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Integrations

Google Contacts synchronisation

Connect Google Contacts, select Hanna records to synchronise, and verify the resulting contact group.

Last updated 7 days ago

Security. Transfer passwords, API keys, or other credentials only through the secure method provided by Hanna Customer Support. Never paste a secret into an email or support request body.

Open My Profile → Integrations, select Sign in with Google, choose the organisation account, and approve the requested Contacts access. Back in Hanna, enable Google Contacts synchronisation and select Contacts, Leads, or both.

Google may create a separate Hanna CRM Customers group. The first synchronisation can take time. Verify several records and duplicate handling before enabling it broadly.

Use an organisation-managed account and synchronise only data required for work. Revoke authorisation in Hanna and Google when a Staff member changes role or leaves.

Setup screens

The screens below follow the setup sequence described above. Labels may vary as providers update their interfaces.

Integration setup screen 1

Integration setup screen 2

Integration setup screen 3

Integration setup screen 4

Integration setup screen 5

Integration setup screen 6

Integration setup screen 7

Troubleshooting

Check account permissions, integration status, required fields, and the external system log. If the problem persists, send the attempt time, record or event identifier, and visible error to Hanna Customer Support, without credentials.

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