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:
In your workflow in Kotive, select the Google Contacts task and navigate to the Account details tab.
Select the green button that says Connect your Googlecontacts account now.
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.
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.
Allow the requested permissions.
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:
Navigate to the Googlecontacts tab of the Google Contacts task.
If you’ve received the information earlier in the workflow, then pull the Firstname and Lastname into the relevant fields using dynamic field tags.
Pull the email address into the Email address field.
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.