Push Zoho FSM Contacts to Google Contacts
Use case: Push (create/update) a Zoho FSM contact to Google Contacts. Changes made to the Name, Email, Mobile, Phone, or Service Address of the Zoho FSM Contact will reflect in the corresponding Google Contact.
Follow the steps below to implement this use case:
Step 1: Create a custom field
Create a custom field Google Contact ID of type Single Line in the Contacts module. This field will be used to store the ID of the Google Contact created for the Zoho FSM Contact.
Drag and drop a new section and name it as Other Info.
To the Other Info section, drag and drop a Single Line field and name it as Google Contact ID.
Step 2: Create a connection for Google Contacts
To create a connection for Google Contacts that can be used in Zoho FSM for invoking the Google Contacts APIs, do the following:
- Navigate to Setup > Developer Space > Connections and under Default Services, select Google Contacts.
- Click Create Connection.
- Perform the following and click Create And Connect:
- Connection Name: googlecontact
The Connection Link Name will be populated automatically. - Disable Use Credentials of Login User.
- For the Scopes, select https://www.google.com/m8/feeds/
- Click Connect.
- Click Connect.
In the custom function, where the Google Contacts APIs are used via the invokeURL tasks, use this Connection Link Name.
Step 3: Create a workflow rule
Create a workflow rule in Zoho FSM to automatically create a Contact record in Google Contacts from a Zoho FSM Contact. Changes made to the Name, Email, Mobile, Phone, or Service Address of the Zoho FSM Contact will reflect in the corresponding Google Contact.
- Go to Setup > Automation > Workflow Rules and click Create Workflow.
- Enter the following details, then click Next:
- Module: Contacts
- Rule Name: CreateUpdateGoogleContacts
- Select the rule trigger as Created or Edited and click Next. Ensure that Repeat this workflow whenever a Contact is edited is selected.
- Select the rule criteria as To all Contacts and click Next.
- Click +Action and select Function.
- Select Create your own Function and click Next.
- Enter the following and click Save and Associate:
- Function Name: createupdategooglecontact
- In the Deluge Editor, paste this script and replace the placeholders with actual values.
- Click Save.
Custom Function Script
Below is the custom function script:
fullName = contact.get("Full_Name"); email = contact.get("Email"); phone = contact.get("Mobile"); mobile = contact.get("Phone"); address = contact.get("Service_Address"); ginput = Map(); ginput.put("names",{{"givenName":fullName}}); if(email != null) { ginput.put("emailAddresses",{{"value":email}}); } if(mobile != null) { ginput.put("phoneNumbers",{{"value":mobile}}); } if(phone != null) { if(ginput.containKey("phoneNumbers")) { phonenumberList = ginput.get("phoneNumbers").toList(); phonenumberList.add({"value":phone}); ginput.put("phoneNumbers",phonenumberList); } else { ginput.put("phoneNumbers",{{"value":phone}}); } } if(address != null) { ginput.put("addresses",{{"city":address.get("City"),"country":address.get("Country"),"postalCode":address.get("Zip_Code"),"streetAddress":address.get("Street_1")}}); } if(contact.get("Custom_Field_ID") != null) { googleContactId = contact.get("Custom_Field_ID"); personFields = {"personFields":"names,phoneNumbers"}; getGcontactInfo = invokeurl [ url :"https://people.googleapis.com/v1/" + googleContactId type :GET parameters:personFields headers:Map() connection:"Connection_Name" ]; if(getGcontactInfo != null && getGcontactInfo.get("etag") != null) { etagid = getGcontactInfo.get("etag"); ginput.put("etag",etagid); gUpdateResp = invokeurl [ url :"https://people.googleapis.com/v1/" + googleContactId + ":updateContact?updatePersonFields=names,addresses,phoneNumbers,emailAddresses" type :PATCH parameters:ginput.toString() headers:Map() connection:"Connection_Name" ]; info gUpdateResp; } else { gcontactresp = invokeurl [ type :POST parameters:ginput.toString() headers:Map() connection:"Connection_Name" ]; if(gcontactresp != null && gcontactresp.get("resourceName") != null) { googleResourceName = gcontactresp.get("resourceName"); updatedResp = zoho.fsm.updateRecord("Contacts",contact.get("id"),{"Custom_Field_ID":googleResourceName}); info updatedResp; } } } else { gcontactresp = invokeurl [ type :POST parameters:ginput.toString() headers:Map() connection:"Connection_Name" ]; if(gcontactresp != null && gcontactresp.get("resourceName") != null) { googleResourceName = gcontactresp.get("resourceName"); updatedResp = zoho.fsm.updateRecord("Contacts",contact.get("id"),{"Custom_Field_ID":googleResourceName}); info updatedResp; } } |
Replace Custom_Field_ID with the Api name of the custom field.
Replace connection_name with the Connection Link Name.
Testing the use case
Create a Zoho FSM Contact. A corresponding contact will be added in Google Contacts. The Google Contact ID field in the Zoho FSM Contact record will be populated with the ID of the Google Contact created (refer to the screenshot below).
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Push Zoho CRM Contacts and Accounts to Zoho FSM
Usecase: Use custom buttons in Zoho CRM to do the following: Push (create/update) a Zoho CRM contact to Zoho FSM. If the contact has an associated account, create that account as a company in FSM. Push (create/update) a Zoho CRM account as a company ...Zoho FSM Mobile App
The Zoho FSM mobile app empowers on-the-go field agents with all the information they need, to be efficient at work and delight contacts with every appointment. It helps them to be on time for their appointments, attend more appointments in a single ...Contacts
Permission Required: Contacts Add Contact Details Contacts can be added in the following ways: Add contacts individually in the Contacts module. The details are described below. Import contacts from external sources. Import contacts from Invoice. To ...Create Requests in Zoho FSM from Zoho CRM Deals
Usecase: Using a custom button, push Deals in Zoho CRM as Requests to Zoho FSM. Also, create a related list in the Deals record that lists the Requests created for the Deal. Step 1: Create a connection for Zoho FSM in Zoho CRM Step 2: Create a custom ...Integrating Zoho FSM with Zoho CRM
Zoho FSM for Zoho CRM is a must-have extension for increasing collaboration between your sales and service teams. It can benefit the sales and service teams by providing them with a consolidated view of customers, enabling quicker and more efficient ...
New to Zoho LandingPage?
Zoho LandingPage Resources