🔴 Important Notice: The feature of contact synchronization is exclusively available for users subscribed to our Expert plans.
Understanding Synchronization Scope
This synchronization is an individual-level integration, meaning it's linked to each member's account rather than a collective workspace. To ensure effective lead management, each team member is required to connect their own Google Account to sync their leads. Additionally, for team-level lead management, Cardynale supports synchronization with CRM systems through built-in connectors or through platforms like Zapier/Make.
Step-by-Step Synchronization Process
I - Synchronise Google Contacts with your phone
For Android Devices:
Go to 'Settings' and select 'Accounts'.
Choose 'Google' and select your account.
Toggle 'Contacts' to synchronize.
For iOS Devices:
Open 'Settings', then 'Passwords & Accounts'.
Tap 'Add Account' and select 'Google'.
Follow the prompts to add your account and enable contacts synchronization.
II - Cardynale <> Google Contacts
Connect your Google Account to Cardynale (It is different than your login with Google)
Connect your Google Account to Cardynale (Note: This is separate from your Google login).
Access the 'Integrations' tab (Reminder: An Expert plan is required for this feature).
Click on "Google Contacts" under Individual Integration.
Sign in to your Google Account to establish the connection.
Voilà! You're all set.
Once integrated, try filling out a lead form on your digital business card. Generally, it takes a maximum of 5 minutes for a new lead to appear in your phone contacts.