Share Your Copper Contacts With Your Team At Nearly No-Cost

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.

Follow this simple guide below to share your Copper CRM contacts with your team members for them to access these contacts in their Shared Contacts for Gmail® account:

  1. First, you must ensure you enable the ‘Google Contact 1-way Sync’, by going into Settings > Google Sync Settings > selecting ‘Google Contact 1-way Sync’.

    By enabling this 1-way sync, your Copper CRM contacts will get pulled into your Google Contacts under a label ‘Copper’ from which you can share this label onto your team members.
    1-way contact sync

  2. As you can see the Copper contacts have been pulled into a label called ‘Copper’. To share this label, click on the contact list (label) you want to share, and click on the share icon to choose the collaborators.


    First, the person who manages the contacts in your organization must make sure that the contacts are shared with the Copper CRM users, by logging into the Share Contacts for Gmail® dashboard.

  3. Type your desired collaborators, being contacts or domain groups, in the search bar, and set the access permissions for the collaborators.

    To set permission access, click the downwards arrow by “View only” to pull all permission options available.
    Type your desired collaborators, being contacts or domain groups, in the search bar, and set the access permissions for the collaborators.

  4. Here you can see the new collaborators being loaded.


    Here you can see the new collaborators being displayed.

  5. Now that you have shared your Copper contacts with your team members, they can now enjoy their access to their Copper contacts without having to buy a license within Copper.

  6. If we enter one of Michael’s collaborators whom he shared his Copper label with, we can see the his team member Alissa now has access to these contacts as well!



You can also share and view your shared Google Contacts from the following platforms:

Your Mobile Device

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 > Click the Copper label > All Copper 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 conatcts.

Google Contacts

If a user wants to share their Google contacts directly from his 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.

Gmail

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 > Copper label > All Copper CRM contacts will appear.

Check out How to Share a Label using the Gmail Add-On for some extra tips!


Troubleshooting

If after connecting your Google contacts with Copper CRM, and you still can’t access the contacts of the shared label, make sure you enabled the “Mobile & Outlook” toggle.

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 Zoom and other various apps hassle free.
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It’s as simple as that! Now you can share your Copper CRM contacts with your whole organization without having to buy more licenses within Copper! All thanks to Shared Contacts for Gmail®.

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