Google Integration

If you are using Gmail to manage sales operations within your organization, Second CRM offers a seamless way of syncing your calendar and contacts simply and effectively.

Google integration will enable business users to perform the following functions from Second CRM itself:
  • Synchronize Google Contacts
  • Synchronize Calendar

To change the Google synchronize setting:

  1. Go to Contacts at the navigation area.
  2. On the left side bar, click Google Contacts.
  3. Click the    icon beside the Synchronize Now button.

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  4. Enter Google Synchronize settings information, and click Save to save your settings.

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If you are relying on Gmail to store all your contacts, you can now sync them into Second CRM and vice versa. This enables you to keep both applications updated. To Sync Contacts:

  1. Go to Contacts at the navigation area.
  2. On the left side bar, click Google Contacts.
  3. Click on the Synchronize Now button as shown below.

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  4. You'll be redirected to a start-up page where you can sign into your Gmail account. Enter your email and email password and click Sign in.

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  5. Once done, click Accept to synchronize your Gmail with Second CRM.

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  6. This will begin the synchronization process and may take a few moments depending upon the number of contacts you have in your Gmail and Second CRM accounts.

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  7. After inputting your contact records successfully, a report will be generated in Second CRM summarising the modifications done on Second CRM and Gmail.

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Google integration also lets you seamlessly integrate calendar/events between your Gmail and Second CRM. To Sync Calendar:

  1. Go to All > General > Calendar at the navigation area.
  2. On the left side bar, click List view and click on Google Calendar.
  3. Click on the Synchronize Now button as shown below.

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  4. You'll be redirected to a start-up page where you can sign into your Gmail account. Enter your email and email password and click Sign in.

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  5. Once done, click Accept to synchronize your Gmail with Second CRM.

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  6. This will begin the synchronization process and might take a few moments depending upon the number of calendar events you have in your Gmail and Second CRM accounts.

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Second CRM is an award winning business automation solution, designed to make medium to large corporations more productive, by automating their business operations, using Internet and mobile technologies. Second CRM focuses on improving sales & marketing, customer support and operations.