usingPhoneAt-restaurantWise Agent makes it easy to keep your CRM and all your devices up to date.  We integrate with Google to sync your Contacts, Calendar, and Conversations.  We have made some updates recently that will make the Contacts Sync even quicker and easier to setup and use!  Plus, it’s an automated sync so when you make an update to a contact in Google, it will also update Wise Agent automatically the next time you login.

If you’re new to Wise Agent, and are interested in syncing, we recommend setting up the Google Sync prior to importing contacts from any other source.

Here’s how it works:

  1. Click Contacts > Contact List
  2. In the top right corner, you will see a button labeled “Authorize Google Contacts” – click there.
  3. Next, it will prompt you to login to your Google account, and allow access
  4. That’s it! All the contacts will transfer from your Google account to Wise Agent.

If you have any difficulties, remember our amazing support team is just a click away!

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