Gmail Integration

customertrax 1. Handle CRM 1.0, x. Uncategorized

  • Requires Mobility license
  • Compatible with: Public Gmail, Google Apps for Business
  • No setup required, please let us know if you would like this enabled.
  • You cannot sync calendar/contacts with Outlook and Google at the same time, it is one or the other.

Features:

  • Appointment
    • 1-way (View Only)
      • Appointments that exist in your Gmail calendar can be viewed in Handle Calendar.
      • You can convert/copy an appointment into Handle.
    • 2-Way (Update)
      • Any sales calls created in Handle automatically synchronize to your Gmail calendar.
      • Any changes such as additional details or time and date will synchronize back to Handle, if the item was created in Handle originally.
  • Primary Contact
    • Assigned accounts are synced to the record manager’s google address book.
  • Secondary Contact
    • Contacts linked to assigned accounts are synced to the record manager’s google address book.

 
 

customertraxGmail Integration