Google Contacts: actions and triggers in CrocoClick automations

Use Google Contacts with CrocoClick to automatically create, update and organize your contacts, trigger automations and synchronize your CRM with Google.

Written By Baptiste Lorreyte

Last updated About 1 month ago

The Google Contacts integration allows you to automate the creation, updating, and organization of contacts in Google Contacts from CrocoClick events, and to trigger CrocoClick automations when a contact or group appears in Google Contacts.

It is useful for keeping your CrocoClick CRM and Google ecosystem easily synchronized.

What it's used for

Automatically create Google contacts after a form, appointment, or sale.
Update a Google contact when the CrocoClick contact record is modified.
Organize and segment contacts into Google Contacts groups.
Use Google Contacts as a synchronized address book with other Google tools.

Google Contacts triggers

Google Contacts → CrocoClick Automations

Triggers allow you to launch a CrocoClick automation when an event occurs in Google Contacts.

Available triggers

Trigger	Description
New contact added	A contact is created in Google Contacts
New group created	A new contact group is created

⚠️ Contact-related triggers rely on regular checks (polling).
A slight delay before triggering is therefore normal.

Google Contacts actions

CrocoClick → Google Contacts automations

Actions allow CrocoClick to create, update, or organize contacts in Google Contacts.

Available actions

Action	Description
Create a contact	Creates a new Google contact
Update a contact	Updates an existing contact
Search for a contact	Search by email, phone, or name
Create a group	Creates a group of contacts
Add a contact to a group	Add a contact to one or more groups

Google Contacts connection

Google Contacts uses the Google login for your CrocoClick account.

From an automation

Open Automations → Workflows.
Add a Google Contacts trigger or action.
If Google is not connected, click Connect.
Select the Google account and authorize access.

From integrations

Go to Settings → Integrations.
Open Google Contacts.
Connect the desired Google account or verify that it is already connected.

Common automation scenarios

After making an appointment

Trigger
Appointment created in CrocoClick.

Actions

Search for the contact in Google Contacts.
Create the contact if it does not exist.
Add the contact to the Appointments group.

After form submission

Trigger CrocoClick
form submitted.

Actions

Create a Google contact.
Add tags or segments on the CrocoClick side.
Add the contact to the Leads group in Google Contacts.

Troubleshooting

The trigger does not launch

Check that the automation is published.
Check that a contact or group has been created on the Google Contacts side.
Wait a few minutes (polling operation).

Actions are failing

Check that the connected Google account still has permissions.
Disconnect and then reconnect the Google account if necessary.
Check that the required fields (email, name) have been filled in.

Best practices

Use Google Contacts as a synchronized directory, not as your primary CRM.
Standardize data (email, phone number) before creation to avoid duplicates.
Create clear and stable groups for segmentation.
Test each automation with a real contact before deployment.