We recognize that most of your contacts lay outside Teamgate CRM.
Yes, ideally you would like to think that your CRM would be the one place to exclusively store contacts, but in most cases, they remain somewhere else – and understandably so. In fact, besides sales automation, one of the primary reasons why customers acquire CRM solutions is to have a centralized platform for clients’ contacts. But what do you do when your leads and clients are scattered throughout social media, LinkedIn, Google and Apple contact books?
The answer is Integration
You can now import your Google Contacts into Teamgate CRM. Let’s find out how you can do it in few simple steps:
First decide the type of contacts you want to populate. You can apply the same procedures for Leads, Companies, and People etc.
In this example we’ll be importing as Leads.
If you’ve imported contacts before, then you’re probably familiar with this page.
XLSX file extension is an Excel Microsoft Office Open XML Format Spreadsheet file.
CSV files can be used with any spreadsheet program, such as Microsoft Excel, Open Office Calc, or Google Spreadsheets.
Let’s go ahead and pick Google Contacts.
Now when we get to this page, we will choose My Contacts. Of course, this page will vary depending on the user and how they organize their contacts. Google usually tends to automatically apply their own sorting, but “savvier” users are likely to have included their own tags.
Our last step is to select the Teamgate field that will match the imported CSV (Google Contacts columns).
Since we’re uploading leads, we’ll choose “Name”. If we were importing companies, we would have chosen “Company”, but it is not the case in this example.
Assuming you approved giving permission to Google to connect with Teamgate, the two apps should be fully integrated by now. You should be able to access all of your Google Contacts throughout Teamgate’s CRM.
Teamgate is also working on seamless Outlook, LinkedIn and other integrations. You can subscribe to our blog to stay in the know!
Don’t have a Teamgate account yet? Try it for free today!