Tag Archives: events

cosmos_google_sync_infographic

CosmosCRM integrates Google apps syncing

Do you prefer using Google Apps for your daily sales activities while going on your CRM interface updated about the activities happening? You can make this happen using Sync Google Settings feature of CosmosCRM that keeps the information up-to-date at both programs, i.e. CosmosCRM and Google. The feature supports both unidirectional and bidirectional schedules that automate the synchronization between several Google Services and CosmosCRM. You can set the list to which the desired data of relevant apps should be transferred and map the required fields as needed. Any vicissitude occurring at one interface brings changes in the other program in case two-way syncing is enabled. Please note that if you cancel the sync configurations and again synchronize the app, then duplicate records will not be created predicated on the electronic mail address that is mapped. Withal, in order to make this feature more of a user-friendly, CosmosCRM uses an amalgamation of different colors to stand for a variety of records. For example:

  • The Green colored record shows newly created record.
  • Light blue color depicts that the record is present in Google/CosmosCRM contacts, but needs updation.
  • Red outline border shows record has been deleted.

Google Apps Integration with CosmosCRM:

CosmosCRM is fully integrated with primary Google Apps, including Contacts, Drive, Calendar Events i.e. Task, Calls & Meetings in order to keep you updated via two-way synchronization. CosmosCRM Sync Google Settings feature includes bidirectional syncing of:

  • Contacts
  • Tasks
  • Calls
  • Meetings
  • Documents/ Drive

How to Configure Synchronization Settings:

To configure synchronization settings, the user needs to configure an email account in CosmosCRM first. Once you have created the account, you can configure sync settings by:

1.   Clicking on the Settings icon.

2.   Select Sync Google Settings app from the available options list.

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3.   Add information i.e. Gmail ID and Password in Google Settings form.

Note: Gmail ID once provided will be kept in the system, however, the user needs to enter the password every time before hunting down the sync operation.

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4.   Enter Gmail ID credentials to link up the CosmosCRM with your Gmail Account.

Note: Make sure that your browser settings allow pop-ups otherwise the pop-up windows will not appear.

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4.   Click on the Accept button displayed on the request permission pop-up window to complete sync configuration setting against the named applications.

Note: Gmail ID authentication pop-up window appears only the first time as this is the theatrical role of configuration setting.

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Synchronizing Google Contact Service with CosmosCRM:

  1. In CosmosCRM hover mouse on Contacts Module ( ) and click on “Sync Contacts to Google Contacts” option.
  2. All the Contacts available on the given Gmail ID and CosmosCR will show up on the left and right side of the screen respectively.
  3. Records are distinguished in CosmosCRM during Sync process on the substratum of colors. Here Green color represents incipiently engendered Contacts, Updated Contacts are represented by Light blue color and Expunged/Deleted Contacts with Red Color.

Note: Only the selected records will sync, once the user clicks on Synced Contacts button available on the top right.

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Workflow

Business Process’s automation and Cosmos workflows

CosmosCRM’s Workflow provides a runtime tool, a framework, a set of activities, and default implementations of the runtime business processes. Processes define business and mentor trail to success. Business processes are mainly of two types:

  1. Automated Processes
  2. Interactive Processes

Automated processes peculiarly depend on rule-based communication among different applications and interactive processes are individual’s defined processes to carry out a task or make the decision.

Workflows are triggered by the occurrence of already specified event in the system, such as a record being created or field being updated. For such events, workflows are set to automatically execute actions including sending emails and creating or updating other records in CRM.

Workflow in CosmosCRM is made similar to Flow Chart in order to introduce a unique and comprehensible functionality in CRM system. Flow Charts bring the ease to creating and understanding the defined process against any action.

Using CosmosCRM’s workflow feature, one can lucratively manage runtime process execution and set actions against events for an extended period of time. CosmosCRM also rescues you from the hassle of setting the actions again and again. Once activated, the workflow starts carrying out the input instructions and keeps activate till the user deactivates the workflow. In order to stop the action, user can simply use the option of deactivating the workflow available in CosmosCRM.

Workflow

Entities of CosmosCRM Workflows:

From the picture above, you can identify the five entities available in Workflow application of CosmosCRM which are used to illustrate workflows. The five entities are;

  1. Start
  2. Event
  3. Action
  4. Condition
  5. End

How to define workflows:

Every process has a start and end likewise, we define the start and end of the workflow. Drag Start entity on the board to define the beginning of the workflow. Place action entity to depict event or condition in the workflow. Then construct he action to be taken in a certain condition and finally insert End node to end up the process.

Requisites of CosmosCRM Workflows:

Every workflow defined in CosmosCRM must contain one start, one end node, one event and at least one condition or one action.

  • Action can be associated with an Event.
  • Action can be associated with a Condition.
  • Event can contain more than one Action.
  • Event can contain more than one condition.
  • Conditions can contain more than one Action.
  • Action must be associated with an event or a condition.
  • Condition must be associated with an event.

Specify events and actions to be triggered against a workflow

  • You can specify Event by right clicking Event node.
  • You can specify the condition by right clicking Condition node.
  • You can specify actions by right clicking Action node.