Thanks to Shared Contacts for Gmail®, share your contacts as you share your Google Docs.
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!
Step-by-Step Guide to Access Your Copper Contacts from Google Contacts
Time needed: 3 minutes.
First, you must ensure you enable the ‘Google Contact 1-way Sync’. Go to Settings > Google Sync Settings > ‘Google Contact 1-way Sync’.
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.
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. Then, click on the ‘share’ icon to choose the collaborators.
Add your desired collaborators. You can add single, several contacts, or a whole domain group. You type their name at the search bar to do so. Afterward, set the access permissions.
To set permission access, click the downwards arrow by “View only” to pull all permission options available.
Now, you can see the new collaborators.
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.
If we log into Alissa’s account (one of Michael’s collaborators whom he shared his Copper label with), we can see 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. Next, click the “Copper” label. All your CRM contacts will appear.
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.
It’s possible that you still can’t access the shared contact labels from Coper. In this case, 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 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®.