Sierra Interactive to Google Contacts Features

 


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Check out this Demo video for the Sierra Interactive and Google Contacts integrations!

Features:

 

  • Creating a lead in Sierra Interactive is the only way to create a lead in Google Contacts.

  • The email address of the agent assigned in Sierra Interactive will need to match the email address of the Google Contacts user.

  • The following fields map over into Google Contacts from the lead information in Sierra Interactive:

    Mapped Fields
    First Name *
    Last Name *
    Email Address *
    Phone Number
    Address
    Date of Birth
    Tags/Labels
    Job Title
    Company Name
    Notes

     

    *Note: The fields containing the * are Required fields*

  • When a tag is added in Sierra Interactive, it will automatically add a label to the existing Contact in Google Contacts.

  • If the email address is changed/ updated in Sierra Interactive, it may cause unexpected results in Google Contacts.

  • Notes, Company Name, and Job title will need to be added in the Summary field in Sierra Interactive. This will require another update for the information to be added to the lead in Google Contacts; such as updating the phone number, name, or address:

*Note: Please do NOT change the Nylas ID information in the Summary field. This information is used to for matching via the integration.

  • Sierra Interactive does not have a Year field for the Date of Birth. When the Date of Birth is sent from Sierra Interactive into Google Contacts, the default placeholder for year is 1111.

  • The Primary phone number assigned to the lead will be the phone number shown on the lead in Google Contacts.

 

 


 

 

Setup: Sierra Interactive to Google Contacts Integration

 

Setup: Google Contacts to Sierra Interactive Integration