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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.

Video: See related video below

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 Utilities > Integrations > Connect Administration. 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.

Utilities > Integrations 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.

Video

Title Description

Vantagepoint Connect for GMAIL: Introduction

Within this tutorial, watch short videos to learn about the key features of Vantagepoint Connect for Gmail.

The videos are:
  • Launch the Contextual Pane
  • Contextual Pane Options
  • Contextual Pane Search Feature
  • Display Records
  • Create an Activity from an Email
  • Create a Contact from an Email
  • Create a New Contact
  • Create a Firm
  • Sync the Calendar
  • Sync Contacts