This page showcases specific aspects of Solve’s complete Google integration, commonly seen as “sync integrations”. Here we’ll show how to activate your data sharing options and highlight some unique features and best practices.
Solve offers every type of Google user the opportunity to two-way sync …
- Gmail Messages
- Google Contacts
- Google Calendar & Tasks
These features keep your Solve and Google information consistent, and appoint Solve as your central database, ensuring your entire team’s Google accounts are updated with each other.
For G Suite users, we’ve already set most of it up for you. Start syncing according to your preferences as follows …
For standard Google Account users, Solve offers the same sync integration with a similar set-up. Simply link your two systems for the feature(s) you want first, as described here.
Solve users tend to use two email clients: Google’s Gmail and Solve’s Webmail. Think of Webmail similar to Outlook or Mac Mail, working directly with your Google email account. Instead of a desktop client Webmail is integrated right inside your Solve CRM account, offering you a window to your Gmail messages. Send, receive and manage your Gmail messages directly within Solve by clicking Solve menu > Access Webmail.
Webmail tends to complement Gmail by offering features unique for managing client interactions.
|Access Gmail Inbox||Yes||Yes|
|Send Gmail messages||Yes||Yes|
|Browse Gmail labels/folders||Yes||Yes|
|Link messages to contacts & projects (share with team)||Yes||Yes|
|Send personalized group messages to Solve contacts||Yes||-|
|Personalize and share your templated emails||Yes||-|
|(Re)direct incoming emails from one Gmail inbox to another||Yes||-|
|Email addressing suggestions from Solve||Yes||Yes (if contact sync is enabled)|
|View contact while reading/sending a message||Yes||Yes (using Gadget)|
|One-click to create Solve contact from an email||Yes||Yes (using Gadget)|
|Create activities from an email||n/a||Yes (using Gadget)|
Contacts saved in your Solve account will be automatically accessible in your Gmail account and vice-versa.
Google can essentially act as a sync “hub” that all your applications and devices sync to (e.g. Outlook, iPhone/iPad, Android). Solve syncs to Google > Google syncs to everything else!
To activate Google Contact sync each Solve user clicks Solve menu > Manage Contacts > Show All Contacts > Data > Synchronize contacts with Google, and follow the instructions to set their sync preferences.
Contact synchronization can flow from one system to another in a specified direction, or two-way passing updates back-and-forth between each other.
A best practice is to sync one-way from Solve to Google - especially for larger teams or larger data sets. This appoints Solve as your master database and streamlines management of your contacts - there’ll be no surprises as to where the updates originated.
Simply set ‘Which Solve360 contacts would you like to synchronize’ to “all” and ‘Which Google contacts would you like to synchronize’ to “none”.
Your ability to choose exactly how to sync your contacts establishes the scope for how you want to manage your data, and what you want to share. For example, your client belongs in your Solve database “at work”, and your Aunt Gweneth belongs in her rocking chair “at home”. Solve helps you to keep your personal and professional life separate, automatically syncing periodically between your two systems a few times a day.
Google Calendar & Tasks
Unlike traditional calendar feeds, this feature intelligently syncs event data between your Solve CRM and Google Calendar.
To activate Google Calendar & Task sync each Solve user clicks Solve menu > Report & Update Activities > Show Calendar events > Data > Synchronize events and tasks with Google, and follows the instructions to set their sync preferences.
A best practice is for each user to select only their own name when setting their Solve to Google sync preferences. This keeps events from being inadvertently displayed multiple times in Google, as users view other shared calendars. Instead, Solve manages this by offering the ability to filter events by user.
Once the user has set-up their two-way calendar & task sync they’ll need to add or update at least one event in Solve. This will automatically create a special “Solve360” calendar in their Google account.
Events created or modified directly in Solve will automatically sync into a Google calendar named “Solve360” in near real-time. Events created or modified directly in the Google calendar named “Solve360” will sync into Solve when the “Update Solve” button is clicked in Google. Once synced, Google created events will use the attendees email address to intelligently link to a corresponding record in Solve.
When first enabling the sync option please allow Solve CRM and Google up to 30 minutes to complete the initial data load in its entirety.
If you need further assistance to get sync rolling exactly as expected, please refer to our sync FAQ.