{"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\/pt\/integrations\/insightly-google-contacts-sync","title":{"rendered":"Partilhe os contactos do Insightly CRM com a sua equipa utilizando a integra\u00e7\u00e3o dos contactos do Google\u00a0"},"content":{"rendered":"

As pequenas empresas em fase de arranque e as grandes empresas partilham um objetivo comum: facilitar e otimizar os processos de trabalho, promover a colabora\u00e7\u00e3o e a comunica\u00e7\u00e3o entre as equipas e aumentar a rentabilidade global. Tradicionalmente, a chave para alcan\u00e7ar este objetivo tem sido a ado\u00e7\u00e3o de sistemas CRM poderosos, como o Insightly, para gerir v\u00e1rios canais e programar a comunica\u00e7\u00e3o com o cliente. No entanto, este tipo de software complexo apresenta frequentemente desafios. A necessidade de forma\u00e7\u00e3o do pessoal, a complexidade do servi\u00e7o e, mais significativamente, a custo elevado das licen\u00e7as<\/a> podem tornar-se grandes obst\u00e1culos. Assim, existe uma alternativa para as empresas que necessitam principalmente de uma solu\u00e7\u00e3o eficaz de gest\u00e3o de contactos sem as despesas adicionais dos sistemas CRM para cada membro da equipa?<\/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

Sincronizar contactos do Insightly CRM e dos contactos do Google<\/h2>\n\n\n\n

Para iniciar a integra\u00e7\u00e3o de contactos, inicie sess\u00e3o na sua conta Insightly.<\/p>\n\n\n\n

    \n
  1. Clique no \u00edcone da sua conta.<\/li>\n\n\n\n
  2. Selecionar Defini\u00e7\u00f5es do sistema<\/strong> no menu pendente.<\/li>\n<\/ol>\n\n\n\n
    \"\"<\/figure>\n\n\n\n

    No menu do lado esquerdo, localize e clique em Sincroniza\u00e7\u00e3o de contactos do Google<\/strong> em Defini\u00e7\u00f5es de funcionalidades. <\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n
      \n
    1. Em seguida, certifique-se de que o Caixa de verifica\u00e7\u00e3o de sincroniza\u00e7\u00e3o do Google<\/strong> \u00e9 verificado.<\/li>\n\n\n\n
    2. Prima o bot\u00e3o Guardar defini\u00e7\u00f5es<\/strong> para guardar a sua configura\u00e7\u00e3o.<\/li>\n<\/ol>\n\n\n\n
      \"\"<\/figure>\n\n\n\n

      Vamos continuar a integra\u00e7\u00e3o entre o Insightly e o Google, ligando a plataforma CRM \u00e0 sua conta Google para uma sincroniza\u00e7\u00e3o instant\u00e2nea e uma gest\u00e3o simples dos contactos.  <\/p>\n\n\n\n

        \n
      1. Mais uma vez, navegue at\u00e9 ao \u00edcone da sua conta.<\/li>\n\n\n\n
      2. Clique em Defini\u00e7\u00f5es do utilizador<\/strong>.<\/li>\n<\/ol>\n\n\n\n
        \"\"<\/figure>\n\n\n\n
          \n
        1. Em Defini\u00e7\u00f5es do utilizador, selecione Sincroniza\u00e7\u00e3o de contactos<\/strong>.<\/li>\n\n\n\n
        2. Clique em Configurar a integra\u00e7\u00e3o do Google para sincronizar os contactos do Insightly com os seus contactos do Gmail<\/strong>.<\/li>\n<\/ol>\n\n\n\n

          As seguintes janelas pop-up ir\u00e3o pedir-lhe que inicie sess\u00e3o na sua conta Google, inform\u00e1-lo sobre as ac\u00e7\u00f5es que podem ser executadas com a sua lista de contactos e solicitar a sua permiss\u00e3o para essas ac\u00e7\u00f5es. <\/p>\n\n\n\n

          \"\"<\/figure>\n\n\n\n
            \n
          1. Na janela seguinte, prima o bot\u00e3o de r\u00e1dio Em<\/strong> para manter uma c\u00f3pia dos seus contactos nos seus contactos do Google<\/li>\n\n\n\n
          2. Guardar altera\u00e7\u00f5es. <\/li>\n<\/ol>\n\n\n\n

            Aguarde alguns minutos para que o sistema aplique todas as altera\u00e7\u00f5es e conclua a integra\u00e7\u00e3o do Insightly e dos contactos do 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 aqui<\/a> para o instalar.<\/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 contactos partilhados para o Gmail<\/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

            \u00c9 agora apresentada a janela de defini\u00e7\u00f5es de partilha. Para dar acesso aos seus colegas, siga os passos seguintes:<\/p>\n\n\n\n

              \n
            1. Adicione as pessoas a quem pretende conceder acesso. Tem v\u00e1rias op\u00e7\u00f5es para o fazer: introduzir manualmente os respectivos endere\u00e7os de correio eletr\u00f3nico, selecionar membros da equipa por nome e fotografia numa lista pendente ou simplesmente escrever os nomes. Clique na sec\u00e7\u00e3o \"Adicionar e-mail\" para adicionar pessoas de uma destas formas.<\/li>\n\n\n\n
            2. Depois de escolher todas as pessoas de que precisa, atribua-lhes as permiss\u00f5es necess\u00e1rias. O n\u00edvel de acesso Editar \u00e9 o mais \u00fatil, uma vez que permite efetivamente que qualquer pessoa monitorize e altere as informa\u00e7\u00f5es de contacto, mantendo a lista actualizada. Clique em Permiss\u00f5es e selecione uma das op\u00e7\u00f5es dispon\u00edveis.<\/li>\n\n\n\n
            3. Partilhe a etiqueta quando tiver terminado todas as defini\u00e7\u00f5es. <\/li>\n<\/ol>\n\n\n\n
              \"\"<\/figure>\n\n\n\n

              Conclus\u00e3o sobre a integra\u00e7\u00e3o e partilha de contactos do 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\/pt\/wp-json\/wp\/v2\/posts\/26585","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/sharedcontacts.com\/pt\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/sharedcontacts.com\/pt\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/sharedcontacts.com\/pt\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/sharedcontacts.com\/pt\/wp-json\/wp\/v2\/comments?post=26585"}],"version-history":[{"count":2,"href":"https:\/\/sharedcontacts.com\/pt\/wp-json\/wp\/v2\/posts\/26585\/revisions"}],"predecessor-version":[{"id":29649,"href":"https:\/\/sharedcontacts.com\/pt\/wp-json\/wp\/v2\/posts\/26585\/revisions\/29649"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/sharedcontacts.com\/pt\/wp-json\/wp\/v2\/media\/26717"}],"wp:attachment":[{"href":"https:\/\/sharedcontacts.com\/pt\/wp-json\/wp\/v2\/media?parent=26585"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/sharedcontacts.com\/pt\/wp-json\/wp\/v2\/categories?post=26585"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/sharedcontacts.com\/pt\/wp-json\/wp\/v2\/tags?post=26585"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}