution of the service, the execution response will be embedded below the service.
Please see right side image carousel for a glance at manual execution.
How to create an Import service?
Choose a Zoho CRM module into which you want to import data.
Click on Next
Go to the Setup section above, follow those steps, and return here.
Choose the Automation type as Import
Choose the Connection Or Create a new Connection.
Choose an Object from Google Contacts.
Click on Next
Do the mapping between the Zoho module and Google Contacts fields.
For the steps, you can follow the same steps as mentioned for the export service in the above section.
Click on Next
Setup Data Filter (If applied it will bring only filtered data from Google Contacts, else it will bring all the data to preview)
Click on the (+) button to add the data filters. You can add multiple filters.
Choose the App Field and Operator.
Enter the value to be matched.
Click on the Preview button to view the results.
Choose the rows from the table to import.
You can also choose the columns to see on the table.
Choose how you want to import. There are two types, one is Quick Import & another is Scheduled Import.
If you choose Quick Import, you can instantly import the data on click of Import Now button, whereas Scheduled import will run at regular intervals.
You can either create a New record or Update existing records in Zoho CRM.
Click on Next
How to create a View service?
Choose a Zoho CRM module on which you want to visualize the data.
Click on Next
Go to the Setup section above, follow those steps, and return here.
Choose the Automation type as View.
Choose the Connection Or Create a new Connection.
Choose an Object from Google Contacts from which you want to visualize the data.
Click on Next
Setup the Connecting filters (connecting filters is basically a link between the Zoho CRM module & Google Contacts)
Click on the (+) button to add the connecting filters. You can add multiple filters.
Choose the App Field, Operator & Zoho Field.
Click on Next and save the service.
Go to the Zoho module tab on which you have created the view service in the first step of service configuration.
For eg. Here in this demo, we have chosen the Zoho CRM contacts module. So we will go to the Contacts tab in the Zoho CRM dashboard.
Click on any record (in this case, any contact).
Scroll down to the bottom of the page, and you can see the Google Contacts AppiWorks widget.
You will see all the services configured for the corresponding module (here Contacts)
Click on the service to see the results
