Customer One View with your Google Workspace Applications

SAVE TIME. BOOST PRODUCTIVITY

Alvyo CRM integrates seamlessly with applications in your Google Workspace for Work account to deliver true customer One View effortlessly.

Increase your productivity by bringing your Google Workspace (G Suite) applications into Alvyo CRM

Save 15% on your first annual subscription when you upgrade to either One Professional or One Enterprise editions of Alvyo after signing up through Google Marketplace.

Gmail Integration

2-Way Sync

This feature syncs emails between Gmail and Alvyo CRM. By enabling two-way sync, you can bring emails from your Gmail account into your mailbox and emails from your mailbox into your Gmail account.

Gmail Add-On

Vtiger’s Gmail Add-On allows you to track emails, manage contact data, and drive sales opportunities from directly within your Gmail Inbox.

Google Calendar sync

Stay ahead of schedule and never miss an appointment or follow-up meeting with the Alvyo Google Calendar integration. Sales representatives can easily view and modify upcoming events to plan their day, even while on the move.

The calendar can be shared between team members to increase visibility and keep everyone in the loop for customer appointments and meetings.

Google Contacts Integration

With Alvyo Google Contacts integration, you can seamlessly sync all your contacts to multiple devices and access them anytime, anywhere!

Businesses can save ample time and increase efficiency with the Alvyo Google Contact integration. It enables sales team members to maintain and share contact information through a single portal without switching applications frequently.

Alvyo Google Contacts integration can reduce manual work by automating the import process for smooth information transfer.

Google Meet

Google Meet integration with Alvyo CRM makes your interactions with clients effortless and enriches your team collaborations.

  • Schedule a meeting from the Events, Contacts, and Deals in Alvyo CRM.
  • Send meeting links through email, web chat, and meeting invites.
  • Set reminders to aid you in following up on the email invites sent.
  • Set notifications to remind invitees to attend the meeting.
  • Track Google Meet invites sent by email.
  • Add captions in real-time during a meeting

Google Drive Integration

Google Drive is natively integrated with Alvyo Documents, using which you can add, manage and collaborate on all those documents within Alvyo.

  • Upload documents and link them to leads, contacts, opportunities or any other records in Alvyo CRM to improve efficiency.
  • Share uploaded documents with sales, marketing and also people outside the organization
  • View the latest version of the document so that you and other team members always have the correct information.
  • Store your marketing and sales collateral's in a single location, to access quickly.

Google Sheets Export

Export data to Google Sheets easily with Alvyo’s integration

With Alvyo's Google Sheets integration, export data directly from the CRM to your sheets. You can also share your sheets with individuals or teams.

Features

  • Export data to Google Sheets from the List View of Contacts, Deals, Products, and other inventory modules.
  • Export current page data or export all the records to Google Sheets.
  • Export data to an existing or new sheet.

Google Maps

Maps in Alvyo CRM is available in the Alvyo CRM mobile application.

Using the built-in Maps feature, you can perform the following map-related actions:

  • View leads, contacts, or organizations addresses on the map.
  • Search for an address by typing the business name on the map.
  • Update the address or event location.
  • Route mapping to the event location (for onsite events).
  • Navigate and check-in for onsite events.

Google My Business

With Alvyo’s Social Module, you can monitor and engage your customers from Google My Business within Alvyo CRM. This is a one-stop shop for reviews, where you can analyze customer reviews and post questions and answers directly to your Google My Business listings.

Why Choose Alvyo for CRM Google Integration?

Access on the Move: Empower your sales team members with access to real-time information, even on the move. This will enable them to track deals, personalize customer service, and improve performance.

Centralized Database: Eliminate the need to move back and forth between applications by maintaining a centralized database with contact, email, event, and deal information.

Enhanced Team Collaboration: Increase transparency and visibility in all sales activities. Clients and team members can engage better by sharing information, holding discussions, and managing tasks.

Schedule Activities Better: Never miss any important follow-up or meeting by syncing calendar events. Schedule tasks in a master list so that all sales team members can be aware of upcoming activities.

FAQs

When you sync your Google Contacts and Calendar with Alvyo or your contacts in Alvyo, you will not:

  • Lose a lead
  • Miss a meeting with your contact
  • Let opportunities slip
  • Forget to send an email
  • Miss a chance to send a marketing campaign

You will be spending less time on repetitive tasks and more on closing deals.

The Sync Log displays the list of Contacts and Events that were synced between Alvyo and Google. You can click on the figures in blue to view generated records. You can also download the report as a .csv file for your reference.

If you are a Alvyo CRM user who also uses Google apps like Gmail, Calendar, etc., you can now sync your documents between Alvyo CRM and Google Drive.

When you upload a file to Drive, you will also have a record of the upload in your CRM account. This way, you can access your documents from your CRM account, and you do not have to log in to different online storage apps.

Case studies

Why our customers love us

Sales Productivity

Breezway consolidates and automates its business processes with Alvyo, resulting in YoY sales growth.

Automate

Pactia uses Alvyo Workflows to automate its sales process to save time and focus on the more important tasks.

Customer Base Growth

GB Advisors customizes its CRM experience using Alvyo to scale up its customer base exponentially.