Syncing your Google/Gmail account to kvCORE can be a game-changer! It gives you the opportunity to sync your calendar, tasks, email, and contacts straight from Google to your Smart CRM and Dashboard. It's an easy process that can quickly positively impact your kvCORE experience.

Step 1 - Click the mail icon at the upper right of the dashboard, and choose 'Connect a Google Mail Account'.

Step 2 - Sign in to the account you'd like connected to kvCORE.

Step 3 - Verify Permissions, click 'Allow' at the bottom if prompted.

After you allow these permissions, you are synced!

Tip: kvCORE is not downloading or saving any of your emails. It only ever shows you what matches the lead you're viewing. We also do not allow any other users access so you are the only one within your brokerage that will be able to access your emails.

Please Note: There can be sync issues if the email is not put into the "From" section from within your agent profile, so make sure to set the From email to be the same as your email that you are Syncing into kvCORE.

You can quickly and easily change your sync at any time, simply click on the mail icon and click the Google settings link.

Make sure 'Email' is toggled on (enabled). If you added your Gmail account the same day, please allow up to 24 hours to sync.

Turning the email sync on will do two things.

You can quickly and easily change your sync at any time, simply click on the mail icon and click the Google settings link.

Make sure 'Contacts' is toggled on (enabled). If you added your Gmail account the same day, please allow up to 24 hours to sync.

If you enable the contacts sync, then you can also specify the status of which new contacts should be labeled as if they are pulled from Google as new contacts.

You may select whether you'd like to manually or automatically push kvCORE contacts into Google using the 'Manual' or 'Always' buttons.

Please Note: If you sync contacts who do NOT have an address, duplicates will be created. This is because kvCORE does not recognize without an email address that a contact is a duplicate.

Address-only contacts will NOT be synced. This prevents lead duplication, as kvCORE will only check the contact's email address and phone number.

Enabling the sync and specifying the status initiates the download of your Google contacts into kvCORE under the status you select.

Any contacts that don't already exist in kvCORE will be downloaded and given this status.

Note: When contacts are pulled in from Google, the system will check to see if a sync for each contact currently exists. If there is a match, the contact sync will automatically stop here.

If there is no match found, the system will attempt to sync the contact with an existing one that matches the email or phone number of the contact being synced. If it cannot find an existing contact with matching information, the system will create a new contact with the following information included:

If you have chosen to manually sync contacts from kvCORE to Google you can easily do so from the platform (otherwise, if you automatically chose to sync your contacts you won't need to follow these steps as it will be completed for you).

First, in your Smart CRM, select which contacts you want to push to Google using the checkboxes to the far left of each one in the list, then select 'More Actions' and 'Sync with Google Contacts.'
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At any time you are viewing the details of a contact, you may also choose to individually sync that contact, by using the 'More Actions' menu on the far right-hand side of the profile and selecting 'Sync with Google Contacts.'

Note: As long as the contact's status is not Archived, the system will attempt to export all contacts from an agent that has never been synced with Google or Outlook. The following information will be exported:

If a contact that has already been synced with Gmail from kvCORE, new information will not be sent to Gmail automatically. The contact will need to be manually synced via More Actions > Sync with Gmail Contacts.

You can quickly and easily change your sync at any time, simply click on the mail icon and click the Google settings link.

Make sure 'Calendar' is toggled on (enabled). If you added your Gmail account the same day, please allow up to 24 hours to sync.

If calendar sync is turned on, the tasks and events that are added/removed from kvCORE will sync to your Google calendar as well. They will create a 30-minute
calendar event on the your Google Calendar when the task is due.

When syncing your calendar, reload your Dashboard after saving your settings to see the update.

Please Note: Tasks that are created prior to syncing will not be added.

Disclaimer: There are limits to syncing up your Google Calendar with kvCORE. If the Gsuite account that Gmail is associated with does not allow for syncing or connections with the Calendar then the setting needs to be changed in Gsuite to allow kvCORE to sync the Calendars. Shared calendars cannot be synced.

Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing kvcore@insiderealestate.com!

(Keywords: Gmail, Google, email sync)