Vantagepoint Connect Add-in for Gmail
Use the Vantagepoint Connect add-in with Vantagepoint CRM to set up two-way synchronization of your contacts and calendar items with your Gmail application.
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 the 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 to Vantagepoint via the email application.For a list of prerequisites and an overview of the different aspects of the setup process, see Checklist: Basic Steps to Provision Vantagepoint Connect for Gmail.
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 the synchronization process to occur or make it run immediately.
- Related Topics:
- Context Pane and Toolbar Options for Gmail
The Context Pane contains a toolbar and menu options, which vary based on the area in which you are working. Review a complete list of options that are available in Vantagepoint Connect. - 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. - Learn More About
Learn more about important aspects of using Vantagepoint Connect for Gmail.
Parent Topic: Vantagepoint Connect Add-In