2-way synchronisation with Google Contacts
Currently the Capsule integration with Google Contacts is one-way. Capsule is the master and any changes in Capsule are pushed down to your Google Contacts.
2-way synchronisation would allow changes inside Google Contacts to be synced back to Capsule.
We don’t have any plans to implement 2-way synchronization of Google Contacts at this stage.
The current 1-way from Capsule to Google works well for keeping your contacts and email addresses up-to-date inside Google Apps.
I understand some users have requested the 2-way sync so they can tie in with Google’s mobile sync allowing them to update contact details on their phone and have those changes sync’d back to Capsule via Google contacts. However this creates a complex and potentially unreliable chain. We have since released a mobile phone app which provides a better solution for accessing and updating contacts while on the move.
We’ve also recently released a gmail gadget that makes it easy to see details about your contacts right inside Gmail.
If you are voting this up, please let us know more about why 2-way synchronisation is important to you and how you would use it.
I would definitely sign up if there was a 2-way sync as it will assist other staff members to update the contacts and share with others easily, this is the one main reason which is stopping me from signing up.
Allen Knight commented
We have trialed your software and like it but the lack of a two way sync is stopping our organisation from signing up for the same reasons as everyone below is stating. Sort this out and you will immediately get a lot more paying users.
Steve Dowe commented
This feature needs some development commitment. Google's contact API allows read and write. Capsule Devs, please win back some confidence and implement this feature as soon as you feasibly can. It's so important to many people's workflow to update contact fields wherever they need to. Developing this for Capsule is a clear winner.
I just want everything to be based on the same data set. I want to be able to update google and for this to replicate to capsule and vice versa, this is a deal clincher for me,
I prefer having Capsule CRM the master list, because from their i'm pushing emails to google contacts and to mailchimp and to xero but ....
since google contacts is integrated with android phone, this is for me the most common place to update contacts (add postion, alternative email adress, joining contacts, adding extra phone numbers), i would like to have these changes flowing back to capsule so that my colleagues can benefit from my work. Now these contact improvements are tied to MY google contacts.
As far as i understand it. My time is 60% on GMAIL interface (and thus close to google contacts), 30% on android interface - (google contacts), and only 10% of time in capsuleCRM.
Most of my CRM actions are done from within the gmail interface.
Niall Connellan commented
If I could use all my "votes" on this one feature....I would. I have been using CapsuleCRM for a while now, and while it does most of everything I need, it is still lacking in many areas. I am becoming somewhat frustrated at the poor speed in which many lackluster updates are made. I am seriously considering migrating to a new system. Regardless of my upcoming decision, this one feature is the make or break it deal for me and many others I'm assuming. I use many online apps/companies along with my mobile devices that all integrate with my Google Apps Contacts. Forcing me to only update in CapsuleCRM kills everything I do. I've used the mobile app (as you can see from a previous post made in this thread) but I need the integrations.
Do you have any new information regarding this feature request?
Agree with all of this. Google is my master contact list. It always will be! It has everybody I know of and care about knowing. I want ONE group in my Google contacts to be sync'd, 2-way, with Capsule.
The current sync is imperfect anyway (I had a lot of my contacts in my Google contacts already, and Capsule then makes "new" versions. OK fair enough, so I merge them with my old ones, but then when I update something in Capsule it AGAIN makes a new version in Google! It doesn't do it with all contacts so obviously the merging is wiping out whatever the sync is keyed on, but a proper 2-way sync (and potentially the ability to manually match with existing contacts) this would all be much more manageable.
Tom Gaynor commented
I run my business using my iPhone. When a customer calls me, I need to see their name come up with the Caller ID info. Using the one way sync helps with this, but we also use the Apple Contacts app on all our computers as the main contact list. We do this because we exclusively use Apple products and syncing contacts is easiest with Google Apps. We find it very difficult to use Capsule as our go to contact database.
Also, a competing product PipeDrive, has this ability for half year already.
I understand that's it is important to keep focus on your initial business model, but at the same time it's also important to keep a tap on the competition.
So please, reconsider this request. And i you like, contact me privately to discuss the matter
Our current flow is.
Contact is added to CRM from GMail using the Gmail widget.
Contact is than automatically available in Google Contacts using the 1-way 'sync' which is currently standard in Capsule.
Updating Contact info is more easily done from within Google Contacts by
* Google Contacts online interface (which allows for merging multiple different contact info, and is easily accesible from the gmail interface)
* Mobile (android/iphone), most often to connect a new mobile number to an existing new prospect.
* 3th party tools like https://www.writethat.name/ etc, which inspects signature and adds new info to Google contact.
Adding this new information to Capsule is HARD because.
* Importing updated contacts is not accpetible since CapsuleCRM does not allow for easily removing of duplicates (have a look how easy google contacts does this for us).
* manually editing the contact form is tedious, resulting in incomplete cvontact information.
I understand that handling 2-way sync is one of the most difficult problems in IT (due to collision of data), but most syncing systems try to solve that by keeping track of the data collisions and asking a manual decision only for these items.
Andrew Beeman commented
The primary reason that I want a 2 way sync is that Capsule is not the central contact storage of my business systems, Google is. I have other apps that also use google contacts.
Just as Paul suggests below. Currently I am using Nimble CRM which allows one-click contact add from an email address.
I would like to use Mac Mail.app to add contacts to google contacts and then add to capsule.
Noone wants to manually enter details like this.
This is obviously a highly sort after feature for Capsule customers (including me). Are Capsule going to continue to push back on it, or are they going to listen to their customers and develop the feature.
Rory Breen commented
I just wanted to add you can gain syncing using a free service called Zapier https://zapier.com
Hello, here's my use case:
1) I read an email on my iPad, iPhone, or Mac mail
2) I right-click on the phone number, and choose "create new contact"
3) Info is added to contacts on the device
4) Info is sync'd to google contacts
5) Info is sync'd to all devices and lists which can sync with google contacts
I would love for capsule to be one of those things in step 5 because there are too many useful entry points for google contacts. Capsule is by far and away better to manage lists and organize related communications, but it is not the best solution for data entry and update.
I've just disconnected Capsule completely from Google contacts. Whilst I understand Capsule's design intention it is clearly not how many people want to use Capsule as noted from the comments below.
My issue is simply that Google is a superset of my contacts. It contains friends, family, coworkers and prospects/clients. Capsule is only relevant for prospects/clients and therefore is a limited subset of my contacts. The problem is when someone updates their number I need to have a look to see if they are a Google contact or a capsule contact, after all some clients are also friends. Then I have to go into the appropriate app to update them.
Despite your wish for Capsule to be the mother of all contact databases it simply cannot be as it will only ever tackle a portion of my contacts. As such I will always end up flicking between two applications trying to keep things updated. God forbid I accidentally update a Capsule contact via Google......now I have two records pointing to the same thing but showing different data.
A 2-way sync solves these issues. Without this you effectively say that we should manage every single contact via Capsule, this is really not practical, after all why would I want my wife on my CRM? Alternatively you are saying that we need to determine where a contact lives on a case by case basis and update accordingly. However Google is already the superset so leave it be and let it do its job and pick up the updates from there. Hell I would much rather that if, when enabling Google sync, you disabled the contact from editing in Capsule. I'm quite happy to jump to Google when core contact details are updated and to be honest its what most people here seem to be doing anyway.
Please if I am missing something here in your design intentions or expected use case please let me know. For now I've simply disabled the sync and if a personal contact is or becomes a prospect/client then I add them to Capsule.
I add data e.g. after iPhone calls, e-mails from the Mac mail inbox or Gmail inbox to contacts using integrated features of these apps and want these changes to be reflected in my Capsule details
Dave Shire commented
I scan business cards I collect at business events into my Galaxy phone, which automatically adds to my google contacts list. I need a way to easily transfer the new contacts to CapsuleCRM without having to renter all the data... And I would prefer to not have to export and import... Surely there must be something that can be done here...
SAMUEL SOLOMON commented
i think this is the way to respond to your comment on 2-way synch with contacts. the problem I have is that I am not using CRM exclusively and what I end up with are two contacts. one being updated by CRM and one being updated in Google contacts. this is an untenable situation because sooner or later the data gets old and which record is correct? it gets more and more out of synch. what i want is a way to "merge" my google contact with my CRM contact so one contact is maintained. it's less about 2-way and more about keeping data integrity. i hope this makes sense and you can write me at firstname.lastname@example.org if you want more direct communications on this issue. sam:
AdminDuncan Stockdill (Admin, Capsule) commented
It sounds like you might want to use Capsule in a different way to how it was intended. While it sounds feasible for Google Contacts to be the "hub" for contact data, we don't intend to do implement this approach because it would result in a much weaker contact database for CRM use. Capsule has a richer datamodel along with powerful, but simple customisation capabilities. In our approach Capsule is, and will remain the hub/master for contact information.
Capsule already provides a one-way push to Google Contacts so that Capsule keeps your Google Contacts up-to-date. We are considering a 2-way integration so that updates to Google Contacts (e.g. via a mobile phone) will be pushed to Capsule. However is a time-consuming and difficult development to get working well, so before undertaking this work I'd like to understand more about the specific usages our customers have in mind. e.g. Is to enable update of contacts on mobile phones (and if so, why not use our Mobile Application instead), or are there other systems that update Google Contacts that are important across our customer base? I'd love to hear more about the systems you are using to update contacts which integrate back to Google Contacts.