Sync your Email, Calendar and Contact

CreamSoda enables you to link your Microsoft or Google emails, contacts, and calendars to your account. With this capability, you can sign in to CreamSoda using your Provider's account and efficiently manage tasks and follow-ups.

Additionally, you can automatically sync important emails to contact profiles and sync contacts from your address book with CreamSoda. Moreover, this functionality unlocks access to marketing features that can boost your sales.

You can integrate the following providers with CreamSoda:

Microsoft Office 365
Outlook.com
Google Workspace

Step 1: Sign-in to your provider's account

Click on Your Name from the Top-right corner of the screen and click on "My Profile".

Navigate to the Integrations tab.

Depending on your provider, click on either of these two buttons:

Depending on your current sign-in status:

You will be navigated to your Provider's sign-in page. In this step, sign-in to your provider's account.
If you are already logged in, you may be navigated to the Permissions page. In this scenario, Proceed to Step 2.
If you have previously synced your account with CreamSoda, you may see a success message that your account has been synced successfully. In this case, Proceed to Step 3.

Step 2: Grant access to CreamSoda

During this step, you'll encounter a consent screen that outlines the permissions CreamSoda requires to enable you to sign in with your provider's account.

We take your data security and privacy very seriously. We use end-to-end encryption to secure your data and store all data in major data centers only. You can learn more about our Data Security and Privacy here.

Click on the "Accept" button.

💡To revoke access of your Microsoft or Google account, you have the following options:

Log in to CreamSoda and delete the integration.
Revoke access directly from Microsoft or Google pages.

Step 3: Configure the functionalities you need

In this step, we will configure the features you want to sync with CreamSoda. To get started, click on the "Sync" button beside the account you just synced.

You will see a pop-up outlining all of the options available to you.

Email Sync

To sync your email, click on "Sync your email with CreamSoda". This action permits CreamSoda to regularly monitor your emails and associate those received from or sent to CreamSoda contacts.

This will also unlock all of the options you have for syncing your email.

You can control the email folders to sync with CreamSoda using the following switches:

To sync your inbox, turn on "Sync your email's inbox folder".
To sync your sent folder, turn on "Sync your email's Sent Items folder".
To sync your junk folder, turn on "Sync your email's Junk folder".
You can also specify any other custom folder you have in your mailbox. Please note that the mailbox name must match exactly for this functionality to work.

💡For Microsoft account, you can sync a particular sub-folder in your mailbox by typing in the name like this: Parent_Folder_Name/Child_Folder_Name

If you want the emails synced from your mailbox to be visible only to you, turn on the "Synced emails are only visible to you" option. This option is only recommended for sensitive customers where you do not want your team to have visibility.

If you want CreamSoda to only save emails from contacts assigned to you, turn on the "Only sync emails with contacts you own" feature. This means CreamSoda will not sync emails from contacts you don't own.

For example, if you're included in an email from John Doe, who belongs to another salesperson on your team, CreamSoda won't save that email to John Doe's contact profile if the "Only sync emails with contacts you own" option is activated.

Utilize the "Save email attachments in CreamSoda" feature to automatically store email attachments within CreamSoda. This enables you to conveniently access any email attachment directly from the contact profile.

When the "Link emails to deals automatically" option is enabled, CreamSoda will automatically associate emails with the latest 10 active deals in CreamSoda if the email is sent to or received from the prospect connected to the deal.

💡Your emails will only be connected to resources you can access in CreamSoda. If a resource is marked as private and you lack access to it, your emails won't be linked to that resource, even if you send or receive an email from them.

Calendar Sync

The calendar sync feature allows CreamSoda to synchronize your meetings with its own calendar. It also allows CreamSoda to sync your provider's calendar with the tasks and meetings you schedule within CreamSoda.

To turn on the Calendar sync feature, turn on "Sync your calendar with CreamSoda".

To sync a calendar other than the primary one, select the "Sync default calendar" option. Then, enter the name of the specific calendar you wish to synchronize.

To enable two-way calendar sync, click on the "Enable two-way calendar sync".

💡When you enable two-way calendar sync, other CreamSoda users will also be able to see events synced from your calendar.

Contact Sync

Syncing your Google or Microsoft Outlook contacts with CreamSoda is easy. Just enable the "Sync your contacts with CreamSoda" feature.

Contact sync is a one-way sync feature, meaning CreamSoda updates only its contact details from your provider's address book. It will not make any edits to your provider's address book data. Also, it only makes changes to person records you own in CreamSoda.

Here's what happens when you enable this feature and choose from one of the following options:

Enrich Contact Details in CreamSoda

CreamSoda uses your provider's address book to enhance its contact information. For instance, if a contact, "John Doe" has a blank job title in CreamSoda but is listed as "CEO" in your provider's address book, CreamSoda will update John Doe's job title to "CEO" in its records. However, if CreamSoda already has a job title stored, it won't make any changes.
CreamSoda will generate new contact records and assign them to you if it finds that a contact in the provider address book is not found in CreamSoda.
CreamSoda will not delete a contact from its records even if it is removed from your provider's address book.

Overwrite Contact Details in CreamSoda

When this option is enabled, CreamSoda uses your provider's address book as the primary source for syncing data. This means CreamSoda will replace existing contact data with information from your provider's address book. For example, if John Doe's contact record in CreamSoda lists him as "VP of Sales" but he's listed as "CEO" in your provider's address book, CreamSoda will update its records with the provider's job title.
CreamSoda will automatically generate new contacts and assign them to you if they don't exist in its records but are present in your provider's address book.
Similarly, it will delete contacts you own from CreamSoda if they're removed from your provider's address book. The company record associated with the contact won't be deleted.

💡Changes made to contacts in your Microsoft address book will be immediately updated in CreamSoda. However, for Google contacts, there might be a delay of approximately 15 minutes before the changes are reflected.

Step 4: Grant access for additional functionalities

After selecting all the functionalities you need in Step 3, click the "Sync" button. CreamSoda will then send a new request to your provider account to gain additional access based on the options you've chosen in Step 3.

💡You can synchronize multiple provider accounts with CreamSoda. However, the first account will always take precedence for certain functions, such as sending task or meeting invites.

And that's it! Your Microsoft or Google account is now synced with CreamSoda!