Integrate Google Contacts
We’ll assume that you already know how to add tasks to a workflow and have added the Google Contacts task to your workflow.
Integrating Google Contacts with Kotive happens in two steps:
1. Connect your Google Contacts account:
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In your workflow in Kotive, select the Google Contacts task and navigate to the Account details tab.
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Select the green button that says Connect your Googlecontacts account now.
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Name the account under Account label - the email address that you use for your Google account would work well as a way to identify it.
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Select the green button that says Connect your Googlecontacts account now. This will direct you to an Accounts page by Google, which will request permissions from you.
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Allow the requested permissions.
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Click the green Save button in the bottom right-hand corner of the window once your account has been connected successfully.
Your Google Contacts account has now been connected to your workflow.
2. Setup the Google Contacts task:
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Navigate to the Googlecontacts tab of the Google Contacts task.
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If you’ve received the information earlier in the workflow, then pull the Firstname and Lastname into the relevant fields using dynamic field tags.
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Pull the email address into the Email address field.
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Fill in as many of the remaining optional fields as you can.
Done! You have now fully integrated your Google Contacts account with your Kotive workflow. When a workflow runs, a contact will be added to your Google Contacts, or updated.