Are you on the road a lot and always looking for phone numbers of your contacts? Then synchronise your important Tribe CRM contacts to Google. This way, you will always have the most up-to-date data at hand.
How does the link work?
Which data are synchronised?
How do I activate the link?
Where can I find the contact manager and owner fields?
1 How does the link work?
The link synchronises persons, whether they are contacts, employees or individuals. The synchronisation works both ways if the conditions below are met.
Synchronisation from Tribe to Google:
Synchronisation takes place after creating or changing a contact or individual in Tribe CRM. (See chapter 2 for fields). Individuals are synchronised only if:
You are relationship owner of the relationship.
You are linked to the relationship as owner.
The relationship is not marked as former.
It is good to know that the link will never delete persons from Tribe or Google, even after marking a person as former.
After the first synchronisation from Tribe to Google, a so-called connector ID is added to the relationship. This ID is not visible to you as a user, but is used in the background as a link between the relationship in Tribe and the contact in Google.
Synchronisation from Google to Tribe:
Synchronisation from Google to Tribe takes place when a contact changes in Google. This happens only when the person was originally created in Tribe. In this case, there is an existing connector ID through which synchronisation is established.
When you remove a contact from Google, the relationship in Tribe will be preserved as usual. However, the link will remove your connector ID from Tribe. If you no longer want this relation in Google, make sure you also remove yourself as relation manager or owner with this relation in Tribe, otherwise the relation will be resynchronised to Google after a change.
2 What data will be synced?
Disclaimer: This app complies with Google API Services policies for user data, including restricted use requirements. When using and transferring information received from Google APIs to Tribe CRM.
After changing any of the fields below in Tribe, a synchronisation action to Google will be triggered.
Person fields
Initials
First name
Insertions
Surname
Date of birth
Private e-mail address
Private phone number
Private mobile
Relation manager
Owner
Contact fields
E-mail address
Phone number
Mobile
Function on business card
After changing any of the fields below in Google, a synchronisation action to Tribe will be triggered.
General relation fields Google
Initials
First name
Insertions
Surname
Date of birth
If contact in Tribe | |
E-mail address | If multiple mail addresses are filled in Google, only the first value will be synchronised. |
Function |
|
Work phone | If multiple phone numbers are filled in Google, only the first value is synchronised. |
Mobile |
|
If private in Tribe | |
Private email address | If multiple mail addresses are filled in Google, only the first value is synchronised. |
Private mobile |
|
Private phone number | If multiple phone numbers are filled in Google, only the first value is synchronised. |
Note: in principle, it is possible to change contact details in Google with which synchronisation to Tribe takes place. However, keep in mind that Google contains multiple mail, phone and address fields than Tribe. In the case of multiple values in Google, only the first value is synchronised to Tribe.
3 How do I activate the link?
Note: Did you already activate the link without the contacts synchronisation? Then deactivate the link first so you can activate it again afterwards.
You activate the link for you personally in the Marketplace. Navigate to:
Open the Marketplace at the top right of your screen.
Navigate to the Calendar & Contacts tab.
Select the Google Mail/Calendar/Contacts option
Activate the Contacts (and calendar, if applicable) option.
Click the grant permissions button and log in to Google.
Then click save and start initial synchronisation.
The link will now synchronise all relations from Tribe that meet the conditions to your address book in Google.
4 Where do I find the relationship manager and owner fields?
As mentioned, only the people you are relationship manager or owner of are synchronised. The relationship manager field contains a list of all employees in Tribe CRM. Only one employee can be selected in this field. The owner field also contains a list of all co-workers in Tribe CRM. However, several employees can be selected here. Depending on how your organisation works, the fields can be shown or hidden with the relation.
By default, the owner field is always shown with a relation. This can be found in the details of the person. The administrator can hide the field if it is not wanted.
By default, the owners field is not shown with the relation. If it is desirable to use it, the administrator can activate the field for the entire Tribe CRM environment.
Follow the steps below:
Navigate to configuration > relationships
Click the cog icon under person types to open the settings.
Open the fields tab.
(de)activate the slider in the visible column.
