How can we have our contacts sync from Insightly online, to Google, to iPhone automatically?

We currently have our system set up so that we always add new customer contacts to Insightly online. Our phones are set up to automatically sync with Insightly, so the Insightly program should push from Insightly, to Google, to our iPhones. We work on the road a lot without access to computers, so we want our customer contacts to be updating to our phones daily (or more frequently), but currently, even with the automatic syncing turned on, they won't update automatically, we have to go in and click "re-sync all contacts". What can we do to make this process more efficient and not require manual syncing to get new contacts?

Thank you!

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9 comments
  • Official comment

    Hi Jenna,

    The Insightly mobile apps currently do not have an auto-sync feature. It's in our road map but unfortunately for the time being you will have to pull down on the Contact list in the app to get the new contacts to your device.

    Best Regards,

    Patrick

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  • Shouldn't it work like that independently of mobile app:

     

    Even without that option activated in Insightly, contacts flagged manually with "my contacts" get synced round the corner in seconds.

    I'm using Android. Are your iPhones connected correctly? See  https://support.google.com/mail/answer/3008051?hl=en

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  • Hi Holger,

    By "synced phones and tablets," we're referring to phones and tablets connected to your Gmail account.

    Thanks!!

    Katy

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  • Hi there,

    I'm wondering if this is an oversight or not on my part.

    Is there no way for my notes etc to automatically be synced with the iOS app?  So for example, If I add a note from the browser, they don't appear in the iOS app until after I've synced my phone.

    Is there no way to make this happen? If I change something on Facebook for example, it tends to appear on my iOs app, so I think that this type of transaction should be possible right?

     

    Thanks!

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  • Hi tylerlw82:

    We recently updated the iOS version to 3.17.2. Can you check to see that this is the version you are on? 

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  • Ah!  Good catch.  That should do the trick. 

     

    Thank you!

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  • Happy to help :)

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  • how do I get insightly on ios to update?

    I seem to be stuck on 3.3.1.7

    also insightly does not exist in the apple app store

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  • Hi Jose,

    I just did a search for Insightly on the app store and it was the first option to come up along with the option to update. Can you share a screenshot of what you see?



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