How to connect your Google Contacts to Pipeliner
Click on the "Avatar (Photo)" icon on the upper right corner & then click “Settings”:
Click “Activate” beside Google Contacts:
Select the the options from the two dropdowns in the pop-up "Sync Type":
- "Unidirectional Syncing" — Refers to a one way sync (you choose the direction)
- "Bidirectional Syncing" — Refers to a two way sync where data will sync back and forth to and from Pipeliner
"Delete Protection" — refers to deleting contacts in Pipeliner (or not) when they are deleted in Google:
A window will pop-up giving you visibility of all the Google Accounts you are logged into. Please select the account you wish to integrate with Pipeliner.
NOTE: If you do not receive a pop-up, please enable pop-ups on your internet browser.
Click “Allow” on the following page:
Verify that your email has been connected. The word “Activated” will appear near to the email address you have connected beside Google Contacts. Click “Close” to exit the pop-up:
How to sync contacts to and from Pipeliner
Now that your Google Contacts sync is Activated a new contacts folder will be created in your Google account and contacts where you are the owner or an editor of will sync over from Pipeliner to your Google account.
Follow the example below of a bidirectional sync to understand how to sync contacts to and from Pipeliner.
To begin, we will look at the Google Contact sync from Google to Pipeliner.
Locate the Pipeliner contact folder within your Google Contacts Account.
NOTE: The folder will appear in the following format Pipeliner (Name-of-your-account).
Once that folder is selected, click the “Create Contact” button.
NOTE: All contacts in this folder will sync back and forth to Pipeliner for a bidirectional sync.
Fill in the corresponding fields & click “Save”:
Once the Contact is saved in Google, open Pipeliner in your browser.
Type in the name of the contact in your Search Bar:
Click on the name of the contact that appears on the right panel.
NOTE: Contacts may take 10-15 minutes to appear in Pipeliner.
Verify that the information you entered in Google is now also in Pipeliner.
Now, we will look at the sync from Pipeliner to Google.
Click the plus "+" icon on the lower left of Pipeliner screen to create a Contact:
Enter desired information in the fields and click "Save":
Open Google Contacts and verify that the contact is created within the Google Contacts Pipeliner folder.
NOTE: Contacts may take 10-15 minutes to appear in Google.
Check that the information you entered has come over from Pipeliner.
The tables below will illustrate how fields map over from Pipeliner to Google:
Google › Pipeliner
NOTE: Secondary phone and Emails 3 to 5 and Street Address Line 2 are currently not mapped and therefore will not synchronize.
NOTE: Only listed fields will be synchronized. Please note, that if any of the fields not listed is marked as required in the Pipeliner, Google will NOT create new Contacts in Pipeliner. It will however be possible to update existing Contacts.