Sync contacts

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Sync Contacts from ActiveCampaign to Google Contacts

Introduction

The Sync Contacts from ActiveCampaign to Google Contacts feature allows users to seamlessly add and update their contacts within Google Contacts directly from ActiveCampaign. This integration is vital for maintaining up-to-date contact information and ensures that all communication and outreach efforts can leverage the most current data. By syncing contacts, users can streamline their marketing and management efforts, ultimately enhancing productivity and engagement.

How to Access This Feature

To utilize the contact sync functionality, you must possess an ActiveCampaign account with access to automations, as well as a valid Google account. You can connect multiple Google accounts, enabling flexibility depending on your operational needs.

Step-by-Step Instructions

Follow these steps to add and configure the Create and update contacts in Google Contacts action in your automation:

1. From your automation, click CX Apps in the right menu.
2. Click the Create and update contacts in Google Contacts action and drag it into your automation flow.
3. A dialog box will appear; click the Connect button.
4. A list of Google accounts you have access to will be displayed. Select the Google account you want to link to ActiveCampaign.
5. On the next screen, grant permission for ActiveCampaign to access your Google account by clicking the Allow button.
6. You will be redirected back to your ActiveCampaign account, where the dialog box will show an Account Connected! message. Click Continue.
7. Select the contact group(s) you would like to add contacts to. You can choose multiple groups. Contacts processed by this automation action will be added to the selected groups. To select a group, click the Groups dropdown and select the desired group name. Once done, click Continue.
8. Map the contact fields in your ActiveCampaign account to the corresponding fields in Google Contacts:

  * To map the Email field, click the Select a Field dropdown next to Google Contacts, then select the appropriate field for the email address mapping.
  * You can also map additional contact fields from ActiveCampaign such as Last Name, Phone Number, or any custom contact fields. To add more fields, click Add Field Mapping and follow the same mapping steps.
  * If you do not wish to include certain fields, you can click the X to remove them.

1. After mapping the fields, click the Finish button. The action will then be added to your automation.

Once configured, the Google Contacts will appear under Connected Apps within your ActiveCampaign dashboard.

Configuration Options and Settings

While navigating the setup process, you will encounter several configuration options, including:

• Groups: Choose which Google contact groups to add your synced contacts.
• Field Mapping: Determine how ActiveCampaign contact fields map to Google Contacts fields, allowing you to customize which data gets transferred.

Best Practices and Tips

To maximize the effectiveness of sync contacts:

• Ensure that all fields you want to sync are adequately mapped to minimize data loss.
• Regularly review the associated contact lists in both ActiveCampaign and Google Contacts to maintain consistency.
• Utilize custom fields in ActiveCampaign to capture all necessary data relevant to your contacts, enhancing the efficiency of the sync.

Common Use Cases

Here are some scenarios where syncing contacts makes sense:

• Businesses that need to maintain a unified customer database across multiple platforms.
• Marketers who want to ensure the most current engagement data is available to their sales and service teams.
• Teams collaborating on outreach campaigns that require updated contact lists without manual entry.

Troubleshooting

If you experience issues while syncing contacts, consider the following:

• Ensure that you have the correct permissions set for your Google account to allow access.
• Review field mappings to verify they align correctly between ActiveCampaign and Google Contacts.
• Check for any integration errors in ActiveCampaign that may prevent successful syncs.

FAQ

What kind of data can be synced from ActiveCampaign to Google Contacts?

Only contact fields, including standard and custom fields, can be synced.

Can I connect more than one Google account to ActiveCampaign?

Yes, you can connect multiple Google accounts to your ActiveCampaign account.

What happens if I disconnect Google Contacts from ActiveCampaign?

When you disconnect, you will no longer be able to sync contact information, but no data will be lost from your Google account.

Are there any limitations on the number of contacts that can be synced?

There are no specified limitations mentioned; however, each contact must reach the automation action threshold to be synced.

Do I need technical skills to set this up?

No, the setup is designed to be user-friendly and can be completed without advanced technical knowledge.

Will all automations that include this action sync contacts?

Only contacts that pass through the specific automation with the sync action will be added to Google Contacts.

How do I know if my contacts have been successfully synced?

You can verify the synchronization by checking Google Contacts to see if the contacts appear as expected.

For further information, please refer to related documentation about Apps and Google Contacts. ```