Connect Integration Utility for Gmail
Vantagepoint Connect for Gmail enables 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.
Videos: See related videos 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 CRM
- A custom Google app in the Google Cloud platform
- Configuring Connect in Vantagepoint for your Google Workspace Account
- Installing a custom Google app in users' Gmail accounts
Vantagepoint Connect Set Up
System administrators configure the 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.
In , you can also use Sync options, which serve as a dashboard for synchronizing data between Vantagepoint and the Connect Add-in. You can schedule or manually force the synchronization process to occur.
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Within this tutorial, watch short videos to learn about the key features of Vantagepoint Connect for Gmail. The videos are:
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