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Integration with third-party systems

Resco CRM Connector (web APIs):

Integrate your app projects with Gmail to provide your users with a way to link their Google account to Resco Mobile CRM application. Users can see their Google data like emails, calendar events, and contacts in mobile CRM, in E-mail activity, Appointment activity, Contact entity, together with CRM records.

Enable integration in Woodford

Use Woodford to enable integration with Google.

  1. Edit an app project.
  2. Select Google from the Project menu.
  3. Check Email and select how old emails should be synchronized (default: 14 days).
  4. Check Calendar and select how old calendar entries should be synchronized (default: 14 days). All future calendar entries will be included by default. Optionally, check Mark Past Appointment as Completed.
  5. Check Contact if you want to make your Google contacts available in Contacts entity in the mobile CRM app.
  6. Click Save.

set up google integration in woodford

Note Integration of contacts and appointments (calendar) is not supported on Salesforce.

Add email to home

If you add the E-mail item on the Home screen, users will be able to synchronize the emails from all enabled integrations. There will be an additional synchronization button for emails only.

  1. Edit an app project in Woodford.
  2. Select Home screen from the Project menu.
  3. Drag the mail entity and the mail sync button from the left pane to the home screen.
  4. Save all changes and publish the app project.

add email to home

Connect to Google in the app

Users must enable Google in the app's setup.

  1. Synchronize the app to make sure you have the latest customization/app project.
  2. Select Setup or Settings from the menu.
  3. Find Google.
  4. Sign in with your Google account.
  5. Grant permissions to the app to access Google data.

Log in to Google in the app

Read and unread emails

It is also possible to notify users about the read/unread emails by adjusting the view of the Email entity. Add the field "ImageUnread" to the view. An image is bound to this field and when the email is not read, a blue line is shown in the field.

App users can set any email as read or unread in email's edit form with the use of commands.

Privacy policy

Our app's use of information received from Google APIs will adhere to Google API User Data Policy, including the Limited Use Requirements.

The privacy policy of Resco Mobile CRM is available here.