How to integrate SAS Flex 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.
In this article we'll discuss:
Connect Google Contacts to the SAS Google Contacts App
Setting Contact Data Parameters
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.
Collector 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, or a collector. The majority of the data mapped will be based on the available collectors.
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.
Integrate Google Contacts into Your Script
When all of your integration settings are complete, contact SAS at firstname.lastname@example.org to add the integration into the appropriate block in your SAS script, or follow these instructions to integrate the app yourself.