Overview
Authenticate, choose collections, set cadence and conflict rules.
Prerequisites
- Org account with permissions to authorize scopes
Permissions required
Steps (3)
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1
Authorize the connector
Settings → Connections → Add → Google Contacts or Microsoft 365. Complete OAuth and return.
Tips
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Validation
- Connector status shows “Connected”.
Success criteria
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2
Choose sync scope & cadence
Select contact groups/folders and set cadence (e.g., every 5–15 minutes).
Tips
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Validation
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Success criteria
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3
Define conflict rules
Pick winner on collisions (PeopleGraph wins vs Source wins) and enable field-level locks (e.g., email).
Tips
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Validation
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Success criteria
- First sync completes with zero failed items.
About this guide
PeopleGraph gives teams a single workspace to create, link, and manage people and companies. Build rich profiles with emails, phones, addresses, websites, and custom fields. Attach labels and define smart segments that drive marketing, support, and permissions in other apps.
Two-way connectors keep sources like Google Contacts and Microsoft 365 aligned. Dedupe suggestions and a merge workflow maintain clean data with provenance. Every change emits events for downstream automation.
Search is first-class: quick find in-app and registration with the platform-wide index so you can jump to any profile from anywhere.