Como partilhar os contactos do Google

Google Contacts is a great tool for organizing your contacts, but it lacks collaboration features. We will explore in this article how to share Google contacts with your team.

Option 1: Give Another User Access

A popular way to give other people access is by making someone what Google calls a 'Google Contacts delegation'.

These delegates can add and update your contacts with information like names, phone numbers, and addresses.

However, this is a tedious process and requires that person to have a Google account.

Step by step process to share Google Contacts

To give another user access to your Google Contacts. Follow these steps:

1. Go to Google Contacts and sign up with the right account.
2. On the top right corner, click Settings and then Delegate access

3. Click Invite delegate

4. Insira o e-mail da pessoa cujo acesso pretende eliminar. Pode delegar a sua conta a várias pessoas.
5. Clique em Enviar.

Saiba mais sobre como partilhar os Contactos do Google no artigo de suporte aqui.

Prós

• Easy to set up, directly from Google Contacts

Contras

• You can only share with someone who has a Google account
• The person you share with can only view or edit the shared contacts, they can't add or remove contacts
• It's not purely collaborative
• It's lacking many contacts manager collaborative features like reminders, notes, viewing past interactions, adding new interactions, sending bulk emails, adding custom fields, and more

Option 2: Shared Contacts for Gmail

Another way to share contacts is through Gmail delegation. This is a suitable alternative for people willing to share Google Contacts. As the Gmail delegation article suggests, "Delegates can read, send, and delete your email messages. They can't chat with anyone for you or change your Gmail password. When they send a message, their email address appears".

Step by step process

1. No seu computador, abrao Gmail.

2. In the top right, click Settings and then hit "See all settings"

3. Click the Accounts and Import or Accounts tab.
4. Go into "Check mail from other accounts" in order to add a delegate

5. Enter the email address of the person you want to add.

Unless you own the workspace, there's a chance you might need admin approval from the admin of your Google workspace account. The person you add will need to accept the invite. It can take a few days before the delegation start taking effect (most of the time 24 hours)

Prós

• Easy to setup directly from Gmail
• You can share with anyone, regardless if they have a Google account or not

Contras

• Contacts cannot be edited by the person they are shared with.
• Shared contacts cannot be found using Gmail/Google Contacts search feature.
• Shared contacts do not show up in Gmail autocomplete.
• Contact labels are missing.
• It's impossible to set specific lists; all contacts will be shared with the delegate.
• Permissions cannot be restricted (e.g., "View Only").
• Contacts cannot be shared with groups of users; they must be shared one by one.

Option 3: Use folk, the easiest way to share contacts

folk CRM is a collaborative contacts manager that allows sales teams of 20-50 people to share and collaborate on contacts in real-time. It's specifically designed for medium-sized sales teams who need seamless Google Workspace integration.

Step-by-step

To share contacts using folk, follow these steps:

1. Sign up for folk
2. Import your Google Contacts in one-click
3. Share contacts with your team by adding them to a group

4. Your team can now view and edit the shared contacts in real-time

folk offers multiple additional benefits. You can use it to:

• Easily import data from other platforms than Google Contacts such as Gmail, Outlook, Twitter, LinkedIn with a direct integration or with the extension in a single click
• Registre automaticamente todos os detalhes da interação, para você e sua equipe

• Envie campanhas de e-mail personalizadas aos seus contactos
• Crie pipelines personalizados para acompanhar facilmente o progresso das vendas com os clientes

Mais especificamente, o folk também oferece uma extensão do Chrome que funciona no LinkedIn e no Twitter (e em qualquer outro site na Internet) para adicionar pessoas desses sites ao folk com um clique.

Ele também oferece um sistema integrado de mala direta: é muito fácil inserir campos variáveis, conforme mostrado na imagem abaixo, e enviar e-mails personalizados em massa.

Também é fácil acompanhar os resultados das campanhas de e-mail, visualizando as taxas de abertura, cliques e rejeições.

Por último, mas não menos importante, a colaboração é um elemento central no folk, para que os gerentes de vendas e outros colegas de equipa possam acompanhar os processos: notas partilhadas, menções, lembretes, e-mails partilhados e muito mais são recursos que podem ser facilmente ativados na plataforma de CRM folk.

Prós

• Real-time collaboration
• You can share contacts with anyone, regardless if they have a Google account or not
• You can add and remove contacts in real-time
• It's feature-rich with de-duplication, a chrome extension, mail merge, pipeline, and more

Contras

• You have to sign up for folk

Option 4: Share them in a Google Sheet

Spreadsheets are the most widely used tool in the enterprise but they can be manual and frustrating to keep up to date.

Step by step

1. Go to Google Contacts and sign up with the right account.
2. Click on "Export"

3. You can choose the type of file to export. Choose CSV and choose if you want to export all contacts or a specific list.

4. Click Export
5. Go on a Google Sheet and click Import

6. Click Upload and Import your file from your desktop

Prós

• You can share with anyone, regardless if they have a Google account or not
• Spreadsheets are easy to use. You can also learn here about the best Google Sheets CRM Templates

Contras

• You have to manually export and send the contacts
• It's not connected to your emails or communication tools

Conclusão

Even though there are various ways to share Google Contacts with others, a lot of these options are time consuming and manual. For sales teams of 20-50 people using Google Workspace, folk CRM stands out as the best solution, offering seamless Google Contacts integration, real-time collaboration, and advanced sales features specifically designed for medium-sized teams. The best option for you depends on your specific needs. With the information presented in this article, you can now make an informed decision on how to share your Google Contacts, be it from folk or another tool.

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Perguntas frequentes

How do I share Google Contacts with someone else?

In Google Contacts, open Settings > 'Delegate access' > 'Invite delegate'. Enter the person's email and send. They can add and update your contacts once they accept.

How do I sync my Google Contacts to another Google Account?

Google has no two-way auto-sync between accounts. Export contacts from Account A and import into Account B, or use 'Delegate access' to share. For ongoing, collaborative sharing, use folk.

Can I share only selected contact labels from Google Contacts?

Google does not let you share specific labels with delegation. Export a chosen label and share the file, or use folk to share groups with precise access.

What is the easiest way to share contacts with a sales team?

Use folk. Import Google Contacts in one click, organize contacts into groups, and share for real-time collaboration, notes, email campaigns, and pipelines.