1CRM offers businesses a solution for managing their sales, customer service and business operations. It combines a CRM system with full order management functionality to develop quotes, track orders, generate invoices, and manage projects.

1CRM-logo-box

1CRM

<InfoBox>[**GETTING STARTED GUIDE**](/help/features/getting-started/)**: How to set up a new connection?** </InfoBox>

<InfoBox>[**ALL FEATURES EXPLAINED**](/help/features): **All our features/functionality explained in detail - no app-specifics.** </InfoBox>

**1CRM** offers businesses a solution for managing their sales, customer service and business operations. It combines a CRM system with full order management functionality to develop quotes, track orders, generate invoices, and manage projects.

**Below you'll find detailed information, specifically for 1CRM integrations:**

## Supported 1CRM Integrations

<Widget src="https://cdn.piesync.com/widget.js" left="1crm" />

## Authorizing 1CRM

We simply ask your login details and your permission. **For 1CRM, we need your Subdomain, Username and Password.**

<TipBox>We also support self-hosted open-source 1CRM deployments.</TipBox>

![](//images.ctfassets.net/f2ysq090txql/4SnLGMCCMNvlNyECIB8JZE/3f8418741602cecb276065f72b3f249c/screenshot-2019-08-20-at-16-33-28.png)

<TipBox>The terms and conditions with regards to self-hosted apps can be found [here](/help/account/self-hosted-applications-terms-conditions/).</TipBox>

If you already authorized 1CRM account(s) in the past or in any other PieSync integration, you'll be able to the first part of the authorization and choose from your **CONNECTED ACCOUNTS**.

![](//images.ctfassets.net/f2ysq090txql/2mnGyM4p98nniRjC5OFEvg/92ba9a804b2a425cb088bb39df7dee0d/2.png)

## \[IF\] Supported Conditions/Filters

*   CATEGORIES
*   HAS A VALID EMAIL ADDRESS
*   OPTED IN FOR/OUT FROM EMAILS
*   IS/IS NOT PORTAL ACTIVE
*   LEAD SOURCE
*   FIELD VALUES (_INCLUDING CUSTOM FIELDS_)
*   ALREADY EXISTING IN APP YOU SYNC WITH 

![](//images.ctfassets.net/f2ysq090txql/7sKwQr8cxFJrWVA5Zkjkp6/8ecd330ad016ee274d669575245843c4/image.png)

## \[THEN\] Supported Actions

*   ADDING/REMOVING CATEGORIES
*   MAKE/UNMAKE PORTAL ACTIVE
*   OPT IN FOR/OUT FROM EMAILS
*   LEAD SOURCE
*   MARK EMAIL AS INVALID
*   UPDATING FIELD VALUES (_INCLUDING CUSTOM FIELDS_)

![](//images.ctfassets.net/f2ysq090txql/5HLXmt7dx9Grva9kVCkfNh/e509a52306d77539f1d8060982b0b5c7/image.png)

## Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard 1CRM fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:

![](//images.ctfassets.net/f2ysq090txql/4c6pf3VHy6YXcPXHGCyRHW/88646af72a3399b4e8b507c1f34ee2b2/image.png)

![](//images.ctfassets.net/f2ysq090txql/7zCHx4eFhaxobIozabYX4M/62f9688b44f0092428249e008a94b92b/image.png)

<InfoBox>PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B.</InfoBox>

## Customizable Field Mapping

You can custom map your 1CRM Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping [**HERE**](/help/features/new-customizable-field-mapping/). 

![](//images.ctfassets.net/f2ysq090txql/1YJhH8eqrWk01iu8Gpyakq/2717ba2e8d32216f4b47fda500a5eca1/image.png)

## Additional Options

### Syncing Unsubscribes/Deletions

Currently, there are no 1CRM integrations on the PieSync platform that support our [Unsubscribes](/help/features/syncing-unsubscribes/)/[Deletions](/help/features/syncing-deletions/) sync.

<InfoBox>The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes [here](/help/features/syncing-unsubscribes/) or on Deletions [here](/help/features/syncing-deletions/).</InfoBox>

<TipBox>Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By [voting them up in our pipeline](http://www.piesync.com/connections/#vote), YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - support@piesync.com.  **Don't forget to read our** [**blog**](http://blog.piesync.com/) **for the latest in productivity, apps, and technology!**</TipBox>

1CRM offers businesses a solution for managing their sales  customer service and business operations  It combines a CRM system with full order management functionality to develop quotes  track orders  generate invoices  and manage projects   Below yo…

How to set up specific apps, what rules are available and mapping overviews

Supported Apps

hubspot logo

HubSpot

HubSpot CRM arms your sales team with the information and the tools needed for today's modern sales process. HubSpot Marketing, meanwhile, is the marketer's number one inbound marketing tool that can help with landing page creation, email campaigns, social media scheduling and blogging. PieSync supports both Hubspot CRM as well as Hubspot Marketing.

<InfoBox>[**GETTING STARTED GUIDE**](/help/features/getting-started/)**: How to set up a new connection?** </InfoBox>

<InfoBox>[**ALL FEATURES EXPLAINED**](/help/features): **All our features/functionality explained in detail - no app-specifics.** </InfoBox>

**HubSpot CRM** is part of the HubSpot family and is a highly efficient CRM tool, allowing you to stay on top of your customer relations. Automation and detailed customer information are vital features that eliminate manual work, so you and your team can save a lot of time and focus on important goals! Did we already mention this CRM is free?

<TipBox>All HubSpot customers (including free users) are eligible for a 25% discount on any PieSync plan. [Sign up for a free trial](https://app.piesync.com/auth/sso?app=hubspot) to receive your discount.</TipBox>

<Embed src="//www.youtube.com/embed/iQB5_IGATjo" />

## Supported HubSpot CRM Integrations

<Widget src="https://cdn.piesync.com/widget.js" left="hubspot" />

## Authorizing HubSpot CRM

<InfoBox>All HubSpot plans are able to set up a PieSync connection.</InfoBox>

For HubSpot CRM, we need you to first log in to your HubSpot CRM account in a separate window or tab, and copy your "Hub ID", to be found in the top right corner. When you click 'Authorize HubSpot CRM', a pop-up window appears with a request to enter this ID, followed by a window asking you to authorize your account.

![](//images.ctfassets.net/f2ysq090txql/5ORq6c4w1bz4W3AvyMTx3H/b44437898cf5d0387fce2fe16e14e749/image.png)

If you already authorized HubSpot CRM in the past or in any other PieSync integration, you'll be able to skip this step and choose from your **CONNECTED ACCOUNTS**.

![](//images.ctfassets.net/f2ysq090txql/3LfOMHUiQp3uzETQXxkc6h/b39b4ee88a9699daae7427c5c50d9af5/screenshot-2019-10-04-at-13-31-41.png)

## Choose your contact type

Distinguish between Contacts and Companies before proceeding to the configuration page.

![](//images.ctfassets.net/f2ysq090txql/5UykiPyvXojHLu3lsAaHi1/e09c29fdb1af25f1f7c177720efc022d/image.png)

Learn about our contact sync below.

<TipBox>[Incorporate Company related information in a connection between Contacts.](/help/faq/syncing-company-related-information-on-contact-level/)</TipBox>

* More in-depth info about syncing Leads can be found [here](/help/faq/syncing-leads/).
* More in-depth info about our Company to Company sync can be found [here](/help/faq/can-i-sync-company-account-information/).

## \[IF\] Supported Conditions/Filters

*   Status in list
*   Status in group
*   Opt in/out from emails
*   Fields (including custom fields)
*   Already existing in app you sync with
*   Hubspot Score
*   Lead Status
*   Ownership
*   Lifecycle stage
*   Predictive lead score
*   Custom fields

![](//images.ctfassets.net/f2ysq090txql/66ci3uKrbuIhVFQoIhOch1/08ce3beed940fd54665a3b4997624714/image.png)

## \[THEN\] Supported Actions

*   Adding/removing from list
*   Updating status
*   Update fields (including custom fields)
*   Update Lifecycle stage

![](//images.ctfassets.net/f2ysq090txql/6CkAFqQJawdvugohvgwP3o/da482e3eceaa7f937c144d17a865824c/image.png)

<TipBox>Get inspired by this recipe that [exchanges marketing qualified leads between Hubspot and Pipedrive CRM](http://blog.piesync.com/hubspot-pipedrive-recipe/)</TipBox>

## Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard HubSpot CRM fields being mapped. For instance, a connection to Google Contacts will look something like this:

![](//images.ctfassets.net/f2ysq090txql/5ZjCoTs3sWa1zSizg4V2JY/725140a583a0320bfa57238df93ba459/image.png)

<InfoBox>PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B</InfoBox>

## Customizable Field Mapping

You can custom map your HubSpot CRM custom fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible. More information on Customizable Field Mapping [here](/help/features/new-customizable-field-mapping/). 

![](//images.ctfassets.net/f2ysq090txql/3jinqJ3P2g2JNOP3oCv58C/3335416cf4991dd039e3f2a31ef898fd/image.png)

## Additional Options

### Syncing Unsubscribes/Deletions

**There are no supported HubSpot CRM integrations on the PieSync platform, that support our Unsubscribes/Deletions Sync\*.** 

<InfoBox>The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes [here](/help/features/syncing-unsubscribes/) or on Deletions [here](/help/features/syncing-deletions/).</InfoBox>

## Use Cases

You have the ability to opt contacts out of marketing emails via PieSync by using the rule shown below:

![](//images.ctfassets.net/f2ysq090txql/2Di1ekireNCmGB8x4GRGwh/4270b9a7ed7f0b3075549438242ef7dd/screen-shot-2020-01-06-at-14-58-07.png)

<TipBox>More information about this can be found [here](https://knowledge.hubspot.com/contacts/how-do-i-unsubscribe-or-opt-out-contacts-from-email). It's important to keep in mind that this action can't be undone once performed and it can only be done if the user has Marketing permissions.</TipBox>

<TipBox>Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By [voting them up in our pipeline](http://www.piesync.com/connections/#vote), YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - support@piesync.com.  **Don't forget to read our** [**blog**](http://blog.piesync.com/) **for the latest in productivity, apps, and technology!**</TipBox>

HubSpot CRM is part of the HubSpot family and is a highly efficient CRM tool  allowing you to stay on top of your customer relations  Automation and detailed customer information are vital features that eliminate manual work  so you and your team can…

HubSpot CRM

ZohoCRM

Zoho CRM

Zoho's CRM makes sure your sales team stays focused on their targets. Lead generation from existing websites, lead activity tracking, email integration, task management and complete sales cycle views are just some of Zoho's many features.


<InfoBox>[**GETTING STARTED GUIDE**](/help/features/getting-started/)**: How to set up a new connection?** </InfoBox>

<InfoBox>[**ALL FEATURES EXPLAINED**](/help/features): **All our features/functionality explained in detail - no app-specifics.**</InfoBox>

**Zoho's CRM** takes administration out of your hands, allowing your sales team to stay sharp and focus on their all important targets. Lead generation from existing websites, lead activity tracking, email integration, task management and complete sales cycle views are just some of the features enabling very efficient workflows for teams.

This video illustrates syncs with the Hubspot app and MailChimp.

<Embed src="//www.youtube.com/embed/2W43srnjKWU" />

## Supported Zoho CRM integrations

<Widget src="https://cdn.piesync.com/widget.js" left="zohocrm" />

## Authorizing Zoho CRM  

**To be able to connect to your Zoho CRM account, we need the following things:**  

1.Select your Zoho CRM domain (zoho.com, zoho.eu or zoho.in)

![](//images.ctfassets.net/f2ysq090txql/OUKtXrO71YAX22zYB5zZe/da8254468a2aa9f180cb300f4bfcd05c/screenshot-2019-07-11-at-09-43-08.png)

2\. A pop up screen appears. Log in to your Zoho CRM account

![](//images.ctfassets.net/f2ysq090txql/7sKryuLzSBwBozhpwkeZke/d34a06afcb99c909e49cb6588784e2c3/screenshot-2019-07-11-at-09-56-36.png)

<WarningBox>**In case you are using 2-factor authentication, please create an Application Specific Password as described** [**here**](https://www.zoho.com/crm/help/api/using-authentication-token.html)**.**</WarningBox>

If you already authorized Zoho CRM in the past or in any other PieSync integration, you'll be able to skip this step and choose from your **CONNECTED ACCOUNTS**.

![](//images.ctfassets.net/f2ysq090txql/7wkUuAqPtcGWZh0i3F0R2R/0b7a827c1488c747b1613dc3b1a7ab76/image.jpeg)

## Choose your contact type

Distinguish between Accounts, Contacts and Leads before proceeding to the configuration page.

![](//images.ctfassets.net/f2ysq090txql/7oNLeE36GFqBF56CHhgOWh/148c5e5d9f9d57d70b97fd007af18012/screenshot-2019-09-20-at-12-16-16.png)

\- Learn about our contact sync below.

\- More in-depth info about syncing Leads can be found [here](/help/faq/syncing-leads/).

\- More in-depth info about our Accounts to Account syncs can be found [here](/help/faq/can-i-sync-company-account-information/).

## \[IF\] Supported Conditions/Filters

 You can choose to have PieSync only sync a subset of these contacts:

*   HAS TAG
*   OWNED BY
*   LEAD SOURCE (Advertisement, Chat, Cold call, Employee referral, ... )
*   HAS (NOT) OPTED OUT FROM EMAILS (so you can gate a sync towards an e-mail marketing tool)
*   a filter on FIELDS, including CUSTOM FIELDS

![](//images.ctfassets.net/f2ysq090txql/cnR3JZWs3b3UtE3ec894N/adebaa444f06d5a27097ab257e8061c2/image.png)

## \[THEN\] Supported Actions

When you are syncing contacts into Zoho CRM, you can choose to have specific actions take place:

*   ADD TAG
*   REMOVE TAG
*   OPT IN/OPT OUT FROM EMAILS (to sync back a subscription status from your e-mail marketing platform)
*   UPDATE LEAD SOURCE
*   update CONTACT FIELDS, including CUSTOM FIELDS

![](//images.ctfassets.net/f2ysq090txql/7qoObQ8YRIRRhZo1LI4wlL/d4d55c890d5eff5ce16830e6827e9c27/image.png)

<WarningBox>Please note that TAGS are only supported in the paying Zoho CRM plans.</WarningBox>

## Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard Zoho CRM fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:

![](//images.ctfassets.net/f2ysq090txql/28wj51nywsxIxb6kfvOny4/3c204df6344b231a4e88b638bb3692c3/image.png)

<InfoBox>PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B.</InfoBox>

## Customizable Field Mapping

You can custom map your Zoho CRM Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping [here](/help/features/new-customizable-field-mapping/).

![](//images.ctfassets.net/f2ysq090txql/1BMbZ65o961GksBBiZvhS5/6b64d91c9a657923878860bd45b53be2/image.png)

## Additional Options

### Syncing Deletions

Currently, there are no Zoho CRM integrations on the PieSync platform that support our [deletions sync](/help/features/syncing-deletions/).

### Syncing Unsubscribes

Currently, there are no Zoho CRM integrations on the PieSync platform that support our [unsubscribes sync](/help/features/syncing-unsubscribes/).

<InfoBox>The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes [here](/help/features/syncing-unsubscribes/) or on Deletions [here](/help/features/syncing-deletions/).</InfoBox>

### Workflows

Zoho CRM has "workflows" that can be activated after contact or update is created. A workflow is a process that runs on a single record and can trigger email notifications, tasks and field updates. Enabling the option below will cause the workflows to be triggered. 

![](//images.ctfassets.net/f2ysq090txql/1B2c5JQ1A5Eo54JO8dmBY6/d3580d0919c1727495f1681535b319d2/screen-shot-2018-09-25-at-16-14-13.png)

<InfoBox>Learn more about Zoho Workflows [here](https://www.zoho.com/crm/help/automation/workflow-rules.html).</InfoBox>

### Field Permissions

In Zoho CRM, you have the ability to disable (= Don't show) certain field permissions. Makes sure to enable (_Read and Write_) the **"Modified Time"** field to allow syncing activity.  

_Read-only_ permission is sufficient for the **"Modified By"** field.

![](//images.ctfassets.net/f2ysq090txql/7bI0zki7ibXrY07VknTkku/4f0126777eeda0ed4f480999da8d3b01/screen-shot-2018-11-22-at-16-27-44.png)

<TipBox>Field permissions can be found in your Zoho account via: Settings > Customization > Modules & Fields > Contacts > Fields</TipBox>

<TipBox>Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By [voting them up in our pipeline](http://www.piesync.com/connections/#vote), YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - [support@piesync.com](mailto:support@piesync.com).  **Don't forget to read our** [**blog**](http://blog.piesync.com/) **for the latest in productivity, apps, and technology!**</TipBox>

Zoho s CRM takes administration out of your hands  allowing your sales team to stay sharp and focus on their all important targets  Lead generation from existing websites  lead activity tracking  email integration  task management and complete sales …

Brivity CRM

Brivity is a real estate tool which allows you to manage and market your listings, while continuously communicating with your clients.

<InfoBox>[**GETTING STARTED GUIDE**](/help/features/getting-started/)**: How to set up a new connection?**</InfoBox>

<InfoBox>[**ALL FEATURES EXPLAINED**](/help/features): **All our features/functionality explained in detail - no app-specifics.**</InfoBox>

**Brivity CRM** is a real estate tool which allows you to manage and market your listings, while continuously communicating with your clients.

**Below you'll find detailed information, specifically for Brivity CRM integrations:**

## Supported Brivity CRM Integrations

<Widget src="https://cdn.piesync.com/widget.js" left="brivity" />

## Authorizing Brivity CRM

**To authorize Brivity, we need your email and password.**

![](//images.ctfassets.net/f2ysq090txql/161f0Le7abvLCtIbwHosxG/39cab5fd93b4aa5fa51638028f8cec4f/screen-shot-2019-02-20-at-13-57-26.png)

<InfoBox>Make sure an admin grants access to Piesync through the [Brivity App Store](https://www.brivity.com/appstore) before the authorisation process.</InfoBox>

If you already authorized Brivity CRM account(s) in the past or in any other PieSync integration, you'll be able to skip the first part of the authorization and choose from your **CONNECTED ACCOUNTS**.

![](//images.ctfassets.net/f2ysq090txql/1NllQLO19wKRn1X5akbe6C/d39165b0db67c38be8898e304d642cc5/screen-shot-2019-02-12-at-20-31-46.png)

## \[IF\] Supported Conditions/Filters

*   Email Status
*   Intent
*   Person Type
*   ...
*   Field values
*   Already existing in the app you sync with

![](//images.ctfassets.net/f2ysq090txql/2z6oBwzEhIVEdcM09yxFRG/d93d59175e870b46dea65266a9880f95/screen-shot-2019-02-13-at-08-42-40.png)

## \[THEN\] Supported Actions

*   Add Tag
*   Update Intent
*   Update Person Type
*   ...
*   Updating field values

![](//images.ctfassets.net/f2ysq090txql/Td95tJ78MWjj1ikmrZT2N/32622d8562b496c02868f47898b7abc6/screen-shot-2019-02-13-at-08-42-56.png)

## Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard Brivity CRM fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:

![](//images.ctfassets.net/f2ysq090txql/6SfG4cPQPXUbjbyLfjJALy/285d108bbd1db5a5c985839c2d4065a1/screen-shot-2019-02-13-at-08-46-10.png)

<InfoBox>PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B.</InfoBox>

## Customizable Field Mapping

For now, we **don't support** Brivity CRM customizable contact fields. Therefore, you can only custom map any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping [here](/help/features/new-customizable-field-mapping/).

![](//images.ctfassets.net/f2ysq090txql/6QSGkk2u1UDydtKvtIwQHq/c138f867868f6d4bade517128edb0e7e/screen-shot-2019-02-13-at-08-46-31.png)

## Additional Options

### Syncing Deletions

In connections between [Google Contacts](/help/connector-apps/google-contacts/) and Brivity CRM, you are able to [sync deletions](/help/features/syncing-deletions/) one-way. When a contact gets deleted in Google Contacts, we add the tag 'PieSync Trash' to that same contact in Brivity CRM. You will be able to review this segment first before deleting or taking any other action in Brivity CRM too.

![](//images.ctfassets.net/f2ysq090txql/2M0gpppmyFlvzvWg1nu2sG/87877687c4e9cfb7bad491144e9b962e/screen-shot-2019-02-13-at-08-47-32.png)

### Syncing Unsubscribes

In connections between Brivity CRM and some marketing tools we support such as e.g. [MailChimp](/help/connector-apps/mailchimp/), you are able to [sync unsubscribes](/help/features/syncing-unsubscribes/) one-way. When a contact gets unsubscribed in your marketing tool, we add the tag 'PieSync Unsubscribes' to that same contact in Brivity CRM. You will be able to review this segment first before taking any action in Brivity CRM too.

![](//images.ctfassets.net/f2ysq090txql/1JcpXKo55WdwMkuo1zTBNz/3a01b07c47f772b97d7d3f3857e1c294/screen-shot-2019-02-13-at-08-48-53.png)

<InfoBox>The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes [here](/help/features/syncing-unsubscribes/) or on Deletions [here](/help/features/syncing-deletions/).</InfoBox>

<TipBox>Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By  [voting them up in our pipeline](http://www.piesync.com/connections/#vote), YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - [support@piesync.com](mailto:support@piesync.com).  **Don't forget to read our** [**blog**](http://blog.piesync.com/) **for the latest in productivity, apps, and technology!**</TipBox>

Brivity CRM is a real estate tool which allows you to manage and market your listings  while continuously communicating with your clients   Below you ll find detailed information  specifically for Brivity CRM integrations    Supported Brivity CRM Int…

Are you using [ZohoCRM](/help/connector-apps/zoho-crm/) & [Mailchimp](https://mailchimp.com/) side by side? Did you wish they play nice with each other? You’re not alone.

PieSync’s sync engine helps you create an intelligent 2-way connection between ZohoCRM and Mailchimp… and nearly 200 other cloud-based apps in real time.

Businesses that use this sync notice an increase in productivity because they no longer have to manually keep email lists up to date in either app. It is also easier to implement email marketing campaigns knowing that all your subscriber information is up to date.Correct subscriber information is paramount these days, with strict data protection laws such as GDPR. You don't want to be hit with a fine because you accidentally sent out a bunch of emails to subscribers who are no longer opted-in!This sync helps you send out timely campaigns to interested subscribers in email marketing lists with the most up to date information.

### What about Zoho's free Mailchimp extension?

There are several differences between the [native Zoho - Mailchimp extension](​https://help.zoho.com/portal/kb/articles/mailchimp-crm-integration ) and 2-way contact syncing with PieSync.

First of all, the native integration only syncs daily, and sometimes, daily updates are not enough. That's why the sync of **PieSync runs constantly**. Every 5 minutes, your changes will be visible in your database. New subscribers sync into Mailchimp, and updates to subscribers sync through as well.

Then, in PieSync you can provide much more nuance in the scope of the sync using filters. You get to say which leads or contacts in Zoho move into Mailchimp based on any Zoho attributes imaginable.

The sync is 2-way. Move data into Mailchimp, but also take subscribers and move them into Zoho. You get to say how the data should sync: how should custom fields populate, which tags should sync on either side, groups set in Mailchimp, etc. apply tags, ...

It's unclear whether Zoho's built-in Mailchimp extension even allows to sync custom fields.

### Let's get started with PieSync

First of all, [select two apps](https://app.piesync.com/sync/zohocrm/mailchimp) you want to sync with each other. In this case, we will select Zoho CRM and Mailchimp. Then, authenticate your apps on the PieSync dashboard. [Click here to find out how to authorize Zoho CRM](/help/connector-apps/zoho-crm/). You get to choose here to sync either Zoho Leads or Zoho Contacts.

For MailChimp, you can sync one MailChimp audience per connection slot. If you want to sync more MailChimp lists, you have to create more syncs. [Click here to find out how to authorize MailChimp.](/help/connector-apps/mailchimp/)

>  MailChimp advocates using one master list, as opposed to many small lists. [Read this best practices guide to find out more](https://kb.mailchimp.com/lists/growth/requirements-and-best-practices-for-lists).

Then it's time to set up a two-way sync between Zoho CRM and MailChimp. 

![](//images.ctfassets.net/f2ysq090txql/7mLXTJ1iuQXZwnmeK4M4Q0/5c38dee51adae046ad5282fd248ba893/image.png)

This essentially lays out the logic that **all contacts in Zoho CRM will be synced to MailChimp and all contacts in MailChimp List (List Name) will be synced to Zoho CRM.**

Because syncing ALL contacts between the two is usually not what we're after, you can **add some nuance** to the sync.

### From Zoho into Mailchimp

#### Setting up multiple syncs based on different criteria

![](//images.ctfassets.net/f2ysq090txql/4KPBIJVXExJa10MOieBdSZ/330c30852b71990f632d18bee546d06b/b-zhemnu-yck.gif)

<InfoBox>This setup resembles one that we covered in a case study. [Read more on the story of syncing Zoho CRM with Mailchimp & Aircall.](https://www.piesync.com/blog/aircall-integration/)</InfoBox>

#### Filter Based on Tags

You can filter contacts using **Zoho CRM tags**. To do this add a filter under Zoho CRM on both rules.I have added the additional filter that the contact has the tag "Newsletter" then it will be synced to MailChimp. If someone subscribes to the MailChimp List (via a form on your website), their information will be synced to Zoho CRM and the tag "Newsletter" will be added.

![](//images.ctfassets.net/f2ysq090txql/5gHdmJbmcSvjxeDcXsy9Nh/ac2616bbc811d55c14f67722437d3ede/image.png)

#### Sync based on opt-in and opt-out preferences

You can also keep your email lists sparkling clean by syncing based on your subscriber's opt-out and opt-in preferences. In the following example, customers who have not opted out are subscribed to a list. If a customer unsubscribes from your mailing list, this information gets picked up by PieSync and is reflected in Zoho CRM.

![](//images.ctfassets.net/f2ysq090txql/62hy13mzqYldGjgIrtMpX3/cbd7e2419f9aa5a8808cdeb47549bc28/image.png)

### From Mailchimp into Zoho

#### Picking up on unsubscribes & bounces

![](//images.ctfassets.net/f2ysq090txql/2uxTGng7mlfXhiJGOt8mN9/c1c7e57059bea1fcb5dfdb77c4936338/image.png)

Specifically for the European audiences, if you truly want some help in obtaining GDPR compliancy, check out the following example rule. As your signup forms include [different GDPR boxes](https://mailchimp.com/help/collect-consent-with-gdpr-forms/#Set_Up_Your_GDPR-Friendly_Signup_Form), you can start capturing these in your sync to have them update a label, or a custom field in Zoho CRM. The opposite is true as well - if you happen to capture GDPR opt in through a different system, you can have PieSync set set up the permission properly for your subscribers in Mailchimp.

![](//images.ctfassets.net/f2ysq090txql/1dGbYkwxFpF1XkMPsWtw4A/c9719a8d750d5c561901b8b0793d2f77/image.png)

#### Subscriber preferences translated into Zoho CRM

![](//images.ctfassets.net/f2ysq090txql/3TQa9gctBnv2ZXyDZqEYBO/bad91bfa41f97a60f83a31adc7588f05/image.png)

### Complete custom mappings

![](//images.ctfassets.net/f2ysq090txql/5tM3rdi0LKhds78sUg57Wn/a50293c76d3ebed6a48c5516eab82903/6-n-1-kj-40-ulu.gif)

<TipBox>[Download our free e-book](https://www.piesync.com/ebooks/piesync-guideline-for-zoho-crm-users/) 'PieSync Guidelines for Zoho CRM users'Learn more about [ZohoCRM](/help/connector-apps/zoho-crm/) and [Mailchimp](/help/connector-apps/mailchimp/) in their respective help articles.</TipBox>

Are you using ZohoCRM   Mailchimp side by side  Did you wish they play nice with each other  You re not alone   PieSync s sync engine helps you create an intelligent 2 way connection between ZohoCRM and Mailchimp  and nearly 200 other cloud based app…

Popular sync combinations

Zoho CRM and MailChimp

teamworkcrm_logo

Teamwork CRM

Teamwork CRM helps you to develop your sales process, plan and manage your company’s growth and bring clarity to a chaotic pipeline.



<InfoBox>[**GETTING STARTED GUIDE**](/help/features/getting-started/)**: How to set up a new connection?**</InfoBox>

<InfoBox>[**ALL FEATURES EXPLAINED**](/help/features): **All our features/functionality explained in detail - no app-specifics.**</InfoBox>

**Teamwork CRM** helps you to develop your sales process, plan and manage your company’s growth and bring clarity to a chaotic pipeline. We also support [Teamwork Desk](/help/connector-apps/teamworkdesk/) & [Teamwork Projects](/connector-apps/teamwork-projects).

**Below you'll find detailed information, specifically for Teamwork CRM integrations:**

## Supported Teamwork CRM Integrations

<Widget src="https://cdn.piesync.com/widget.js" left="teamworkcrm" />

## Authorizing Teamwork CRM

Authorizing Teamwork CRM is easy. Simply fill out your log in credentials and allow access.

![](//images.ctfassets.net/f2ysq090txql/5x7VspDk4mRCebviBGOXGd/89f355552bdc720210164443fbe59e8c/image.png)

![](//images.ctfassets.net/f2ysq090txql/7f0fLF0EvcxWmTcAQDHSl1/87f91dca7214de9bb113f0798febfcb9/image.png)

If you already authorized Teamwork CRM account(s) in the past or in any other PieSync integration, you'll be able to skip the first part of the authorization and choose an earlier _**connected account**_.

The account that you will use for the authorization will be the **default owner** of any new contacts or companies that you create through the sync, though there are ways to change the owner through a rule.

## Choose your contact type

Distinguish between Contacts and Companies before proceeding to the configuration page.

![](//images.ctfassets.net/f2ysq090txql/4z4SFSUV8zCvP08DJ5igeR/0c8e04fe09a4d5a5cf455d3913fb20fe/image.png)

* More in-depth info about syncing Leads can be found [here](/help/faq/syncing-leads/).
* More in-depth info about our Company to Company sync can be found [here](/help/faq/can-i-sync-company-account-information/).

## \[IF\] Supported Conditions/Filters

*   Owned by…
*   Date Created…
*   Date Modified…
*   First Name…
*   Last Name…
*   Title…
*   not Owned by…
*   Custom Fields
*   Already existing in the app your sync with

## \[THEN\] Supported Actions

*   set Owner to…
*   update First Name…
*   update Last Name…
*   update Title…
*   update Custom Fields

## Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard Teamwork CRM fields being mapped by default. For instance, in a connection with Mailchimp, the default field mapping looks like this:

![](//images.ctfassets.net/f2ysq090txql/6QWkryyVk9Sqchvgy4Kch5/7996b2797392386bbf91ba39135ac00d/image.png)

<InfoBox>PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B.</InfoBox>

## Customizable Field Mapping

You can and should custom map your Teamwork CRM Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping [here](/help/features/new-customizable-field-mapping/).

![](//images.ctfassets.net/f2ysq090txql/30a7BIjISsTO7dwcrKuWqt/e84420fc024203b65fc393ca2dc67abc/image.png)

## Additional Options

### Syncing Deletions

Currently, there are no Teamwork CRM integrations on the PieSync platform that support our [deletions sync](/help/features/syncing-deletions/).

### Syncing Unsubscribes

In connections between Teamwork CRM and some marketing tools we support such as e.g. [MailChimp](/help/connector-apps/mailchimp/), you are able to [sync unsubscribes](/help/features/syncing-unsubscribes/). When a contact gets unsubscribed in your marketing tool, PieSync is able to update that same contact in Teamwork CRM. You will be able to review this segment first before taking any action in Teamwork CRM too.

![](//images.ctfassets.net/f2ysq090txql/3crhKvUpF14uaxYmHRos6j/3f63eed1d87606132982ca09c5bd98ff/image.png)

In addition to this, you are also able to unsubscribe people in your marketing tool from within Teamwork CRM.

![](//images.ctfassets.net/f2ysq090txql/4V22CX1t2rVGOnpCkj5Pmc/f947491e453e888ccd3e060b271d3da3/image.png)

<InfoBox>More Information on Syncing Unsubscribes [here](/help/features/syncing-unsubscribes/) or on Deletions [here](/help/features/syncing-deletions/).</InfoBox>

<TipBox>Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By  [voting them up in our pipeline](http://www.piesync.com/connections/#vote), YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - [support@piesync.com](mailto:support@piesync.com).  **Don't forget to read our** [**blog**](http://blog.piesync.com/) **for the latest in productivity, apps, and technology!**</TipBox>

Teamwork CRM helps you to develop your sales process  plan and manage your company s growth and bring clarity to a chaotic pipeline  We also support Teamwork Desk   Teamwork Projects   Below you ll find detailed information  specifically for Teamwork…

Acumatica

Acumatica CRM

Acumatica delivers business solutions for small & medium size companies around the world. From multi-company on-line accounting to complete ERP suites, their flexible and integrated solutions include: Financials, Distribution, Manufacturing, Project Accounting, Field Service, BI and CRM. 

<InfoBox>[**GETTING STARTED GUIDE**](/help/features/getting-started/)**: How to set up a new connection?**</InfoBox>

<InfoBox>[**ALL FEATURES EXPLAINED**](/help/features): **All our features/functionality explained in detail - no app-specifics.**</InfoBox>

**Acumatica CRM** delivers business solutions for small & medium size companies around the world. From multi-company on-line accounting to complete ERP suites, our flexible and integrated solutions include: Financials, Distribution, Manufacturing, Project Accounting, Field Service, BI and CRM.

**Below you'll find detailed information, specifically for Acumatica CRM integrations:**

## Supported Acumatica CRM Integrations

<Widget src="https://cdn.piesync.com/widget.js" left="acumaticacrm" />

## Authorizing Acumatica CRM

To authorise, complete the steps as describe below:

![](//images.ctfassets.net/f2ysq090txql/4TSpOEKDhQ8ifsIbsU3pKj/b2ca524506a45596d33060d4d0d4c8c2/screenshot-2019-10-07-at-12-21-13.png)

![](//images.ctfassets.net/f2ysq090txql/20jD96HYnJ4lGUXLMAidBe/14f6a1e7e21e275f1bfcb6bc09d8dd6c/screenshot-2019-10-07-at-12-21-26.png)

<TipBox>The terms and conditions with regards to self-hosted apps can be found  [here](/help/account/self-hosted-applications-terms-conditions/).</TipBox>

![](//images.ctfassets.net/f2ysq090txql/3hzzFsdPOhL8BWQDQXGQUZ/4a5b80ace2f62e25501dbb376bfeafd7/screenshot-2019-10-07-at-12-22-44.png)

If you already authorized Acumatica CRM account(s) in the past or in any other PieSync integration, you'll be able to skip the first part of the authorization and choose from your **CONNECTED ACCOUNTS**.

![](//images.ctfassets.net/f2ysq090txql/V0kIAKeMCVyRuv3ZOu85r/e55389f4f539648b7332ad24d787cc6d/screenshot-2019-10-07-at-12-20-43.png)

## \[IF\] Supported Conditions/Filters

*   Contact Method
*   Do Not Call
*   Do Not Email
*   No Marketing
*   Owned by
*   Field values (_INCLUDING CUSTOM FIELDS_)
*   Already existing in the app you sync with

![](//images.ctfassets.net/f2ysq090txql/7w17bhcLlFXjvrz9q1l0e3/5251de396edc50542c7ec2151d440d08/screenshot-2019-10-07-at-12-23-30.png)

## \[THEN\] Supported Actions

*   Update Contact Method
*   Update Do Not Call
*   Update Do Not Email
*   Update No Marketing
*   Update field values (_INCLUDING CUSTOM FIELDS_)

![](//images.ctfassets.net/f2ysq090txql/Hu7U24moEu1LRaeh6cJcl/8803de61134f96d35c409a8c1139cdb5/screenshot-2019-10-07-at-12-23-49.png)

## Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard Acumatica CRM fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:

![](//images.ctfassets.net/f2ysq090txql/6NIfHPZtYxcg5OcgTjXz8p/641ec003596a909bc6727ea84e14c81d/screenshot-2019-10-07-at-12-24-07.png)

<InfoBox>You have the ability to disable default mappings and reuse them in the [custom mappings](/help/features/new-customizable-field-mapping/) section.</InfoBox>

## Customizable Field Mapping

You can custom map your Acumatica CRM Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping [here](/help/features/new-customizable-field-mapping/).

![](//images.ctfassets.net/f2ysq090txql/7HW2RCGA8txzV4sGngi8D0/1462a38baeb7c5c7641b1ddaf667ea43/screenshot-2019-10-07-at-12-24-31.png)

## Additional Options

### Syncing Deletions

Currently, there are no Acumatica CRM integrations on the PieSync platform that support our [deletions sync](/help/features/syncing-deletions/).

### Syncing Unsubscribes

Currently, there are no Acumatica CRM integrations on the PieSync platform that support our [unsubscribes sync](/help/features/syncing-unsubscribes/). However, by applying certain filters and actions, you have the ability to sync unsubscribed contacts via the PieSync rules:

![](//images.ctfassets.net/f2ysq090txql/3Bd11uZolw3CdlzLtsXPHt/928de249e0029ccae13b9b15d3241d53/screenshot-2019-10-07-at-14-49-39.png)

<InfoBox>The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes [here](/help/features/syncing-unsubscribes/) or on Deletions [here](/help/features/syncing-deletions/).</InfoBox>

<TipBox>Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By  [voting them up in our pipeline](http://www.piesync.com/connections/#vote), YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - [support@piesync.com](mailto:support@piesync.com).  **Don't forget to read our** [**blog**](http://blog.piesync.com/) **for the latest in productivity, apps, and technology!**</TipBox>

Acumatica CRM delivers business solutions for small   medium size companies around the world  From multi company on line accounting to complete ERP suites  our flexible and integrated solutions include  Financials  Distribution  Manufacturing  Projec…

agilecrm

Agile CRM

Agile CRM is an easy, powerful and affordable all-in-one Customer Relationship Management tool for small and medium businesses. Automate your sales and marketing in one platform and make the most of Agile's modern features & integrations.


<InfoBox>[**GETTING STARTED GUIDE**](/help/features/getting-started/)**: How to set up a new connection?**</InfoBox>

<InfoBox>[**ALL FEATURES EXPLAINED**](/help/features): **All our features/functionality explained in detail - no app-specifics.**</InfoBox>

Agile CRM is an easy, powerful and affordable all-in-one Customer Relationship Management tool for small and medium businesses. Automate your sales and marketing in one platform and make the most of Agile's modern features & integrations.

**Below you'll find detailed information, specifically for Agile CRM integrations:**

## Supported Agile CRM Integrations

<Widget src="https://cdn.piesync.com/widget.js" left="agilecrm" />

## Authorizing Agile CRM

To connect your account, we need your Subdomain, Username and Rest API Key.

![](//images.ctfassets.net/f2ysq090txql/4XNC4LzNGyQNjKhEHVurjS/c3868e8c954c57e3dcc6515c3d0cf572/screen-shot-2018-08-30-at-14-41-23.png)

![](//images.ctfassets.net/f2ysq090txql/1b2qlxmOMnoJZZts1kjxJE/fad5c5b3ec6b35a37a934edc46159a1f/screen-shot-2018-08-30-at-14-41-36.png)

If you already authorized Agile CRM account(s) in the past or in any other PieSync integration, you'll be able to skip the first part of the authorization and choose from your **CONNECTED ACCOUNTS**.

![](//images.ctfassets.net/f2ysq090txql/Qz95l2Zo1YrgJvNkOG9h3/fe34f000b2aad8b0b6e8c2d7b8bf7abe/screen-shot-2018-08-30-at-14-44-09.png)

## \[IF\] Supported Conditions/Filters

*   HAS TAG
*   LEAD SCORE
*   OWNED BY
*   STAR VALUE
*   FIELD VALUES (_INCLUDING CUSTOM FIELDS_)
*   ALREADY EXISTING IN APP YOU SYNC WITH 

![](//images.ctfassets.net/f2ysq090txql/4wuw9wDdePzU0m15L9TGNO/6e44d6faf0d9abd7efeec3e6604c5b75/image.png)

## \[THEN\] Supported Actions

*   ADD / REMOVE TAG
*   SET OWNER TO
*   UPDATING FIELD VALUES (_INCLUDING CUSTOM FIELDS_)

![](//images.ctfassets.net/f2ysq090txql/4Nox5dxETYqb0siWpGQL5o/c30f363b8b05be00e41bd2df22cb6e88/image.png)

## Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard Agile CRM fields being mapped by default. For instance, in a connection with FullContact, the default field mapping looks like this:

![](//images.ctfassets.net/f2ysq090txql/1EGnXC0j0Z8japlzKLGnQP/f3b3a2f62d4dadc13c0ffcafe3da76e6/image.png)

<InfoBox>PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B.</InfoBox>

## Customizable Field Mapping

You can custom map your Agile CRM Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping [here](/help/features/new-customizable-field-mapping/).

![](//images.ctfassets.net/f2ysq090txql/6hAk7EiSj4Fm0qR5XIRyU2/2cf5395c0bd585e3f6c747f91f912d5c/image.png)

<InfoBox>More information on how to create Agile CRM custom fields can be found [here](https://www.agilecrm.com/sales-enablement/adding-custom-fields).</InfoBox>

## Additional Options

### Syncing Deletions

In connections between [Google Contacts](/help/connector-apps/google-contacts/) and Agile CRM, you are able to [sync deletions](/help/features/syncing-deletions/) one-way. When a contact gets deleted in Google Contacts, we add the tag 'PieSync Trash' to that same contact in Agile CRM. You will be able to review this segment first before deleting or taking any other action in Agile CRM too.

![](//images.ctfassets.net/f2ysq090txql/5QHU56vQYX0RxCAMVPZdhl/df52d89e33829441d0afc7f64867ad5f/screen-shot-2018-08-30-at-15-09-21.png)

### Syncing Unsubscribes

In connections between Agile CRM and some marketing tools we support such as e.g. [MailChimp](/help/connector-apps/mailchimp/), you are able to [sync unsubscribes](/help/features/syncing-unsubscribes/) one-way. When a contact gets unsubscribed in your marketing tool, we add the tag 'PieSync Unsubscribes' to that same contact in Agile CRM. You will be able to review this segment first before taking any action in Agile CRM too.

![](//images.ctfassets.net/f2ysq090txql/641c3vesbVbQuiYR3Y1A5T/ac5c78f3cb85c60b516807c03cb7888f/screen-shot-2018-08-30-at-15-11-10.png)

<InfoBox>The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes [here](/help/features/syncing-unsubscribes/) or on Deletions [here](/help/features/syncing-deletions/).</InfoBox>

<TipBox>Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By  [voting them up in our pipeline](http://www.piesync.com/connections/#vote), YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - [support@piesync.com](mailto:support@piesync.com).  **Don't forget to read our** [**blog**](http://blog.piesync.com/) **for the latest in productivity, apps, and technology!**</TipBox>

Agile CRM is an easy  powerful and affordable all in one Customer Relationship Management tool for small and medium businesses  Automate your sales and marketing in one platform and make the most of Agile s modern features   integrations   Below you …

### Integrate Quickbooks and Capsule

By creating a sync between Capsule and Quickbooks, colleagues in accounting can count on the addresses in Quickbooks to be correct and up to date and vice versa.

It can also automatically send customer information from Capsule to Quickbooks when a deal is closed so that invoicing can begin. This saves your teams loads of time and ensures that customer data is up to date across all your apps.

<TipBox>Through **PieSync your** **sales team** can now smoothly hand over the necessary contacts for invoices to **accounting** and vice versa</TipBox>

#### Let's get started!

To integrate [Quickbooks](/help/connector-apps/quickbooks/) and [Capsule](/help/connector-apps/capsule/) first **authorise your apps** on the PieSync dashboard

Thereafter, **Setup a two-way sync** between your invoicing app and your CRM.

After closing a deal, **sales staff typically identifies to whom invoices should be sent. They will create this contact in the CRM.** Through PieSync, these contacts can be pushed to accounting in a controlled way by labeling them with "Invoice recipient" or something similar. 

![](//images.ctfassets.net/f2ysq090txql/37CrTX8staJJjCWym8qatP/839879be5a28d3fcb2d5c6c08db59c90/blob)

**Set up a rule** in PieSync to push contacts from Capsule CRM to Quickbooks if they carry a specific tag. This way, colleagues in accounting can rely on recipients' address information to be pre-filled out in Quickbooks, without them having to get back to sales. **Smooth handover!**

In a less ideal scenario, maybe sales doesn't do a proper handover to accounting. No worries: even when accounting creates new contacts in their own invoice app, they will be pushed to and **identified as invoice recipients** in the CRM. So make sure you set up a rule that stipulates that PieSync pushes contacts from Quickbooks to Capsule CRM if they carry a specific tag.

Last, but not least, Quickbooks can track whether a contact **still has open invoices** or not to their name. This is definitely information that's worthwhile pushing to your CRM.  Since PieSync works 2-way, as soon as the invoice gets paid, the tag disappears in the CRM. Make sure you switch on the toggle next to "Undo" for this - this toggle is located under the rule on the PieSync dashboard.

![](//images.ctfassets.net/f2ysq090txql/5gMH1mk6J8OKJibhZjaRSc/b3d058e66321471ada8964d8f8f92a0b/blob)

Hit sync once you’re happy with your configuration.

That’s it! You’ve got your accounting and sales teams all aligned. Have you thought about aligning your other teams such as marketing or customer ware?

_Happy syncing!_

Integrate Quickbooks and Capsule  By creating a sync between Capsule and Quickbooks  colleagues in accounting can count on the addresses in Quickbooks to be correct and up to date and vice versa   It can also automatically send customer information f…

Capsule CRM and Quickbooks

efficycrm

Efficy CRM

[Efficy CRM](https://www.efficy.com/) enables you to centralize your customer data and provide access only to authorized personnel. Use document management, data visualization and analysis, collaborative project management, and other features to streamline projects and improve efficiency.


<InfoBox>**[GETTING STARTED GUIDE](/help/features/getting-started/): How to set up a new connection?** </InfoBox>

<InfoBox>[**ALL FEATURES EXPLAINED**](/help/features): **All our features/functionality explained in detail - no app-specifics.** </InfoBox>

**Efficy CRM** enables you to centralize your customer data and provide access only to authorized personnel. Use document management, data visualization and analysis, collaborative project management, and other features to streamline projects and improve efficiency.

**Below you'll find detailed information, specifically for Efficy CRM integrations:**

## Supported Efficy CRM Integrations

<Widget src="https://cdn.piesync.com/widget.js" left="efficy" />

## Authorizing Efficy CRM

We need your database name, username and password

![](//images.ctfassets.net/f2ysq090txql/4297Eosg3e55U5pPT6RuTj/af365fcd6db974b84351ce4f4abe5992/screen-shot-2018-02-15-at-14-27-11.png)

If you already authorized Efficy CRM accounts in the past or in any other PieSync integration, you'll be able to skip this step and choose from your **CONNECTED ACCOUNTS**.  

![](//images.ctfassets.net/f2ysq090txql/6mS50j1V0kO0O0kzdNbcpk/4a0c30061851eea64aa2e77797409ca8/efficy-connected.png)

## \[IF\] Supported Conditions/Filters

*   CONTACT OWNER
*   ACTIVE/INACTIVE
*   ROBINSON? YES/NO
*   FIELDS _(INCLUDING CUSTOM FIELDS)_
*   ALREADY EXISTING IN APP YOU SYNC WITH

![](//images.ctfassets.net/f2ysq090txql/7jT0SSL78bLGj3SJDv9X8X/c5a858dadb06a9113f3ae7f0a3d26fa0/efficy-if.png)

## \[THEN\] Supported Actions

*   MAKE ACTIVE/INACTIVE
*   MAKE ROBINSON
*   MAKE NOT ROBINSON
*   UPDATE FIELDS _(INCLUDING CUSTOM FIELDS)_

![](//images.ctfassets.net/f2ysq090txql/78vkj3Hu1bBoCVRAwWyS9u/6b1767fd7aae7a6c7cedbcd35a89a3ab/efficy-then.png)

## Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard Efficy CRM fields being mapped. For instance, a connection with support tool Zendesk will look something like this:  

![](//images.ctfassets.net/f2ysq090txql/4OfhA3ZcblkxfsMypyvnyN/40d9818f860f23f73627b275affc45dd/efficy-custom-mappings.png)

![](//images.ctfassets.net/f2ysq090txql/46eOcmw9eSol0gW3RfWxdJ/3a4b74d02ebc522b518874847ff12a2c/efficy-default-mappings.png)

<InfoBox>PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B.</InfoBox>

## Customizable Field Mapping

You can custom map your any additional Efficy CRM fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible. More information on Customizable Field Mapping [here](/help/features/new-customizable-field-mapping/). 

![](//images.ctfassets.net/f2ysq090txql/3SE349OmhWge4rnuJfq7sY/85ca2d92380a781ee5737dd2f2b322f9/efficy-custom-mappings.png)

## Additional Options

### Syncing Unsubscribes/Deletions

Syncing Unsubscribes/Deletions is not supported in Efficy CRM integrations.  

<InfoBox>The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes [here](/help/features/syncing-unsubscribes/) or on Deletions [here](/help/features/syncing-deletions/).</InfoBox>

<TipBox>Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By [voting them up in our pipeline](http://www.piesync.com/connections/#vote), YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - support@piesync.com.  **Don't forget to read our [blog](http://blog.piesync.com/) for the latest in productivity, apps, and technology!**</TipBox>

Efficy CRM enables you to centralize your customer data and provide access only to authorized personnel  Use document management  data visualization and analysis  collaborative project management  and other features to streamline projects and improve…

pipeliner-logo

Pipeliner Cloud

Pipeliner Cloud delivers a level of visualization and instant, dynamic insights unrivaled in the CRM space. This ensures a supreme user experience, short learning curve plus high and rapid adoption rates. Its unique administration backend means that non-technical users can easily configure the system, so no programmers, consultants or systems integrators and there is no need for an expensive, full-time administrator which saves companies money and minimizes risk.



<InfoBox>[**GETTING STARTED GUIDE**](/help/features/getting-started/)**: How to set up a new connection?**</InfoBox>

<InfoBox>[**ALL FEATURES EXPLAINED**](/help/features): **All our features/functionality explained in detail - no app-specifics.**</InfoBox>

**Pipeliner CRM Cloud** delivers a level of visualization and instant, dynamic insights unrivaled in the CRM space. This ensures a supreme user experience, short learning curve plus high and rapid adoption rates. Its unique administration backend means that non-technical users can easily configure the system, so no programmers, consultants or systems integrators and there is no need for an expensive, full-time administrator which saves companies money and minimizes risk.

**Below you'll find detailed information, specifically for Pipeliner CRM Cloud integrations:**

## Supported Pipeliner CRM Cloud Integrations

<Widget src="https://cdn.piesync.com/widget.js" left="pipelinercrmcloud" />

## Authorizing Pipeliner CRM Cloud

To authorise, provide your API Token, API Password and Space ID.

![](//images.ctfassets.net/f2ysq090txql/5P8ssRhRruOxs2NrMRDW1I/dba309c306bb3bcfb35e4dc22bd6f334/screen-shot-2019-11-28-at-14-36-19.png)

If you already authorized Pipeliner CRM Cloud account(s) in the past or in any other PieSync integration, you'll be able to skip the first part of the authorization and choose from your **CONNECTED ACCOUNTS**.

![](//images.ctfassets.net/f2ysq090txql/5O0WArWieVxip91Hr9ZgKE/793847f8ff65acd5992557d6cacc3534/screen-shot-2019-11-28-at-14-35-59.png)

## \[IF\] Supported Conditions/Filters

*   Sales Unit Name
*   Gender
*   Owner Name
*   Gets Deleted
*   Field values (_INCLUDING CUSTOM FIELDS_)
*   Already existing in the app you sync with.

![](//images.ctfassets.net/f2ysq090txql/72xDHXmWFFbzOJmRA4cEsD/7b67afea2f75b3509ae2672e9a4c6150/screen-shot-2019-11-28-at-14-39-21.png)

## \[THEN\] Supported Actions

*   Update Sales Unit Name
*   Update Owner Name
*   Update field values (_INCLUDING CUSTOM FIELDS_)

![](//images.ctfassets.net/f2ysq090txql/6SzGnbJYoo2SVv8igYCWUW/efcdea044043d850c7962e9305a7c025/screen-shot-2019-11-28-at-14-39-33.png)

## Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard Pipeliner CRM Cloud fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:

![](//images.ctfassets.net/f2ysq090txql/1ePUADcbdYFxh3M9I4phGF/e847556fa5f0894290cb7785cc68d3c9/screen-shot-2019-11-28-at-14-39-52.png)

<InfoBox>You have the ability to disable default mappings and reuse them in the [custom mappings](/help/features/new-customizable-field-mapping/) section.</InfoBox>

## Customizable Field Mapping

You can custom map your Pipeliner CRM Cloud Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping [here](/help/features/new-customizable-field-mapping/).

![](//images.ctfassets.net/f2ysq090txql/2iPHJ0bBCa2S5JKdsU60ok/45e6822d94485f29e20cc90d5d3d08bd/screen-shot-2019-11-28-at-14-40-04.png)

## Additional Options

### Syncing Deletions

In connections between [Google Contacts](/help/connector-apps/google-contacts/) and Pipeliner CRM Cloud, you are able to [sync deletions](/help/features/syncing-deletions/) one-way. When a contact gets deleted in Google Contacts, we add the tag 'PieSync Trash' to that same contact in Pipeliner CRM Cloud. You will be able to review this segment first before deleting or taking any other action in Pipeliner CRM Cloud too.

![](//images.ctfassets.net/f2ysq090txql/2nejy0napRgW7xu2fdTOZI/60f8e156f82b8afb8c07f3c316fa048e/screen-shot-2019-11-28-at-14-39-45.png)

### Syncing Unsubscribes

Currently, there are no Pipeliner CRM Cloud integrations on the PieSync platform that support our [unsubscribes sync](/help/features/syncing-unsubscribes/). However, by applying certain filters and actions, you have the ability to sync unsubscribed contacts via the PieSync rules:

![](//images.ctfassets.net/f2ysq090txql/6iO6yd4f5hcy4Vp934UXcS/dc982d0eaa29251f28bffcfc92c526b5/screen-shot-2019-11-28-at-14-47-20.png)

<InfoBox>The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes [here](/help/features/syncing-unsubscribes/) or on Deletions [here](/help/features/syncing-deletions/).</InfoBox>

<TipBox>Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By  [voting them up in our pipeline](http://www.piesync.com/connections/#vote), YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - [support@piesync.com](mailto:support@piesync.com).  **Don't forget to read our** [**blog**](http://blog.piesync.com/) **for the latest in productivity, apps, and technology!**</TipBox>

Pipeliner CRM Cloud delivers a level of visualization and instant  dynamic insights unrivaled in the CRM space  This ensures a supreme user experience  short learning curve plus high and rapid adoption rates  Its unique administration backend means t…

Pipeliner CRM Cloud

propellercrm

Propeller CRM

Propeller is a powerful CRM for startups and small businesses that integrates within your Gmail account. It allows you to sync your mail and calendar, use various email templates, run reports, visualize your pipeline, keep track of your activity and more.


<InfoBox>[**GETTING STARTED GUIDE**](/help/features/getting-started/)**: How to set up a new connection?**</InfoBox>

<InfoBox>[**ALL FEATURES EXPLAINED**](/help/features): **All our features/functionality explained in detail - no app-specifics.**</InfoBox>

**Propeller CRM** is built for sales teams in small businesses or startups in need of a simple but powerful solution to control and improve their sales pipeline. Features such as pipeline stages, revenue forecasting, team activity views, email tracking and templates with variable fields will help your team perform at its best allowing them to spend less time on data input and more time on selling! **Below you'll find detailed information, specifically for Propeller CRM integrations**

## Supported Propeller CRM Integrations

<Widget src="https://cdn.piesync.com/widget.js" left="propellercrm" />

## Authorise your Propeller CRM

We need your login Email and API key 

![](//images.ctfassets.net/f2ysq090txql/rrzL6qtt5DOMSZOMnOQGc/994e8dd62225c8bb462e0aa7343b99eb/propeller-authorise.png)

If you already authorized Propeller CRM accounts in the past or in any other PieSync integration, you can skip this step and choose from your **CONNECTED ACCOUNTS**.  

![](//images.ctfassets.net/f2ysq090txql/2sqOL26Pmx2RYbmNpridpA/48243f071df39fb403b91a68f6a5d0ef/propeller-connected-accounts.png)

## \[IF\] Supported Conditions/Filters

*   TAGS
*   OWNER
*   TASKS OPEN YES/NO
*   OPPORTUNITIES YES/NO
*   IMPORTED FROM GOOGLE YES/NO
*   FIELDS _(INCLUDING CUSTOM FIELDS)_
*   ALREADY EXISTING IN APP YOU SYNC WITH

![](//images.ctfassets.net/f2ysq090txql/4drfSyRwXlzfszfCiZr5Ri/7ff1f7cebbc87fede04af8b12e1e552b/propeller-if.png)

## \[THEN\] Supported Actions

*   ADDING/REMOVING TAGS
*   UPDATE FIELDS _(INCLUDING CUSTOM FIELDS)_

![](//images.ctfassets.net/f2ysq090txql/7AsoWht94C3gt5Ym7iJNvg/9de62bdcade235a2ce8d06371110c3a5/propeller-then.png)

## Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard Propeller CRM fields being mapped. For instance, a connection with Office365 will look like this:  

![](//images.ctfassets.net/f2ysq090txql/6xbXqgBQivkLwBQNpZOtgf/99b0168065157711cfc1a1b7df05c3b6/propeller-default-mappings.png)

<InfoBox>PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B.</InfoBox>

## Customizable Field Mapping

You can custom map your any additional Propeller CRM (custom) fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible. More information on Customizable Field Mapping [here](/help/features/new-customizable-field-mapping/).   

![](//images.ctfassets.net/f2ysq090txql/726A3wtdKJ6wtRLxrYt2dP/a321e8b7d11059bdda1b068a2b7ac4ec/propeller-custom-mappings.png)

## Additional Options

### Syncing Unsubscribes

In connections with Marketing Tools (e.g. such as MailChimp), you are able to [sync unsubscribes](/help/features/syncing-unsubscribes/) one-way. When a contact unsubscribes in e.g. MailChimp, we add the tag 'PieSync Unsubscribes' in Propeller CRM. You will be able to review this segment first before e.g. deleting or taking action on that side of the sync. 

### Syncing Deletions 

We sync deletions the same way in the Propeller CRM/GoogleContacts integration, one-way only from Google to Propeller CRM. If you delete a contact in Google, we'll add the tag 'PieSync Trash' in Propeller CRM so you can review this segment first before deleting it there as well. 

<InfoBox>The availability of these additional sync options is app and connection dependent. If the feature box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect deletions on one side and at the same time be able to create add the tag 'PieSync Trash' on the other side. More Information on Syncing Deletions in other integrations [here](/help/features/syncing-deletions/).</InfoBox>

<TipBox>Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By [voting them up in our pipeline](http://www.piesync.com/connections/#vote), YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - support@piesync.com. **Don't forget to read our** [**blog**](http://blog.piesync.com/) **for the latest in productivity, apps, and technology!**</TipBox>

Propeller CRM is built for sales teams in small businesses or startups in need of a simple but powerful solution to control and improve their sales pipeline  Features such as pipeline stages  revenue forecasting  team activity views  email tracking a…

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Start syncing your 1CRM contacts two-way with more than 210 other apps

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Start syncing 1CRM with one of our 217 apps

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Help Articles related to syncing 1CRM

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HubSpot CRM

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Zoho CRM and MailChimp

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Acumatica CRM

Agile CRM

Capsule CRM and Quickbooks

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Propeller CRM

Start syncing your 1CRM contacts
two-way with more than 210 other apps