Before activating the Google Contact sync with Wise Agent and if you would also like to sync your phone with Google Contacts, it is important to set up the sync between your phone and Google Contacts first. If your phone is not syncing with Google please use the following link for iPhone members and this link for Android members. (we recommend contacting your phone support for assistance with syncing)
(You are not required to sync your phone with Google to use this feature with Wise Agent, however, if you are going to sync your phone with Google, it is recommended that you set this sync up before activating the Google sync with Wise Agent).
Now that you have successfully synced Google with your phone you are one step closer to seamlessly connecting all of your contacts.
Next, you will need to go through all of your contacts in Gmail to make sure they are all saved under your main contact list in Google (My Contacts). You will also need to categorize your contacts, delete any junk contacts, and merge any duplicate records. It is crucial that you do NOT skip this step. To start cleaning up your Google contacts, we recommend starting with the "Other Contacts" category (other contacts do not sync to Wise Agent)
Once you have successfully gone through and cleaned up your Google contacts, you are now ready to start the sync between Google and Wise Agent.
In Wise Agent, make sure you have a completely clear database (preferably no contacts). If you already have a full database of contacts in your Wise Agent contact list, please contact our support team to receive specialized instructions before moving on to the steps below.
How to Activate the Google Contacts sync in Wise Agent:
- Log in to Wise Agent
- Click on the Integrations drop-down menu and then on the Settings options
- From the main Integrations page, scroll down to the header that says "Google Contacts Sync" and click on the drop-down arrow.
- From the Google Contacts Sync header, click on the "Activate" button
- You will then be prompted to sign-in/select the Gmail account you wish to connect for the sync. (keep in mind you will need to allow Wise Agent access to your Gmail account in order for the sync to work)
- Once you have successfully connected your Google account, go to your main contact list in Wise Agent. To get there click on the "Contacts" drop-down menu and then on the "Contact List" option.
- On your Contact List, click on the green button on the top right corner that says start sync. (once you have clicked on the button to start the sync - your contacts from Google will start to sync over into Wise Agent.)
Keep in mind that this is an all-or-nothing sync, meaning all Google contacts will sync into your Wise Agent account and all contacts added into Wise Agent will automatically populate in Google. Here is an article that goes over more of our Google Contacts Sync Rules.
Activating the Google Contacts sync allows members to seamlessly connect all their important databases. With Google as the middleman, you don'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.
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 in all three places and there are no additional fees.
Click Here for instructions in Spanish!
Watch a short video tutorial here to sync your Google contacts with Wise Agent
Wise Agent Blog on Google Integration.
***Keep in mind that Google limits each account to 25,000 contacts although Wise Agent allows unlimited contact storage***