Description: This tool allows you to define which segments of your customer base should be automatically synchronized with external services, such as the Google Contacts address book.
What is it for? (Practical examples)
Use it to ensure that your external contacts are always updated and relevant to your work.
- Keep the address book updated: Automatically synchronize only active customers or specific suppliers with your team's Google address book, avoiding importing unqualified leads.
- Targeted segmentation: Create specific contact lists (e.g., Customers with verified mobile numbers) to use for direct communications or external campaigns.
- Workflow automation: Manage data export automatically whenever a customer is tagged or added to a specific list.
Main features
The features focus on precise selection and automation of data transfer.
- Advanced Customer Filter: You have full control over which customers to include in the synchronization or export process.
- Selection by Marketing Lists: It is possible to include or exclude customers based on the marketing lists they are subscribed to.
- Selection by Tags: You can filter customers based on tags assigned in the CRM system.
- Phone Contact Requirement: You can limit the selection only to contacts that have a registered and valid mobile number.
- Automatic Integration (Webhook): The system supports automatic activation of synchronization via Webhook to keep data always up-to-date.
How to configure it
Configuration takes place in two phases: defining the segment to export and setting up the automation.
1. Defining the Customer Segment
Use filter options to specify which customers should be included in the export or synchronization.
| Filter Option | Description | Available values |
|---|---|---|
| Customers to export | Determines the starting basis for selection. | All, Filter by lists, Filter by tags |
| Select lists | (Visible if "Filter by lists" is chosen) Allows selection of one or more marketing lists. | Names of existing lists |
| Select tags | (Visible if "Filter by tags" is chosen) Allows selection of one or more tags assigned to customers. | Names of existing tags |
| Mobile number | Sets a mandatory requirement for phone contact. | Optional (includes all), Required (includes only those with a number) |
2. Setting up Automation
Synchronization with external services (such as Google Contacts) is managed through the use of Webhooks, accessible from the plugin Settings section.
Automatic integrations
This module leverages the Webhooks system to ensure synchronization occurs efficiently and in real time, without requiring constant manual interventions.
Synchronization via Webhook
In the configuration section, you can access Webhook settings. A Webhook is a unique address that, when triggered by an event in the system (e.g., new customer, tag modification), automatically starts the synchronization process for previously filtered contacts.
This integration is essential to maintain consistency between your internal database and the external address book (e.g., Google Contacts).
