This function allows you to establish a connection from the contacts in your Google or Office 365 account. Once established, the synced contacts will appear under Leads > Contacts.
To set this up:
1.) Log into your Boston Logic site with your login information
2.) Once logged in, go to the Dashboard, and choose “Profile”
3.) Scroll to the bottom of the page, and click on “Connect with Google”
4.) You will be prompted to Google to Sync with the Google Account you are logged into. (The email address associated with the Google account will be listed in the top right hand corner)
5). Once you have connected with Google, you will see the connection on your Profile page
6.) To finalize this connection and enable the auto-sync. Edit your Profile.
7.) Scroll to the bottom of the page and Check the boxes for AutoSync and AutoImport
8.) To Import contacts: Navigate to Leads > Contacts, and you will see the an “Import From Google” button.
9.) You will now be able to select and Import your Google Contacts from a list.
Once established, the synced contacts will appear under Leads > Contacts.
TIP: You can also sync your events from your Boston Logic Calendar to your Google Calendar.
***If you are part of a team, contacts and leads from Boston Logic will only sync to the Office 365/Google contacts account your Boston Logic profile is associated with. Your team members will need to add the contacts manually.