Connect Administration Integration Utility for Gmail
Vantagepoint Connect for Gmail allows you to view Vantagepoint information in the context of your emails in Gmail and bi-directionally sync your contacts and calendar activities between Gmail and Vantagepoint.
By integrating with Gmail, Vantagepoint Connect provides a single point of entry for collaborating and sharing your contacts and calendar items with clients to nurture your client relationships.
Vantagepoint Connect requires:
- Vantagepoint CRM
- Custom Google app in the Google Cloud Platform
- Configure Connect in Vantagepoint for your Google Workspace Account
- Install custom Google app in users' Gmail accounts
Vantagepoint Connect Set Up
System administrators configure the Vantagepoint Connect Add-in in
. Use this utility to set up the users and associated profiles that will allow synchronization of contacts and calendar items via the email application to Vantagepoint.Refer to the Checklist: Basic Steps to Provision Vantagepoint Connect for Gmail for a list of prerequisites and an overview of the different aspects of the setup process.
also includes a Connect Sync Options utility that serves as a dashboard for synchronizing data between Vantagepoint and the Connect Add-in. You can schedule or manually force the synchronization process to occur.
- Related Topics:
- Checklist: Basic Steps to Provision Connect for Gmail
There are several steps required to provision, or activate, the Vantagepoint Connect for Gmail application. You must complete the steps shown in this checklist before using Connect. Under each step, use the links provided to access the individual procedures. These steps are completed by the system administrator, with the exception of the last step, which must be completed by each Connect user. - Connect Administration Basics for Gmail
Review the Vantagepoint Connect add-in tabs, grids, tools, and grid options. - Quick Reference Topics for Gmail
Review quick reference topics that provide instructions for completing basic tasks while working in Connect for Gmail. - How to...
Use the Connect for Gmail Add-in to manage contacts and calendar items. You can also create records from email messages and create project, contact, activity, and firm records for Vantagepoint. - Connect Administration Form for Gmail Integration
System administrators use the Connect Administration Integration utility to configure two-way synchronization of contacts and calendar items between Vantagepoint CRM and Gmail. Use this utility to set up the users and associated profiles that make this synchronization possible.
Parent Topic: Connect Administration Integration Utility