AT&T Office@Hand is a highly secure, cost-effective, cloud-based IP business communication service that frees up capital while allowing employees to work virtually anywhere, connect seamlessly on almost any device, and collaborate more effectively.

AT & T

AT&T Office@Hand

[Hub](https://explore.contactlab.com/hub/?lang=en) is the Contactlab Marketing Cloud module that helps you collect and integrate all the customer data available from different sources in one unique point. Create individual and unified profiles, keep them up-to-date and make them immediately available for your marketing activities.

Contactlab Marketing Cloud

<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>

**AT&T Office@Hand** is a highly secure, cost-effective, cloud-based IP business communication service that frees up capital while allowing employees to work virtually anywhere, connect seamlessly on almost any device, and collaborate more effectively.

**Below you'll find detailed information, specifically for AT&T Office@Hand integrations:**

## Supported AT&T Office@Hand Integrations

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

## Authorizing AT&T Office@Hand

To authorise, we need your Email or Phone Number.

![](//images.ctfassets.net/f2ysq090txql/kNqB2WsIeIP5j8xLdrVcr/1816b19708be7fe06530ed2f686ce61f/screen-shot-2019-11-12-at-18-39-02.png)

<InfoBox>The AT&T Office@Hand platform has a hard limit of **10.000 contacts** **per extension**.</InfoBox>

![](//images.ctfassets.net/f2ysq090txql/7eXGZx0uNTkJmWyyAQp8kv/d7e4b39feca5f21ab88cff22b344b421/screen-shot-2019-11-12-at-18-39-28.png)

## \[IF\] Supported Conditions/Filters

*   Already existing in the app you sync with
*   Field values

![](//images.ctfassets.net/f2ysq090txql/6W8jC6ZvRKc7DGe0sQFWJp/406d6e5c65442c246cf1aa7eb4e11ea8/screen-shot-2019-11-12-at-18-41-50.png)

## \[THEN\] Supported Actions

*   Updating field values

![](//images.ctfassets.net/f2ysq090txql/76yU4o1x0dURt7NJ2hfqV2/e2f944fd24e2f6ef08143a72f914fe07/screen-shot-2019-11-12-at-18-42-03.png)

## Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard AT&T Office@Hand fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:

![](//images.ctfassets.net/f2ysq090txql/5rIie91coOBZTk2YDHy7yD/9ec9c3378e398f2cb126f4c7078919c5/screen-shot-2019-11-12-at-18-42-24.png)

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

## Customizable Field Mapping

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

![](//images.ctfassets.net/f2ysq090txql/7zOdcuEj57lxfgM0VFMkvK/00f4710012c39b2802a1979b02a00416/screen-shot-2019-11-12-at-18-42-36.png)

## Additional Options

### Syncing Deletions

Currently, there are no AT&T Office@Hand integrations on the PieSync platform that support our [deletions sync](/help/features/syncing-deletions/).

### Syncing Unsubscribes

Currently, there are no AT&T Office@Hand 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 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>

GETTING STARTED GUIDE: How to set up a new connection?  ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.  AT&T Office@Hand is a highly secure, cost-effective, cloud-based IP business communication serv...

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

Supported Apps

<Embed src="https://www.youtube.com/watch?v=Mn_MQWjYXh0&feature=emb_rel_pause"/>

With the IF/THEN rules you can dictate which contacts need to sync. Henceforth, we shall refer to these IF/THEN sentences as _rules_. 

By default PieSync will set you up with a two-way and all-to-all sync, which consists of a rule for each app without any [filters or actions.](/help/features/conditions-and-actions/)  

1. **TWO-WAY SYNC:** A two-way sync starts off with two rules by default. Each rule fulfils the conditions of each side of the sync. PieSync looks at all the data stored on each side, so you can define exactly what data needs to move from one side to the other and vice versa.

![](//images.ctfassets.net/f2ysq090txql/7yjUx0GH8GxbjMqSY0gkCm/8f7b4d93342592ab6a4738d14353e417/screenshot-2019-04-12-at-15-14-20.png)

In this example, the first rule dictates that for every contact that PieSync finds in Google Contacts, PieSync will update or create one in ActiveCampaign in case it didn't exist already there. The second rule completes this two-way sync: for each contact that lives in ActiveCampaign, a counterpart will be updated or created in Google Contacts. For instance, if you don't need all of your ActiveCampaign contacts into Google Contacts, simply remove this rule!  
If you need a simple all-to-all sync, this is all you need to set up (i.e., don't change anything to the default setup).

2. **ONE-WAY SYNC:** In a one-way sync, a rule based on the other direction won’t do anything. Hence it will be ignored.

![](//images.ctfassets.net/f2ysq090txql/2Q41mRPnivcuTt1ZRF7Y6f/eda6a2a950f7d282c2f40ac4c4005602/screenshot-2019-04-12-at-15-14-41.png)

3. **UNLIMITED RULES / SETTING UP MORE THAN 2 RULES:** [The starter](https://www.piesync.com/pricing/) plan is limited to two of these rules, but the [Pro plan](https://www.piesync.com/pricing/) allows unlimited rules. Why would you need more than two rules?  
Your contacts don't behave the same way across apps:

*   In your marketing tool, customers are recipients that move across distribution lists and change subscriber status.
*   In your invoicing tool, they have carefully kept address & contact information.
*   In your contacts management tool linked to your phone, you expect to have their phone numbers and benefit from caller ID.
*   In your e-commerce platform, new buyers become customers.
*   ...And in your CRM, your customers should consolidate all of this information into a single view.

Through PieSync you can, and you should tweak the sync so that not only contacts get synced, but you also respect the segmentation, tags, groups, categories, custom attributes, subscription status, ... of the apps that the contacts live in. In a PieSync rule, you can choose to add a filter and add actions to syncs. More information on conditions and actions [here](/help/features/conditions-and-actions/).  
**Where can I set up a new rule?** Simply click "+ Add another rule ..." on the left, underneath the existing ones:  

![](//images.ctfassets.net/f2ysq090txql/799j5xgkM9zh9i5lRox5e3/b2b5cb9330c60733ad57cbc424d857f7/screenshot-2019-04-12-at-15-15-45.png)

<InfoBox>_Have more questions about Rules? Just drop us a line at [support@piesync.com](mailto:support@piesync.com), happy to help!_   
**Don't forget to read our [blog](http://blog.piesync.com/) for the latest in productivity, apps, and technology!**</InfoBox>

  With the IF/THEN rules you can dictate which contacts need to sync. Henceforth, we shall refer to these IF/THEN sentences as rules. By default PieSync will set you up with a two-way and all-to-all sync, which consists of a rule for each app with...

The essentials of setting up a two-way or one-way sync between your apps.

Getting started

Connection Rules: IF/THEN

salesforce

Salesforce

[Salesforce](https://www.salesforce.com/) is one of the largest and most comprehensive CRM solutions in the world. With Salesforce, businesses have ample scope for complexity and personalization; and it helps sales, marketing and service teams work better together by providing them with a single, shared view of customers.

Finance

Sync Finance apps you use everyday to automate your business and be more productive. {{ connectorCount }}+ Accounting & Finance sync integrations currently available. Click on your favorite app to get started.

Billing and Invoicing

Sync billing & invoicing apps you use everyday to automate your business and be more productive. {{ connectorCount }}+ finance & accounting sync integrations currently available. Click on your favorite app to get started.

Management & HR

Sync Management & HR apps you use everyday to automate your business and be more productive. {{ connectorCount }}+ Management & HR sync integrations currently available. Click on your favorite app to get started.

Document signing

Sync Document Signing apps you use everyday to automate your business and be more productive. {{ connectorCount }}+ Document Signing sync integrations currently available. Click on your favorite app to get started.

Lead Generation

Sync lead generation apps you use everyday to automate your business and be more productive. {{ connectorCount }}+ lead generation sync integrations currently available. Click on your favorite app to get started.

Event planning

Sync Event Planning apps you use everyday to automate your business and be more productive. {{ connectorCount }}+ Event planning & lead generation sync integrations currently available. Click on your favorite app to get started.

Forms & Surveys

Sync Form & Survey apps you use everyday to automate your business and be more productive. {{ connectorCount }}+ Form & Survey sync integrations currently available. Click on your favorite app to get started.

Fundraising

Sync Fundraising apps you use everyday to automate your business and be more productive. {{ connectorCount }}+ Fundraising sync integrations currently available. Click on your favorite app to get started.

Inventory

Sync Inventory apps you use everyday to automate your business and be more productive. {{ connectorCount }}+ Inventory, management & HR sync integrations currently available. Click on your favorite app to get started.

Manufacturing & Distribution

Payment Gateway

Sync Payment Gateway apps you use everyday to automate your business and be more productive. {{ connectorCount }}+ Payment Gateway sync integrations currently available. Click on your favorite app to get started.

Project Management

Sync Project Management apps you use everyday to automate your business and be more productive. {{ connectorCount }}+ Project Management sync integrations currently available. Click on your favorite app to get started.

VoIP

Sync VoIP apps you use everyday to automate your business and be more productive. {{ connectorCount }}+ VoIP sync integrations currently available. Click on your favorite app to get started. 

<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>

**Salesforce CRM (Sales Cloud)** is one of the largest and most renowned CRM solutions on the market. Main features such as lead scoring, forecasting tools, and team collaboration will help to reach your goals. Get your marketing and sales departments aligned with better sales leads and quality pipelines. Key mobile functionality will allow your team to give great service while staying on target, even when working remote.

<Embed src="//www.youtube.com/embed/0FXGagQjzEY" />

## Supported Salesforce Integrations

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

## Authorizing Salesforce

<TipBox>PieSync is available for **ALL** Salesforce plans.</TipBox>

First, decide whether you want to contact to your Sandbox or Production environment. 

![](//images.ctfassets.net/f2ysq090txql/j5ez7PpOJt0zW35ivDsSg/ac71e905f19635f4459001b1a517ace2/screen-shot-2019-02-13-at-16-10-09.png)

<TipBox>Learn more about Salesforce Sandbox [here](https://help.salesforce.com/articleView?id=create_test_instance.htm&type=5). Info on how to log in on your Sandbox environment can be found [here](https://salesforce.stackexchange.com/questions/31543/how-to-login-into-a-sandbox-from-sandboxes-page-in-production-org).</TipBox>

We need you to log into your account and allow access. **When you click 'Authorize Salesforce', a pop-up window will ask you to log in and allow access.**

![](//images.ctfassets.net/f2ysq090txql/6HXV7tY4RXuWHX1Sa5exQo/cd9e1cfd6355c3f6f877cd586e3096b5/image.jpeg)

If you already authorized Salesforce 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/5EZHBvCSN4Xnznq8LiLZ5N/e306692bca0181a6913f8d8e8ec6fee2/image.jpeg)

## Choose your contact type

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

![](//images.ctfassets.net/f2ysq090txql/uEYCIjjclLusc18PZPEz1/615d59936bfb86840986bf9a5aced193/screen-shot-2019-11-20-at-08-04-19.png)

**Learn about our contact sync below.**

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

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

## \[IF\] Supported Conditions/Filters

By default, we'll sync any contact from your Salesforce list of contacts. **PieSync does not sync Contact from or into accounts. HOWEVER, THERE IS A WORKAROUND for this...**[**just click here to see it**](https://help.piesync.com/faq/can-i-sync-accounts-companies-organisations-with-pie-sync).

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

*   (not) OWNED BY
*   (not) OWNED BY ME (a user who authorized Salesforce)
*   GETS DELETED
*   a filter on FIELDS, including CUSTOM FIELDS

![](//images.ctfassets.net/f2ysq090txql/30qHfYT5VRjWBL5c5p6ipp/2d8bd947b59c34a98f3f9fae824020fc/image.png)

## \[THEN\] Supported Actions

When you are syncing contacts into Salesforce Contacts, you can choose to update CONTACT FIELDS, including CUSTOM FIELDS.

![](//images.ctfassets.net/f2ysq090txql/4qcpjpGaD13mtdt2fU5VuB/8506422a58a261a3b5ab4f4a8e080154/image.png)

<TipBox>Take a look at a specific integration between Salesforce and ActiveCampaign with some actions and filters in [this](/help/usecases/salesforce-active-campaign/) article.</TipBox>

## Default Field Mapping

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

![](//images.ctfassets.net/f2ysq090txql/HWGly1XTEzZtrsdFY1BBM/ab0a0b05b98ff62636ee4d611999fa8c/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

This feature allows you to create custom mappings, defining which contact fields should be kept in sync between your applications, including standard and custom fields. **Want to know more about setting up custom fields in Salesforce? Find out** [**here**](https://help.salesforce.com/articleView?id=adding_fields.htm&type=0)**!**The customizable field mapping is set up and shown in the white part below the default field mapping in the configuration. You can add an unlimited amount of mappings and remove, enable/disable them anytime.  [More information](/help/features/new-customizable-field-mapping/) on Customizable Field Mapping.

![](//images.ctfassets.net/f2ysq090txql/2VDvi92s5YCZ14LpHNfVFQ/d7fd832570ef3245dc518cdac96015c8/image.png)

The video below shows a 2-way sync connection between Salesforce and ActiveCampaign.

<Embed src="//www.youtube.com/embed/Q50mUepkeIc" />

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

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

GETTING STARTED GUIDE: How to set up a new connection? ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics. Salesforce CRM (Sales Cloud) is one of the largest and most renowned CRM solutions on the market....

pipedrive

Pipedrive

[Pipedrive](https://www.pipedrive.com/) is an exciting and powerful CRM, providing a simple and effective way to manage and visualize your company's sales pipeline. As a sales-focused CRM tool, Pipedrive helps sales teams manage leads and deals, track communications, create automated workflows and tasks, and view insights and reports.

<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>

**Pipedrive** is an exciting and powerful CRM, managing and visualizing your company's sales pipeline in a simple way. A clear overview of your leads and outstanding deals will enable you to prioritize tasks efficiently and help you reach the targets you had in mind!

<Embed src="//www.youtube.com/embed/NQVS243klI0" />

<TipBox>Here are other Detailed Videos on some popular connections:    
[Hubspot & Pipedrive](https://youtu.be/rau7wePMetY)  
[Chargebee & Pipedrive](https://youtu.be/Q7YgT2c_ZQE)  
[Marketo & Pipedrive](https://youtu.be/dThr7cCN6WI)
</TipBox>

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

## Supported Pipedrive Integrations

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

## Authorizing PipeDrive

For Pipedrive, we need your API Key. If you aren't logged into your Pipedrive account just yet, we'll ask you to do so first.

![](//images.ctfassets.net/f2ysq090txql/72EZLhAEsJcCGGT8tMFjWB/d0ddc92c10ec4aadc7df3b002a67ec4f/image.jpeg)

If you already authorized Pipedrive account(s) 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/6NuwgLnrb693wAd4z9FxOp/207986da9a64e1987795995c8a29c8c1/image.png)

## Choose your contact type

Distinguish between Organisations and People before proceeding to the configuration page.

![](//images.ctfassets.net/f2ysq090txql/6Nyx21qbEtdZ9HQFZo2prs/ca186f55a5b624309f4eca4f10319269/screenshot-2019-09-19-at-14-40-51.png)

\- Learn about our **People 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

*   CONTACT OWNER
*   ACTIVITIES YES/NO
*   DEALS YES/NO
*   NOTES YES/NO
*   FIELD VALUES (INCLUDING CUSTOM FIELDS)
*   ALREADY EXISTING IN APP YOU SYNC WITH

![](//images.ctfassets.net/f2ysq090txql/7snLAkBkqHSwsbVbkBIIHG/34f972db0619d6f81546dfc9263e93b3/image.png)

## \[THEN\] Supported Actions 

*   SETTING CONTACT OWNER
*   UPDATING FIELD VALUES (INCLUDING CUSTOM FIELDS)

![](//images.ctfassets.net/f2ysq090txql/6DOUTp6gm5BC3QBgWwE8jJ/8e0c9807aa2d2512021a46665569b3c5/image.png)

## Default Field Mapping

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

![](//images.ctfassets.net/f2ysq090txql/6q6iexkFLuP8ZGnLgqIwdI/515abf31e653c8978392228212388d5d/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 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._</InfoBox>

## Customizable Field Mapping

You can custom map your Pipedrive 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/1SEfTBn3Ul75S8jqGDYn8p/def85745134b61fc2d34a964ca067a96/image.png)

<InfoBox>The availability of these options is app and connection dependent. If the feature box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect deletions and/or unsubscribes on one side and at the same time be able to create the tag 'PieSync Trash' or 'PieSync Unsubscribes' on the other side.  Unfortunately, neither are supported at this time in Pipedrive integrations. </InfoBox>

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

GETTING STARTED GUIDE: How to set up a new connection? ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics. Pipedrive is an exciting and powerful CRM, managing and visualizing your company's sales pipeline...

icloud

iCloud

With Apple's iCloud, you'll always have up-to-date versions of all your photos, notes, documents, contact lists, and more. The service keeps all your devices in sync, allowing you to share information between your computer and other mobile devices at home or office.


<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>

With Apple's **iCloud**, you'll always have up-to-date versions of all your photos, notes, documents, contact lists, and more. The service keeps all your devices in sync, allowing you to share information between your computer and other mobile devices at home or office. **Below you'll find detailed information, specifically for iCloud integrations.** 

Watch a video on how to set up a sync between iCloud & Pipedrive, but the principle works just the same with any other app.

<Embed src="//www.youtube.com/embed/DQnAGe9N7xI" />

## Supported iCloud Integrations

## Authorizing iCloud

When authorizing iCloud, we need your iCloud username (email address) and an App-specific Password (single-use passwords generated by Apple).

![](//images.ctfassets.net/f2ysq090txql/2IJAuA2nnbr78lQSQJYmHC/319da6bbb5bd85d7d654247d716cc3ae/pasted-image-12-03-2019-16-44.png)

Instead of using your login password, we require an app-specific password. This is a password generated by apple that you can only use once. So let met explain you how you can do this.

1\. Make sure to have two factor authentication **_enabled_**. [More info here.](https://support.apple.com/en-ca/HT204915)

2\. Once you've enabled two factor authentication. Login into [appleID.apple.com](https://appleid.apple.com/)

3\. Under the security section, you can generate an app-specific password. [More info here.](https://support.apple.com/en-us/HT204397)​

![](//images.ctfassets.net/f2ysq090txql/40DpKdHwb8rpfcFu6YzTZ4/01e72cce66168ba6c4fbc742a98972bc/pasted-image-12-03-2019-17-00.png)

If you already authorized iCloud account(s) 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/3MeUutuhKFNFup5wci8GKs/75e23550ea37ba036cbced2a2039fca4/screen-shot-2017-07-27-at-09-36-47.png)

## \[IF\] Supported Conditions/Filters

*   FIELDS
*   ALREADY EXISTING IN APP YOU SYNC WITH

![](//images.ctfassets.net/f2ysq090txql/7r59mWgNgpdDHspPD125kM/c73dc7ec71e83842116a8b7dc9052894/image.png)

## \[THEN\] Supported Actions

*   UPDATE FIELDS

![](//images.ctfassets.net/f2ysq090txql/24gecbFslQ66gUYxjCMZjJ/995cb7810983b38ffac7a3a4b3614b18/image.png)

## Default Field Mapping

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

![](//images.ctfassets.net/f2ysq090txql/57C7okIgd5kASoeyugn4Ky/81489f83dde15e6f16383bb55595de1d/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

Currently, iCloud does **not** support custom contact fields. However, you can map any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible.

![](//images.ctfassets.net/f2ysq090txql/YzGpXkRtGLwN4mVZzer28/3fa355a764807395b8bda80fcc14f4a2/screen-shot-2017-07-27-at-11-31-14.png)

More information on Customizable Field Mapping in other integrations [here](/help/features/new-customizable-field-mapping/). 

## Additional Options

### Syncing Unsubscribes/Deletions

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

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

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

GETTING STARTED GUIDE: How to set up a new connection? ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics. With Apple's iCloud, you'll always have up-to-date versions of all your photos, notes, documents,...

zohocrmlogo

Zoho CRM

[Zoho CRM](https://www.zoho.com/crm/) empowers businesses of all shapes and sizes to automate several business workflows, get extensive reporting and analytics, and engage with customers through various channels, such as email, social media, phone and live chat. Zoho CRM is a part of Zoho's extensive suite of applications and integrates natively with other Zoho products.

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

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

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

This video illustrates syncs with the Hubspot app and MailChimp.

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

## Supported Zoho CRM integrations

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

## Authorizing Zoho CRM  

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

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

![Screen Shot 2020-11-13 at 1.26.21 PM](//images.ctfassets.net/f2ysq090txql/1KpHzHFWGu4JIuhgkRmt4L/3afbe528e05525fcfb495f56045da6e1/Screen_Shot_2020-11-13_at_1.26.21_PM.png)

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

![Screen Shot 2020-11-13 at 1.28.20 PM](//images.ctfassets.net/f2ysq090txql/48LbGMGI3pQGRPBdvpfldB/234b19e107f6265dd116e70b2bd4ea2c/Screen_Shot_2020-11-13_at_1.29.36_PM.png)

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

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

![Screen Shot 2020-11-13 at 1.27.34 PM](//images.ctfassets.net/f2ysq090txql/2LmodfjzAfnxFzGNUErB2q/0699bab7d60e572311f813df78ee8cb1/Screen_Shot_2020-11-13_at_1.27.34_PM.png)

## Choose your contact type

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

![Screen Shot 2020-11-13 at 1.31.04 PM](//images.ctfassets.net/f2ysq090txql/1lbnzOheZBgw2Zoy2yYkAR/3d64c74b800244c7bab8528eade5e69f/Screen_Shot_2020-11-13_at_1.31.04_PM.png)

\- Learn about our contact sync below.

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

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

## \[IF\] Supported Conditions/Filters

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

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

![Screen Shot 2020-11-13 at 1.32.11 PM](//images.ctfassets.net/f2ysq090txql/iwan7ryDjZvlWNMdAp9t9/4f502445080abf29b6dc547d8eddfdd6/Screen_Shot_2020-11-13_at_1.32.11_PM.png)

## \[THEN\] Supported Actions

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

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

![Screen Shot 2020-11-13 at 1.33.11 PM](//images.ctfassets.net/f2ysq090txql/7Cs6NmwLEwEEAzoqpiFmWy/5db87a62dde903485a4193be4e8bd52e/Screen_Shot_2020-11-13_at_1.33.11_PM.png)

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

## Default Field Mapping

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

![Screen Shot 2020-11-13 at 1.34.01 PM](//images.ctfassets.net/f2ysq090txql/3CKOYQBSQpR4lPHRBMuncq/66e38ad663a6aa578963216cf10050a8/Screen_Shot_2020-11-13_at_1.34.01_PM.png)

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

## Customizable Field Mapping

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

![Screen Shot 2020-11-13 at 1.35.08 PM](//images.ctfassets.net/f2ysq090txql/5vNalZufWnkiujzpcjxclW/c86d230bac5251f11334f3bd99c3940d/Screen_Shot_2020-11-13_at_1.35.08_PM.png)

## Additional Options

### Syncing Deletions

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

### Syncing Unsubscribes

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

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

### Workflows

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

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

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

### Field Permissions

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

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

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

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

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

GETTING STARTED GUIDE: How to set up a new connection? ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.  Zoho's CRM takes administration out of your hands, allowing your sales team to stay sharp and fo...

surveymonkey

SurveyMonkey

With SurveyMonkey you can quickly design and publish online surveys, and monitor the results in real time. The tool lets you compare your data to other businesses, putting your results in context and allowing your enterprise to grow with your target market's needs.


<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>

With SurveyMonkey you can quickly design and publish online surveys, and monitor the results in real time. The tool lets you compare your data to other businesses, putting your results in context and allowing your enterprise to grow with your target market's needs.

<Embed src="https://www.youtube.com/embed/0-1waO2F_6k?feature=oembed" />

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

## Supported SurveyMonkey Integrations

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

## Authorizing SurveyMonkey

When you click **'**Authorize**',** a pop-up window appears asking you to log in and allow access.

<InfoBox>Note that Piesync can only connect to an [Advantage](https://www.surveymonkey.com/pricing/details/) or [Premier](https://www.surveymonkey.com/pricing/details/) SurveyMonkey account and as such, excludes the [Basic](https://www.surveymonkey.com/pricing/details/) and [Standard Plan](https://www.surveymonkey.com/pricing/details/).</InfoBox>

![](//images.ctfassets.net/f2ysq090txql/4akiRVPMuJNciws4ngp83i/4542db2f9acf54cac673c5ed7baad2be/screenshot-2019-01-24-at-16-41-09.png)

![](//images.ctfassets.net/f2ysq090txql/6Pdx3EJKCV2vd2pYtWuFyA/f8e1d4596714ab0da5a0b20c37bc8525/screen-shot-2018-11-14-at-09-16-13.png)

If you already authorized SurveyMonkey 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**.

<InfoBox>When setting up a connection with SurveyMonkey, the direction of the sync is set to one way. Therefore, we only have IF conditions.</InfoBox>

![](//images.ctfassets.net/f2ysq090txql/3z0x0Wfhch8nerl8c19vE9/8bc47eba3535876ddf2ee30a55b4126a/screen-shot-2018-11-13-at-13-54-16.png)

## \[IF\] Supported Conditions/Filters

*   Already existing in the app you sync with
*   Field Values (_INCLUDING CUSTOM FIELDS_)

![](//images.ctfassets.net/f2ysq090txql/1GqbCmpL4IYkZGqmUKsmvf/4009646dae176dae20d21fe06fe11cf7/screen-shot-2018-11-13-at-13-56-11.png)

## Default Field Mapping

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

<WarningBox>This integration works best if you are using an **Email Collector** in SurveyMonkey. If not, we won't be able to map the contacts' email addresses by default. This can be surpassed by turning off '[Avoid Duplicates](/help/features/avoid-duplicates/)', but beware of its consequences.</WarningBox>

![](//images.ctfassets.net/f2ysq090txql/RBl864V0kr0lojpSAnd9D/d581fb65859eaef7572bdd556bc453dc/screen-shot-2018-11-13-at-13-57-51.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 SurveyMonkey Custom Fields. 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/35dYMhbmO9PDn5xi7FU5UF/bf1d38ea15bea5443ba418f03fb3fce8/screen-shot-2018-11-13-at-13-58-54.png)

## How to send across SurveyMonkey responses to a CRM?

There are 2 strategies: rules or mappings. You can list several sync rules to have a certain responses translate to CRM attributes. For the full story, consider setting up direct mappings.

Consider the following 2 examples:

![](//images.ctfassets.net/f2ysq090txql/1zUWgc5o1M1BILQSVPWFjK/ecd85750938cffd877d4064295303cbd/image.png)

Rules are a great means to quickly trigger off tags in your CRM based on how responses are being filled out. This is the fastest & easiest way of quickly registering responses in your CRM.

![](//images.ctfassets.net/f2ysq090txql/6RV0iRs7bqdQVK6sa7Vrxs/bb04b5f40594360957869114d4ad3692/image.png)

Alternatively, set up a direct field mapping at the bottom of PieSync's connection settings to transport the full contents of survey replies into your CRM. First you'll need to create dedicated fields in your CRM to store responses. Then you can rely on your CRM's built-in mechanisms to segment your audience based on the survey's answers.

## Additidonal Options

### Syncing Deletions

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

### Syncing Unsubscribes

Currently, there are no SurveyMonkey 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 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>

GETTING STARTED GUIDE: How to set up a new connection?  ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.  With SurveyMonkey you can quickly design and publish online surveys, and monitor the results in...

woocommerce

WooCommerce

WooCommerce is a highly customizable, easy eCommerce platform helping business build their online platform. With 8,287,048 downloads, WooCommerce powers over 39% of all online stores, making it the most popular eCommerce app on the web. Get started today for free.


<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>

**WooCommerce** is a highly customizable, easy eCommerce platform helping business build their online platform. With 8,287,048 downloads, WooCommerce powers over 39% of all online stores, making it the most popular eCommerce app on the web. 

<Embed src="https://www.youtube.com/embed/PW52bXwk0rk?feature=oembed" />

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

## Supported WooCommerce Integrations

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

## Authorizing WooCommerce

Before connecting WooCommerce, we need you to take care of the following Prerequisites:

1.  Your WordPress instance has Pretty Permalinks enabled. [This page](https://www.isitwp.com/how-to-set-up-pretty-permalinks-in-wordpress/) shows how this can be configured.
2.  The REST API is enabled. In order to do this, go to the WordPress admin and navigate to WooCommerce > Settings > Advanced > Legacy API and tick the Enable REST API checkbox.

For us to connect to your WooCommerce account, we need the following things:

1.  Your **app's domain**. This can be found in your browser URL. For instance on the below screenshot this is 'woocommercedemo.eu'.

![](//images.ctfassets.net/f2ysq090txql/1WU2H6u0D3e2o7mC1FuXPa/5f405439928afc3da1a52329e8e3b806/image.png)

2.  Your **Consumer Key** and **Secret**. You can reuse an existing set if you have this or you can create a new set by following the steps on the below screenshot.

<TipBox>Be sure to select **'Read/Write'** permissions, otherwise access will be denied!</TipBox>

![](//images.ctfassets.net/f2ysq090txql/4Zz1WKWtFaMrAv9ft5egWP/8d3d634052c187dbf4e12ca491f44e6b/image.png)

<InfoBox>The T&C's with regards to self-hosted applications can be found [here](/help/account/self-hosted-applications-terms-conditions/).</InfoBox>

If you already authorized WooCommerce 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/2LhUa297M4lmtfxrK4i34O/56fc590ee33e92872601fd70b71e8e6b/screenshot-2019-05-10-at-11-21-30.png)

#### Additional requirements.

<WarningBox>To create resources in WooCommerce, a **password** and **username** are required per user that you create. This can be automatically done by enabling both settings in the account creation tab.</WarningBox>

In order to create new customers in WooCommerce, you have to activate:

1.  _on creation, automatically generate account username_
2.  _on creation, automatically generate account password._

<InfoBox>These settings can be found under **WooCommerce -> Settings -> Accounts & Privacy**</InfoBox>

![](//images.ctfassets.net/f2ysq090txql/6zGN2NFaFJhflRT2JWz3Yk/e78eaa913ae9d06d49426eca4af1bb36/screen-shot-2020-03-17-at-12-05-23.png)

## Choose your contact type

Distinguish between Guest Customers or Registered Customers before proceeding to the configuration page.

![](//images.ctfassets.net/f2ysq090txql/mOglJvzoF58lOGzLhbGW9/77b2dc800457f52fb0196b91cfa6ab21/screenshot-2019-05-10-at-11-21-57.png)

<InfoBox>Depending on your selection, a one or two way sync will appear.</InfoBox>

1.  Registered Customers (Users)

Please be aware that PieSync solely syncs Customers and will not take into account other Roles.

![](//images.ctfassets.net/f2ysq090txql/2YxU4UgMGkX0T4SAtXOrVi/ed20f3407ec003673e5bbb186acd7934/screenshot-2019-05-10-at-11-22-37.png)

2.  Guest Customers

![](//images.ctfassets.net/f2ysq090txql/3Mtn73JDaVmID4HEagIfUs/93d15ca375b1ded75a98ac439fb398e9/screenshot-2019-05-10-at-11-52-28.png)

<InfoBox>PieSync can't create Guest Customers (they made a purchase but didn't register). This results in exposing our sync in one direction.</InfoBox>

## \[IF\] Supported Conditions/Filters

*   Is Paying Customer
*   Field values
*   Already existing in the app you sync with

![](//images.ctfassets.net/f2ysq090txql/2XEz9zI4hrKpP36Rq582Fc/dd3798798fc445a3ec2e3afcff72eeb2/screenshot-2019-05-10-at-11-22-51.png)

## \[THEN\] Supported Actions

*   Updating field values

![](//images.ctfassets.net/f2ysq090txql/70nnxuJdC7a1ZWGPscnNyx/456fec8a8f94d6204aacdd704afa8b7d/screenshot-2019-05-10-at-11-23-10.png)

## Default Field Mapping

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

![](//images.ctfassets.net/f2ysq090txql/2LgM1t3N9C5LPm4xe40FLN/caf1c03105aec22d76857b4b815ee541/screenshot-2019-05-10-at-11-23-28.png)

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

## Customizable Field Mapping

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

![](//images.ctfassets.net/f2ysq090txql/6HhmFmXPXX1vnsvb6Ts52P/96d62c3ac6f1ab6e616e5fa109451f1e/screenshot-2019-05-10-at-11-23-42.png)

## Additional Options

### Syncing Deletions

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

### Syncing Unsubscribes

Currently, there are no WooCommerce 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 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>

GETTING STARTED GUIDE: How to set up a new connection?  ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.  WooCommerce is a highly customizable, easy eCommerce platform helping business build their onli...

aircall-icon@2x (1)

Aircall

[Aircall](https://aircall.io/call-center-software-integrations/piesync/?utm_medium=referral&utm_source=piesync&utm_campaign=partner-integration) empowers Sales & Support teams to ace every call with a phone system specifically built for their favorite business tools.


<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>

**Aircall** empowers Sales & Support teams to ace every call with a phone system specifically built for their favorite business tools.

<Embed src="//www.youtube.com/embed/Uyv2xxmzXPo" />

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

## Supported Aircall Integrations

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

## Authorizing Aircall

We simply ask you to login into your account and grant access.

![](//images.ctfassets.net/f2ysq090txql/60f8wJDTlQUAIKAEwM1OMb/0e7f1dcb432d6e727fc6ea85ead40322/image.png)

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

![](//images.ctfassets.net/f2ysq090txql/5FEpdZ21VbORykjWwA9ucB/5f1229d23ccaec442d0927a60266f9cf/image.png)

<WarningBox>My contacts do not appear in Aircall while PieSync shows syncing activity?   
  
It's possible that the contacts only appear based on a search in Aircall, instead of being available as a list. </WarningBox>

## \[IF\] Supported Conditions/Filters

*   FIELD VALUES
*   ALREADY EXISTING IN APP YOU SYNC WITH 

![](//images.ctfassets.net/f2ysq090txql/1QrSo1JKzw8piewHnIpmWr/15c7a85d1b94c7e51d518055f7008133/image.png)

## \[THEN\] Supported Actions

*   UPDATING FIELD VALUES

![](//images.ctfassets.net/f2ysq090txql/5CxrW196jGqfytEeHaZUxU/7ada72c9a5703c78ed7776f193d174c1/image.png)

## Default Field Mapping

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

![](//images.ctfassets.net/f2ysq090txql/4jOoto3LeUHXPUgggf1U0Y/f128f2a32c5bc5bc3e87e4a493270948/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

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

![](//images.ctfassets.net/f2ysq090txql/412kx686prkKVq9EhkON79/e7f377e149b655a5dd558d3009e4d1a0/image.png)

## Additional Options

A mandatory Aircall setting is for phone numbers to be formatted according to the [E.164 recommended standard](https://en.wikipedia.org/wiki/E.164) (i.e. max. 15 digits preceded by a + and the country prefix).

![](//images.ctfassets.net/f2ysq090txql/6TaV3Ays2nNqRLce1rr641/650555cb5c68a7bc354588beb10432aa/image.png)

### Syncing Unsubscribes/Deletions

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

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

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

GETTING STARTED GUIDE: How to set up a new connection? ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics. Aircall empowers Sales & Support teams to ace every call with a phone system specifically built f...

By default, it's not possible for an admin or regular user to share a connection with another team member. However, if you really want to share connections in between team members, we can arrange that for you.

<WarningBox>Please note that only admins can request this.</WarningBox>

## How to Share Connections
In short, to make this happen, we merge one or more users' accounts into another by adding them as identities on one account.

This allows all users who are added as identities on that one account to:

- See, edit, create, and delete the same connections and
- Access and manage the billing page.

## How to Merge Accounts & Add Identities
If you ask us to give you and one or more users the same access to the same account, here's what will happen.

Let's take, for example, Debbie, the administrator, and Frank, a member on Debbie's team.

Debbie has two connections, and Frank has one. Debbie wants Frank to see and edit her connections.

1. We'll add Frank as an additional identity on Debbie's account, thereby merging Frank's account into Debbie's.
2. This will, in essence, delete Frank's account.
3. All connections Frank had will be added to Debbie's account. In this case, that is one connection.
4. Frank will now be able to use the login credentials he previously used to log in to his old account to now log in to Debbie's account.

__Important Note:__ If Frank wants to ensure that his one connection isn't deleted when he's merged into Debbie's account, Debbie will need to manually set up that connection in her account first *before* we complete this action on their behalves. Otherwise, it will get deleted in the merge.

<InfoBox>If you would like to do this for one or more of your team members, please send us an email at support@piesync.com.</InfoBox>

<InfoBox> If you'd like to simply add team members and not access one anothers' accounts, please read about our [Teams](https://www.piesync.com/help/account/teams/) feature.</InfoBox>

By default, it's not possible for an admin or regular user to share a connection with another team member. However, if you really want to share connections in between team members, we can arrange that for you.  Please note that only admins can req...

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

Can I share a connection?

Zendesk Sell (formerly Base CRM) is sales force automation software to enhance productivity, processes, & pipeline visibility for sales teams. That means less time updating tasks, more time building relationships & selling. Integrate Zendesk Sell (formerly Base CRM) Contacts and Leads with 140+ applications.

Zendesk Sell (formerly Base CRM)

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

<InfoBox>[**ALL FEATURES EXPLAINED**](/help/features): **All our features/functionality explained in detail**</InfoBox>

**Zendesk Sell** (formerly Base CRM) is sales force automation software to enhance productivity, processes, & pipeline visibility for sales teams. That means less time updating tasks, more time building relationships & selling. Integrate Zendesk Sell (formerly Base CRM) Contacts and Leads with 140+ applications.

<Embed src="https://www.youtube.com/embed/fRXCl9CpwvY?feature=oembed" />

**Below you'll find detailed information, specifically for Zendesk Sell integrations:**

## Supported Zendesk Sell Integrations

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

## Authorizing Zendesk Sell

For Zendesk Sell, we need you to log in to your account, easy as that. **When you click 'Authorize' a pop-up window appears requesting your email & password.**

![](//images.ctfassets.net/f2ysq090txql/4RyBNaWnDJrDGaUXrMdqSA/0ae8a7ceec60f6b4d206b55c0cf34ffa/screen-shot-2018-11-20-at-12-17-11.png)

If you already authorized Zendesk Sell 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/23Rzr9Q3AnYrmhqVzK2D2e/30fc93b70faca28b432f3f843f94c168/screen-shot-2018-11-20-at-12-16-46.png)

## Choose your contact type

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

![](//images.ctfassets.net/f2ysq090txql/b8brsvK1TYYlG823Fwp8o/6a503f8a457ec7df7cbaa79b0fd9bc2c/screenshot-2019-09-17-at-14-30-36.png)

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

## \[IF\] Supported Conditions/Filters

*   Has Tag
*   Customer Status
*   Owner
*   Prospect Status
*   Already existing in the app you sync with _(INCLUDING CUSTOM MAPPINGS)_

![](//images.ctfassets.net/f2ysq090txql/2dWV97ooDPqcslneuY9piw/426972bf66d5c51723cd5bbd36723f22/screen-shot-2018-11-20-at-13-43-05.png)

## \[THEN\] Supported Actions

*   Add / Remove Tag
*   Updating field values _(INCLUDING CUSTOM MAPPINGS)_

![](//images.ctfassets.net/f2ysq090txql/7fpgwtJHZvdclX1cZggb9v/c8a6ac9baad53a7670a52b1fd4bfc7a5/screen-shot-2018-11-20-at-13-43-45.png)

## Default Field Mapping

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

![](//images.ctfassets.net/f2ysq090txql/6R9bb8FAPRvj1Myr5pFjlp/0aa96577490754143c6e1195a0652517/screen-shot-2018-11-20-at-13-46-22.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 Zendesk Sell Custom Fields and any additional standard fields that aren't included in the default mapping yet if you're subscribed to the Elite plan. 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/2raoJLIB0MTGCzzzTY7ECM/48fb58ba1bd92dbc1e05208b2e86f9a0/screenshot-2019-04-24-at-15-38-49.png)

## Additional Options

### Syncing Deletions

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

![](//images.ctfassets.net/f2ysq090txql/6jxXJrhuvGRbXyfwncWD1t/c1ea7b030b6376d8cf604c7724586b82/screen-shot-2018-11-20-at-13-43-56.png)

### Syncing Unsubscribes

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

![](//images.ctfassets.net/f2ysq090txql/2cw9Qy09h3En7xi0ohBSRK/17bed49d7d285ad44dfff1723c8a0bd5/screen-shot-2018-11-20-at-13-50-54.png)

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

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

GETTING STARTED GUIDE: How to set up a new connection?  ALL FEATURES EXPLAINED: All our features/functionality explained in detail  Zendesk Sell (formerly Base CRM) is sales force automation software to enhance productivity, processes, & pipeline ...

[Keap Max Classic](https://keap.com/keap-max) is an all-in-one marketing and sales automation platform. With this product, you can create customized campaigns, capture leads with built-in landing pages and smoothly run your e-commerce operations. Because of its flexibility, Keap Max Classic is a great tool to scale up your business. 

keap_logo

Keap Max Classic

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

__Keap Max Classic__ **(formerly Infusionsoft by Keap)** is an all-in-one marketing and sales automation platform. With this product, you can create customized campaigns, capture leads with built-in landing pages and smoothly run your e-commerce operations. Because of its flexibility, Keap Max Classic is a great tool to scale up your business.

The video below gives an example of setting up connections with the Keap app for both Google Contacts as the Xero app.

<Embed src="//www.youtube.com/embed/8_YjORH5DT8" />

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

## Supported Keap Integrations

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

## Authorizing Keap Max Classic

To authorize Keap Max Classic, we simply need you to log in and allow access. 

![Screen Shot 2021-02-01 at 10.20.14](//images.ctfassets.net/f2ysq090txql/7ETRGdCWvMngr67AORx83d/ecb970de897383f1cc66434f9bedf67d/Screen_Shot_2021-02-01_at_10.20.14.png)

If you already authorized Keap Max Classic account(s) in the past or in any other PieSync integration, you can skip this step and choose from your **CONNECTED ACCOUNTS**.

## Choose your contact type

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

![Screen Shot 2021-02-01 at 10 21 14](//images.ctfassets.net/f2ysq090txql/01wbe5vSOei99bNYmveDTS/2e8c42977e587cdbc5e7bc2f698b1ab1/Screen_Shot_2021-02-01_at_10_21_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

*   TAGS 
*   CONTACT OWNER
*   LEAD SOURCE
*   ASSIGNED/UNASSIGNED
*   FIELD VALUES (INCLUDING CUSTOM FIELDS) \[_contains/does not contain/has any value/equals/does not equal/...\]_
*   ALREADY EXISTING IN APP YOU SYNC WITH

![](//images.ctfassets.net/f2ysq090txql/6zX4txn5Fvrm4EZKOBMaC9/c145c5a0e9dea0eca7abf34ed557e178/screenshot-2019-02-01-at-13-49-38.png)

## \[THEN\] Supported Actions

*   ADD/REMOVE TAGS
*   UPDATING FIELD VALUES (INCLUDING CUSTOM FIELDS)

![](//images.ctfassets.net/f2ysq090txql/4WePA193TjorTIkw8S3mov/064e54155b22f20d50b6d1797328bc5e/screenshot-2019-02-01-at-13-49-57.png)

## Default Field Mapping

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

![](//images.ctfassets.net/f2ysq090txql/2DCn456K9Rshdk6Lvn7jCk/199b32f2aa51b2d3f4b8cee75d597314/screenshot-2019-02-01-at-13-56-37.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 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._ </InfoBox>

## Customizable Field Mapping

You can and should map any additional standard & custom fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible 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/1CCkH71qhLL7muX8SHiEs6/08e475bf3a7179dd3f2d165ccacccf28/screenshot-2019-02-01-at-13-57-52.png)

## Additional Options 

### Syncing Deletions

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

![](//images.ctfassets.net/f2ysq090txql/1GD5QySciPqyt6l8WrKifr/02d2d8c8b04166c62df07ca668594971/screen-shot-2018-04-24-at-16.27.12.png)

### Syncing Unsubscribes

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

![](//images.ctfassets.net/f2ysq090txql/2DmPRN4cBegoT0QtkAtKVh/c66947e87fe5d437faba29a1b604eec9/screen-shot-2018-04-24-at-16.25.05.png)

### Set Keap email addresses to Unconfirmed

Each email address stored in Keap is assigned a status. More in-depth information can be found [here](https://help.infusionsoft.com/userguides/contact-management/create-and-manage-contacts/email-status-icons-explained). The **unconfirmed** email status indicates that you have permission to send marketing messages to the email address.

<InfoBox>Enabling this feature will result in contacts being set to Unconfirmed, meaning they will receive marketing messages.</InfoBox>

![](//images.ctfassets.net/f2ysq090txql/758sml3RoRC8zP8DOE32KK/40b5d67342daa039ad9cb2779f6f2ffd/screen-shot-2018-04-24-at-15.56.32.png)

<InfoBox>The availability of additional options in our sync is app and connection dependent. If the box (screenshot 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 a new segment 'PieSync Trash' on the other side. </InfoBox>

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

GETTING STARTED GUIDE: How to set up a new connection? Keap Max Classic (formerly Infusionsoft by Keap) is an all-in-one marketing and sales automation platform. With this product, you can create customized campaigns, capture leads with built-in l...

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