Brivity and Google Contacts Sync via API Nation
The Brivity and Google Contacts integration will synchronize your Contacts between Brivity, your smartphone and GMail. The integration has two Syncs available so you can create a complete two way sync between Brivity and Google Contacts.
All of your Brivity Contacts are available in your smartphone phonebook and ready for quick, easy access to call or text
Updated Contacts names will be accurately displayed through caller ID and texts
Keep Brivity contacts info in lock step with your Gmail and Smartphone Contacts info.
*API Nation is not affiliated with Brivity. It is a separate syncing tool and does charge for use.
Checkout the video above to see it in action.
If you'd prefer to read through a guide, here's a step-by-step:
Head to https://my.apination.com/apps/brivity/google_contacts/ to get started.
There you will see 2 syncs available for Brivity and Google Contacts.
Brivity leads to Google Contacts people
Google Contacts contacts into Brivity
You can set up 1 or both of these Syncs for the same flat rate. Click activate to begin set up.
After clicking Activate on one of the Syncs
First you will connect Google Contacts. Check the box to confirm you are not using any other applications to Sync these two apps, then Click the “Connect Google Contacts Account” button
Choose the Google Account you would like to Sync and then click “Allow” to make the connection.
Once you’ve connected Google Contacts, you’ll be asked to Connect Brivity, click the button “Connect Brivity Account”
To connect Brivity enter your…
Username: Your Brivity login email
Password: Your Brivity password
Name: What you would like to name the connection, can be your name, your business name, the office name etc.
Both apps are now connected. You can now begin configuring your Sync for launch. There are a few options to decide before activating the Sync. Starting with the “Brivity leads to Google Contacts people” sync:
“Sync all Leads on first run”: Check the box to send over all contacts from Brivity, leave the box unchecked if you’d only like to start sending over new contacts added from today going forward.
Filter Tags: Optional filter to send over contacts to Google Contacts from a tag or number of tags. Be sure to add a comma after each tag, and enter the tags exactly as they are in Brivity, including capitalization.
Agent Filter: Optional filter, choose to send contacts assigned to All Agents, or a single specified Agent.
Scroll down to Google Contacts options.
Select Contact Folder (or Label): Choose the Google Contacts label you would like applied to the leads as they are synced into Google Contacts. If you choose “Default” no label will be applied. (NOTE: For the Google Contacts into Brivity Sync, the Label you select will be the only contacts Synced into Brivity)
Do not overwrite information in Google Contacts fields. Only add information into blank fields: Check the box to only fill in blank fields, leave the box unchecked to overwrite contacts.
Scroll down and confirm the mapping. The fields available are as follow:
Once you’re satisfied with the options, Scroll to the top and click the big Activate Sync button.
The Sync will now be activated. From here you can…
Rename the Sync (helpful if you created multiple Syncs with slightly different rules.
Pause the Sync
Clone the Sync to create a Sync with the exact same connection and configuration, you can then make the slight configuration changes to fit your needs
Click the Brivity logo or Google Contacts logo to be taken to their full menu of Syncs available.
You can then go back to: https://my.apination.com/apps/Brivity/google_contacts to set up your choice of the remaining Brivity and Google Contacts Syncs.
Once you’ve connected them, they will all be available for management in the “My Syncs” area of API Nation.
As soon as a contact is updated or added in Brivity, the integration will see it and send it over to your Google Contacts. And as soon as you add a Contact to your Google Contacts and Label it with the specified Label, that contact will also be added into Brivity.
Your Caller ID info will always be up to date, your contacts are completely backed up, and you’ll save time managing contacts.