Our Google Contacts integration is in beta. During this time it will be avaliable to users on all plans including Base. Later this year we expect to complete our beta introductory period and Google Integration will be avaliable as an upgrade from Base on Boost & Pro.
Your Google account can provide additional data for contacts in SBMG. If you choose to connect your Google account your Google contacts will be avaliable for reporting, autocomplete and directory.

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Connect

Connecting is easy, here’s how you can get setup.
  1. Click avatar In the web portal simple click your avatar in the top right.
  2. Sign in with Google
  3. Authorise contact access
  4. Connected
SBMG does not store or retain access to your contact data outside the session you directly authorise. This means on different browsers or after logging out from Google you will need to connect too.

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Unlocked features

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Contact directory

Contact directory is your Google address book within SBMG. You have access to all your contacts clearly presenting name, business name, tags (groups/labels), phone number, and some handy actions. This data is not retained by SBMG and access can be removed instantly if you’d like to stop using this optional capability. See how to disconnect here. Tags gives you a great way to segment contacts possibly by customer type, interest, event, team, etc. This is totally in your hands as to what and how you’d like to use these. We love automation and so would suggest using a tool like Zapier to update labels on your contacts after key events such as: With automatic tagging you can then use the SBMG action in Zapier to send a message right away or at a scheduled time. Actions in the contact directory give you quick ways to interact with that contact. Actions include:
  • Edit (opens the Google contact directly to edit, SBMG doesn’t have access to modify your contacts).
  • View report (opens a detail report filtered to the selected contact).
  • Message (poplulates the message composer for you to forget the number and just write your message to send).
We’d like to add more actions in the future, use the feedback option in SBMG to let us know what you’d like to see. Finally of course, you can search and filter your contacts by any of the displayed data to find exactly who you are looking for.

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Contact messaging

When sending an SMS your contacts are searched as you type to find suggestions of contacts to complete for you. This search, like the contact directory, checks all fields (name, business, tags, number) to help find your contact as quick as possible. Simply click the option to complete and the contact will be populated to send.

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Contacts in reports

This is a feature of popular request and what’s better than nothing extra for you to do! With your contact data connected SBMG can match the mobile numbers from your message log with your contacts. Reporting will show the name of the contact you’ve been messaging to make reports much more comprehendible than a list of numbers. We do our best to connect the dots even with different number formats you may have previously stored but recommend maintaining your contacts in international E.164 if possible (e.g. +642743435656)

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Disconnect

If you don’t want to use Google Contacts with SBMG or want to change the Google account you’ve connected that can easily be done, here’s how:
  1. Click avatar In the web portal simple click your avatar in the top right.
  2. Disconnect Hover over your email to reveal disconnect and click to complete.
  3. Reconnect If you want your contact data again or to select your other Google account, just repeat the connection steps