{"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\/zh\/integrations\/insightly-google-contacts-sync","title":{"rendered":"\u4f7f\u7528\u8c37\u6b4c\u901a\u8baf\u5f55\u96c6\u6210\u529f\u80fd\u4e0e\u56e2\u961f\u5171\u4eab Insightly CRM \u8054\u7cfb\u4eba\u4fe1\u606f\u00a0"},"content":{"rendered":"

\u5c0f\u578b\u521d\u521b\u4f01\u4e1a\u548c\u5927\u578b\u4f01\u4e1a\u90fd\u6709\u4e00\u4e2a\u5171\u540c\u7684\u76ee\u6807\uff1a\u4fc3\u8fdb\u548c\u4f18\u5316\u5de5\u4f5c\u6d41\u7a0b\uff0c\u4fc3\u8fdb\u56e2\u961f\u4e4b\u95f4\u7684\u534f\u4f5c\u4e0e\u6c9f\u901a\uff0c\u63d0\u9ad8\u6574\u4f53\u76c8\u5229\u80fd\u529b\u3002\u4f20\u7edf\u4e0a\uff0c\u5b9e\u73b0\u8fd9\u4e00\u76ee\u6807\u7684\u5173\u952e\u662f\u91c7\u7528\u5f3a\u5927\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\uff08\u5982 Insightly\uff09\u6765\u7ba1\u7406\u5404\u79cd\u6e20\u9053\u5e76\u5b89\u6392\u5ba2\u6237\u6c9f\u901a\u3002\u7136\u800c\uff0c\u8fd9\u79cd\u590d\u6742\u7684\u8f6f\u4ef6\u5f80\u5f80\u4f34\u968f\u7740\u6311\u6218\u3002\u4eba\u5458\u57f9\u8bad\u9700\u6c42\u3001\u670d\u52a1\u590d\u6742\u6027\uff0c\u4ee5\u53ca\u6700\u91cd\u8981\u7684 \u8bb8\u53ef\u8bc1\u8d39\u7528\u9ad8\u6602<\/a> \u4f1a\u6210\u4e3a\u4e3b\u8981\u969c\u788d\u3002\u90a3\u4e48\uff0c\u5bf9\u4e8e\u90a3\u4e9b\u4e3b\u8981\u9700\u8981\u6709\u6548\u7684\u8054\u7cfb\u4eba\u7ba1\u7406\u89e3\u51b3\u65b9\u6848\u800c\u53c8\u4e0d\u9700\u8981\u4e3a\u6bcf\u4e2a\u56e2\u961f\u6210\u5458\u652f\u4ed8 CRM \u7cfb\u7edf\u989d\u5916\u8d39\u7528\u7684\u4f01\u4e1a\u6765\u8bf4\uff0c\u662f\u5426\u6709\u5176\u4ed6\u9009\u62e9\u5462\uff1f<\/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

\u540c\u6b65 Insightly CRM \u548c\u8c37\u6b4c\u901a\u8baf\u5f55\u4e2d\u7684\u8054\u7cfb\u4eba<\/h2>\n\n\n\n

\u8981\u5f00\u59cb\u8054\u7cfb\u4eba\u96c6\u6210\uff0c\u8bf7\u767b\u5f55\u60a8\u7684 Insightly \u8d26\u6237\u3002<\/p>\n\n\n\n

    \n
  1. \u70b9\u51fb\u8d26\u6237\u56fe\u6807\u3002<\/li>\n\n\n\n
  2. \u9009\u62e9 \u7cfb\u7edf\u8bbe\u7f6e<\/strong> \u4e0b\u62c9\u83dc\u5355\u3002<\/li>\n<\/ol>\n\n\n\n
    \"\"<\/figure>\n\n\n\n

    \u5728\u5de6\u4fa7\u83dc\u5355\u4e2d\u627e\u5230\u5e76\u70b9\u51fb \u8c37\u6b4c\u8054\u7cfb\u4eba\u540c\u6b65<\/strong> \u4e0b\u7684\u529f\u80fd\u8bbe\u7f6e\u3002 <\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n
      \n
    1. \u63a5\u4e0b\u6765\uff0c\u786e\u4fdd \u8c37\u6b4c\u540c\u6b65\u590d\u9009\u6846<\/strong> \u88ab\u9009\u4e2d\u3002<\/li>\n\n\n\n
    2. \u6309\u4e0b \u4fdd\u5b58\u8bbe\u7f6e<\/strong> \u6309\u94ae\u4fdd\u5b58\u914d\u7f6e\u3002<\/li>\n<\/ol>\n\n\n\n
      \"\"<\/figure>\n\n\n\n

      \u8ba9\u6211\u4eec\u7ee7\u7eed\u5c06 Insightly \u4e0e Google \u6574\u5408\uff0c\u5c06 CRM \u5e73\u53f0\u4e0e\u60a8\u7684 Google \u8d26\u6237\u8fde\u63a5\u8d77\u6765\uff0c\u8fdb\u4e00\u6b65\u5b9e\u73b0\u5373\u65f6\u540c\u6b65\u548c\u7b80\u5355\u7684\u8054\u7cfb\u4eba\u7ba1\u7406\u3002  <\/p>\n\n\n\n

        \n
      1. \u518d\u6b21\u5bfc\u822a\u5230\u60a8\u7684\u8d26\u6237\u56fe\u6807\u3002<\/li>\n\n\n\n
      2. \u70b9\u51fb \u7528\u6237\u8bbe\u7f6e<\/strong>.<\/li>\n<\/ol>\n\n\n\n
        \"\"<\/figure>\n\n\n\n
          \n
        1. \u5728\u7528\u6237\u8bbe\u7f6e\u4e0b\uff0c\u9009\u62e9 \u8054\u7cfb\u540c\u6b65<\/strong>.<\/li>\n\n\n\n
        2. \u70b9\u51fb \u8bbe\u7f6e\u8c37\u6b4c\u96c6\u6210\uff0c\u5c06 Insightly \u8054\u7cfb\u4eba\u540c\u6b65\u5230\u60a8\u7684 Gmail \u8054\u7cfb\u4eba<\/strong>.<\/li>\n<\/ol>\n\n\n\n

          \u4ee5\u4e0b\u5f39\u51fa\u7a97\u53e3\u5c06\u63d0\u793a\u60a8\u767b\u5f55\u8c37\u6b4c\u8d26\u6237\uff0c\u544a\u77e5\u60a8\u53ef\u4ee5\u5bf9\u8054\u7cfb\u4eba\u5217\u8868\u6267\u884c\u7684\u64cd\u4f5c\uff0c\u5e76\u8bf7\u6c42\u60a8\u5141\u8bb8\u6267\u884c\u8fd9\u4e9b\u64cd\u4f5c\u3002 <\/p>\n\n\n\n

          \"\"<\/figure>\n\n\n\n
            \n
          1. \u5728\u4e0b\u4e00\u4e2a\u7a97\u53e3\u4e2d\uff0c\u6309\u5355\u9009\u6309\u94ae \u5173\u4e8e<\/strong> \u5728\u8c37\u6b4c\u901a\u8baf\u5f55\u4e2d\u4fdd\u5b58\u8054\u7cfb\u4eba\u526f\u672c<\/li>\n\n\n\n
          2. \u4fdd\u5b58\u66f4\u6539\u3002 <\/li>\n<\/ol>\n\n\n\n

            \u8bf7\u5141\u8bb8\u7cfb\u7edf\u82b1\u51e0\u5206\u949f\u65f6\u95f4\u5e94\u7528\u6240\u6709\u66f4\u6539\u5e76\u5b8c\u6210 Insightly \u548c Google \u8054\u7cfb\u4eba\u96c6\u6210\u3002 <\/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 \u8fd9\u91cc<\/a> \u8fdb\u884c\u5b89\u88c5\u3002<\/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 Gmail \u7684\u5171\u4eab\u8054\u7cfb\u4eba<\/a>\u8fd9\u5c31\u662f\u5e94\u7528\u7a0b\u5e8f\u53ef\u4ee5\u6210\u4e3a\u60a8\u7684\u91cd\u8981\u8d44\u4ea7\u7684\u5730\u65b9\u3002<\/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

            \u73b0\u5728\u60a8\u5c06\u770b\u5230\u5171\u4eab\u8bbe\u7f6e\u7a97\u53e3\u3002\u8981\u6388\u4e88\u540c\u4e8b\u8bbf\u95ee\u6743\u9650\uff0c\u8bf7\u6267\u884c\u4ee5\u4e0b\u6b65\u9aa4\uff1a<\/p>\n\n\n\n

              \n
            1. \u6dfb\u52a0\u60a8\u5e0c\u671b\u6388\u4e88\u8bbf\u95ee\u6743\u9650\u7684\u4e2a\u4eba\u3002\u60a8\u6709\u591a\u79cd\u9009\u62e9\uff1a\u624b\u52a8\u8f93\u5165\u4ed6\u4eec\u7684\u7535\u5b50\u90ae\u4ef6\u5730\u5740\uff0c\u4ece\u4e0b\u62c9\u5217\u8868\u4e2d\u6309\u59d3\u540d\u548c\u7167\u7247\u9009\u62e9\u56e2\u961f\u6210\u5458\uff0c\u6216\u76f4\u63a5\u952e\u5165\u4ed6\u4eec\u7684\u59d3\u540d\u3002\u5355\u51fb \"\u6dfb\u52a0\u7535\u5b50\u90ae\u4ef6 \"\u90e8\u5206\uff0c\u4ee5\u4e0a\u8ff0\u65b9\u5f0f\u4e4b\u4e00\u6dfb\u52a0\u4eba\u5458\u3002<\/li>\n\n\n\n
            2. \u9009\u62e9\u597d\u9700\u8981\u7684\u6240\u6709\u4eba\u540e\uff0c\u4e3a\u4ed6\u4eec\u63d0\u4f9b\u5fc5\u8981\u7684\u6743\u9650\u3002\u7f16\u8f91 \"\u8bbf\u95ee\u7ea7\u522b\u662f\u6700\u6709\u7528\u7684\uff0c\u56e0\u4e3a\u5b83\u5141\u8bb8\u4efb\u4f55\u4eba\u76d1\u63a7\u548c\u66f4\u6539\u8054\u7cfb\u4eba\u4fe1\u606f\uff0c\u4fdd\u6301\u5217\u8868\u66f4\u65b0\u3002\u5355\u51fb \"\u6743\u9650\"\uff0c\u9009\u62e9\u5176\u4e2d\u4e00\u4e2a\u53ef\u7528\u9009\u9879\u3002<\/li>\n\n\n\n
            3. \u5b8c\u6210\u6240\u6709\u8bbe\u7f6e\u540e\uff0c\u5171\u4eab\u6807\u7b7e\u3002 <\/li>\n<\/ol>\n\n\n\n
              \"\"<\/figure>\n\n\n\n

              \u5173\u4e8e Insightly \u8054\u7cfb\u4eba\u6574\u5408\u4e0e\u5171\u4eab\u7684\u7ed3\u8bba <\/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\/zh\/wp-json\/wp\/v2\/posts\/26585","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/sharedcontacts.com\/zh\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/sharedcontacts.com\/zh\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/sharedcontacts.com\/zh\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/sharedcontacts.com\/zh\/wp-json\/wp\/v2\/comments?post=26585"}],"version-history":[{"count":2,"href":"https:\/\/sharedcontacts.com\/zh\/wp-json\/wp\/v2\/posts\/26585\/revisions"}],"predecessor-version":[{"id":29649,"href":"https:\/\/sharedcontacts.com\/zh\/wp-json\/wp\/v2\/posts\/26585\/revisions\/29649"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/sharedcontacts.com\/zh\/wp-json\/wp\/v2\/media\/26717"}],"wp:attachment":[{"href":"https:\/\/sharedcontacts.com\/zh\/wp-json\/wp\/v2\/media?parent=26585"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/sharedcontacts.com\/zh\/wp-json\/wp\/v2\/categories?post=26585"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/sharedcontacts.com\/zh\/wp-json\/wp\/v2\/tags?post=26585"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}