{"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\/sv\/integrations\/insightly-google-contacts-sync","title":{"rendered":"Dela Insightly CRM-kontakter med ditt team med hj\u00e4lp av Google Contacts Integration\u00a0"},"content":{"rendered":"

Sm\u00e5 nystartade f\u00f6retag och stora f\u00f6retag har ett gemensamt m\u00e5l: att underl\u00e4tta och optimera arbetsprocesser, fr\u00e4mja samarbete och kommunikation mellan team och f\u00f6rb\u00e4ttra den \u00f6vergripande l\u00f6nsamheten. Traditionellt sett har nyckeln till att uppn\u00e5 detta varit att anv\u00e4nda kraftfulla CRM-system, som Insightly, f\u00f6r att hantera olika kanaler och schemal\u00e4gga kundkommunikation. Men s\u00e5dan komplex programvara inneb\u00e4r ofta utmaningar. Behovet av personalutbildning, komplexiteten i tj\u00e4nsterna och framf\u00f6r allt h\u00f6ga kostnader f\u00f6r licenser<\/a> kan bli stora hinder. S\u00e5 finns det ett alternativ f\u00f6r f\u00f6retag som fr\u00e4mst beh\u00f6ver en effektiv kontakthanteringsl\u00f6sning utan de extra kostnaderna f\u00f6r CRM-system f\u00f6r varje 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

Synkronisera kontakter fr\u00e5n Insightly CRM och Google Kontakter<\/h2>\n\n\n\n

F\u00f6r att p\u00e5b\u00f6rja kontaktintegrationen loggar du in p\u00e5 ditt Insightly-konto.<\/p>\n\n\n\n

    \n
  1. Klicka p\u00e5 ikonen f\u00f6r ditt konto.<\/li>\n\n\n\n
  2. V\u00e4lj Systeminst\u00e4llningar<\/strong> i rullgardinsmenyn.<\/li>\n<\/ol>\n\n\n\n
    \"\"<\/figure>\n\n\n\n

    I menyn till v\u00e4nster hittar du och klickar p\u00e5 Synkronisering av Google-kontakter<\/strong> under Funktionsinst\u00e4llningar. <\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n
      \n
    1. Kontrollera sedan att Kryssruta f\u00f6r Google-synkronisering<\/strong> \u00e4r kontrollerad.<\/li>\n\n\n\n
    2. Tryck p\u00e5 knappen Spara inst\u00e4llningar<\/strong> f\u00f6r att spara din konfiguration.<\/li>\n<\/ol>\n\n\n\n
      \"\"<\/figure>\n\n\n\n

      L\u00e5t oss forts\u00e4tta Insightly och Google-integrationen genom att ansluta CRM-plattformen till ditt Google-konto f\u00f6r ytterligare omedelbar synkronisering och enkel kontakthantering.  <\/p>\n\n\n\n

        \n
      1. Navigera \u00e5terigen till ikonen f\u00f6r ditt konto.<\/li>\n\n\n\n
      2. Klicka p\u00e5 Anv\u00e4ndarinst\u00e4llningar<\/strong>.<\/li>\n<\/ol>\n\n\n\n
        \"\"<\/figure>\n\n\n\n
          \n
        1. Under Anv\u00e4ndarinst\u00e4llningar v\u00e4ljer du Kontakt synk<\/strong>.<\/li>\n\n\n\n
        2. Klicka p\u00e5 Konfigurera Google Integration f\u00f6r att synkronisera Insightly Contacts med dina Gmail-kontakter<\/strong>.<\/li>\n<\/ol>\n\n\n\n

          F\u00f6ljande popup-f\u00f6nster uppmanar dig att logga in p\u00e5 ditt Google-konto, informerar dig om vilka \u00e5tg\u00e4rder som kan utf\u00f6ras med din kontaktlista och ber dig om tillst\u00e5nd f\u00f6r dessa \u00e5tg\u00e4rder. <\/p>\n\n\n\n

          \"\"<\/figure>\n\n\n\n
            \n
          1. I n\u00e4sta f\u00f6nster trycker du p\u00e5 alternativknappen P\u00e5<\/strong> f\u00f6r att spara en kopia av dina kontakter i dina Google-kontakter<\/li>\n\n\n\n
          2. Spara \u00e4ndringarna. <\/li>\n<\/ol>\n\n\n\n

            L\u00e5t systemet f\u00e5 n\u00e5gra minuter p\u00e5 sig att genomf\u00f6ra alla \u00e4ndringar och slutf\u00f6ra integreringen av Insightly och 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 h\u00e4r<\/a> f\u00f6r att installera 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 delade kontakter f\u00f6r 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

            Du ser nu f\u00f6nstret f\u00f6r delningsinst\u00e4llningar. G\u00f6r s\u00e5 h\u00e4r f\u00f6r att ge dina kollegor tillg\u00e5ng:<\/p>\n\n\n\n

              \n
            1. L\u00e4gg till de personer som du vill ge \u00e5tkomst till. Du kan g\u00f6ra detta p\u00e5 olika s\u00e4tt: ange e-postadresserna manuellt, v\u00e4lja teammedlemmar med namn och foto i en rullgardinslista eller bara skriva in namnen. Klicka i avsnittet \"Add Email\" f\u00f6r att l\u00e4gga till personer p\u00e5 n\u00e5got av dessa s\u00e4tt.<\/li>\n\n\n\n
            2. N\u00e4r du har valt ut alla du beh\u00f6ver kan du ge dem n\u00f6dv\u00e4ndiga beh\u00f6righeter. Beh\u00f6righetsniv\u00e5n Redigera \u00e4r den mest anv\u00e4ndbara eftersom den ger vem som helst m\u00f6jlighet att \u00f6vervaka och \u00e4ndra kontaktinformationen och h\u00e5lla listan uppdaterad. Klicka p\u00e5 Permissions och v\u00e4lj ett av de tillg\u00e4ngliga alternativen.<\/li>\n\n\n\n
            3. Dela etiketten n\u00e4r du \u00e4r klar med alla inst\u00e4llningar. <\/li>\n<\/ol>\n\n\n\n
              \"\"<\/figure>\n\n\n\n

              Slutsats om integrering och delning av 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\/sv\/wp-json\/wp\/v2\/posts\/26585","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/sharedcontacts.com\/sv\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/sharedcontacts.com\/sv\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/sharedcontacts.com\/sv\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/sharedcontacts.com\/sv\/wp-json\/wp\/v2\/comments?post=26585"}],"version-history":[{"count":2,"href":"https:\/\/sharedcontacts.com\/sv\/wp-json\/wp\/v2\/posts\/26585\/revisions"}],"predecessor-version":[{"id":29649,"href":"https:\/\/sharedcontacts.com\/sv\/wp-json\/wp\/v2\/posts\/26585\/revisions\/29649"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/sharedcontacts.com\/sv\/wp-json\/wp\/v2\/media\/26717"}],"wp:attachment":[{"href":"https:\/\/sharedcontacts.com\/sv\/wp-json\/wp\/v2\/media?parent=26585"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/sharedcontacts.com\/sv\/wp-json\/wp\/v2\/categories?post=26585"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/sharedcontacts.com\/sv\/wp-json\/wp\/v2\/tags?post=26585"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}