PieSync integrates Agiloft with other apps for an automatic 2-way contacts sync. Every time you add or update a contact in Agiloft, it is automatically synced with the other app, and vice versa - eliminating import/export!
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PieSync works in the background and integrates your contacts two-way and in real time between your favorite cloud apps. This means you will have access to the most up to date customer information, no matter where you are or who entered the data.
Agiloft is an adaptable and rapidly deployed enterprise software for contract management, service desk and custom workflows. Improve organizational efficiency through quicker ticket resolution and increase consistency, while gaining actionable insights.
We’re using PieSync to help a client of ours sync their contacts in two different CRM’s. In one CRM, contacts are signed up for a trial to use our client's software, and in the other CRM, this trial sign-up triggers an automated email workflow. Before PieSync, contacts would be sent from one CRM to the other upon creation. Later, if they signed up for a trial, their updated trial sign-up information wouldn’t be sent from one CRM to the other. This wouldn’t trigger the email automation campaign, and new trial users wouldn’t get the information they needed. Now we have PieSync, and that information is accurate, all the time. Let me know if you need some more information.
The #1 problem PieSync solves for me is to stay in sync and save me the hassle of redundant data entry. When I enter new leads to ONE Page CRM, I want to see them quickly in Google Contacts on my phone. That way, I can easily follow up with them, or recognize their number when they call or text me.