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.
Seamlessly integrate Google Tasks with SuiteCRM
Google Tasks Extension offers a robust solution for syncing tasks across platforms, allowing for efficient collaboration and organization within your SuiteCRM environment. With bidirectional communication, customizable task mapping, and real-time updates, this integration empowers users to centralize task management workflows, ensuring that important actions and deadlines are never missed.
How it Works
1. Task Synchronization:
The plugin would enable synchronization between Google Tasks and your CRM system. This synchronization would allow users to create, update, and delete tasks in your CRM system directly from Google Tasks.
2. Bidirectional Communication:
Changes made to tasks in Google Tasks should reflect in your CRM system and vice versa. This ensures that users have an updated view of tasks regardless of the platform using.
3. Task Mapping:
The plugin may provide options for mapping task fields between Google Tasks and your CRM system. This ensures that relevant information such as task name, description, due date, priority, etc., are accurately synchronized.
CRM Configuration: Adding Client ID and Client Secret
Access the settings or configuration section of your CRM platform. Locate the fields designated for adding OAuth credentials, typically labeled as "Client ID" and "Client Secret". Copy and paste the respective credentials generated from the Google Developers Console into these fields. This step establishes the connection between your CRM system and the Google Tasks API, enabling seamless integration and data synchronization between the two platforms.
Authorizing Google Tasks in CRM Profile and Granting Access
Authorizing Google Tasks Integration involves linking yourGoogle account and granting permissions for accessing Google Tasks data. Additionally, ensure that it allows Gmail account to add the integration, enabling seamless communication between your CRM system and Google Tasks.
A. Bidirectional Synchronization: Creating a Task in CRM
Create a task within your CRM system and verify if the task details are accurately synchronized with Google Tasks. This test ensures bidirectional synchronization, confirming that tasks created in the CRM module seamlessly flow into Google Tasks.
Confirmation of Bi-Directional Sync: Created Task Details in CRM syncs under Google Tasks
By confirming the presence of CRM-created tasks in Google Tasks, users can validate the bidirectional flow of task information between the two platforms.
B. Bidirectional Synchronization: Creating a Task in Google Tasks and syncing with CRM under Tasks module
It ensures bidirectional synchronization, confirming that tasks created in Google Tasks seamlessly flow into your CRM system. By validating this synchronization process, it ensures that tasks originating from Google Tasks are accurately replicated in CRM system, enabling efficient task management across both platforms.
Confirmation of Bi-Directional Sync: Task Details created in Google tasks are reflecting in CRM Task Module
This synchronization ensures that tasks originating from Google Tasks seamlessly propagate to the CRM system, maintaining data consistency and facilitating efficient task management. By confirming the presence of Google Tasks-created tasks in the CRM task module, users can validate the bidirectional flow of task information between the two platforms.
