True 2-way sync with Google Contacts
Currently when you add a contact in Base, it syncs to Google Contacts, but then subsequently will NOT sync future changes to Google Contacts. Any edits to the contact need to be made in Google for them to appear in Base.
I propose that a true 2-way sync would be implemented, where the user could choose which app would "win" in case of a conflict, i.e. "Google wins" or "Base wins".
Hello everyone! Thanks for all of your feedback. A two-way sync with Google Contacts is very much currently under consideration, but just to give you a heads up, this is not something that will be happening in the near future. Stay tuned here for further updates – we’ll let you know as soon as something’s in the works!
Two way sync with Outlook as well, with ability to choose who wins.
Actually any way to more easily manage contacts. Get rid of duplicates or update them.
Evan Patronik commented
Is this something you think you will be pursuing? Two way sync is essential...I have so much information in my CRM that I would like to see in my google contacts. An issue here is that I don't use Base to send my emails and to be honest, unless you can mirror the capabilities of Gmail, I probably never will. There are just too many plugins and useful aspects of Gmail I don't want to lose.
Additionally, this means that in my phone, I don't have calls from numbers that aren't listed in my contacts, mirroring @Ethan Anderson comments earlier. Updates?
@Anonymous -- yes, you can get the contact details into Google Apps and vice versa. I use this functionality.
The problem is that it's a really strange sync arrangement: Your contacts will initially sync Base --> Google, but subsequently, any changes to the contact in Base will NOT sync to Google.
Updates to contacts have to be done inside Google. But if I wanted to use Google Contacts to manage my clients, then why do I have a CRM at all?
A simple solution would be to reverse the sync -- like Capsule CRM. Any changes in the CRM are synced to Google, including deleting a contact. Brilliant! You can ACTUALLY use the CRM to manage your contacts.
Ethan, I am new to Base CRM and we use Google Apps for work. When the Base CRM is integrated, it creates a tag called Base CRM within the Contact in Google Apps. Try tagging your contacts to Base CRM (it will not duplicate the contact) to sync with Base CRM. This will sync any changes you are are making in both platform (Google and Base). Hope this helps.
Nathan Guenther commented
Wow that is very unfortunate, did not know it worked that way.
3 votes indeed.
Ethan has two extremely good points that apply to me and my team. Hopefully this features gets expanded soon!
Any progress on this idea over there at Base HQ?
Mark, a few reasons:
1) To get emails into Gmail -- for those of us who prefer to use Google as our main email client
2) To sync to your phone contact list, so you know who is calling you
Clearly the sync itself is in demand, as Base has already implemented it. It's just implemented poorly at the moment.
In my view, the sync should be set so that Base to be the main source and, when updated, would overwrite Google contacts. As of right now it's the opposite.
Mark Radford commented
Why do you need the same information in 2 places? I don't see any use case? Can someone explain why this could be useful?
We gotta have this. It is an incredible pain to have to remember to update a prospects information in Base and then go back and do it in Google as well.
Wictor Arraes commented
EXCELLENT!!!! IT WOULD BE GREAT!!!
Johan Hedman commented
Agrees to 2-way think. Also that field matching must be better. I have currently many duplication fields in my contact syncing
Agreed. Perhaps even an integration with a 3rd part contact manager like contactually can help?
Patrick Wong commented
This is a very necessary feature and why I chose Base CRM so it would keep the contacts in both places the same regardless of which app (web or mobile) or place (Base CRM contacts or Google contacts) the edits are done in.
This issue is really important to me, and I have been looking into what other CRMs do in this regard. Zoho CRM uses the "choose which app wins" model in case of a conflict.
Nutshell has this to say (I thought this was interesting so I'll post the whole thing here):
"Why can't I keep a two-way sync with Google Contacts?
While we continue to explore a syncing feature with Google Contacts, there are a lot of roadblocks that currently prevent this. Companies with hundreds of thousands of contacts can't effectively manage them in Google Contacts. Nutshell's clever deduplication would cause your contacts to be merged with your colleagues', and permissions can't be managed in Google Contacts.
It's not an impossible feat, and we'll let you know as we make progress on this. In the meantime, our beautiful Android and iPhone applications provide a great solution for accessing your entire collection of contacts and accounts from the road -- with rapid find-as-you-type support for hundreds of thousands of contacts."
I agree on the Google contact fields, too.
Thomas van der Straten Waillet commented
I do agree a two way sync is very much needed. It is way too much work to keep a contact up to date in Base AND in Google contact.
Furthermore all the Google contact fields do not appear in Base (eg multiple emails for one contact)