Sync ClientLook with Google
Stay connected to ClientLook wherever you go. Setup an automatic wireless two-way sync between ClientLook and your mobile devices (phone and tablet) and even Outlook. All you need is a free Gmail account, or a Google Apps business account to get started.
Features include:
- Uses Google as a hub to sync with all of your mobile device(s) and Outlook.
- Connects with anything that syncs with Google.
- Syncs to the native address book and calendar built into your mobile device. No new app to learn.
- Wireless sync runs continuously on a periodic basis without any user interaction.
- Sync all contacts or just a group.
How to avoid duplicates on initial sync
Before initiating your sync for the first time, please ensure that there are no duplicate contacts or activities across any device(s) or accounts that you intend to sync with ClientLook. Otherwise these records may become duplicates in your synced accounts.
How to sync ClientLook with your phone
Now that you’re syncing ClientLook with your Google account, you can sync your contacts and activities with your phone. That way, any changes you make on your phone or in ClientLook will be synced back and forth. Visit Google sync for your phone to setup your iPhone, Droid, Nokia or Windows Mobile device.
Mobile access to ClientLook tasks
ClientLook events sync directly into your mobile device’s built-in calendar, but where are the tasks? You’ll access those separately, and you have several options including:
- Mobile browser. Access tasks directly through Google’s mobile app using your phone’s web browser. More details are available on Google’s website. Tip: Add a web shortcut on your phone or tablet to Google’s online app for easier access.
- iPhone app. A current staff favorite comes from Chuck Cutler who has been trying out GoTasks. It’s free and includes offline syncing. Check it out.
- Android app. A staff pick for Android comes from John Dawson who is currently using the free version of GTasks. It has great sorting capabilities, and works offline too.
How to sync ClientLook with Outlook
ClientLook can sync to Outlook via Google as well. See our article How to sync Google calendar and Google contacts with Microsoft Outlook for details.
ClientLook syncs beautifully with gmail to include the calendar and tasks. The issue for most of us with iphones, however, is that the iphone doesn’t have a native app that syncs well with gmail/google calendar. The solution that I’ve found is the app Calengoo that you can buy for $4.99 from the AppStore. I don’t like to pay for apps, but this is well worth it. Once set up, it seamlessly syncs ClientLook to your iphone via gmail. It is a beautiful thing and allows you to be even more mobile than before – which is what I was after.
Great suggestion Bo. I use an iPhone too and sync my ClientLook events through Google. However my iPhone, like most others, doesn’t have a native app for tasks. That’s why these kinds of 3rd party apps that sync ClientLook/Google tasks are a great compliment to our mobile CRM solution. Thanks for your post.
Any Tips someone can share on making sure there are no duplicates in Clientlook and iPhone?
I have been saving new contacts to my iPhone and sending either contact card or screen shot to virtual assistant.
Anyone have luck with a contact clean up app?