How to integrate SAS with Google Contacts
One of the many features that Google offers is Google Contacts, software that works just like your email or cell phone Contacts list. If you have been manually entering new leads, integrating the Google Contacts app into your script paths will push the data that the operators collect from your callers directly to your contacts list. This information would be immediately available every time an operator closes a call.
Below, you'll find step-by-step instructions on how to connect this feature to your SAS account. In this tutorial, you'll learn how to:
- Connect Google Contacts to the SAS Google Contacts App
- Set Contact Data Parameters
- Map Contact Data
- Integrate Google Contacts Into Your Script
Connect Google Contacts to the SAS Google Contacts App
1. Click Apps from the left side menu.
2. From the Apps screen, click Configure under Google Contacts. On the next screen, you'll connect the email address where your Google Contacts are saved.
3. Click the Connect to my account button on the right.
4. You'll see a pop-up that says, "SAS Google Contacts Integration would like to." Click Allow.
Setting Contact Data Parameters
1. Now that Google Contacts is connected to the app, click Add Google Contact Integration to begin setup.
2. First, add a Name for the integration. Then, select the Script that you'll be connecting.
3. Now, you'll need to decide whether you'd like the system to Update and Overwrite existing contact data.
If Don't update existing contacts. Create new ones. is chosen, SAS will look for an email match in your Google Contacts installation. If there is no match, it will create a new contact. If there is an email match that corresponds to your mapped fields, it will do nothing. For example, let's say that you map Work Email in your integration. Your contacts list has the email address email@example.com as a Work Email, and the operator takes that same information from your caller. The SAS app will leave the contact as-is, and will not create a new one.
If Update contacts by overwriting any data with details from SAS. is chosen, SAS will look for an email match in your Google Contacts installation. If there is a match, it will overwrite any existing customer data with data we've received from the call.
If Update contacts by appending details from SAS without overwriting existing data. is chosen, SAS will look for an email match in your Google Contacts installation. If there is a match, it won't overwrite data but will add any new details received.
Map Your Contact Data
Now, you'll need to map the data that you'd like to include in each entry.
1. In the first column next to Map data, Select the contact list from the drop down list.
Note that the options in this drop down list are linked to the Contacts lists in your Google account.
2. Next, you'll select either SAS script variable or Text.
SAS script variable will allow you to use specific script variables to populate Google Contacts fields. If you select this option, the second column will allow you to select a script variable. The majority of the data mapped will be based on the available script variables.
Text gives you the option to type your own data rather than using SAS variables. If you select Text, the second column will be a blank box where you can type specific information. Adding custom Text is useful for the Notes field in Google Contacts. For example, you may want to include SAS Lead in each entry.
3. After you've completed the second column, you will either Select a script variable or enter your desired Text.
Script variable column
4. Once you've set a variable or typed in your text, use the drop down list in the last column to select the corresponding Google contact variable.
Note that you will not see FirstName (givenName) or LastName (familyName) in the Google contact variable list. The caller's full name is automatically captured by the app without the need to map specific name fields.
5. After all columns are set, the Map data button will become operational. Click Map data.
You'll see your data listed below.
6. Repeat the steps in this section for all of the contact data you'd like to include.
Integrate Google Contacts Into Your Script
With all of your integration settings complete, you'll need to add the integration into your SAS script.
1. Click the Save changes button in the lower right corner.
2. A pop-up will open containing the integration link. Right click to copy the link text, or highlight the link with your cursor and press CTRL+C. Then, click OK.
3. To complete the integration, follow the web pop instructions in this article. For convenience, paste the integration link into Word or Notepad. You'll need this handy to paste into the web pop.
NOTE: Some integrations and access to external websites are restricted to designated operator distribution groups. If you are adding either to your script, please reach out so we can make sure your account is assigned to the proper distribution.