{"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\/pl\/integrations\/insightly-google-contacts-sync","title":{"rendered":"Udost\u0119pniaj kontakty z Insightly CRM swojemu zespo\u0142owi za pomoc\u0105 integracji z Kontaktami Google\u00a0"},"content":{"rendered":"

Ma\u0142e startupy i du\u017ce korporacje maj\u0105 wsp\u00f3lny cel: u\u0142atwi\u0107 i zoptymalizowa\u0107 procesy pracy, wspiera\u0107 wsp\u00f3\u0142prac\u0119 i komunikacj\u0119 mi\u0119dzy zespo\u0142ami oraz zwi\u0119kszy\u0107 og\u00f3ln\u0105 rentowno\u015b\u0107. Tradycyjnie kluczem do osi\u0105gni\u0119cia tego celu by\u0142o zastosowanie pot\u0119\u017cnych system\u00f3w CRM, takich jak Insightly, do zarz\u0105dzania r\u00f3\u017cnymi kana\u0142ami i planowania komunikacji z klientami. Jednak tak z\u0142o\u017cone oprogramowanie cz\u0119sto wi\u0105\u017ce si\u0119 z wyzwaniami. Potrzeba szkolenia personelu, z\u0142o\u017cono\u015b\u0107 us\u0142ug i, co najwa\u017cniejsze, konieczno\u015b\u0107 wysoki koszt licencji<\/a> mo\u017ce sta\u0107 si\u0119 powa\u017cn\u0105 przeszkod\u0105. Czy istnieje wi\u0119c alternatywa dla firm, kt\u00f3re potrzebuj\u0105 przede wszystkim skutecznego rozwi\u0105zania do zarz\u0105dzania kontaktami bez dodatkowych wydatk\u00f3w na systemy CRM dla ka\u017cdego cz\u0142onka zespo\u0142u?<\/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

Synchronizacja kontakt\u00f3w z Insightly CRM i Kontakt\u00f3w Google<\/h2>\n\n\n\n

Aby rozpocz\u0105\u0107 integracj\u0119 kontakt\u00f3w, zaloguj si\u0119 na swoje konto Insightly.<\/p>\n\n\n\n

    \n
  1. Kliknij ikon\u0119 swojego konta.<\/li>\n\n\n\n
  2. Wybierz Ustawienia systemowe<\/strong> w menu rozwijanym.<\/li>\n<\/ol>\n\n\n\n
    \"\"<\/figure>\n\n\n\n

    W menu po lewej stronie znajd\u017a i kliknij ikon\u0119 Synchronizacja kontakt\u00f3w Google<\/strong> w sekcji Ustawienia funkcji. <\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n
      \n
    1. Nast\u0119pnie upewnij si\u0119, \u017ce Pole wyboru synchronizacji Google<\/strong> jest zaznaczona.<\/li>\n\n\n\n
    2. Naci\u015bnij przycisk Zapisz ustawienia<\/strong> aby zapisa\u0107 konfiguracj\u0119.<\/li>\n<\/ol>\n\n\n\n
      \"\"<\/figure>\n\n\n\n

      Kontynuujmy integracj\u0119 Insightly i Google, \u0142\u0105cz\u0105c platform\u0119 CRM z kontem Google w celu dalszej natychmiastowej synchronizacji i prostego zarz\u0105dzania kontaktami.  <\/p>\n\n\n\n

        \n
      1. Ponownie przejd\u017a do ikony swojego konta.<\/li>\n\n\n\n
      2. Kliknij Ustawienia u\u017cytkownika<\/strong>.<\/li>\n<\/ol>\n\n\n\n
        \"\"<\/figure>\n\n\n\n
          \n
        1. W sekcji Ustawienia u\u017cytkownika wybierz Synchronizacja kontaktu<\/strong>.<\/li>\n\n\n\n
        2. Kliknij Skonfiguruj integracj\u0119 Google, aby zsynchronizowa\u0107 Kontakty Insightly z Kontaktami Gmail.<\/strong>.<\/li>\n<\/ol>\n\n\n\n

          Nast\u0119puj\u0105ce wyskakuj\u0105ce okienka wy\u015bwietl\u0105 monit o zalogowanie si\u0119 na konto Google, poinformuj\u0105 o dzia\u0142aniach, kt\u00f3re mo\u017ce wykona\u0107 z list\u0105 kontakt\u00f3w i poprosz\u0105 o zgod\u0119 na te dzia\u0142ania. <\/p>\n\n\n\n

          \"\"<\/figure>\n\n\n\n
            \n
          1. W nast\u0119pnym oknie naci\u015bnij przycisk opcji Na<\/strong> aby zachowa\u0107 kopi\u0119 kontakt\u00f3w w kontaktach Google<\/li>\n\n\n\n
          2. Zapisz zmiany. <\/li>\n<\/ol>\n\n\n\n

            Daj systemowi kilka minut na zastosowanie wszystkich zmian i zako\u0144czenie integracji Insightly i kontakt\u00f3w Google. <\/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 tutaj<\/a> aby go zainstalowa\u0107.<\/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 Udost\u0119pnione kontakty dla Gmaila<\/a>, this is where the app can become your great asset.<\/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

            Zostanie wy\u015bwietlone okno ustawie\u0144 udost\u0119pniania. Aby udzieli\u0107 dost\u0119pu wsp\u00f3\u0142pracownikom, wykonaj nast\u0119puj\u0105ce czynno\u015bci:<\/p>\n\n\n\n

              \n
            1. Dodaj osoby, kt\u00f3rym chcesz przyzna\u0107 dost\u0119p. Mo\u017cesz to zrobi\u0107 na r\u00f3\u017cne sposoby: r\u0119cznie wpisuj\u0105c adresy e-mail, wybieraj\u0105c cz\u0142onk\u00f3w zespo\u0142u wed\u0142ug imienia i nazwiska oraz zdj\u0119cia z rozwijanej listy lub po prostu wpisuj\u0105c ich imiona i nazwiska. Kliknij sekcj\u0119 \"Dodaj adres e-mail\", aby doda\u0107 osoby w jeden z tych sposob\u00f3w.<\/li>\n\n\n\n
            2. Po wybraniu wszystkich potrzebnych os\u00f3b, nadaj im niezb\u0119dne uprawnienia. Poziom dost\u0119pu Edytuj jest najbardziej przydatny, poniewa\u017c pozwala ka\u017cdemu monitorowa\u0107 i zmienia\u0107 informacje kontaktowe, aktualizuj\u0105c list\u0119. Kliknij Uprawnienia i wybierz jedn\u0105 z dost\u0119pnych opcji.<\/li>\n\n\n\n
            3. Udost\u0119pnij etykiet\u0119 po zako\u0144czeniu wszystkich ustawie\u0144. <\/li>\n<\/ol>\n\n\n\n
              \"\"<\/figure>\n\n\n\n

              Wnioski dotycz\u0105ce integracji i udost\u0119pniania kontakt\u00f3w Insightly <\/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\/pl\/wp-json\/wp\/v2\/posts\/26585","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/sharedcontacts.com\/pl\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/sharedcontacts.com\/pl\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/sharedcontacts.com\/pl\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/sharedcontacts.com\/pl\/wp-json\/wp\/v2\/comments?post=26585"}],"version-history":[{"count":2,"href":"https:\/\/sharedcontacts.com\/pl\/wp-json\/wp\/v2\/posts\/26585\/revisions"}],"predecessor-version":[{"id":29649,"href":"https:\/\/sharedcontacts.com\/pl\/wp-json\/wp\/v2\/posts\/26585\/revisions\/29649"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/sharedcontacts.com\/pl\/wp-json\/wp\/v2\/media\/26717"}],"wp:attachment":[{"href":"https:\/\/sharedcontacts.com\/pl\/wp-json\/wp\/v2\/media?parent=26585"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/sharedcontacts.com\/pl\/wp-json\/wp\/v2\/categories?post=26585"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/sharedcontacts.com\/pl\/wp-json\/wp\/v2\/tags?post=26585"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}