This page will guide you through configuration and basic use of the Level365 CRM Connect Google Contacts Add-in. It is expected that you are already familiar with the Address Book, Call History and Preview window, and the basic concepts of integration and screen popping using the Add-ins.
Google Contacts and the database used to store your contact data should already be installed and working normally before proceeding with this integration.
Level365 CRM Connect must also be installed already with the initial configuration completed.
Information You'll Need
- Google Contacts username and password.
Right-click the Level365 CRM Connect tray icon in the system tray menu and then left-click the Configuration option from the menu that pops up, this will open the 'Configuration' screen. In the 'Integration' area, click the Add new button, select Google Contacts from the 'Type' dropdown box and then click the Set button.
On the 'Configuration' group click Link.
You will be prompted to log into your Google Contacts account.
Click the Allow button on your Google Contacts screen to authorize the integration.
Click the Save button to store the information you've entered and apply the configuration.
To test if the configuration worked, enter a phone number from your Google Contacts account into the 'Telephone' box in the 'Integration test' area and click the Search button. The results will be displayed after a few seconds.
If the test does not work, go to the 'Log' page of configuration and see if there are any errors in the log.