Automating Contacts Across Your CRM, Gmail, Google Contacts, and iPhone
Streamlining Contact Management
Leading real estate professionals are transforming their workflow by automating contact management across multiple platforms. This powerful strategy saves time and eliminates the tedious tasks of copying, pasting, importing, exporting, or even hiring an assistant to handle contact updates.
Benefits of Contact Automation
By syncing your CRM, Gmail, Google Contacts, and iPhone, automation ensures your contacts are always up to date. No more guessing who’s calling—your caller ID reflects the latest information. Post-transaction, you won’t lose valuable contacts, and your data stays with you, even if you switch brokerages or franchises. Plus, automation extends to other systems like dialers, email newsletter platforms, and direct mail apps, streamlining your marketing efforts.
Simple Setup Process
Setting up contact automation is simple. Start by enabling Google Contacts on your iPhone. Then, use a tool like API Nation to seamlessly sync your CRM, Gmail, and other systems with Google Contacts as the central hub. This ensures consistency across all platforms, so you’re always working with accurate, real-time data.
How to enable Google Contacts. By default, all Android phones contain the Google Contacts app. If you’re an iPhone user and you’ve set up your gmail account on your iPhone and/or iPad, then Google Contacts will automatically appear on your iPhone/iPad too. To check if your Google Contacts are synced to your iPhone/iPad, go to “Settings” and click on “Accounts & Passwords.” Make sure that your gmail account is connected and that your “Contacts” are turned on (green).
Beyond Contact Automation
Contact automation is just the beginning for savvy brokers. It’s a gateway to unlocking broader automation strategies that can scale your business and give you a competitive edge. Ready to explore more? Our experts are here to guide you through cutting-edge automations that top real estate professionals are using to take control and grow their businesses. Contact us today to learn how you can revolutionize your workflow and focus on what matters most—closing deals and building relationships.