Copper CRM is a great tool to handle customer relationships. However, if you want every employee in your organization to access your customers’ information, the price of $100 per user every month could come very expensive in the end. Thanks to Shared Contacts for Gmail® and Google Contacts, all your organization can access your CRM […]
Copper CRM is a great tool to handle customer relationships. However, if you want every employee in your organization to access your customers’ information, the price of $100 per user every month could come very expensive in the end.
Thanks to Shared Contacts for Gmail® and Google Contacts, all your organization can access your CRM contacts, in real-time and from everywhere, for a nearly nonexistent cost!
Time needed: 3 minutes
By enabling this 1-way sync, your Copper CRM contacts will get pulled into your Google Contacts under the label ‘Copper’ from which you can share this label with your team members.
To set permission access, click the downwards arrow by “View only” to pull all permission options available.
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You can also share and view your shared Google Contacts from the following platforms:
Stay up to date and on the ball by sharing Google contacts directly from your iPhone or Android mobile devices, at any place or moment in time!
Download the Shared Contact for Gmail Mobile App. Next, click the “Copper” label. All your CRM contacts will appear.
Have a look at the How to Share Google Contacts with your Mobile article for more insight on sharing labels or contacts.
If a user wants to share their Google contacts directly from their Google Contacts interface, they use the Shared Google Contacts Chrome Chrome plug in. Have a look at the step-by-step guide on How to Install the Chrome Extension after Installing the App.
To view the Copper CRM contacts, simply access your Google Contacts > Click into the label ‘Copper’ > All Copper CRM contacts will appear.
Thanks to the Shared Contacts Gmail Add-On built in directly from the ‘+’ icon on the right hand side of your Gmail interface, Gmail users have the luxury of sharing, adding, and managing their contact labels on their Gmail dashboard.
Open your address book icon. Then, find the “Copper” label. All CRM contacts will appear.
Check out How to Share a Label using the Gmail Add-On for some extra tips!
We highly recommend making sure the Mobile and Outlook toggle is always selected. Activating the toggle ensures your shared contacts are synced to your general Google Contacts and not only visible in your shared labels, making integrations with Copper and other various apps hassle free.
It’s as simple as that! Now, you can share your Copper contacts with your whole organization without having to buy more CRM seats! All thanks to Shared Contacts for Gmail®.