{"id":27320,"date":"2024-08-05T15:04:00","date_gmt":"2024-08-05T15:04:00","guid":{"rendered":"https:\/\/sharedcontacts.com\/?p=27320"},"modified":"2025-09-09T09:25:28","modified_gmt":"2025-09-09T09:25:28","slug":"pipeliner-google-contacts-sync","status":"publish","type":"post","link":"https:\/\/sharedcontacts.com\/es\/integrations\/pipeliner-google-contacts-sync","title":{"rendered":"Sincroniza tus contactos de Pipeliner CRM con Google y benef\u00edciate de una integraci\u00f3n de contactos perfecta casi sin coste alguno"},"content":{"rendered":"

Pipeliner CRM es una s\u00f3lida plataforma dise\u00f1ada para consolidar la gesti\u00f3n de las relaciones con los clientes para empresas de todos los tama\u00f1os. Sin embargo, algunas organizaciones pueden encontrar que sus completas funciones son m\u00e1s de lo que necesitan, especialmente si se centran principalmente en la gesti\u00f3n de contactos. Adem\u00e1s, el coste asociado a las licencias individuales para cada miembro del equipo puede aumentar r\u00e1pidamente, lo que lo hace menos viable para las empresas m\u00e1s peque\u00f1as o las nuevas empresas.<\/p>\n\n\n\n

Fortunately, there is a much more cost-effective and efficient solution for companies that require contact management capabilities. Integrating Pipeliner CRM with SharedContacts.com within Google Workspace offers a powerful alternative. This integration enables seamless sharing and updating of contacts without the cargas pesadas<\/a> vinculada a varias licencias de CRM.<\/p>\n\n\n\n

With SharedContacts.com, teams can effortlessly collaborate, accessing and managing Pipeliner CRM contacts collectively.<\/strong> La configuraci\u00f3n es sencilla y f\u00e1cil, lo que permite a las empresas aumentar la productividad y la cooperaci\u00f3n sin gastar demasiado.<\/p>\n\n\n\n

Experience the perfect blend of powerful sales CRM capabilities and affordable contact management with Pipeliner and SharedContacts.com. Transform your workflow and boost your team’s efficiency with just a few simple steps.<\/p>\n\n\n\n

Configuraci\u00f3n de Pipeliner para la integraci\u00f3n de contactos de Google<\/h2>\n\n\n\n

Pipeliner dispone de funciones nativas para la integraci\u00f3n con Google Contacts, lo que simplifica mucho el proceso y elimina la necesidad de utilizar software de terceros. La configuraci\u00f3n solo lleva unos minutos.<\/p>\n\n\n\n

    \n
  1. En la pantalla principal de Pipeliner, haga clic en el icono de su cuenta en la esquina superior derecha.<\/li>\n\n\n\n
  2. Ir a Ajustes<\/strong>.<\/li>\n<\/ol>\n\n\n\n
    \"El<\/figure>\n\n\n\n
    <\/div>\n\n\n\n

    Entre las secciones de configuraci\u00f3n disponibles, busque Aplicaciones<\/strong> en la parte izquierda de la pantalla (1), despl\u00e1cese hacia abajo por las opciones del men\u00fa y busque Contactos de Google<\/strong>. Haga clic en el bot\u00f3n Activar<\/strong> bot\u00f3n (2). 
    <\/p>\n\n\n\n

    \"Ubicaci\u00f3n<\/figure>\n\n\n\n
    <\/div>\n\n\n\n

    El sistema te ofrecer\u00e1 conectar la cuenta de Gmail desde la que piensas utilizar, rastrear y compartir contactos en el futuro. <\/p>\n\n\n\n

      \n
    1. Elige una cuenta de Google.<\/li>\n\n\n\n
    2. Lea las condiciones propuestas y haga clic en Contin\u00fae en<\/strong>.<\/li>\n\n\n\n
    3. Vea a qu\u00e9 tendr\u00e1 acceso Pipeliner, proporcione permisos y haga clic en Contin\u00fae en<\/strong>.<\/li>\n<\/ol>\n\n\n\n
      \"A\u00f1adir<\/figure>\n\n\n\n
      <\/div>\n\n\n\n

      Ahora vamos a establecer la configuraci\u00f3n de sincronizaci\u00f3n, es decir, c\u00f3mo queremos exactamente que Pipeliner interact\u00fae con Google Contacts. <\/strong><\/p>\n\n\n\n

        \n
      1. Seleccione el tipo de sincronizaci\u00f3n. Recomendamos la sincronizaci\u00f3n bidireccional para garantizar que las actualizaciones se reflejen en ambas plataformas.<\/li>\n\n\n\n
      2. Elija una etiqueta existente a la que desee enviar contactos desde Pipeliner o cree una nueva.<\/li>\n\n\n\n
      3. Haga clic en Guardar para aplicar la configuraci\u00f3n.<\/li>\n<\/ol>\n\n\n\n
        \"Sincronizaci\u00f3n<\/figure>\n\n\n\n
        <\/div>\n\n\n\n

        Nota importante:<\/strong> S\u00f3lo se sincronizar\u00e1n autom\u00e1ticamente los nuevos contactos a\u00f1adidos despu\u00e9s de la configuraci\u00f3n. Para sincronizar contactos preexistentes, utilice los botones exportar y importar<\/a> en Pipeliner.<\/p>\n\n\n\n

        Share Pipeliner Contacts With the SharedContacts.com App  <\/h2>\n\n\n\n

        When the integration is successfully completed, we are ready to share your Pipeline contacts with your colleagues in a few simple clicks. To do this, access your SharedContacts.com account or instale<\/a> la aplicaci\u00f3n si a\u00fan no lo ha hecho. <\/p>\n\n\n\n

        With this setup, your CRM data effectively becomes Google contacts share<\/a> ready \u2014 your team can work with the same up-to-date information directly in Google Workspace. Using SharedContacts.com on top of this integration means you\u2019re not just syncing data, but actually controlling how it\u2019s accessed. You can decide who gets view-only rights, who can edit details, and even share Pipeliner contacts with external partners. This turns a simple sync into a true collaboration tool, ensuring that everyone works from a single, accurate source of customer information without the need for extra CRM licenses.<\/p>\n\n\n\n

        Seleccione la carpeta de contactos de Pipeliner (1) a la izquierda y haga clic en Compartir etiqueta (2).<\/p>\n\n\n\n

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

        S\u00f3lo te queda elegir a los compa\u00f1eros a los que quieres dar acceso a los contactos, definir el nivel de permisos y empezar a compartir. <\/strong><\/p>\n\n\n\n

          \n
        1. En el campo Correos electr\u00f3nicos, elija a sus colaboradores seleccion\u00e1ndolos de la lista desplegable, introduciendo sus direcciones de correo electr\u00f3nico o busc\u00e1ndolos por nombre.<\/li>\n\n\n\n
        2. Asigna permisos para especificar las acciones que tus compa\u00f1eros pueden realizar con los contactos. <\/strong><\/li>\n\n\n\n
        3. Haz clic en Compartir etiqueta.<\/li>\n<\/ol>\n\n\n\n
          \"Label<\/figure>\n\n\n\n

          Conclusi\u00f3n sobre la integraci\u00f3n de Google y Pipeliner CRM<\/h2>\n\n\n\n

          Everything is ready for a new stage in your workflow when your team’s production will skyrocket and work efficiency will increase significantly. There is no longer a need to spend thousands on CRM payments. A single setup is sufficient, and the connection with Google and SharedContacts.com will take care of the rest. Just a quick and simple setup will help you save money, simplify contact management, and significantly increase the speed and productivity of your team. <\/p>","protected":false},"excerpt":{"rendered":"

          Pipeliner CRM is a robust platform designed to consolidate customer relationship management for businesses of all sizes. However, some organizations may find that its comprehensive features are more than what they need, especially if they are primarily focused on managing contacts. Additionally, the cost associated with individual licenses for each team member can quickly add […]<\/p>\n","protected":false},"author":11,"featured_media":27331,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[262],"tags":[],"class_list":["post-27320","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-integrations"],"acf":[],"_links":{"self":[{"href":"https:\/\/sharedcontacts.com\/es\/wp-json\/wp\/v2\/posts\/27320","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/sharedcontacts.com\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/sharedcontacts.com\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/sharedcontacts.com\/es\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/sharedcontacts.com\/es\/wp-json\/wp\/v2\/comments?post=27320"}],"version-history":[{"count":2,"href":"https:\/\/sharedcontacts.com\/es\/wp-json\/wp\/v2\/posts\/27320\/revisions"}],"predecessor-version":[{"id":29651,"href":"https:\/\/sharedcontacts.com\/es\/wp-json\/wp\/v2\/posts\/27320\/revisions\/29651"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/sharedcontacts.com\/es\/wp-json\/wp\/v2\/media\/27331"}],"wp:attachment":[{"href":"https:\/\/sharedcontacts.com\/es\/wp-json\/wp\/v2\/media?parent=27320"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/sharedcontacts.com\/es\/wp-json\/wp\/v2\/categories?post=27320"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/sharedcontacts.com\/es\/wp-json\/wp\/v2\/tags?post=27320"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}