Web-based Apto helps real estate professionals manage client relationships, listings, deals, properties, and back office teams. The CRM streamlines the deal lifecycle on a single platform, so you can work on any device, at home, office, or on the road.


f9024f3d389cdaa8f764d49ed5fedd002e6387b7

Apto

<TipBox>The possibility to sync Company information depends on whether your app has a Company entity. Below you can see an example of HubSpot's Company entity.</TipBox>

![](//images.ctfassets.net/f2ysq090txql/5nMaCUnQR8T9IZLYEicmk8/7c7a717d61a0f05c9702054ff067025a/screenshot-2019-09-17-at-14-59-29.png)

<TipBox>A full overview of all apps for which we currently support Company/Account information syncs, can be found at the bottom of this article.</TipBox>

## How to sync Company or Account information

1.  When setting up a new connection, we distinguish 4 steps. The third step allows you to choose your contact type.

![](//images.ctfassets.net/f2ysq090txql/5S2Ojh5lnRhzwGfHrhncOu/015352c449ab5e5a0c14cbc2a805fca8/screenshot-2019-09-17-at-15-01-41.png)

<InfoBox>Interested in learning more about step 1 & 2? More info can be found  [here](/help/features/getting-started/).</InfoBox>

2.  You are able to select the 'Companies' entity on both sides. (eg. Zendesk Sell & HubSpot)

![](//images.ctfassets.net/f2ysq090txql/5RJb8vECFsdGbUtCw1ouzS/75b44da7e4520df6bf2b9bc0c2569f93/sep-17-2019-15-07-50.gif)

## Important remarks

__1.__ Syncing Company information can only be done between two Company entities. Selecting the wrong entity will result in an error. ![](//images.ctfassets.net/f2ysq090txql/1Vq8EmOeW9dyuSrtmu1nUf/6946f8fb2a548cac0097b9ed7a812065/screenshot-2019-09-17-at-15-12-21.png)

__2.__ This sync will **match your records based on Company name or the email address, without precedence.**

<InfoBox>This is different with a Contacts or Leads sync. In these cases, we will solely use the email address as identifier to [avoid duplicates](/help/features/avoid-duplicates/).</InfoBox>

![Screen Shot 2020-06-25 at 15.28.15](//images.ctfassets.net/f2ysq090txql/7EuRksN05gl4FUw1Ue8VNG/d48ff1367faa66aaaf9489199193a125/Screen_Shot_2020-06-25_at_15.28.15.png)

This implies the importance of a preliminary check to make sure your company records contain the correct names.

<TipBox>If the company record in app A states "PieSync Inc" and in app B "PieSync", this will result in a duplicate record.</TipBox>

<WarningBox> For __HubSpot, Insightly, Nimble, Outreach, Copper, Salesloft, Vtiger and Zendesk__, we can allow matching on the company domain as well. For these apps, records will be matched based on Company name or the email address or Company domain, without precedence. If one of these items is the same, we’ll match the companies. Note that, we’ll also match two companies called “PieSync” even if their domains are different.</WarningBox>

![Screenshot 2020-06-25 at 14 57 05](//images.ctfassets.net/f2ysq090txql/nz9vdBJeOqlZzZQlgTFUH/bd740d4c3c1c6c24075c13609571d0dc/Screenshot_2020-06-25_at_14_57_05.png)

__3.__ This sync is restricted to Company information, without keeping the relationship between Contacts.

__4.__ Even in a contact-to-contact sync, you can still fetch Company information.

## Video

<Embed src="https://www.youtube.com/embed/SkKcW1OR9Uc" />


## Supported apps

We currently support the synchronization of Company or Account information for the following apps:

*   [1CRM](https://www.piesync.com/help/connector-apps/1crm/)
*   [Acumatica CRM](https://www.piesync.com/help/connector-apps/acumatica/)
*   [bexio](https://www.piesync.com/bexio/)
*   [Bitrix24 CRM](https://www.piesync.com/bitrix-crm/)
*   [Bpm'online](https://www.piesync.com/bpmonline/)
*   [Bullhorn](https://www.piesync.com/bullhorn/)
*   [Capsule CRM](https://www.piesync.com/capsule/)
*   [Clio](https://www.piesync.com/clio/)
*   [Close](https://www.piesync.com/close/)
*   [Companyhub](https://www.piesync.com/help/connector-apps/companyhub/)
*   [ConnectWise Manage](https://www.piesync.com/connectwise-manage/)
*   [Copper](https://www.piesync.com/copper/)
*   [Current RMS](https://www.piesync.com/current-rms/)
*   [Daylite](/help/connector-apps/daylite/)
*   [Freshsales](https://www.piesync.com/freshsales)
*   [HubSpot](https://www.piesync.com/hubspot/)
*   [Infusionsoft by Keap](https://www.piesync.com/infusionsoft/)
*   [Insightly](https://www.piesync.com/insightly/)
*   [JobAdder](https://www.piesync.com/jobadder/)
*   [lexoffice](https://www.piesync.com/lexoffice/)
*   [Membrain](https://www.piesync.com/membrain/)
*   [Microsoft Dynamics 365](https://www.piesync.com/microsoft-dynamics/)
*   [NetSuite](/help/connector-apps/netsuite/)
*   [Nimble](https://www.piesync.com/nimble)
*   [Nutshell](https://www.piesync.com/nutshell/)
*   [Odoo](https://www.piesync.com/odoo/)
*   [OnePageCRM](https://www.piesync.com/onepage-crm/)
*   [ONTRAPORT](https://www.piesync.com/ontraport/)
*   [Outreach](https://www.piesync.com/outreach/)
*   [Pipedrive](https://www.piesync.com/pipedrive/)
*   [PipelineDeals](https://www.piesync.com/pipelinedeals/)
*   [Salesforce](https://www.piesync.com/salesforce/)
*   [SalesLoft](https://www.piesync.com/salesloft/)
*   [Salesmate](https://www.piesync.com/help/connector-apps/salesmate/)
*   [Sellf](/help/connector-apps/sellfapp/)
*   [SharpSpring](https://www.piesync.com/sharpspring/)
*   [Sugar CRM](https://www.piesync.com/sugarcrm/)
*   [Teamleader](https://www.piesync.com/teamleader/)
*   [Teamwork Projects](https://www.piesync.com/teamworkprojects/)
*   [Teamwork CRM](/help/connector-apps/teamworkcrm/)
*   [Vtiger](https://www.piesync.com/vtiger/)
*   [Zendesk](https://www.piesync.com/zendesk/)
*   [Zendesk Sell](https://www.piesync.com/basecrm/) (formerly Base CRM)
*   [Zoho CRM](https://www.piesync.com/zoho-crm/)

The possibility to sync Company information depends on whether your app has a Company entity. Below you can see an example of HubSpot's Company entity.  A full overview of all apps for which we currently support Company/Account information syncs, ...

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

Can I sync Company/Account information?

<InfoBox>Your phone merely acts as a window into contacts databases, so we suggest you visit [contacts.google.com](http://contacts.google.com/) / [iCloud.com/contacts](https://www.icloud.com/contacts)  / [outlook.com](http://outlook.live.com/owa/) respectively to see & manage your phone's contact lists on your computer. </InfoBox>

## 1. Back up & Pause other syncs!
- __Export__ contacts from your various accounts - this could serve as your __backup__ should you make a mistake in cleaning contacts.
- __Turn off__ or __pause__ any existing integrations in parallel (PieSync, Zapier, Contacts+, etc). Leaving syncs on will interfere with cleaning in the next step!
## 2. Time to Clean!
- Use the __“find & merge duplicates”__ features of Google/iCloud/Outlook
  - [Instructions for Google Contacts](https://support.google.com/contacts/answer/7078226?hl=en&ref_topic=9160153)
  - [Instructions for iCloud](https://support.apple.com/en-us/HT203565)
  - [Instructions for Outlook.com](https://support.microsoft.com/en-us/office/resolve-or-delete-duplicate-contacts-0fa9c0a0-499a-48ab-b818-4e6463ccb9fa)
  - [Instructions for CRM](https://www.google.com/search?q=dedupe+pipedrive+contacts), for example [Pipedrive](https://support.pipedrive.com/hc/en-us/articles/360000809337-Merge-Duplicates)

- __Manually review your contacts__ and merge those duplicates that weren’t detected automatically, delete old contacts or old addresses.

## 3. Start Syncing!
- Consider designating one account as your __master central database__ for contacts. Your phone should be able to read from, and store new contacts to this account. [How to do this?](/help/want-to-learn-more/setting-up-your-iphone-to-sync-with-google-contacts/)

You are now __ready to set up__ one or more syncs through PieSync. [Get started](/help/features/getting-started/)!

Your phone merely acts as a window into contacts databases, so we suggest you visit contacts.google.com / iCloud.com/contacts  / outlook.com respectively to see & manage your phone's contact lists on your computer. 1. Back up & Pause other syncs! ...

How to Prepare Your Phone Contacts to Remote Control Your Apps

### Let's have a look at some possible reasons:


1.  Each field can only be mapped once.

2.  The fields are mappable, but the data types of the selected fields don’t match.

  Example: you want to match a number field in app A with a date field in   app B. There is no way we can make a field mapping for that, so the       fields are considered to be incompatible.


3.  Some types of custom fields are technically not able to sync (e.g. drop-down fields / radio buttons / checkboxes). 

<InfoBox> [We have a dedicated article to provide more info on this.](https://www.piesync.com/help/features/syncing-drop-down-fields/) </InfoBox> 


4.  Fields with multiple values (see example below) can’t be synced in a custom mapping. In some cases, they are synced in the default field mapping. 

  With multiple values, we mean fields such as emails, phone numbers and     addresses where each value has a label to differentiate between ‘home’,   ‘work’ and ‘other’ for example (see image below).

![](//images.ctfassets.net/f2ysq090txql/6oapZsoIfUxyrcT7DDoVfg/a0fc90a08b04618f20b91ab94a371354/image.png)

5. When a field is read-only: Certain contact fields in your applications are not allowed to be modified through a third-party integration such as PieSync

  _Below is an example of a field that can't be modified through a third-    party and therefore only syncs one-way (→). More in-depth information can be found here._
  
![](//images.ctfassets.net/f2ysq090txql/68osNZIbM4ePJx5UnKTxQu/e27bdf65857a0d92f550f87c6b43db51/screenshot-2019-05-15-at-21-26-50.png)

<InfoBox>Bear in mind that the general direction of the sync decides your syncing behaviour. When you have your connection configured as a one way sync [in the other way](/help/features/sync-direction/) (←), the following message will pop up.  
</InfoBox>

![](//images.ctfassets.net/f2ysq090txql/73FxAlQnEXXzBRiGlDljvT/dd5fcc13c0b1cbc767924f5e602557a9/screen-shot-2018-01-29-at-15-30-09.png)

6. There is an issue with the partner API that is preventing us from exposing this field properly. Mostly this is due to their API returning the data type inconsistently (and a consistent data type is a requirement for us to do a proper sync).

### **Example: syncing Mailchimp phone fields to Copper**

You will not be able to sync a Mailchimp phone field directly into a Copper phone field because of 2 limitations in our sync engine: 

1.  Copper never stores just one unique phone number but always does so in a group of mobile, home, work, ... numbers
2.  Mailchimp does not offer a phone field out of the box, but only offers it as a custom field, making it an unpredictable field for our sync engine.

**The workaround solution :**

Assuming the idea is to capture phone numbers through Mailchimp landing pages - you should set up a mapping from Mailchimp's phone field towards a Copper **custom** field. Name this custom field something like "Phone (entered through MC)". We understand this may not be ideal, but it will at least make the necessary data appear in Copper. 

_Note that PieSync will have no issues syncing between Google and Copper, since these both store phones in a group. Similarly, there are no issues either syncing the phone from Copper to Constant Contact, which holds a phone field out of the box available._  


Let's have a look at some possible reasons:  Each field can only be mapped once.  The fields are mappable, but the data types of the selected fields don’t match.    Example: you want to match a number field in app A with a date field in   app B. T...

Why can't I custom map my (custom) fields?

#### What does the 'Avoid Duplicates' option do?

When 'Avoid Duplicates' is enabled in the configuration set-up, PieSync only syncs 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.

![](//images.ctfassets.net/f2ysq090txql/6Y233jtNhZQphmahNGNAJX/74ce2980b5ad34fc4206915cb966a126/screenshot-2019-09-03-at-14-19-48.png)

#### What happens when the 'Avoid Duplicates' option is switched off

If the 'Avoid Duplicates' option is switched off we won't be able to double check if contacts that don't have an email address already exist in the receiving app, as such we might be creating duplicates.

That's why we would always recommended to keep this option switched on. If you do want to switch this option off then it is always recommend to first:

*   clean up your database
*   create a backup

#### How do I disable the 'Avoid Duplicates' option?

As a precaution we don’t allow users to disable this setting themselves because PieSync may not be able to reverse a sync and KWCommand does not have a way of restoring contacts either.

**If you read the above and you want to disable the 'Avoid Duplicates' option anyway then just send an email to support@piesync.com and we will disable this checkbox for you.**

What does the 'Avoid Duplicates' option do?  When 'Avoid Duplicates' is enabled in the configuration set-up, PieSync only syncs contacts that have an email address. We use the email address as the main identifier for a contact in order for us to p...

Keller Williams

How do I disable the Avoid Duplicates option for my KW Command connection?

> Do you need to setup a sync from Salesforce data to another app and the data you need sits on the Account instead of the Contact?

The fields you can choose to sync to your other app with are only those from **the contact level.** Data you store on the account is not to be found in the PieSync rules or mappings. (We're working on improving this)

![](//images.ctfassets.net/f2ysq090txql/6cZkxLGnW8QF1BuCDx53NF/44ed5f500a4365045b0e8f1c4aa0c83d/ky-us-6-xh-te-p.gif)

There's a workaround to this if you need this today. This is valid to sync data **from Salesforce to your other app** (continuously). You cannot expect this workaround to update fields on the other object in Salesforce. Possible scenarios?

*   you only want to sync contacts whereby the **Account is from a certain Type**
*   you want to sync contacts but they don't have a **billing address** stored, instead it is stored on the Account
*   if no phone number on the contact is available, then and only then **copy over a phone number from the account**

Here's what you'll need to do.

## Step 1: Create fields on the contact that will take in the account data

The overall principle of this workaround is that we will set up formula fields on the Contact object that replicate the Account fields that we need. Go to the [Salesforce object manager](https://help.salesforce.com/apex/HTViewHelpDoc?id=extend_click_find_objectmgmt_parent.htm) and update the contacts object. Hit 'New'.

![](//images.ctfassets.net/f2ysq090txql/M9SHXs8SDfhlss12LI1Px/76a4ec17ecec24e25275e8ece6d51829/image.png)

You need to make this a formula field. It's a formula since we will rely on Salesforce formula's to take in information from another related object and copy it on the contact record.

![](//images.ctfassets.net/f2ysq090txql/6EUEQUImJBipWkc7qO3ZfL/aca47f62da9f6e0193f1536a8c22734b/image.png)

Choose the format the field will take on the contact level. When in doubt? Choose text. From a Salesforce POV it doesn't really matter that much, since we won't actually make this field visible on the contact layout. But you do want to keep in mind what PieSync rule you'll construct out of this.

![](//images.ctfassets.net/f2ysq090txql/3Oet6FankIHBjCPwSwm5Em/4df57b22b01d99c5ed302387707e6ce8/image.png)

You also need to give it a label. I would suggest you name it something like "Account ...." for easy reference.

![](//images.ctfassets.net/f2ysq090txql/4uvbcGIp8g4EEkGnSHu8YM/c3b967f8c3ed3bb67abf95bae88daa9b/image.png)

Now we get to defining a formula which is easier than you may think. Hit "Insert field".

![](//images.ctfassets.net/f2ysq090txql/37ZYq5AqUV1Fk5WLL44tDF/7a4f0850751d091f8920a85d56adc460/image.png)

Browse to the field on the Account that you need. In this example, I'm taking the industry which is a value stored on Account. Hit next.

![](//images.ctfassets.net/f2ysq090txql/2pf0HHekATjI7qKBeVLZGR/1568758b46e0c45d2c3105e51ce7cb06/image.png)

When Salesforce returns an error like ... Picklist fields are only supported in certain functions, you will need to tweak your formula by prefixing your formula with TEXT and putting the field in between round brackets.

![](//images.ctfassets.net/f2ysq090txql/3cRCuiFsVpggi3PlBbOfD0/e842539c011c65c2741de4c7111de9c3/duu-0-eu-pqbx.gif)

Need to copy over address fields? Those are composite fields and you can spread them out over different lines with BR() codes. For instance, if you want to bring the billing address down the contact level too, copy this text _Account.BillingStreet & BR() & Account.BillingCity & BR() & Account.BillingState & BR() & Account.BillingPostalCode & BR() & Account.BillingCountry_

![](//images.ctfassets.net/f2ysq090txql/5HPem6694DnAV5IvIezfJ4/d43136b498c514b8b84cd99dc77935d3/x-0-r-9-n-9-c-zyh.gif)

You can get creative with formulas. When you know certain contacts don't have a phone number referenced, but their account does, you can create a **fallback number**. The following formula is what I have behind a field named "Fallback Phone". IF( ISBLANK(Phone), Account.Phone , Phone )

This formula first looks at whether a specific phone number for the contact is available, and only if it isn't, it goes and fetches the general phone on the account instead. This way, when you sync Salesforce contacts to Google Contacts, you are more likely to have a phone number referenced.

![](//images.ctfassets.net/f2ysq090txql/2WJJNp0Cq4i2KChpArVD66/bce38f99c874a64c3372474fddd2b081/image.png)

## Step 2: Create a process flow

PieSync's engine relies on an update of the "last modified timestamp" on the contact. The information that we just copied over to the contact can now be read into by PieSync, however, updating it on the account level doesn't make PieSync detect those updates. In fact, PieSync's engine relies on an update of the "last modified timestamp" on the contact. That's where setting up a process flow with the [Process Flow Builder](https://trailhead.salesforce.com/en/content/learn/modules/business_process_automation/process_builder) comes in.

This is necessary so that any updates you make also give a little update - a nudge so you will - to the underlying contact. The Process Flow is going to be a very easy one.

Create a new process by giving it a name. You'll want to do this so you remember why you did this when in 2 years you stumble on this page again.

![](//images.ctfassets.net/f2ysq090txql/5boXJaYgjGhHy5cObqBXcc/26702adf9af6ad44d71ee0e3fd194454/image.png)

We're going to keep this process very simple. This process flow will run each time an Account is created or edited, so that's exactly what we're putting in the fields it's asking for.

![](//images.ctfassets.net/f2ysq090txql/76qfoLnzwMb98UmcqKCdk2/9fece0d6f9a34cf9571edbf57ae613bd/image.png)

Next step - criteria. We want this process flow to run whenever the fields that we are copying over actually change. You can potentially set this to "No criteria - just execute the actions" too.

![](//images.ctfassets.net/f2ysq090txql/2JIF4Bfod7VYTZSpye5HZu/c35cf1dbb27b663affc55bbbc078ef97/image.png)

Under action, we need to force a change on the contact. Choose the action "Update records" and refer to the Record type of Contacts. Here, since I'm never using the business fax number anyhow, I'm updating that fax value with a random number.

![](//images.ctfassets.net/f2ysq090txql/4KLWCumZZc23gV7EapvSiy/29f551423e76095c7b8c9aa8ea917d00/image.png)

Activate this process flow.

## Step 3: Now you can set up those field mappings in PieSync!

The rules will allow you to refer to filter out contacts that only have a certain value on the account. You refer to the field on the contact, but based on the steps you completed above the information is actually coming from the account.

![](//images.ctfassets.net/f2ysq090txql/2sYmLyo93GpZdHLxvox0Dt/ff77fa031f1040647a571346d81a6bc5/image.png)

And it also works in the mappings!

![](//images.ctfassets.net/f2ysq090txql/5LDVse7ESQFhUgdImh1p4n/3bc91eb915991e2fd0af234280f52e83/image.png)

Do you need to setup a sync from Salesforce data to another app and the data you need sits on the Account instead of the Contact?  The fields you can choose to sync to your other app with are only those from the contact level. Data you store on th...

Want to learn more?

Salesforce: Copying account data to contact level

At PieSync we feel it is important that our end-users are aware of these attention points with regards to proper deployment of self-hosted applications.

## Terms & Conditions (T&C)

### Users connecting self-hosted applications agree to the following T&C:

*   The **version** of the self-hosted application will be kept up to date with the one of the partner-hosted application. PieSync will do its best to keep backward compatibility with older versions, but cannot be held accountable in case an old version leads to some unexpected API behavior.
*   The self-hosted domain will be exposed in a secure way. **Non-https domains will not be accepted**.
*   The infrastructure of the self-hosted application has to be able to deliver acceptable **API** **performance** (normal response times, limited time-outs, high availability, etc).  
    In the interest of maintaining stable syncs for all its users, PieSync has the right to stop - or at least reduce capacity for - a sync of a customer in case it is seriously underperforming. We will inform the customer when we do this and look for solutions.
*   As PieSync has no experience with - and cannot be fully aware of - the exact infrastructure setup of the self-hosted application, the PieSync **support** team cannot be held responsible for debugging basic connectivity issues with self-hosted applications.  
    We recommend an IT administrator of the self hosted application to set up PieSync in this case. The PieSync support team will obviously try to help out where possible (as we do for our other users).
*   Users cannot hold PieSync accountable if their data was sent to an unintended recipient due to **wrong input when specifying** **the target domain**.  
    PieSync will assure that some malicious domains are automatically being blocked, but cannot guarantee a full coverage against all malicious domains.

### Definitions

_**self-hosted application**_**:** Under self-hosted applications PieSync considers all applications that are not hosted directly on the domain of the partner application.

For example you want to integrate with the application "My Favorite CRM", which is on the domain myfavoritecrm.com. In that case all applications which are not hosted on myfavoritecrm.com are considered self-hosted applications by PieSync. This can be any of the following:

*   An application i**nstalled on your own PC** (but still connected to the internet)
*   An application **hosted by yourself on a cloud server** (for instance on Amazon Web Services)
*   An application **hosted by an external cloud hosting provider** (for instance on the domain myfavoritecrm-hosting.com)

_**partner-hosted application**_**:** Under partner-hosted applications PieSync considers all applications that are hosted directly on the domain of the partner application. These applications are considered stable by PieSync, and run the latest version of the software.

## FAQ

### Why does PieSync impose additional Terms & Conditions (T&C) for self-hosted applications?

A self-hosted application can work in exactly the same way as the application hosted by the partner but in practice there are often some differences:

*   Application version (and hence API versions) can differ with the parter-hosted application, which can lead to different sync functionality
*   The API performance of the self-hosted application - and hence of the sync - could be below the standard we're used to for the partner-hosted application
*   The IT infrastructure of the self-hosted application can prevent us from taking certain actions to improve service
*   There is a shift of liability in allowing an end-user to specify the domain that needs to be connected to. When an end-user enters the wrong domain, authentication data or customer data will be sent to potentially malicious recipients.

At PieSync we feel it is important that our end-users are aware of these attention points with regards to proper deployment of self-hosted applications.  Terms & Conditions (T&C)  Users connecting self-hosted applications agree to the following T&...

How to manage your PieSync account and set up billing

Account

Self-hosted applications - Terms & Conditions

<InfoBox>To establish a sync, PieSync matches contacts between your two apps based on the email address field.</InfoBox>

**However, If the email address field has multiple values, there are a few scenarios:**

1.  If the contact only existed in app A prior to the sync, we will sync the contact with the first email value to app B.  **E.g. below _email \[work\]_** 
2.  If the contact existed in app A and B prior to the sync, and app A has multiple values for the email and app B just a single value, we will choose the matching email address only. **E.g. below if app B has the _email \[home\]_** **only, then we will match/sync on that email value.** 
3.  If the contact existed in app A and B prior to the sync and both apps have multiple values for the email, we will match and map all values (where possible). **E.g. below _email \[work\]_** -  **_email \[work\] / email \[personal\] -  email \[personal\]._** **etc.**

<InfoBox>Example of a contact with multiple values for the email address (in this case, the work email is the first value):</InfoBox>

![](//images.ctfassets.net/f2ysq090txql/2lhShFJEVKONQgO7rcqcTZ/f567e9234111d294335ab3022e888c0e/image.png)

To establish a sync, PieSync matches contacts between your two apps based on the email address field.  However, If the email address field has multiple values, there are a few scenarios:  If the contact only existed in app A prior to the sync, we ...

My contacts have multiple email addresses,  which one is used to match?

Your contact count keeps on growing and suddenly you exceed your subscription limit. Great, that means business is going well!

Below you'll find all the relevant information you need if such a situation occurs.

## Pricing Tiers

PieSync works with pricing tiers. Every pricing tier is linked to a maximum amount of contacts you can sync. You can find the pricing tiers over [here](https://www.piesync.com/pricing/).

![Monthly pricing](//images.ctfassets.net/f2ysq090txql/3AZscj0gBjUU4s9DQhNLGw/6d1f486715606f66d833a52f6d7c3fc8/Monthly_pricing.gif)

If you breach the contact limit of your plan, you will automatically get an email that will inform you about this and automatically move up one pricing tier.

You will then have **5 days time to review your account**. When everything is fine, you don't need to do anything.

<InfoBox>Example: You subscribed to the monthly Pro Plan and can sync up to 2,500 contacts for $59/mo. If you breach the contact limit of 2,500 then you will automatically move up one tier that allows you to sync up to 5,000 contacts for $79/mo.</InfoBox>

## Decreasing the contact count

If you don't want to get upgraded or just want to decrease the contact count then you can do that in the following ways:

* Remove a connection (this will reset your contact count)
* Apply additional [rules and/or filters](/help/features/conditions-and-actions/) to narrow down the sync for the specific connection

<WarningBox>Pausing a connection won't decrease the contact count.</WarningBox>

## How the billing works when you get upgraded

If you move up one or more tiers then the increased pricing will go into effect 5 days after the automated email. You'll be charged the surplus of the current month. The next month, you'll be charged according to the monthly pricing of your new pricing tier.

<TipBox>Keep in mind, the leftover time on your current plan is always pro rated towards the new one</TipBox>

Your contact count keeps on growing and suddenly you exceed your subscription limit. Great, that means business is going well!  Below you'll find all the relevant information you need if such a situation occurs.  Pricing Tiers  PieSync works with ...

What happens when I breach the contact limit?

In short, no. **PieSync currently syncs data stored on CONTACTS or COMPANIES only.** 

Syncing _Deals, Tasks, Invoices, Opportunities, ..._ is not yet available as these are different objects/entities from a syncing perspective. We're working on this though.

<InfoBox>Related articles:  
[Can I Sync Accounts/Companies/Organizations with PieSync?](http://help.piesync.com/faq/can-i-sync-accounts-companies-organisations-with-pie-sync)  
[Can I sync my contacts' avatars?](/help/faq/can-i-sync-my-contacts-avatars/)</InfoBox>

## But I need this today!

Advanced CRM software like Salesforce, Pipedrive, Zoho, or HubSpot allow you to move data across objects. Bring over data from an opportunity onto the contact or company, so it can at least be used as a filter. We cannot exhaustively document how this works for all CRM's, but here's a couple of examples to inspire you.

![](//images.ctfassets.net/f2ysq090txql/4bdpWhqH555XcVksUgZf2J/65cf54fc12a411deb10c9f54c7fb4243/cpw-0-c-5-ii-xj.gif)

![](//images.ctfassets.net/f2ysq090txql/3zGJ44EHiYDbhSeC1oPg15/917db8a96c4e760d91d203d1f4c6265d/dt-5-y-6-dokn-8.gif)

![](//images.ctfassets.net/f2ysq090txql/3hgTTAYuDdOAGDTmlkKNB/b8b4429264a694f8e534efa905b6faee/pd.gif)

![](//images.ctfassets.net/f2ysq090txql/4RzOytKlJjANmAS1ajgfLc/f798db5b6bce02a559563e7863bfdb8d/image.png)

If your need is short-term and your own software does not allow for information to be moved across objects, perhaps Zapier or other integration software can help bring over some information. [Find out more](/help/faq/what-s-the-difference-between-piesync-and-zapier/). 

In short, no. PieSync currently syncs data stored on CONTACTS or COMPANIES only.  Syncing Deals, Tasks, Invoices, Opportunities, ... is not yet available as these are different objects/entities from a syncing perspective. We're working on this tho...

Can I sync objects such as Deals/Tasks/Invoices/Opportunities/Notes/... ?

When we look at the popular combinations on the PieSync platform, it is no wonder [Salesforce](https://www.salesforce.com) & [ActiveCampaign](https://www.activecampaign.com/) are a match made in heaven. But how do you connect the two platforms? Should you use Zapier, or PieSync? Or both?

The biggest difference between Zapier and PieSync is that PieSync provides a continuous two-way sync of your contacts, whereas [Zapier only supports one-time one-way pushes without handling historical data](https://zapier.com/help/common-problems/). 

## Using PieSync & Zapier together

Two-way syncing and trigger-action workflows [are fundamentally different](/help/faq/what-s-the-difference-between-piesync-and-zapier/). But that doesn't mean you can't use PieSync & Zapier together. In fact, while Zapier is not ideal to sync contacts two-way (or even one-way), it still is a good platform to move & prepare data inside of your apps, which makes your syncs better!  

<Embed src="https://www.youtube.com/embed/1fW_T1kekcM" />

## Using Zapier for contact syncing: problematic

Connecting Salesforce & ActiveCampaign through Zapier can be challenging.

Both platforms contain actual rich contacts databases that ultimately need to run in tandem, and [Zapier cannot handle this properly](/help/faq/what-s-the-difference-between-piesync-and-zapier/). As contacts constantly evolve, zaps simply cannot keep up with the changes on either side.

Let’s consider a simple form of sales & marketing working together. There's two kinds of data flows here:

*   **AC -> SF.** Leads fill out an ActiveCampaign form, and you need to have that information in Salesforce.
*   **SF -> AC.** You have leads in Salesforce that need to receive a newsletter sent out via ActiveCampaign.

Zapier performs a 1-way sync, which can be helpful to push data from one app to another. So in other words, if you want to execute this integration, you'll need to set up 2 separate zaps that run in opposite directions.

On a more problematic note, however, because of how zaps work, you run the risk of overwriting existing data in Salesforce, or even create duplicates in your contact database. We'll visit an example later in this article.

Finally, Zapier just takes effect from the moment you set up those zaps. In other words, it may create those contacts in the future, but it leaves the existing data untouched.

## Limited in configuration

When you set up a zap, you have to choose a trigger. Those triggers are technically tied to one single ActiveCampaign list.

So with multiple forms, multiple lists,... already you may be forced into setting up multiple zaps. And as we’ve pointed out, it will ignore all previous form submissions and only start from the moment you set up this zap.

Actually building out the zap can be time consuming since it requires that you spell out the mapping in the configuration of your zap. Which field on the form corresponds to which field in Salesforce?

## Syncing through Zapier: doesn't work 2-way, overwrites data 1-way

Admittedly, when you exclusively collect fresh leads all the time, zaps may end up working well. After all, it’s simple one-way traffic from ActiveCampaign into Salesforce.

In our simple example, we also want contacts pushed from Salesforce into ActiveCampaign, so there’s increased chance of having identical contacts existing on both sides. That’s a risk because zaps are executed blindly - they don’t take into account that data may already exist.

That brings with it an ugly side effect to see some fields get overwritten as shown in the example below. Here’s Brian's contact sheet in Salesforce… And along comes new information from the webform in ActiveCampaign. It also includes some relevant information on Brian's marketing journey, as well as more details that he left on the form.

![](//images.ctfassets.net/f2ysq090txql/3aLTBz4GNCSibtknhVQ0nK/d4a6f7ce262cfc18ec8dc363a0bef036/acto-s.gif)

Relying on the 1-way zap from ActiveCampaign → Salesforce has your data in Salesforce run the risk of being overwritten or simply erased all together. In the above example, you had some address information - but now it’s gone! Zaps strictly execute what they are told; so when empty information needs to be carried over, it will carry over.

What about syncing data the other way? A 1-way zap from Salesforce → ActiveCampaign, for instance to subscribe Brian to the newsletter, would also see some information be lost with the sync. The phone number that Brian had left in his original contact form gets overwritten.

## Syncing through PieSync: a true 2-way sync

In contrast, a true 2-way sync with PieSync respects existing data, and makes it better 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 are truly merged, resulting in 2 databases that are always up to date, and complete.

You would have an identical contact sheet for Brian on both sides. All the time.

![](//images.ctfassets.net/f2ysq090txql/7EhouGNQ3jjgbaq3gQjQrL/7d62173c68e8c8a50f9eda9e92964323/acpiesync-s.gif)

## PieSync: How do you get started?

If you haven’t done so already, [setting up a new PieSync account is super easy.](http://app.piesync.com/sync/salesforce/activecampaign) After you’ve authorized both Salesforce and ActiveCampaign, 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 ActiveCampaign and Salesforce.

Contacts that are subscribed in ActiveCampaign will seamlessly sync with your Salesforce database. Not only will contacts be created, or kept in sync with existing data in SF, it will also update a critical attribute on those contacts inside Salesforce: the opt-in/opt-out switch. This registers whether or not your contact opted in for marketing.

Since you're using ActiveCampaign, you're probably not even using that value in Salesforce anyhow. But through PieSync, you can easily have ActiveCampaign control that toggle! You cannot exclusively store marketing preferences in your ActiveCampaign silo. They need to sync to Salesforce too. Here's the rule you need:

It's important to store marketing opt-in preferences on a CRM level too. Ever since [GDPR](/help/faq/piesync-and-gdpr/) came into play, you need to have access to one easy way to immediately unsubscribe a contact from any future correspondence. Here's a PieSync rule that will do exactly that:

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/).

Consider the following example where not only the standard contact fields are being exchanged, but several proprietary AC fields are being mapped with SF fields.

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/).

<InfoBox>Learn more about syncing [Salesforce](/help/connector-apps/salesforce/), or about [ActiveCampaign](/help/connector-apps/active-campaign/), in their respective support articles.</InfoBox>

<InfoBox>To get into the nitty-gritty of zapping vs. syncing you can have a look [here](http://www.piesync.com/piesync-vs-zapier/)</InfoBox>

<InfoBox>Related articles:[Why prefer PieSync over other (native/free) integrations?](/help/faq/why-prefer-pie-sync-over-other-native-free-integrations/)</InfoBox>

When we look at the popular combinations on the PieSync platform, it is no wonder Salesforce & ActiveCampaign are a match made in heaven. But how do you connect the two platforms? Should you use Zapier, or PieSync? Or both?  The biggest difference...

Should you use Zapier or PieSync to connect Salesforce & ActiveCampaign?

With 10to8 appointment scheduling, customers can book your free slots and the services that you specify. What's more, with automated SMS and email reminders, coupled with 2-way chat, you can be sure that your business will reduce appointment no-shows, improve customer communication, enhance coordination, and win more business.

10to8

OnePageCRM is a solid CRM solution with a big focus on increasing sales and optimizing your workflow. A wide range of features from contact management to sales and performance reports,  result in a productive team converting more leads!


onepagecrm

OnePageCRM

#### Who is eligible to receive the 10% lifetime discount for OnePageCRM user? 

*   You need to have an active OnePageCRM account
*   Not have ever set up a PieSync account before
*   Have signed up with PieSync through your OnePageCRM account as explained below

<TipBox>Find out more on how to setup a sync with OnePageCRM [HERE](/help/connector-apps/onepage-crm/)</TipBox>

#### How to redeem the lifetime 10% discount? 

**1\. Sign into your OnePageCRM account**

To get started, go to your OnePageCRM account and then to the OnePageCRM apps tab in the top right corner. Choose PieSync and start your 14-day free trial to sync your OnePageCRM contacts with your Google Contacts by clicking **INSTALL.**

![1 OnePageCRM 10% Discount](//images.ctfassets.net/f2ysq090txql/6TNxjtJMe2AURyTz1B8LDl/9991a5a75b7234f01bf5eadaa5da8f28/1_OnePageCRM_10__Discount.png)

![2 OnePageCRM 10% Discount Click to Install](//images.ctfassets.net/f2ysq090txql/4bnMUZM70nROhPlmOGWN0Y/cde36b210dd0b710be00d5916072f267/2_OnePageCRM_10__Discount_Click_to_Install.png)

**2\. Configure your sync between OnePageCRM and Google Contacts.**

![3 OnePageCRM 10% Discount Configure Your Sync](//images.ctfassets.net/f2ysq090txql/70ZPMNSqsvLEn3SkIcHwkv/cee38cf951a6d1b674020ef729ed5adc/3_OnePageCRM_10__Discount_Configure_Your_Sync.png)

**3\. Your OnePageCRM - Google Contacts connection is active** 

Once your connection is active, you’ll see the active integration on the apps page in your OnePageCRM account.

![4 OnePageCRM 10% Discount Connection is Active](//images.ctfassets.net/f2ysq090txql/46oUy6TWI55IyhaYa7KxqC/da6a2fb6ad51e00d1f59145e3d06a751/4_OnePageCRM_10__Discount_Connection_is_Active.png)

**4\. Like PieSync? Sign up via the OnePageCRM link to get the lifetime 10% discount.**

![5 OnePageCRM 10% Discount Sync Google Contacts and OnePageCRM-Find Out More Banner](//images.ctfassets.net/f2ysq090txql/2xdOfagG5sVwSECjvQWR1G/2ed667960d1d6980340b003013a2053d/5_OnePageCRM_10__Discount_Sync_Google_Contacts_and_OnePageCRM-Find_Out_More_Banner.png)

Already convinced during the trial or are you looking to sync other/more apps than Google Contacts with OnePageCRM? The link ‘Find out more’ at the bottom, will lead you to PieSync where you can set up an account with the **10% lifetime discount automatically enabled** for any [PieSync plan](http://www.piesync.com/pricing) you subscribe to on the billing page.

Once your trial expires, you’ll get notified and the same link will be provided to continue the sync by subscribing to a [PieSync plan](http://www.piesync.com/pricing).  

Don’t forget to read our [Blog Post](http://blog.piesync.com/onepagecrm-partnership/) about our Partnership with OnePageCRM!

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

If you run into any questions or require some assistance, don’t hesitate to drop us a line at **support@piesync.com!**

Who is eligible to receive the 10% lifetime discount for OnePageCRM user? You need to have an active OnePageCRM account Not have ever set up a PieSync account before Have signed up with PieSync through your OnePageCRM account as explained below  F...

Partnerships

OnePageCRM - PieSync 10% Lifetime Discount

<TipBox>In the Activity Feed of your connection you can check the status. A connection is syncing when the status indicates '**Synchronization is active**'.  
You can '**Pause**' a connection in the **upper right corner.**</TipBox>

![](//images.ctfassets.net/f2ysq090txql/6eK9jx1wKJOqv84RDv33sy/8477b7613cee6ded124ea7910448c52c/screenshot-2019-01-18-at-11-06-40.png)

<TipBox>When you have paused a connection, the status will indicate '**Synchronization has been paused. Resume it!**'  
You can '**Resume**' a connection in the upper right corner.</TipBox>

![](//images.ctfassets.net/f2ysq090txql/6VV3Yc0uDLBssgi2daWpIn/788ac6831132e8d68208c365c2f0f354/screenshot-2018-12-11-at-16-10-14.png)

<InfoBox>If a connection is paused, there will be no syncing activity, meaning that new contacts or contact updates won't be synced. However the number of contacts that were in sync before you paused the connection will still be part of your contact total. To decrease your contact total, you can  
apply filters to narrow down the sync and select 'resume' again OR you can delete the connection.</InfoBox>

<TipBox>If you make changes to the setup of your connection then these will only be applied once you select '**Save and resume syncing**'.</TipBox>

![](//images.ctfassets.net/f2ysq090txql/7LG6ibncloMemabFhsDS8K/84de04f2e2a000143fc8f395a89a7cfa/screenshot-2018-12-11-at-16-29-47.png)

<WarningBox>If you have paused your connection and made some updates that you want to save, do know that once you select 'Save and Resume syncing', your connection will also start syncing again.</WarningBox>

In the Activity Feed of your connection you can check the status. A connection is syncing when the status indicates 'Synchronization is active'. You can 'Pause' a connection in the upper right corner.  When you have paused a connection, the status...

What happens when you Pause, Save or Resume a connection?

unnamed (4)

123FormBuilder

1CRM-logo-box

1CRM

logo-3dcart

3dcart

act!

Act! 365

actpremium

Act! Premium

apps.41598.37145b45-309a-44d2-8a3a-8ef5dd923138.b03415bf-0d24-4925-924c-d111c87e195a.e4b8a9d0-ed9e-44f4-81d3-524fbe3257b6

Actionstep

activecampaign

ActiveCampaign

activedemand

ActiveDEMAND

activetrail-1502192111-logo

ActiveTrail

Acumatica

Acumatica CRM

agendor_logo

Agendor

agilecrm

Agile CRM

aircall-icon@2x (1)

Aircall

airtable

Airtable

allclients

AllClients

amocrm

amoCRM

apollo.io logo 

Apollo

apptivo

Apptivo

aproplan

Aproplan

Aritic-Logo

Aritic PinPoint

Aritic Sales CRM

AT & T

AT&T Office@Hand

autoklose logo png 

Autoklose

autopilot

Autopilot

aweber

AWeber

benchmark

Benchmark

bexio

bigcommerce

BigCommerce

bigcontacts

BigContacts

bitrix

Bitrix24 CRM

bombbomb

BombBomb

bookeo

Bookeo

boomtown

BoomTown

Brivity CRM

btcloudphone

BT Cloud Phone

bubble_piesync

Bubble

bullhorn

Bullhorn

campaignmonitor

Campaign Monitor

campaigner

Campaigner

capsulecrm

Capsule

cats-logo

CATS

chargebee

Chargebee

chargeover (1)

ChargeOver

Chime-Logo (1) (1)

Chime

cin7_logo_piesync

Cin7

cxsocial

Clarabridge Engage

Classy-icon-coral

Classy

click-send_logo_piesync

ClickSend

cliniko_logo

Cliniko

clio

Clio Manage

closeio

Close

companyHub

CompanyHub

connectwisemanage

ConnectWise Manage

constantcontact

Constant Contact

Contactlab Marketing Cloud

Contacts+ Logo Mark (1)

Contacts+

contactually

Contactually

convergehub

ConvergeHub

Seva (formerly ConvertKit)

ConvertKit

Copper-icon-circle-pink

Copper

bpmonline

Creatio

Crisp

currentrms

Current RMS

datavalidation

DataValidation

daylite

Daylite

d-logo-L-transparent

Debitoor

Delivra

desk

Desk

Dialpad_logo

Dialpad

logo-digitaleo

Digitaleo

directmailmac

Direct Mail for Mac

DD-roundel-512x512

dotdigital Engagement Cloud

dotloop

Dotloop

drift_logo

Drift

drip

Drip

dubb-logo-full

Dubb

easybill

EasyBill

efficycrm

Efficy CRM

Elastic Email

Start syncing your Apto contacts
two-way with more than 240 other apps

Discover how PieSync can make your cloud apps work together

Accurate & real-time data

Save time

Easy & Secure

Start syncing Apto with one of our 249 apps

Related Apto resources

Sync your Apto database with 249 business tools!

Help Articles related to syncing Apto

Can I sync Company/Account information?

How to Prepare Your Phone Contacts to Remote Control Your Apps

Why can't I custom map my (custom) fields?

How do I disable the Avoid Duplicates option for my KW Command connection?

Salesforce: Copying account data to contact level

Self-hosted applications - Terms & Conditions

My contacts have multiple email addresses, which one is used to match?

What happens when I breach the contact limit?

Can I sync objects such as Deals/Tasks/Invoices/Opportunities/Notes/... ?

Should you use Zapier or PieSync to connect Salesforce & ActiveCampaign?

OnePageCRM - PieSync 10% Lifetime Discount

What happens when you Pause, Save or Resume a connection?

Start syncing your Apto contacts two-way with more than 240 other apps

Discover how PieSync can make your cloud apps work together

Accurate & real-time data

Save time

Easy & Secure

Start syncing Apto with one of our 249 apps

Related Apto resources

Sync your Apto database with 249 business tools!

Help Articles related to syncing Apto

Can I sync Company/Account information?

How to Prepare Your Phone Contacts to Remote Control Your Apps

Why can't I custom map my (custom) fields?

How do I disable the Avoid Duplicates option for my KW Command connection?

Salesforce: Copying account data to contact level

Self-hosted applications - Terms & Conditions

My contacts have multiple email addresses, which one is used to match?

What happens when I breach the contact limit?

Can I sync objects such as Deals/Tasks/Invoices/Opportunities/Notes/... ?

Should you use Zapier or PieSync to connect Salesforce & ActiveCampaign?

OnePageCRM - PieSync 10% Lifetime Discount

What happens when you Pause, Save or Resume a connection?

Start syncing your Apto contacts
two-way with more than 240 other apps