Seamlessly Sync Wise Agent CRM with Your Google Suite

<p dir="ltr"><img alt="Google Suite in Wise Agent in conversations of contact summary page" src="/images/blog/Sync%20Wise%20agent%20CRM%20With%20Your%20Google%20Suite.png" style="width: 100%;" /></p> <p dir="ltr"><span>Having total access to your Wise Agent contacts and calendar events is a must! Especially for agents who are always on the go. Wise Agent&rsquo;s integration with Google allows you to connect your Wise Agent calendar and contacts seamlessly with your phone.&nbsp;</span></p> <h4 dir="ltr">Google Contacts &amp; Google Calendar</h4> <p dir="ltr">With Google as the middleman, you no longer have to worry about missing any critical appointments. In addition, you don&#39;t have to wait until you get back to the office to add a new prospect. Now, you can do it all from your phone.&nbsp;</p> <p><iframe allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen="" frameborder="0" height="315" src="https://www.youtube.com/embed/HGDBGZyhJ3o" title="YouTube video player" width="560"></iframe></p> <p dir="ltr">The sync will be from your phone to Google and then to your Wise Agent account. Because this is a two-way sync, The synchronization is set up to mirror your contacts and calendar in all three places and there are no additional fees.</p> <p><iframe allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen="" frameborder="0" height="315" src="https://www.youtube.com/embed/caT6Jr-MHVk" width="560"></iframe></p> <h4 dir="ltr">Gmail Conversations</h4> <p dir="ltr">Your CRM should foster seamless access to your channels of communication between you and your clients. For our Gmail users, our Google Conversations feature will allow you to view and save your email conversations. This can be done right from your Contact Summary pages in<a href="https://www.thewiseagent.com/"> Wise Agent</a>!</p> <p dir="ltr"><img alt="conversations via google in michael phelps contact summary page in wise agent crm" src="/images/blog/Screen%20Shot%202020-04-16%20at%202_18_32%20PM.png" style="width: 800px; height: 267px;" /></p> <p dir="ltr">The conversations feature is browser-based. This means the Gmail account connected to the Wise Agent account is dependent on the personal browser of the user accessing the account.</p> <p dir="ltr"><img alt="Email thread in conversations of contact summary page" src="/images/blog/Screen%20Shot%202020-04-16%20at%202_20_10%20PM.png" style="width: 800px; height: 455px;" /></p> <p dir="ltr">Therefore, this allows for multiple team members to access their personal Gmail accounts all from within a single Wise Agent account. Each team member will only have access to their personal Gmail accounts. This helps to increase security and creating a more seamless workflow for those sharing an account.</p> <h5 dir="ltr">Here is our tutorial to help you get started:&nbsp;</h5> <p><iframe allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen="" frameborder="0" height="315" src="https://www.youtube.com/embed/6w0-Vxp5tS4" width="560"></iframe></p> <p>&nbsp;</p> <h4>Wise Agent&#39;s Google Chrome Extension</h4> <p dir="ltr">We have even made it super simple to add contacts straight from your Gmail inbox into your Wise Agent account through our <a href="https://www.youtube.com/redirect?redir_token=1ZEFTR4ERCGV2_0iH9vK0llkohR8MTU5MTE5OTUzMkAxNTkxMTEzMTMy&amp;q=https%3A%2F%2Fchrome.google.com%2Fwebstore%2Fdetail%2Fwise-agent-add-contacts%2Felpiekaehikfeikdafacpofkjenfipke%3Fhl%3Den-US&amp;v=LPorrvZhzn8&amp;event=video_description">Google Chrome Extension tool</a>. With the Chrome Extension, you can add single or multiple contacts from email threads right into your Wise Agent account. You can assign a source, category, and even add notes for the contacts.</p> <p dir="ltr"><img alt="Wise Agent Google integration add contact from email " src="/images/blog/Wise%20Agent%20Google%20Chrome%20ScreenShot.png" style="width: 800px; height: 500px;" /></p> <h5 dir="ltr">Check out the video tutorial below for details.</h5> <p><iframe allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen="" frameborder="0" height="315" src="https://www.youtube.com/embed/Ucz1c8uDcMA" title="YouTube video player" width="560"></iframe></p> <p dir="ltr">So there you have it - another great tool brought to you by your friends at Wise Agent!&nbsp; We&rsquo;re all about helping you get organized. We want you to grow your business, whether you&rsquo;re in your office or out in the field!</p>