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Como sincronizar os contatos entre o meu telefone e o Pipedrive?

BF
Breandan Flood, 17 de junho de 2021

Há duas maneiras de sincronizar seus contatos no celular com o Pipedrive. A primeira opção é importar os contatos do seu telefone para o Pipedrive através do nosso aplicativo móvel. A segunda é sincronizar os contatos do telefone e do Pipedrive por meio de um provedor de contato externo.

Sections

1: iOS

2: Android


Sincronizando contatos no aplicativo iOS

  • Use the Import Contacts feature on the Pipedrive iOS app to transfer contacts directly from your Address Book to Pipedrive.

    To do this, go to More from your app’s home screen and select Import Contacts. Você precisa autorizar o acesso do Pipedrive aos seus contatos. You will be given the option to individually select the contacts you wish to be imported to your Pipedrive contacts or to import all of them by toggling the Select all button, and clicking Done.

    import_contacts.gif
  • Use a third-party contact sync provider to sync your iPhone contacts with your Pipedrive contacts.

    To use a third-party app — such as Google Contacts or Outlook Contacts — to sync your phone contacts and Pipedrive, you will have to first sync your phone contacts with that third-party contact provider.
    To read more on how to sync Google Contacts with your Mobile device, click here. To read more on how to sync Outlook Contacts with your Mobile device, click here.

    Once you have set up the connection, you can turn on the Contact Sync feature in the Pipedrive web-app. To learn more about how to set up the Contact Sync feature, click here. Once the Contact Sync feature has been enabled, the contacts between your Pipedrive and phone will be in sync.


Sincronizando contatos no aplicativo Android

  • Use the Import Contacts feature on Pipedrive Android app to transfer contacts directly from your Address Book to Pipedrive.

    To do this, go to the “...” button in the bottom right of your app’s home screen, scroll down, and select Import Contacts. Você vai ter a opção de selecionar individualmente os contatos que gostaria de importar ou importar todos acionando o botão Selecionar todos e clicando em Importar > Importar contatos.

    import_contacts_android.gif


  • Use a third-party contact sync provider to sync your Android contacts with Pipedrive contacts.

    To use a third-party app — such as Google Contacts or Outlook Contacts — to sync your phone contacts and Pipedrive, you will have to first sync your phone contacts with that third-party contact provider.
    To read more on how to sync Google Contacts with your Mobile device, click here. To read about how to sync Outlook Contacts with your Android device, click here.

    Once you have set up the connection, you can turn on the Contact Sync feature in the Pipedrive web-app. To learn more about how to set up the Contact Sync feature, click here. Quando este recurso estiver ativado, os contatos entre o Pipedrive e seu telefone serão sincronizados.
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