Say goodbye to manual data entry and streamline task management across platforms with the Google Tasks Extension, facilitating seamless integration, synchronization, and bidirectional communication with your SuiteCRM system.
User Guide
Setting Up Google Tasks Integration with CRM.
Create a task in Google Tasks and verify if the same task details are reflected in your CRM system. This test ensures that the integration between Google Tasks and your CRM platform is functioning correctly, allowing for bidirectional synchronization of tasks. Again, create a task in the CRM system and verify if the same task details are reflected in Google Tasks. This test ensures bidirectional synchronization, confirming that tasks created within the CRM module are accurately transferred to Google Tasks.
Step: 1. Testing Task Synchronization.
Create a task in Google Tasks and verify if the same task details are reflected in your CRM system.**
Step: 2. Confirmation of Task Synchronization via Scheduler in CRM.
Upon verifying that the task details created in Google Tasks are also updated in the task module of our CRM system through the scheduler.
Step: 3. Task Creation in CRM and Syncing with Google Tasks.
Create a task in the CRM system and verify if the same task details are reflected in Google Tasks.
Step: 4. Confirmation of CRM Task Reflection in Google Tasks.
Upon verifying that the task created in the CRM system is also reflected in Google Tasks, it confirms the bidirectional synchronization is functioning correctly.
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