Setting up your Google Contacts integration is a very swift process. Simply follow the steps below!

Go to your profile in the bottom left-hand corner of SourceWhale and click on it > Select Integrations from the dropdown box

Search for Google Contacts in the search bar

To enable the Google Contacts integration, just click Activate. You will be prompted to log in to your Google account.

When the integration is active, you will see a green connected box appear to the right hand side of the Google Contacts logo.

On the integrations page, you will be able to set default settings for yourself and your team.

Sync manual contact updates to Google Contacts - Automatically update Google Contacts with any manual changes made by your team to contact fields in SourceWhale, such as name, company, role, location and more.

Add Contact to Google Contacts - Choose when Contacts get added to Google Contacts, either when added to the campaign, when they respond or when they respond positively and are interested. Alternatively, you can choose to not add this contact type.

Only add notes to synced records - Toggling this on will mean that if you have "only when they reply" or "only when they are interested" for the Add Contact to option, we will only add notes to existing records in Google Contacts once a Contact has been marked as "interested" or "replied".

Update field in Google Contacts - You can choose "Always update" or "Only update if Blank":

Always update will update the field regardless if there is existing information on a contact in this field. Any existing information will be overwritten by the new information.

Only update if Blank will only update when the field is empty and won't overwrite any existing data.

Here you can customise and map all Google Contacts fields to the corresponding SourceWhale variable.

Stuck or need some help? Click on the chat icon at the bottom right hand corner to connect with our support team! 💬