Act! Premium Cloud makes every interaction count with quick, organized access to highly personalized customer details, so it’s easy to build relationships that last.  This all-in-one CRM gives you instant access to your customer information anywhere in the world and from all of your devices. You can also establish eCommerce Connections and much more.

actpremium

Act! Premium

Google Contacts is a free easy-to-use contact management tool that allows you to organize your contacts with fields and segmentation. It has native integrations to other Google products such as Google Calendar, Google Drive and Gmail.


google contacts logo

Google Contacts

<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>

**Act! Premium Cloud** makes every interaction count with quick, organized access to highly personalized customer details, so it’s easy to build relationships that last. This all-in-one CRM tool gives you instant access to your customer information anywhere in the world and from all of your devices. You can also establish eCommerce Connections and much more.

<Embed src="//www.youtube.com/embed/13y4dc-G1tw" />

**Below you'll find detailed information, specifically for Act! Premium Cloud integrations:**

## Supported Act! Premium Cloud Integrations

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

## Authorizing Act! Premium Cloud

**To authorise, simply follow the steps as described below and make sure you meet the requirements to be able to sync. We need your domain, customer name, database name, database username and password.** 

![](//images.ctfassets.net/f2ysq090txql/7tv08T3K9dbLLd0eVNiXZO/5f377ebf5b5d14eae88895701f17f5fe/screen-shot-2018-04-04-at-09.34.37.png)

![](//images.ctfassets.net/f2ysq090txql/6hPGoZRMu3Kt9xAc8tFp8t/97eaf7ab7f4f6518ec0b8d8f34023f5e/screen-shot-2018-04-04-at-09.34.49.png)

If you already authorized Act! Premium 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/1Jj4Wn7tfKAbs20s9bjJOy/81be09bd789252303e889692346799bf/screen-shot-2017-11-14-at-13-59-32.png)

## Choose your contact type

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

![](//images.ctfassets.net/f2ysq090txql/3P7gPmEGfvEUiniNncn20Q/32bdc1dbd9fa83394d80b8ec4421430f/screen-shot-2019-11-18-at-10-44-14.png)

\- Learn about our contact sync below.

\- 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

*   IS A USER
*   IS NO USER
*   FIELD VALUES (_INCLUDING CUSTOM FIELDS_)
*   ALREADY EXISTING IN APP YOU SYNC WITH 

![](//images.ctfassets.net/f2ysq090txql/2riKFeF73EKFfCJSqSZucI/f5ffcec8dca021d7050711db0cc8faab/image.png)

## \[THEN\] Supported Actions

*   UPDATING FIELD VALUES (_INCLUDING CUSTOM FIELDS_)

![](//images.ctfassets.net/f2ysq090txql/DS3nu4bnYabi4Xf9cPQU0/a7e1823b441e1030d68e5fca6e692f93/image.png)

## Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard Act! Premium 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/4tJWC1Mv5Da5l8s1hJdHmh/1d8fec96753142478cd6b3b3507a3d48/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 Act! Premium 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/78PJP5rUexogTzHvC4oWaW/2d6a5ff320ac89fe393f979d2cdef945/image.png)

## Additional Options

### Syncing Deletions

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

### Syncing Unsubscribes

Currently, there are no Act! Premium Cloud 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>

<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>

Act  Premium Cloud makes every interaction count with quick  organized access to highly personalized customer details  so it s easy to build relationships that last  This all in one CRM tool gives you instant access to your customer information anywh…

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

Supported Apps

Act! Premium Cloud

<Embed src="https://www.youtube.com/embed/mwH6sLjgIVg/" />  

By default, an iPhone will store contacts on iCloud, or, if you've opted out from iCloud, it will store them locally on your phone. How do you get these contacts synced up to other services? It all depends on where they are now! 

*   If your iPhone contacts are stored in iCloud, you can choose to [sync your contacts from iCloud directly to many of PieSync's other supported apps](http://www.piesync.com/icloud/).
*   If you're not using iCloud, you should consider moving your contacts to a cloud service, as only then will PieSync work.

**But even if your contacts are currently stored in iCloud**, and [PieSync supports iCloud](http://www.piesync.com/icloud/), you may want to make sure your iPhone uses Google Contacts instead, especially if the rest of your business runs on Google apps.

## Managing multiple contact lists on an iPhone

A quick way to find out which contacts are currently loaded up on your iPhone, is by going inside the **Contacts app**, or the **Phone app** of your iPhone.

By tapping the **Groups** icon on the top left, you'll understand that an iPhone is capable of visibly merging different databases into one single contact list.

While in some cases it is handy to have your iPhone consolidate contact lists, in most cases it actually leads to **confusion.** Because everything is neatly merged, there is no easy way to recognize in which cloud database a specific contact is being stored.![](//images.ctfassets.net/f2ysq090txql/3R930qCIp77bn5CBEqOTug/e4937fa14b75e0b5e8fda7df552698f1/image.gif)

  
<InfoBox>Where is your mom's contact stored? Is it in iCloud? Google Contacts? Your SIM card? Worse yet, is it in all three of them simultaneously? Your iPhone actually dedupes them & merges identical contacts visually!  
  
The idea is ultimately that your phone merely acts as a window into contacts databases, so we suggest you visit [contacts.google.com](http://contacts.google.com) or [icloud.com/contacts](https://www.icloud.com/contacts) respectively to see & manage these lists.</InfoBox>

## Where are your contacts stored?

So how does your iPhone manage contacts? This help article can't possibly cover all possible scenarios, but here's how you can easily find out how your iPhone is setup currently.  
  
Go to **Settings -> Contacts -> Accounts** to find out which services are allowed to manage/add contacts on your phone. In the example shown to the left, there are three accounts moving contacts into this iPhone:  

1.  iCloud
2.  Personal gmail.com
3.  G-suite-domain

It's very likely you will see something different on your phone: you may or may not have iCloud, you could have an [Outlook](http://www.piesync.com/outlook-office365/) account, and so on.

![](//images.ctfassets.net/f2ysq090txql/4dGQCrcQjhwMJIrw3KAawL/d3544012e3d0b59539ad6b96943bd33b/image.gif)

<InfoBox>**Did you know?** Connecting a Google account to an iPhone will **import** your Google Contacts. However, the contacts that you had on your phone before **are not moved to Google**. They remain stored on iCloud or on your phone! Follow these instructions to back up those contacts to Google.</InfoBox>

The next steps will help you consolidate your contacts into Google's ecosystem instead. **Wherever your contacts are,** with the [**Google Drive app**](https://itunes.apple.com/be/app/google-drive-secure-online-file-storage/id507874739), you can push your Contacts data from your iCloud or those that are locally stored  to the Google Drive and into Google Contacts.

## Move your iPhone Contacts to Google Contacts with the Google Drive app

1. [Download Google Drive](https://drive.app.goo.gl/?link=https://drive.google.com/_/backup/ios&ibi=com.google.Drive&ius=googledrive&isi=507874739) to your iPhone and sign in with your Google account. If you don’t have a Google Account, you can create one when you sign-in to Google Drive. Already have Google Drive? Make sure it’s up to date.  

![Install Google Drive Google Contacts iPhone](//images.ctfassets.net/f2ysq090txql/6q1Oh3EUTKzpAGTWVZEGEB/d5c95a281c8ee1566fda9cd877aaaaa7/image.jpeg)

2. Now it’s time to backup your content. Open Google Drive and go to the backup wizard in Menu > Settings > Backup. You can select which content you want to backup or simply backup everything. Then hit “Start”.

3. Sign-in to your Google Account on your iPhone.  

![](//images.ctfassets.net/f2ysq090txql/6jkNFu6BAaqQcxVkxn2jpi/fea21e5327c83dfab643d375e4aacbdd/image.jpeg)

4. Go to your iPhone settings and **make sure your default account is the selected** **Gmail account**.This ensures that new contacts are added to Google Contacts and can then be synced to your cloud apps such as your CRM.

<InfoBox>Don't forget to set up the "Default account" to be Google! Merely connecting a Google account isn't sufficient, you also need to make sure new contacts you create on your phone are immediately created inside Google via this setting.</InfoBox>

<Embed src="https://www.youtube.com/embed/VlMm4q1wIn0/" />


Where are your contacts stored   So how does your iPhone manage contacts  This help article can t possibly cover all possible scenarios  but here s how you can easily find out how your iPhone is setup currently       Go to Settings    Contacts    Acc…

Want to learn more?

Setting up your iPhone to sync with Google Contacts

<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>

**Google Contacts** is an easy-to-use (free) contact management tool that is part of the Google Apps Suite including Gmail, Google Calendar, and Google Drive. Through Google Contacts, you can manage and organize your contacts by adding basic or more detailed information via fields and set up groups for segmentation.

_**Do you want to make the most out of Google Contacts? Then check out our e-book:**_[ _**‘How to Become a Google Contacts Expert in 30 Minutes.'**_](http://www.piesync.com/ebooks/google-contacts/) _**It comes with a special PieSync offer, look inside!**_

## Supported Google Contacts integrations

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

## Authorizing Google Contacts

For **Google Contacts**, We need you to log into your account and allow access: We connect with all Google accounts. **When you click 'Authorize Google Contacts', a pop-up window appears asking you to log in and allow access**.

![](//images.ctfassets.net/f2ysq090txql/5NDB8Pq3DrAKknOthhds1c/f084f74f1cfbcca042c0829944d92636/image.jpeg)

If you already authorized Google Contacts 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/7HhNoBhVl2FCbrv4YqNGWf/e0070cd142600d70368b69e1a4db0d85/image.jpeg)

## \[IF\] Supported Conditions/Filters

By default we'll look at any contact in your contact list. **Attention**, this is not always the same list as the one you see on your phone. There might be many more. You can always manage your contacts via [Google's website](http://contacts.google.com). If you don't want to sync all contacts in a rule, you can use these filters 

*   Has / Does not have Label
*   Gets Deleted
*   All fields (including custom fields)

![](//images.ctfassets.net/f2ysq090txql/17CxzElXCjoWHSqzmJOygu/9eb78e4517b4e3cda7fa4d53e0258141/image.png)

## \[THEN\] Supported Actions

*   Add / Remove Label
*   Update fields (INCLUDING CUSTOM FIELDS)

![](//images.ctfassets.net/f2ysq090txql/7yqj4TPB8hawo3HZT4tAI3/69d0093f17f67706ac74a30371f44230/image.png)

![](//images.ctfassets.net/f2ysq090txql/37L1kfaHWBgZDcR7X5MgaJ/d349e0a28bb9cd4d756ec6fcee8edb30/screen-shot-2019-02-11-at-15-38-07.png)

## Default Field Mapping

Google Contacts is very data rich and offers ample fields to store contact information. Depending on the other app you're syncing with, a default mapping is proposed. This could look like this, if you want to sync both Google Contacts and Nimble. If you're expecting Google Contacts fields to appear here and they are not, it is likely the other app does not support this field by default. 

![](//images.ctfassets.net/f2ysq090txql/1uXho8uEY8P9LCg3Ikydm4/1d1f49e2152c68e463dda7b1b6723833/image.png)

_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 one 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_

![](//images.ctfassets.net/f2ysq090txql/3QnR6h9TCN3TqnhKDMIuWv/76872db0a8b874f499f827af8200365d/image.jpeg)

## Customizable Field Mapping

You can custom map your Google Contacts custom fields and any additional standard fields that aren't included in the default mapping yet. **For Google Contacts in Particular, you can create a new Custom Field through our sync by simply entering it \[Custom Field\] !** Bear in mind a mapping between two fields can only exist if the types of fields are compatible. [More information](/help/features/new-customizable-field-mapping/) on Customizable Field Mapping. 

![](//images.ctfassets.net/f2ysq090txql/7uw4bPP17oU4U1Ya8aGJrb/f0fc9766007239d10da8307dec7e453a/screenshot-2017-08-25-16-49-01.png)

<InfoBox>You also have the ability to add a Custom Google Field directly within PieSync.  
  
Important notes:  
* If the custom field already exists in your Google instance, make sure **to enter the exact same name and format**.  
* If the field does not exist in Google yet, Piesync will create it for you, as a simple text field.   
* The custom field(s) will only be created for the contacts kept in sync by PieSync.</InfoBox>

## Syncing Labels to Tags

Want to sync your tags with Google's labels? This is unfortunately not possible through our default field mapping. You will have to dictate PieSync which label should be synced to which tag. Be sure to add a rule for each tag you want PieSync to keep in sync. 

![](//images.ctfassets.net/f2ysq090txql/5sbcblT6bHpQEQGu0oTKq7/36a21f04e0350d16db18926d40b0a88d/screenshot-2019-05-15-at-20-28-23.png)

## Additional Options

### Syncing Unsubscribes/Deletions

You are able to [SYNC UNSUBSCRIBES](/help/features/syncing-unsubscribes/) **one-way**.  

When a contact gets unsubscribed in your marketing tool (MailChimp, for example), we add the tag  

'PieSync\_Unsubscribes'  to that same contact in Google Contacts.

![](//images.ctfassets.net/f2ysq090txql/4AJqskXmoQesdP9eyzoXkz/58eb04c1b5348f191268f6d68e4ece18/screenshot-2017-12-4-setup-pie-sync.png)

In connections with Google where adding a tag in app B is a supported trigger, you are able to **SYNC DELETIONS one-way**. When a contact is deleted in Google, we add the tag 'PieSync\_trash'  to that same contact in app B. You will be able to review this segment first before e.g. deleting or taking action on that side of the sync.  

**![](//images.ctfassets.net/f2ysq090txql/19nSXXLJeaTAqaekfGnEJs/68ec2d99ae9d92333727d08c8d431bfb/image.jpeg)**

_\*The availability of this feature 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_](/help/features/syncing-deletions/) _in other integrations._

### Additionally sync to 'My contacts'

**![](//images.ctfassets.net/f2ysq090txql/4Nj9L0n9RJQe5j0bFHd1eV/1283b171db2e52d0864773789b36314d/image.jpeg)**

You can additionally sync your contacts to the Google Contacts group 'My Contacts’. This feature is especially useful for iPhone users, as your iPhone contacts get synced to 'my contacts' in Google by default.

<TipBox>If you don't want to sync 'other contacts' then make sure to set the following rule:</TipBox>

![](//images.ctfassets.net/f2ysq090txql/2JEYCRT3HkJ0J2YDRR127k/4663f80ca3268260a211d28bf0c70bef/screenshot-2019-04-12-at-16-15-08.png)


Google Contacts is an easy to use  free  contact management tool that is part of the Google Apps Suite including Gmail  Google Calendar  and Google Drive  Through Google Contacts  you can manage and organize your contacts by adding basic or more deta…

[HubSpot CRM](http://hubspot.com/piesync) 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.

hubspot logo

HubSpot

<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>


[HubSpot](https://www.hubspot.com) is the marketer's number one inbound marketing tool. Your phone’s address book however runs on a different cloud. Google Contacts for instance.

To get these 2 apps to talk to one another, there are a couple of ways to add contacts in HubSpot. Either you copy paste contacts, you import a csv file, or you type them in manually. Yet all these methods have their disadvantages. There can be typos in the data, the information can be out-of-date and it’s just very time-wasting.

PieSync is the better way as it allows you to create a bidirectional contact sync that works in real time, all the time.

## What is the difference with the Gmail built in plugin?

This (free) add-on, among other things, helps transfer email conversations from Gmail to have them show up in HubSpot. While it will indeed create a contact record, it will only do when you send an email from a web browser that is equipped with the extension. 

Essentially it will process data on on-demand principle. It will visualize actionable information, when, and only when you are working on a certain contact record.

It doesn't actually process Google Contacts’ or HubSpot’s data in the background, and that could be an issue. HubSpot data is changing all the time, new contacts are being added through forms, you’re making minute changes to Google Contacts data,....

A true 2-way syncing solution for contacts is not what is offered by default - but PieSync does.

## What are the benefits of a 2-way contact sync?

Let’s focus on contact management, your contact data **needs** to be in check. PieSync helps to make an intelligent real time connection between HubSpot and Google Contacts, or one out of their 150+ other cloud-based apps.

Whenever there is a new or updated contact in HubSpot, it will transfer the information into your Google Contacts account and vice versa. Because of this sync, you now have a complete up-to-date database in 2 cloud apps.

Contacts created in HubSpot will be pushed to your Google Contacts, and that's what you phone reads into. In other words: you'll be getting "caller ID" for everyone calling you. Your phone won't mention a number, but will pop up a name when you get called. This gives you the opportunity to approach your caller in a personal way.

The 2-way sync works in real time which means that PieSync constantly searches for updates in the existing contacts. The updates are automatically changing in your database and the information merges together so that there won’t be any duplicates in your database.

![](//images.ctfassets.net/f2ysq090txql/mSlxUBLoQw9jx7B0W0t8a/c56eff397a279231adcb11b0cf89f4d1/gc-hs.gif)

## Sounds great! Let's get started!

### iPhone CRM Sync

Firstly, make sure you’ve got Google Contacts on your iPhone. If you don’t have it yet, [check out this help article](https://support.google.com/mail/answer/2753077?hl=en&amp;ref_topic=21369&amp;co=GENIE.Platform%3DiOS&amp;oco=1) on how to setup Google Contacts on your iPhone. Then go to your settings and make your “default account” to Gmail, as seen in the screenshot below. This ensures that new contacts are added to Google Contacts and synced to your CRM.

![](//images.ctfassets.net/f2ysq090txql/IDZ7hDOJzA2ywAGoCl92W/85aba13e8dabb6579ad67a4244a868a9/instellingen-3.png) 

### Tweaking the sync

Then, if you haven't already, setting up a sync between Hubspot & Google Contacts is as easy [as following this link.](https://app.piesync.com/sync/hubspot/googlecontacts) A one time operation involves authorizing both apps at this stage, which is super easy. A popup will open inside PieSync and you just log in to both platforms respectively. This brings you to the sync setup, where you can leave everything to its default settings, or really dial in some custom syncs.

![](//images.ctfassets.net/f2ysq090txql/1nQ82bxeqFvjc4POyYfK65/928654c369f77c34625d4725a3af2787/geplakte-afbeelding-12-04-19-10-25.png)

The connection can be adjusted in several ways. The **default setting** of a sync is always a **2-way sync**. This means you allow PieSync to transfer changes you make to contacts in HubSpot as well as in Google Contacts. We recommend you keep this 2-way setting. However make sure you understand the two rules that you start off with by default.

*   All contacts in Google Contacts will go into HubSpot, _so that may include personal contacts_.
*   All contacts in HubSpot will go into Google Contacts, _so you're running the risk of making this sync very heavy depending on your database._

To avoid those unwanted scenarios, use the filters, or you can turn off any of these two rules if they don't fit your workflow.

Not only PieSync creates new leads or contact in the connected app, but you can also use “if-this-then-that” rules and filter the sync to your liking.

You are in full control of your sync! Choose which field to sync and how. You’ll find your standard fields mapped by default, but you can map as many other customized fields as you wish. Afterwards, you can just let it work in the background. _Set it and forget it!_

#### What are filters & actions?

**Filters & actions** allow you to really dial in the sync settings. For instance, consider the following example where contacts with a Google Contacts label are updated with a lead status in HubSpot:

There is a toggle at the bottom of this rule meaning you can also consider the rule in the other way around. Depending on the lead status in Hubspot, some contacts will be labeled in Google Contacts, and others will be kept out of scope. These IF-THEN rules are easy to create and the above is just an example. There are endless possibilities.

#### More settings!

In addition, PieSync gives you some **pre programmed options** to manage the sync. For example, making a choice of which application would ‘win’ when a conflicting change is detected. Usually, you let your CRM win, but of course, this is an individual choice.

![](//images.ctfassets.net/f2ysq090txql/76sguUFD7fldSfCSc6H4i5/803b649f2c839c5756250fd2cc70dffe/image.png)

This toggle is very relevant if you are going to fire up an Google Contacts - HubSpot sync with lots of contacts already living on both sides. For example, John may exist in Google Contacts as well as in HubSpot, with a mobile phone number in both systems. In that situation, PieSync needs to know once which of the two phone numbers to keep moving forward.

Once the sync is running, every contact that you add or edit that matches your filters, will get synced to the other side in no more than 5 minutes.

### Which email will PieSync match on?
In Google Contacts, a record can have multiple email addresses, which you then label accordingly with work, home, etc. In HubSpot, a contact record always has one primary email, with the ability to add secondary email addresses. 

Because of a known API limitation it's only possible to sync with this primary email address of HubSpot.

Keeping this in mind, it's helpful to [learn about PieSync's sync matching behavior in case contacts have multiple email addresses](https://www.piesync.com/help/faq/the-email-address-is-a-list-field-which-email-address-is-used-to-match-upon/
)


### Google storage limits

<WarningBox>The filters we offer in the PieSync interface can definitely come in handy in the case of large Hubspot databases. Google Contacts has a technical limit of 50K contacts, so if your Hubspot database is larger than that, you will need to include filters to trim down that number.</WarningBox>

In fact, you will want to trim down the number in any case since it’s not recommended to sync that many contacts to one single Google Contacts account anyhow, because your phone will not like having to load up tens of thousands of contacts in its native phone directory. Make a selection of those contacts that you know are likely to call you, or that you will need to call.

You can use Hubspot filters such as

*   Only the contacts that you own
*   Only the contacts that have a phone number
*   Only the contacts that came in over the past month

In the video below, you will learn how to set up a connection between your phone contacts and your CRM system. This principle works for any phone contact app with any CRM.

<Embed src="https://www.youtube.com/embed/hfKBJhvcXgQ?feature=oembed" />

### Want to discover more?

<TipBox>Check out the help articles of [HubSpot](/help/connector-apps/hubspot/) and [Google Contacts](https://help.piesync.com/article/SHgxZBSTEt-connector-apps-google-contacts).  
You can also learn more about '[Setting up your iPhone to sync with Google Contacts](/help/want-to-learn-more/setting-up-your-iphone-to-sync-with-google-contacts/)' and '[Intelligent syncing for HubSpot](/help/want-to-learn-more/intelligent-syncing-for-hubspot/)'.  
If you don't want Google Contacts duplicates, make sure you check out [this article](https://www.piesync.com/blog/no-more-google-contacts-duplicates/).  
Do you want to make the most out of Google Contacts? Then check out our e-book: [‘The Ultimate Guide to Google Contacts’](https://www.piesync.com/ebooks/google-contacts/).  
Need help with GDPR? [Get some assistance](/help/want-to-learn-more/gdpr-assistance-through-hubspot-pie-sync/) through HubSpot.</TipBox>

HubSpot is the marketer s number one inbound marketing tool  Your phone s address book however runs on a different cloud  Google Contacts for instance   To get these 2 apps to talk to one another  there are a couple of ways to add contacts in HubSpot…

Popular sync combinations

HubSpot and Google Contacts

Copper, the CRM built for Google Apps, offers native integration with G Suite to increase sales productivity. With features including sales pipeline progression reports, automated profile enrichment and sales forecasting, Copper is designed to eliminate the busy work to let you focus on building better business relationships.


Copper-icon-circle-pink

Copper

**Google Contacts** is the easy-to-use (free) contact management tool that is part of the Google Apps Suite. While its web interface (contacts.google.com) is less known, it’s the fact that smartphones natively pull in Google Contacts that is the main benefit here. Google Contacts is your phone’s address book.

**Copper**, which you may remember from its previous name Prosperworks, is the CRM optimized for a Gsuite environment. It delivers a native sync to your Google assets such as Meetings, Mails & Contacts.

So let’s focus on contact management, because not having the right contact data at hand means all else will fail. Meetings are held with contacts. Invoices are addressed to contacts. Emails are sent to contacts. Incoming calls on your phone get proper caller-id because of your phone knowing them as… contacts.

Your contact data needs to be in check.

Copper comes with a handy browser plugin that sits inside Gmail, allowing you to push contacts you are interacting with in Gmail directly in Copper. Copper then also makes sure this data syncs back to your Google Contacts. And since your phone reads into Google Contacts, your CRM data is always there close to you.

So how do you connect the two apps? Because let’s not forget, they are two separate databases and deserve a foundational connection between the two.

## Well… Isn’t there a built-in integration in Copper?

Indeed, there is a native integration between Copper & Google. The setup is really easy since the integration is built right inside Copper’s settings. The sync is perfect if you only need to sync new or updated contacts from Copper to Google Contacts, but that’s also its most obvious shortcoming. The sync does not work in the other way, from Google to Copper. What about the changes that you’ve made in Google Contacts, or better put: on your phone? Some things you do quite often:

*   adding a phone number that recently dialed you to an existing contact in your phone.
*   removing an old email address because they've left their company
*   subsequently adding a new email address and changing their company info because they're telling you
*   adding new contacts on the go

None of these tweaks you're doing on your phone will sync back into Copper. But they will if you use PieSync.

## When should you choose PieSync to sync Google Contacts & Copper?

Instead, a true 2-way sync with PieSync respects existing data, and makes the data richer on both sides. Two-way means the sync simultaneously reads & writes data in both directions. Any changes, whether they happen within a single field, or multiple fields at the same time, are all picked up by PieSync’s synchronization engine.

With PieSync, contact sheets in Copper & Google Contacts are truly merged, resulting in 2 databases that are always up to date, and complete.

You would have an identical contact sheet for all of your contacts on both sides. All the time.

In the video below, you will learn how to set up a connection between your phone contacts and your CRM system. This principle works for any phone contact app with any CRM.

<Embed src="https://www.youtube.com/embed/hfKBJhvcXgQ?feature=oembed" />

## PieSync: How do you get started?

First off, inside Copper’s settings, you’ll want to turn off their one-way sync, since PieSync is going to take care of syncing Copper data & Google data in the two directions.

Then, if you haven’t done so already, [setting up a new PieSync account is super easy.](https://app.piesync.com/sync/googlecontacts/prosperworks)

In setting up a sync with Google  & Copper, you have to choose whether to sync Copper Leads, or People. These represent the [two stages that Copper contacts](https://support.copper.com/hc/en-us/sections/115000914592-Leads-People-Companies-Opportunities-and-your-Pipeline) can be in. As the typical sales process dictates, as soon as successful contact has been established, Leads should convert into People along with an Opportunity and an Account.

Technically, leads & contacts exist as separate databases inside Copper, while Google just works off the one single database. This means you have to set up separate syncs that run concurrently if you need both objects to be kept in sync with Google:

*   A first sync from Google to Copper Leads,
*   A second sync from Google to Copper People

Take your pick, and then, you’ll be greeted by sync rules.

It’s through these rules that you define how you want your two databases to talk to one another. Here's a combination of rules that show off the 2-way sync between Copper and Google Contacts.

Contacts that have the label ‘Buyers’ in Google Contacts, will seamlessly sync with your Copper database. Not only will contacts be created or kept in sync with existing data in Google Contacts, it will also update a critical attribute on those contacts inside Copper: the switches. This registers whether or not you want your contact to sync in the other way as well.

Possibilities with rules are [endless](/help/features/conditions-and-actions/).

How the data will be exchanged is not something to worry about: PieSync’s smart merge algorithms ensure no data gets lost in the sync. On the contrary, all the data is mutually enriched, leaving you in full control with [custom mappings](/help/features/new-customizable-field-mapping/).

Once the sync runs, it will keep up with changes on both sides [every 5 minutes](/help/faq/how-long-does-it-take-to-sync-contacts-or-updates/).

## More information

<TipBox>Learn more about syncing [Google Contacts](/help/connector-apps/google-contacts/), or about [Copper](/help/connector-apps/copper/), in their respective support articles.  
Download our ebook ['The ultimate guide to Google Contacts'](https://www.piesync.com/ebooks/google-contacts/).  
Watch the webinar ['3 steps to cleaner CRM Data - Copper (Prosperworks)](https://www.piesync.com/blog/3-steps-to-cleaner-crm-data-prosperworks-webinar/)</TipBox>

Google Contacts is the easy to use  free  contact management tool that is part of the Google Apps Suite  While its web interface  contacts google com  is less known  it s the fact that smartphones natively pull in Google Contacts that is the main ben…

Google Contacts and Copper

FollowUpBoss is a CRM for real estate agents. Features include smart lists, action plans and automated lead distribution helps minimize manual data entry. You'll have access to your entire database even while on the go, so you can close more deals!


followupboss

Follow Up Boss

  

1.  In the PieSync dashboard, choose Google Contacts and FollowUpBoss 
    
    ![](//images.ctfassets.net/f2ysq090txql/77GEHmNqm9IwomNYTtpNt7/52610a59c28801418a73f6e3efb301e1/choose-apps.jpeg)
2.  Authorize your apps. 
    
    ![](//images.ctfassets.net/f2ysq090txql/4jCFAqiyT3l4VGMMY6I6dD/8acaf6cbf6e38a925718fb40bb70c7dd/screen-shot-2017-10-11-at-10-59-27.png)
3.  FollowUpBoss requires an "API Key" to be authorized. You can find this key in FollowUpBoss when you go to your Admin (top menu) then 'More' and select 'API' from the dropdown menu 
    
    ![](//images.ctfassets.net/f2ysq090txql/3aGOhqq2Ya1vM4PoEcVKfp/d52e2a54599bc4c01120f8e0134cacc9/screen-shot-2017-10-11-at-11-07-09.png)
4.  Configure your sync. A two-way real time sync requires two rules which are preconfigured for you.  They read "IF a contact is in Google Contacts THEN sync the contact between Google Contacts and FollowUpBoss" and "IF a contact is in FollowUpBoss THEN sync the contact between Google Contacts and FollowUpBoss" this means all contacts in Google Contacts will be synced over to FollowUpBoss and all contacts in FollowUpBoss will be synced over to Google Contacts. 
    
    ![](//images.ctfassets.net/f2ysq090txql/7L6ry7i740sL4YUkJX60pX/58e96c67d6efd756ce719adc6a705c05/pasted-image-at-2017-10-11-11-28-am.png)
5.  A lot of people don't want to sync all contacts, or they want to segment the contacts into lists or groups. This can be done by configuring rules. For instance, you can filter your contacts based on their stage in FollowUpBoss.  Perhaps you want to segment contacts who have hit the stage Buyers in FollowUpBoss into a Group called "Buyers" in Google Contacts (you will need to create this group in Google Contacts if you don't already have one). Create a rule that reads "IF a contact is in FollowUpBoss and Stage equals Buyer THEN sync the contact between Google Contacts and FollowUpBoss and add to Group Buyers" At the bottom of this rule activate the toggle which reads "Undo if contact Stage does not equal Buyer, then remove from Group Buyers in Google Contacts". This will ensure your list is kept up to date.   
      
      
    
    ![](//images.ctfassets.net/f2ysq090txql/63rgftXTcNJ2fLPKo12Yxy/2767ebf70041b8ff01a06b18778ac54d/buyers-rule.gif)
6.  If you delete contacts in FollowUpBoss or in Google Contacts, PieSync will add the tag "PieSync Trash" to the contact so that you can delete them in app. Ensure that you have ticked both boxes under "Sync deletions".
    
    ![](//images.ctfassets.net/f2ysq090txql/6I9fAONYPoX1AnqttjkfWv/21415d3db36ace8ab42f23d4e066dd2b/checkingboxes.gif)

1   In the PieSync dashboard  choose Google Contacts and FollowUpBoss            2   Authorize your apps             3   FollowUpBoss requires an  API Key  to be authorized  You can find this key in FollowUpBoss when you go to your Admin  top menu  t…

FollowUpBoss and Google Contacts

With Podio you can custom build your own cloud platform, choosing from over 700 apps in their Marketplace, offering a broad scope of functionalities. From CRM to IT support, HR and project management, ready to be tailor-made to fit your company or organization.


podio

Podio

Podio helps create long-lasting relationships with your customers as a CRM it forms a complete up-to-date database of all the leads and contacts of your company. The source of truth.

Your phone’s address book however runs on a different cloud. Google Contacts for instance.

To get these 2 apps to talk to one another, there are a couple of ways to add contacts in Podio. Either you copy paste contacts, you import a csv file, or you type them in manually. Yet all these methods have their disadvantages. There can be typos in the data, the information can be out-of-date and it’s just very time-wasting.

PieSync is the better way as it allows you to create a bidirectional contact sync that works in real time, all the time.

## What are the benefits of a 2-way contact sync?

Whenever there is a new or updated contact in Podio, it will transfer the information into your Google Contacts account and vice versa. Because of this sync, you now have a complete up-to-date database in 2 cloud apps.

Contacts created in Podio will be pushed to your Google Contacts, and that's what you phone reads into. In other words: you'll be getting "caller ID" for everyone calling you.

The 2-way sync works in real time which means that PieSync constantly searches for updates in the existing contacts. The updates are automatically changing in your database and the information merges together so that there won’t be any duplicates in your database. You can set up connection rules to your own needs and there you go.

## How to set up this sync with Podio and Google Contacts?

In Podio side, you need to make sure your contacts are stored in the default Podio ‘Contact App’. PieSync can only sync contacts in and out of this particular app. If you have data in a custom table stored, you should convert the data first.

The Contact App exists out of several fixed fields, some of which you can’t delete (but you can hide them if you like).!

Then, fire up your sync ([follow this link to create an account](https://app.piesync.com/sync/podiov2/googlecontacts) and prepare your sync). You will need to select the Podio workspace you want to work with. If your Podio Workspace doesn’t appear here, your app is not a Podio Contacts app and you should first convert it.

The connection can be adjusted in several ways. The default setting of a sync is always a 2-way sync. This means you allow PieSync to transfer changes you make to contacts in Podio as well as in Google. We recommend you keep this 2-way setting. However make sure you understand the two rules that you start off with by default.

*   All contacts in Google will go into Podio, so that may include personal contacts.
*   All contacts in Podio will go into Google, so you're running the risk of making this sync very heavy depending on your database.

To avoid those unwanted scenarios, use the filters, or you can turn off any of these two rules if they don't fit your workflow. This quick video shows the various options:

<Embed src="https://www.youtube.com/embed/hfKBJhvcXgQ?feature=oembed" />

## What are these filters & actions?

Filters & actions allow you to really dial in the sync settings. For instance, consider the following example where contacts with a Google Contacts label are matched up to a tag in Podio:

Note that there is a toggle at the bottom of this rule so that when a contact has the tag “Coworker” in Podio, the contact will be also be given the label “Coworker” in Google. If the contact didn’t exist yet, it will be created. It’s a true 2-way sync.

These IF-THEN rules are easy to create and the above is just an example. There’s endless possibilities.

## More settings!

In addition, PieSync gives you some pre programmed options to manage the sync. For example, making a choice of which application would ‘win’ when a conflicting change is detected. Usually, you let your CRM win, but of course, this is an individual choice.

This toggle is very relevant if you are going to fire up a Google Contacts - Podio sync with lots of contacts already living on both sides. For example, John may exist in Google Contacts as well as in Podio, with a mobile phone number in both systems. In that situation, PieSync needs to know once, which of the two phone numbers to keep moving forward.

Once the sync is running, every contact that you add or edit that matches your filters, will get synced to the other side in no more than 5 minutes.

The progress of your sync can be followed on your dashboard as shown below:

When the initial sync is completed, your dashboard will say ‘Synchronization is active’. Every contact that you add or edit that matches your filters, will get synced to the other side in no more than 5 minutes.

For more detailed instructions on how to set up your Podio and PieSync account, read this article on our Help Center.

If you have any questions, please reach out to support@piesync.com and we’ll gladly help out.

Happy syncing!

<TipBox>If you want to learn more, watch a [video about Podio and Google Contacts](https://youtu.be/2gpmWEL-44k), or any additional information about [Google Contacts](/help/connector-apps/google-contacts/) and [Podio](/help/connector-apps/podio/).</TipBox>

Podio helps create long lasting relationships with your customers as a CRM it forms a complete up to date database of all the leads and contacts of your company  The source of truth   Your phone s address book however runs on a different cloud  Googl…

Google Contacts and Podio

KW Command allows you to optimize, manage, and run your real estate business with unprecedented simplicity and insight, inside Keller Cloud. It is the centralized environment for everything a Keller Williams agent and their team must accomplish during any given day.

kw logo

KWCommand

If you're new to PieSync, [this guide will you get started with the essentials.](https://www.piesync.com/help/features/getting-started/)

When you sync Command with Google Contacts, you can customize the following three elements to your sync. 

1. Sync direction
2. Connection rules
3. Connection settings
4. Field mappings

There is no one typical use case, no one best practice that can be documented to sync Command and Google Contacts. We'll provide various different tips, rules, and field mappings for you to draw inspiration from. You don't have to use them all!

## Sync direction
Start by choosing the [direction of your sync](https://www.piesync.com/help/features/sync-direction/). You can consider three different settings. 

1. Most agents opt for a two-way sync, allowing records to be modified by PieSync in either system. This is the setup we see most commonly as it would enable contacts to move from Command into Google Contacts as well as the other way round.

![KW- Google 2-way arrows](//images.ctfassets.net/f2ysq090txql/41gdx5YXw5tbDzL3vyXwzz/11db99676b3c25cebfdcfb261ed0d8e8/Screen_Shot_2020-06-15_at_15.07.55.png)

2. You could choose for a strict one-way sync from Google into Command. You could for instance only sync certain Google Labels into Command in a certain way. And you don't want Command to be touching your Google Contacts ever.

![Google - KW one way sync arrows](//images.ctfassets.net/f2ysq090txql/7xmAiL2KmZj1pHqxEexp3h/2dd92007603db01efa68c66299e8397c/Screen_Shot_2020-06-15_at_15.10.14.png)

3. Of course, there's the opposite way too. Through PieSync you define which data can move into Google Contacts. We will cover more possible filters in the next part on Rules.

![Google KW one way arrows](//images.ctfassets.net/f2ysq090txql/7vrb1YjuQ93HcCy9TWJz85/6cf079623e68eaf110b6d47e82365bb2/Screen_Shot_2020-06-15_at_15.12.26.png)


## Connection rules
On to the [connection rules](https://www.piesync.com/help/features/multiple-rules/). These define which contacts are in the scope of the sync. In a secondary use case, rules are capable of translating Command states into Google Contacts states or vice versa. Rules come with filters and actions.

![KW - Google Rules all to all](//images.ctfassets.net/f2ysq090txql/3Yq2YdHeHixqDz2jR80gYF/54ba7491d05d21cf59c16bb04a3edca3/Screen_Shot_2020-06-15_at_15.15.53.png)

With this setup, PieSync would create in Google Contacts any newly created Command contacts (1), as well as in fact create any existing Command contacts (2). Once they are created or identified, it would update and keep those contacts in continuous sync (3). It would do the same in the other way round, requiring PieSync to identify which contacts are potentially already present in both systems. 

__Only in a rare number of cases would you want to run these rules in unfiltered fashion__. Here are different rule examples - inspired by you, our customers!

*note: Regardless of what rules start out with, they can still see data sync two-way.*

### Tag syncing
Make syncing dependent from a tag in Command. We argue this is the best practice setup. It enables you to keep the sync rule setup simple and constant inside of PieSync. Merely applying (or removing) the tag in Command would allow contacts to start (or stop) syncing. 

![KW rules tags](//images.ctfassets.net/f2ysq090txql/2ZNqboEJE164z35n064MXH/0bb02d001f1aa9f90e91b2eaeaea1c2f/Screen_Shot_2020-06-15_at_15.19.16.png)

### Stages syncing 
Some two-way rules here that can be read __in both directions__, indicating that there is sales outreach happening in both platforms, so the Stage (Command) and labels (Google Contacts) need to move in tandem!

![KW rules stage syncing](//images.ctfassets.net/f2ysq090txql/56iXdSyfWlM9taKmch0x93/b783355ecddb5a4a6def678edddf62ff/Screen_Shot_2020-06-15_at_15.31.22.png)

## Connection Settings
Underneath the rules, we give you some easy toggles to play around with to tweak your connection even more.

### Only sync contacts with an email address
'Avoid Duplicates' is enabled in the configuration set-up so that PieSync will only sync contacts that have an email address. We use the email address as the main identifier for a contact in order for us to prevent creating duplicates and to match and enrich contacts where possible in both applications. [Read more about this](https://www.piesync.com/help/keller-williams/how-do-i-disable-the-avoid-duplicates-option-for-my-kw-command-connection)
![image](//images.ctfassets.net/f2ysq090txql/4hsEzTLdQZVHKiVBrhspFY/d68715570d593932ed0a5d45a1bf9d03/image.png)


## Field mappings
### Default field mappings
The field mapping defines how contacts will sync. A huge time & lifesaver in PieSync is that __most of these are automatically set__ for all basic contact fields that Command & Google Contacts share by default. 

Typically it's best to keep these default field mappings all activated as they represent the essential contact attributes that you would not want to grow out of sync in any circumstance.

![Google KW field mapping](//images.ctfassets.net/f2ysq090txql/24SDIgHDtPYUPmdQdY7wTW/9442444f90ed3a21cc16d8a9cd2f8198/Google_KW_field_mapping.png)


### Customizable field mappings
Field mapping also includes ability to__ custom map__ both text fields as well as date & checkboxes fields. This is fully customizable not only before setting up a new sync, but it can also be modified for an ongoing sync.

![KW - google custom mapping](//images.ctfassets.net/f2ysq090txql/1jWAGUNBVn75sxeXydK2Yw/d758382bc16aa2a03f5d2a2736b209b5/Screen_Shot_2020-06-15_at_15.52.56.png)

 
## PieSync syncs more than just Google
Being able to sync Command with Google Contacts aids in frictionless selling because it keeps the underlying contact data in sync, and saves time in manual import/export operations. 

That ease of use & data consistency comes in handy as well when syncing contacts to a billing app, or a secondary CRM, a VOIP system, or even another dedicated marketing platform. 

Here’s what this could look like syncing not only Command and Google Contacts, but Dotloop and Mailchimp as well.

![KW overview Mailchimp Dotloop Google contacts](//images.ctfassets.net/f2ysq090txql/1wyCtFZUISDFCCZBimS9lj/3e32531c16c3a84cc6f0486f6a7525dc/Screen_Shot_2020-06-15_at_16.01.11.png)

PieSync is not only a turnkey solution to sync Command and Google Contacts exclusively. In fact, __it solves a data problem that goes beyond these two apps__. On average, users tend to connect 3-4 applications all through PieSync. 

## Do I need to sync iCloud, Google Contacts, Outlook, or all three at once?
They are all contacts management clouds. You've probably got data in all three clouds, but __you don't need to keep all these accounts in sync.__ 

As a KW agent, it probably makes most sense to have the Google Contacts permanently synced that are attached to your @kw.com address. 

If you happen to have contacts sitting in iCloud or Outlook - you can choose to sync those with Command too - but you don't need to keep these syncs running permanently. 

Just choose one account and stick with it. [Watch this PieSync Tutorial Series on 'Contacts Management'](https://www.youtube.com/watch?v=rfBbhXyHdLI "youtube series") to become an expert.

## Setting up your iPhone?
1. Make sure you’ve got Google Contacts on your iPhone. You don’t have it yet? [Check this article](https://support.google.com/contacts/answer/2753077). 
2. Go to your settings and make Gmail your “default account”, as seen in the screenshot below. This ensures that new contacts are added to Google Contacts and synced to your CRM.
![google contacts hubspot](//images.ctfassets.net/f2ysq090txql/2SESY7LwIeSbnRRsveN5yO/02f5f1fc573c3abf547ac0e7d4657e37/google_contacts_hubspot.png)



If you re new to PieSync  this guide will you get started with the essentials   When you sync Command with Google Contacts  you can customize the following three elements to your sync    1  Sync direction 2  Connection rules 3  Connection settings 4 …

KW Command and Google Contacts

The PieSync Health dashboard shows the following error:

![Screen Shot 2020-04-28 at 10.55.29](//images.ctfassets.net/f2ysq090txql/4vYh6Du30OewQHW3TApXHT/1934a04d74935c1775b4aa128fda6752/Screen_Shot_2020-04-28_at_10.55.29.png)

<WarningBox>Piesync is not able to add contacts to Google Contacts because you exceeded this threshold.</WarningBox>

### Google storage limits and how to solve


<TipBox>[This dedicated article](https://support.google.com/drive/answer/6374270?hl=en) provides more info on storage limits and how you can clean them.</TipBox>

When using the Gsuite Directory, you have the following limits to store contacts:

*   Maximum number of external contacts (= without a G suite domain): 50.000
*   Total storage space: 20 MB
*   Maximum size per contact: 2 KB

However, usually your contacts only take very little storage. It's shared across multiple Google entities. If you have a limited amount of contacts, the root cause of your storage problem is most likely located somewhere else.






Exceeding Storage Quota in Google Contacts

<InfoBox>Learn more by reading our [Free E-books](http://www.piesync.com/resources/#resources-ebooks)! </InfoBox>

1.  [The ultimate guide to contact management](http://www.piesync.com/ebooks/contact-management/)
2.  [Beginner's guide to CRM](http://www.piesync.com/ebooks/beginners-guide-to-crm/)
3.  [The ultimate guide to Google Contacts](https://www.piesync.com/ebooks/google-contacts/)
4.  [The ultimate guide to Outlook people](https://www.piesync.com/ebooks/outlook-people/)
5.  [PieSync guidelines for ZohoCRM users](https://www.piesync.com/ebooks/piesync-guideline-for-zoho-crm-users/)
6.  [Beginner's guide to Slack](https://www.piesync.com/ebooks/beginners-guide-to-slack/)
7.  [PieSync guidelines for Pipedrive users](https://www.piesync.com/ebooks/piesync-guidelines-for-pipedrive-users/)

1   The ultimate guide to contact management 2   Beginner s guide to CRM 3   The ultimate guide to Google Contacts 4   The ultimate guide to Outlook people 5   PieSync guidelines for ZohoCRM users 6   Beginner s guide to Slack 7   PieSync guidelines …

Check out our Free E-Books!

## What is possible? 

### Contacts 

The beating heart of our syncing engine can help you with keeping your contact information in sync, at all times. 

Depending on the app you're using, you might see alternative names such as Audiences, Customers, Users, etc.
The basic principle is that we display the same name as the entity the app uses as its contact repository. 

In the example below, we are syncing contacts between HubSpot and QuickBooks. In this case, the respective contact repositories are called "Contacts" and "Customers":
![Screen_Shot_2020-06-17_at_18_54_14.png](//images.ctfassets.net/f2ysq090txql/6QtXWvDkZby3VGbRueaieA/b1869c44db996b8e5b63234cfa6f5760/Screen_Shot_2020-06-17_at_18_54_14.png)

### Leads

Similar to our contact sync, our engine is also able to sync the leads entity in your apps. 

<InfoBox> Learn more about our Leads sync [here](https://www.piesync.com/help/faq/syncing-leads/ "Syncing Leads"). </InfoBox>

#### Some key take aways: 

- Some applications have a standalone Leads entity. PieSync is able to incorporate that in the sync. You can choose which contact type you wish to sync during the 3rd step of the configuration process, as shown in the example below for Microsoft Dynamics 365:
![Screen Shot 2020-06-17 at 20 09 24](//images.ctfassets.net/f2ysq090txql/7LMmtESf1P17iJx6aqGPId/fc8ee1f5f550b1cb8b04ff6a42a13654/Screen_Shot_2020-06-17_at_20_09_24.png)

- It might be that your application doesn't have a leads entity, while you can see leads in your account. In such cases, the leads are stored within the Contacts section and distinguished by a particular field (e.g "Status"). We are able to incorporate those in the sync as well. 


### Companies

Also known as "Accounts" or "Organizations", this is the third entity that PieSync is able to sync. It does come with a nuance though.

- Our companies sync is only available for a limited number of applications. A full overview of the supported apps can be found at the bottom of [this page](https://www.piesync.com/help/faq/can-i-sync-company-account-information/ "Syncing Company / Account info").

- PieSync only offers a company to company sync. This means companies or accounts can't be synced to a contact entity. Doing so will result in the following error message: "The selected combination of entities cannot be synced"
![Gif KB](//images.ctfassets.net/f2ysq090txql/6g2SKlBqZ5ohwXATA8uYX1/77dea4fe62601ad7c3984637d9e1d0d0/Gif_KB.gif)

- For some integrations, PieSync is able to expose Company related fields when syncing Contacts. This allows you to sync company related information on the contact level. 
More information on this can be found [here](https://www.piesync.com/help/faq/syncing-company-related-information-on-contact-level/)

When available, these fields will be visible in the sync configuration as shown in the example below:
![Screen Shot 2020-06-17 at 21 11 39](//images.ctfassets.net/f2ysq090txql/nkle72OLNjoqH01AmkKCj/2119244dc2be432fe3ff011dd5ff046e/Screen_Shot_2020-06-17_at_21_11_39.png)
<InfoBox> Learn more about the possibilities of our Companies sync [here](https://www.piesync.com/help/faq/can-i-sync-company-account-information/ "Syncing Company / Account info"). </InfoBox>


## What PieSync doesn't sync today 


- Deals / Opportunities. 
- Tasks
- Notes / Logs / Activities
- Orders / Products
- Emails
- Invoices / Quotes
- Campaigns
- Custom Objects

At this point, we focus on syncing your contact data. The entities listed above cannot be synced at the moment. However, this doesn't mean we won't support them in the future. On the contrary! Our developers are currently working on ways to implement some of these features as well.

Feel free to share what you'd like to sync through [this small survey](https://piesyncforms.typeform.com/to/Erb2jN "typeform").
It only takes a few minutes and allows us to capture valuable feedback regarding the priority of these features. 

Additionally, by filling in this survey, you’ll automatically receive a notification when the feature you’re looking for is being launched.


What is possible     Contacts   The beating heart of our syncing engine can help you with keeping your contact information in sync  at all times    Depending on the app you re using  you might see alternative names such as Audiences  Customers  Users…

Get personalized help for all kinds of errors as well as unexpected behavior in your syncs

What does PieSync sync? 

## 5 quick steps to do before you hit "Sync!"

![](//images.ctfassets.net/f2ysq090txql/54ScpBCj0sW99qoJjUfpuR/86ae7b3b17adbd3463fd0bf62dc4f5d4/larry.gif)

<InfoBox>Hesitant to "Start syncing now" after you configured a sync?  
Follow these steps to gain peace of mind! </InfoBox>

**1) Pause other syncs to your apps**

Turn off or pause any existing integrations in parallel (other PieSyncs, Zapier, Fullcontact, etc). Leaving these syncs on can lead to unpredictable results. Check your CRM's account settings, you may already be syncing some data (one way).

**2) Back up your data**

In the next step, we'll give you some tips on cleaning up your data. That's why it's wise to make a backup first should you be too enthusiastic in cleaning contacts. [Google Contacts, Icloud, ContactsPlus save a temporal state of your Contacts so you can always go back to a state prior to a sync](/help/want-to-learn-more/revert-a-sync/). Have contacts on your phone? [Here's a checklist.](/help/faq/get-your-phone-contacts-in-sync/)

**3) Time to clean**

Delete contacts you won't ever need anymore. You may want to empty Google's ["Other Contacts" folder](https://support.google.com/mail/answer/1069522?hl=en&visit_id=1-636459121173695326-1876924094&rd=1) filled with legacy contacts. Make sure your source & target data is rid of duplicates. Use the “find & merge duplicates” features of Google/iCloud/Outlook or from your CRM. 

*   [Instructions for Google Contacts](https://support.google.com/mail/answer/1069522?hl=en) (+ [9 extra tips provided by FullContact](https://www.fullcontact.com/blog/clean-up-google-contacts/))
*   [Instructions for iCloud](https://support.apple.com/en-us/HT203565)
*   [Instructions for Outlook.com](http://ccm.net/faq/39487-outlook-com-how-to-remove-duplicate-contacts)
*   [Instructions for CRM, for example Pipedrive](https://www.google.com/search?q=dedupe+pipedrive+contacts)

Once the sync is started, you can continue performing these clean up operations. PieSync [can detect cleaning](/help/want-to-learn-more/cleaning-up-duplicates-in-your-crm/) up contacts.

**4) Do a sanity check**

Perform a human check on whether the find&merge duplicates did its job. Merge whichever duplicates that weren’t detected automatically, delete old contacts or old addresses. By default, PieSync will only sync contacts that have an e-mail address, which is what we then use on the other side of the sync to keep your contacts unique. 

**5) Run a test sync**

If you want to test PieSync on a limited dataset, you can apply some intelligent rules to narrow down the sync. 

<Embed src="//www.youtube.com/embed/Bk_OSkK-JvQ" />

  

*   For instance, adapt rules to only sync contacts with a specific dedicated test-tag, and have it update a specific field on the other side as extra proof. If you only tag one contact in your CRM with this very specific tag, only this contact will sync. The other contacts remain untouched.![](//images.ctfassets.net/f2ysq090txql/4H8IOtuSEcAwFFWpEMv4A4/4315bb78f5091ac100c72fcc71ac5f69/blob)
*   Don't have tags in your app? Consider creating a test contact with a dummy or test e-mail address and only leave this rule enabled. Works just as well. Just know that sometimes a dummy e-mail address won't get created inside your ESP client.
    
    ![](//images.ctfassets.net/f2ysq090txql/3B3AD2S36pvyK2G2UtmyfS/b460cd55b694b72ea77f9a1f4e57f04e/blob)
    
*   Furthermore, you can always disable rules to prevent contacts from being created into an environment where you want to avoid unexpected contacts from being pushed towards! 
    
    ![](//images.ctfassets.net/f2ysq090txql/2HCSnFK21Pn9hVNi3Q1yTV/99282c381394ca36cbfc1bc7e6e1e1d1/screen-flow.gif)
    

[What are you waiting for? Start syncing! ](/help/features/getting-started/)

<TipBox>Still in doubt? Feel free to [schedule a call](https://calendly.com/piesync) with our support team.</TipBox>

5 quick steps to do before you hit  Sync        1  Pause other syncs to your apps  Turn off or pause any existing integrations in parallel  other PieSyncs  Zapier  Fullcontact  etc   Leaving these syncs on can lead to unpredictable results  Check you…

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