Connect Administration 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 Connect requires:
  • 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 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 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.

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 or manually force the synchronization process to occur.

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