Syncing your Google/Gmail account to kvCORE 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 kvCORE 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 kvCORE.
Step 3 - Verify Permissions, click 'Allow' at the bottom if prompted.
After you allow these permissions, you are synced!
Tip: kvCORE 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 kvCORE, into their timeline. When you open a lead or contact in kvCORE, you see their email history. Click here for more information.
Sync Tasks/Reminders. The tasks you create in kvCORE will be synced to your Google Tasks list. Click here for more info on Google Tasks; it's pretty neat!
Option to Sync Calendar. You can see your Google Calendar in your kvCORE dashboard if you want. Click here for more information.
Sync Contacts. You can sync your contact database easily to/from kvCORE. Click here for more information.
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 kvCORE.
Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing firstname.lastname@example.org!
(Keywords: Gmail, Google, email sync)