The 'Google Sync Settings' page covers four aspects of our integration with various Google apps, two of which are settings you can adjust. However, it's worth checking out our articles on the Google Suite Integrations to get the big picture, as these four settings are only part of it.
If you want to learn more about the four features mentioned on the 'Google Sync Settings' page, read on:
About synced emails
As the box explains, signing up for Copper with a Gmail address automatically activates the Gmail sync. Check out our article on the Gmail integration to learn more about this functionality.
The Google Slides Integration
Our integration with Google Slides lets you pull data from your opportunity records into your Google Slide decks. This helps you create a presentation for your clients or your internal teams around progress with an opportunity. Merge tags are the vehicles that pull this data into your presentation. Click the blue 'Show Merge Tags' button to see what you can specifically pull into your presentation. Check out our full article on the Google Slides integration to learn more.
Sync Copper Tasks to my Google Calendar
Each user can choose whether they want to sync tasks to their Google Calendar. The benefit of doing this is so you can manage your schedule in a single place. Check out our article on syncing your tasks to Google Calendar to learn more.
Google Contact 1-way Sync
Each user can decide whether to activate the Google Contact 1-way Sync for themselves. If activated, Copper syncs contacts (and updates to contacts' profiles) to Google Calendar. Check out our article on Google Contacts integration to learn more.
Still have questions?
Still have questions? Ask in our Community, and get answers from our Customer Success Team as well as fellow users.