Synchronization with Google Contacts Planfix CRM and Project Management System
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Synchronization with Google Contacts

Synchronizing your Contacts with Google Contacts allows you to create a unified client base, store it, and manage it with ease.

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two types of synchronization fields available for synchronization configuring access
Use synchronization to organize, browse, and create groups of contacts without manual input.
Two Types of Synchronization Planfix CRM and Project Management System

Two Types of Synchronization

Set up the type of synchronization that best suits your needs: one-way or two-way. Two-way sends contacts from Planfix to Google, and vice versa. Make any changes to contacts and they will sync automatically.

Fields Available for Synchronization Planfix CRM and Project Management System

Fields Available for Synchronization

Full name, Email, Phone, Gender, Birthdate, Additional info, Position, Address, Facebook, Skype, Company (organization in Google).

Configuring Access Planfix CRM and Project Management System

FLEXIBLE MANAGEMENT

Configuring Access

Set up individual access to contacts and employees will only be able to synchronize the contacts they have access to. This type of synchronization keeps things more orderly.

Use synchronization to make your work with contacts easier and faster.
Learn more about integrations with Google Contacts

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