{"id":26585,"date":"2024-06-21T20:35:12","date_gmt":"2024-06-21T20:35:12","guid":{"rendered":"https:\/\/sharedcontacts.com\/?p=26585"},"modified":"2025-09-09T08:03:16","modified_gmt":"2025-09-09T08:03:16","slug":"insightly-google-contacts-sync","status":"publish","type":"post","link":"https:\/\/sharedcontacts.com\/da\/integrations\/insightly-google-contacts-sync","title":{"rendered":"Del Insightly CRM-kontakter med dit team ved hj\u00e6lp af Google Contacts Integration\u00a0"},"content":{"rendered":"

Sm\u00e5 startups og store virksomheder har et f\u00e6lles m\u00e5l: at lette og optimere arbejdsprocesser, fremme samarbejde og kommunikation mellem teams og forbedre den samlede rentabilitet. Traditionelt har n\u00f8glen til at opn\u00e5 dette v\u00e6ret at anvende st\u00e6rke CRM-systemer som Insightly til at styre forskellige kanaler og planl\u00e6gge kundekommunikation. Men s\u00e5 kompleks software kommer ofte med udfordringer. Behovet for uddannelse af personale, servicekompleksitet og, vigtigst af alt, den h\u00f8je omkostninger til licenser<\/a> kan blive en stor hindring. S\u00e5 er der et alternativ for virksomheder, der prim\u00e6rt har brug for en effektiv kontaktstyringsl\u00f8sning uden de ekstra udgifter til CRM-systemer for hvert teammedlem?<\/p>\n\n\n\n

SharedContacts.com is an extremely convenient application that uses the extensive capabilities of Google Workspace. The tool synchronizes with Google contacts, creates separate groups, such as data from Insightly, and allows contact owners to share them with anyone else within their domain or outside of it. Connect Insightly to Google, provide access to your contacts with SharedContacts.com, and start leveraging the benefits of this great tool.<\/p>\n\n\n\n

Synkroniser kontakter fra Insightly CRM og Google Kontakter<\/h2>\n\n\n\n

For at begynde kontaktintegrationen skal du logge ind p\u00e5 din Insightly-konto.<\/p>\n\n\n\n

    \n
  1. Klik p\u00e5 ikonet for din konto.<\/li>\n\n\n\n
  2. V\u00e6lg Systemindstillinger<\/strong> i dropdown-menuen.<\/li>\n<\/ol>\n\n\n\n
    \"\"<\/figure>\n\n\n\n

    I menuen til venstre skal du finde og klikke p\u00e5 Synkronisering af Google-kontakter<\/strong> under Funktionsindstillinger. <\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n
      \n
    1. S\u00f8rg derefter for, at Afkrydsningsfelt til Google-synkronisering<\/strong> er markeret.<\/li>\n\n\n\n
    2. Tryk p\u00e5 knappen Gem indstillinger<\/strong> for at gemme din konfiguration.<\/li>\n<\/ol>\n\n\n\n
      \"\"<\/figure>\n\n\n\n

      Lad os forts\u00e6tte integrationen af Insightly og Google ved at forbinde CRM-platformen med din Google-konto for yderligere \u00f8jeblikkelig synkronisering og enkel kontaktadministration.  <\/p>\n\n\n\n

        \n
      1. G\u00e5 igen til ikonet for din konto.<\/li>\n\n\n\n
      2. Klik p\u00e5 Brugerindstillinger<\/strong>.<\/li>\n<\/ol>\n\n\n\n
        \"\"<\/figure>\n\n\n\n
          \n
        1. Under Brugerindstillinger skal du v\u00e6lge Kontakt sync<\/strong>.<\/li>\n\n\n\n
        2. Klik p\u00e5 Ops\u00e6t Google-integration for at synkronisere Insightly-kontakter med dine Gmail-kontakter<\/strong>.<\/li>\n<\/ol>\n\n\n\n

          De f\u00f8lgende pop op-vinduer vil bede dig om at logge ind p\u00e5 din Google-konto, informere dig om de handlinger, den kan udf\u00f8re med din kontaktliste, og bede om din tilladelse til disse handlinger. <\/p>\n\n\n\n

          \"\"<\/figure>\n\n\n\n
            \n
          1. I det n\u00e6ste vindue skal du trykke p\u00e5 alternativknappen P\u00e5<\/strong> for at beholde en kopi af dine kontakter i dine Google-kontakter<\/li>\n\n\n\n
          2. Gem \u00e6ndringer. <\/li>\n<\/ol>\n\n\n\n

            Giv venligst systemet et par minutter til at anvende alle \u00e6ndringerne og fuldf\u00f8re integrationen af Insightly og Google-kontakter. <\/p>\n\n\n\n

            \"\"<\/figure>\n\n\n\n

            Use SharedContacts.com to Share Insightly Customer Contacts With Your Team Members <\/h2>\n\n\n\n

            Everything is ready for you to share your client data with co-workers automatically and improve customer relationship management. To get started, log in to your SharedContacts.com. If you haven’t used the tool before, go her<\/a> for at installere den.<\/p>\n\n\n\n

            SharedContacts.com is an extremely convenient application that uses the extensive capabilities of Google Workspace. The tool synchronizes with Google contacts, creates separate groups, such as data from Insightly, and allows contact owners to share them with anyone else within their domain or outside of it. Connect Insightly to Google, provide access to your contacts with SharedContacts.com, and start leveraging the benefits of this great tool. If you\u2019ve ever wondered how to make the most out of delte kontakter til Gmail<\/a>Det er her, appen kan blive dit store aktiv.<\/p>\n\n\n\n

            In the left-hand menu, there is now a new category of contacts that has been merged with Insightly and has all of the contact information for your leads, customers, suppliers, and other users. To share this group, select “Share.” You can do this in two ways: hover your cursor over the label name and select the “Share” symbol, or use the large button on the right side of the SharedContacts.com screen.<\/p>\n\n\n\n

            \"\"<\/figure>\n\n\n\n

            Du ser nu vinduet med indstillinger for deling. G\u00f8r f\u00f8lgende for at give dine kolleger adgang:<\/p>\n\n\n\n

              \n
            1. Tilf\u00f8j de personer, du \u00f8nsker at give adgang til. Du har forskellige muligheder for at g\u00f8re dette: manuelt indtaste deres e-mailadresser, v\u00e6lge teammedlemmer efter navn og foto fra en rulleliste eller bare skrive deres navne. Klik i afsnittet \"Tilf\u00f8j e-mail\" for at tilf\u00f8je personer p\u00e5 en af disse m\u00e5der.<\/li>\n\n\n\n
            2. N\u00e5r du har valgt alle dem, du har brug for, skal du give dem de n\u00f8dvendige tilladelser. Adgangsniveauet Rediger er det mest nyttige, da det giver alle mulighed for at overv\u00e5ge og \u00e6ndre kontaktoplysningerne og dermed holde listen opdateret. Klik p\u00e5 Tilladelser, og v\u00e6lg et af de tilg\u00e6ngelige valg.<\/li>\n\n\n\n
            3. Del etiketten, n\u00e5r du er f\u00e6rdig med alle indstillingerne. <\/li>\n<\/ol>\n\n\n\n
              \"\"<\/figure>\n\n\n\n

              Konklusion p\u00e5 integration og deling af Insightly-kontakter <\/h2>\n\n\n\n

              Now, thanks to Google Workspace and SharedContacts.com, everyone you\u2019ve shared the label with can easily manage and edit the Insightly contact data. This makes customer interactions super easy, promotes cooperation, increases productivity, and ensures process consistency across your team’s duties. Best of all, it offers more than an affordable opportunity compared to purchasing a full CRM license for each employee. What else would one expect from a simple and intuitive customer management solution for their business? <\/p>","protected":false},"excerpt":{"rendered":"

              Small startups and large corporations share a common goal: to facilitate and optimize work processes, foster collaboration and communication between teams, and enhance overall profitability. Traditionally, the key to achieving this has been adopting powerful CRM systems, like Insightly, to manage various channels and schedule client communication. However, such complex software often comes with challenges. […]<\/p>\n","protected":false},"author":11,"featured_media":26717,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[262],"tags":[],"class_list":["post-26585","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-integrations"],"acf":[],"_links":{"self":[{"href":"https:\/\/sharedcontacts.com\/da\/wp-json\/wp\/v2\/posts\/26585","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/sharedcontacts.com\/da\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/sharedcontacts.com\/da\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/sharedcontacts.com\/da\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/sharedcontacts.com\/da\/wp-json\/wp\/v2\/comments?post=26585"}],"version-history":[{"count":2,"href":"https:\/\/sharedcontacts.com\/da\/wp-json\/wp\/v2\/posts\/26585\/revisions"}],"predecessor-version":[{"id":29649,"href":"https:\/\/sharedcontacts.com\/da\/wp-json\/wp\/v2\/posts\/26585\/revisions\/29649"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/sharedcontacts.com\/da\/wp-json\/wp\/v2\/media\/26717"}],"wp:attachment":[{"href":"https:\/\/sharedcontacts.com\/da\/wp-json\/wp\/v2\/media?parent=26585"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/sharedcontacts.com\/da\/wp-json\/wp\/v2\/categories?post=26585"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/sharedcontacts.com\/da\/wp-json\/wp\/v2\/tags?post=26585"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}