How to Sync Your Google Account to BoldTrail
Syncing your Google/Gmail account to BoldTrail can be a game-changer! It gives you the opportunity to sync your calendar, tasks, email, and contacts straight from Google to your Smart CRM and Dashboard. It's an easy process that can quickly positively impact your BoldTrail experience.
Step 1 - Click the mail icon at the upper right of the dashboard, and choose 'Connect a Google Mail Account'.
Step 2 - Sign in to the account you'd like connected to BoldTrail.
Step 3 - Verify Permissions, click 'Allow' at the bottom if prompted.
After you allow these permissions, you are synced!
Tip: BoldTrail is not downloading or saving any of your emails. It only ever shows you what matches the lead you're viewing. We also do not allow any other users access so you are the only one within your brokerage that will be able to access your emails.
Google Sync Feature Highlights
Imports emails you have sent to your leads that are in BoldTrail, into their timeline. When you open a lead or contact in BoldTrail, you see their email history.
Sync Tasks/Reminders. The tasks you create in BoldTrail will be synced to your Google Tasks list.
Option to Sync Calendar. You can see your Google Calendar in your BoldTrail dashboard if you want.
Sync Contacts. You can sync your contact database easily to/from BoldTrail.
Please Note: There can be sync issues if the email is not put into the "From" section from within your agent profile, so make sure to set the From email to be the same as your email that you are Syncing into BoldTrail.
Gmail Sync
You can quickly and easily change your sync at any time, simply click on the mail icon and click the Google settings link.
Make sure 'Email' is toggled on (enabled). If you added your Gmail account the same day, please allow up to 24 hours to sync.
Turning the email sync on will do two things.
It will load your unread emails at the top of BoldTrail so that you can quickly access them. You must still log into your Google account to actually get to the email message. Someone who is not logged into your Google account may not access it.
If you have a contact in BoldTrail with an email address that you have received an email from in the past, those emails will be displayed within BoldTrail in your contact's timeline, and on activity on the dashboard.
Google Contacts Sync
You can quickly and easily change your sync at any time, simply click on the mail icon and click the Google settings link.
Make sure 'Contacts' is toggled on (enabled). If you added your Gmail account the same day, please allow up to 24 hours to sync.
If you enable the contacts sync, then you can also specify the status of which new contacts should be labeled as if they are pulled from Google as new contacts.
You may select whether you'd like to manually or automatically push BoldTrail contacts into Google using the 'Manual' or 'Always' buttons.
Please Note: If you sync contacts who do NOT have an address, duplicates will be created. This is because BoldTrail does not recognize without an email address that a contact is a duplicate.
Address-only contacts will NOT be synced. This prevents lead duplication, as BoldTrail will only check the contact's email address and phone number.
Google Contact Sync Features
The contact sync is a two-way feature between BoldTrail and Google.
The sync occurs every hour. You can push new contacts to Google on demand but updates will only be downloaded from Google to BoldTrail once an hour.
The sync looks for the following data: Email
Name
Address
Phones
Birthday
Any existing data that is modified is updated in either Google or BoldTrail. Any missing data is pulled into the system that is missing the data.
Syncing Contacts FROM Google TO BoldTrail
Enabling the sync and specifying the status initiates the download of your Google contacts into BoldTrail under the status you select.
Any contacts that don't already exist in BoldTrail will be downloaded and given this status.
Please Note: When contacts are pulled in from Google, the system will check to see if a sync for each contact currently exists. If there is a match, the contact sync will automatically stop here.
If there is no match found, the system will attempt to sync the contact with an existing one that matches the email or phone number of the contact being synced. If it cannot find an existing contact with matching information, the system will create a new contact with the following information included:
Name
Phone numbers
Email address
Notes
Address
Syncing Contacts FROM BoldTrail TO Google
If you have chosen to manually sync contacts from BoldTrail to Google you can easily do so from the platform (otherwise, if you automatically chose to sync your contacts you won't need to follow these steps as it will be completed for you).
First, in your Smart CRM, select which contacts you want to push to Google using the checkboxes to the far left of each one in the list, then select 'More Actions' and 'Sync with Google Contacts.'
At any time you are viewing the details of a contact, you may also choose to individually sync that contact, by using the 'More Actions' menu on the far right-hand side of the profile and selecting 'Sync with Google Contacts.'
Note: As long as the contact's status is not Archived, the system will attempt to export all contacts from an agent that has never been synced with Google or Outlook. The following information will be exported:
Name
Email Address
Birthdate
Phone Number
If a contact that has already been synced with Gmail from BoldTrail, new information will not be sent to Gmail automatically. The contact will need to be manually synced via More Actions > Sync with Gmail Contacts.
Google Calendar Sync
You can quickly and easily change your sync at any time, simply click on the mail icon and click the Google settings link.
Make sure 'Calendar' is toggled on (enabled). If you added your Gmail account the same day, please allow up to 24 hours to sync.
If calendar sync is turned on, the tasks and events that are added/removed from BoldTrail will sync to your Google calendar as well. They will create a 30-minute
calendar event on the your Google Calendar when the task is due.
When syncing your calendar, reload your Dashboard after saving your settings to see the update.
Please Note: Tasks that are created prior to syncing will not be added.
Disclaimer: There are limits to syncing up your Google Calendar with BoldTrail. If the Gsuite account that Gmail is associated with does not allow for syncing or connections with the Calendar then the setting needs to be changed in Gsuite to allow BoldTrail to sync the Calendars. Shared calendars cannot be synced.
Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing support@insiderealestate.com!
(Keywords: Gmail, Google, email sync)