Freshdesk

Freshsales

AWeber

Google Contacts

Contacts+ (formerly FullContact)

![quote James](//images.ctfassets.net/f2ysq090txql/Dp5L37gZpfmvTZUAXTQI5/c4c5cb3f408e34d100ee870223cbd1b0/quote_James.png)

James Heyward has entrepreneurship in his blood. His father opened his accounting firm AOH Business Services, NYC in 1982, and from an early age, James developed his knowledge of and love for financial management while working for his father’s practice.

In 2010, James opened his own firm, [Heyward CPA](https://www.heywardcpa.com/), in Durham, North Carolina, and at the start of this year, James and his father decided to merge their firms.

As a family business, Heyward CPA is laser-focused on helping other small businesses and their owners. They have an exceptional track record in the accounting industry for the usual reasons – their experience, business acumen, skills, and the personality of their team – but Heyward CPA also differentiates itself from the competition with its outstanding business operations.

*“We’re more like a software company in how we run our business,"* shares James. *“That’s what our tools are mostly designed for.”*

James admits he loves apps: “I keep going from app to app, but now I’m trying to stick with the right tool and improve our integrations." __PieSync has made integrating his favorite tools possible. The results? A productivity boost without the headaches.__

## The key tools James uses to run his accounting firm more efficiently:

### To improve lead qualification: Contact+ (formerly FullContact)

James uses the [Contact+](https://www.contactsplus.com/) contact management tool (formerly FullContact) to enrich the contact information collected on his CRM. 

> “80% or more of our leads come in through our website,” explains James. “Some of these are not our optimal customer, and we create service offerings for different lead levels, so the more information we can gather about their digital footprint the better.”

Once a lead has being enriched in Contact+, James uses [PieSync to sync data with Freshsales](https://www.piesync.com/fullcontact/freshsales/) and trigger the next steps in their journey... 

![fullcontact freshsales](//images.ctfassets.net/f2ysq090txql/5u3NK8pJyGZ32yNBNVN1jo/f8ef159790cf063c9fced7e8e5ee52c6/fullcontact_freshsales_.png)

### Freshsales – as CRM

With [Freshsales](https://www.freshworks.com/freshsales-crm/) as your CRM, you can benefit from AI-based lead scoring, built-in phone, email, activity capture and more. James explains that if you send an inquiry to Heyward CPA via their website, it’ll go straight to the Freshsales level of their tech stack.

Freshsales is the heart of their customer data, but in order to enrich that data, James has to keep it in sync with his other business tools. At the same time, he uses Freshsales customer knowledge to deliver a more personalized experience through other tools. For instance,  if a prospect or customer wants to receive email communications, he will be automatically in sync with AWeber. 

![Freshsales aweber integration](//images.ctfassets.net/f2ysq090txql/2SN4DuEVEYYvbHdUN3agTx/98b72c419d19282029155153166d5695/Freshsales_aweber_integration.png)

<Button text="Sync Freshsales and AWeber" href="https://www.piesync.com/freshsales/aweber/" />

### Freshdesk – for customer support

“[Freshdesk](https://freshdesk.com/) is our main point of contact for our clients. It’s kind of like our front desk," explains James. Freshdesk customer support software streamlines all conversations in one place. With the tool, James has a central view of all communication via phone and email, and he can also connect live chat if it makes sense in future.

> “As the helpdesk phone number is linked with the Freshcaller platform, we’re able to take notes on phone calls in a file for a client or even a prospect. It’s been about 3 years and it’s really changed our business.It has totally changed communication for us!”

James has also used Freshdesk to build out Heyward CPA’s internal knowledge base and make it accessible to the whole team. By pooling this knowledge, it’s easier than ever to train new people to respond to inquiries.  “Some of the questions are very routine, so we can build out the Q&A internally for agents to reply as easily as possible," explains James.

In the past, inquiries like “I need a copy of my tax return” used to go to James’s own inbox, but they now go directly to Heyward CPA’s central help desk that everyone has access to. 

“As we’re so exposed on the internet and get a high value of inquiries, it stops our inboxes getting clogged up," says James. 

<Button text="Sync Freshsales and Freshdesk" href="https://www.piesync.com/freshsales/freshdesk/" />

### Google Contacts – to sync personal contacts and as a backup

Google Contacts was one of the first integrations that James set up with PieSync, as a handy way to move his personal contacts to a central client management system. Since then, James has maintained Google Contacts as a backup of his key email list.

![integration google contacts freshsales](//images.ctfassets.net/f2ysq090txql/22zRNB4gD58tTARc3UGTy/859485266e8cfb302d8a47dd46ae10e6/integration_google_contacts_freshsales.png)


<Button text="Sync Freshsales and Google Contacts" href="https://www.piesync.com/freshsales/google-contacts/" />

### AWeber – for email marketing

“I’m trying to build up our [AWeber](https://www.aweber.com/) email list and be more specific in our email marketing," shares James. After several years of general awareness marketing, James is testing AWeber for greater segmentation and to eventually send emails according to the type of business a lead is in.

---

## Strong parts, but stronger together

At the heart of Heyward CPA’s operations is the Freshsales CRM. This is their main business hub, where James is consciously building up more contact data to make it easier to segregate contact lists across all connected apps.

 “The leads come into Freshsales, then if we do not end up doing business with them right now, we can get them in AWeber. Then they can receive more general awareness marketing,” says James. “We’re trying to make sure the leads interested in the newsletter on our website get to AWeber.”
 
 ![software stack](//images.ctfassets.net/f2ysq090txql/2gXP51ZQE5NkxjaJNHBhwh/c69a28c559e0f626ca2d927a79c0e07f/software_stack.png)

With PieSync, James has the infrastructure he needs to benefit from several tools without getting overwhelmed or causing data gaps and errors.

> “PieSync provides the automation and the framework to think about how you really want your data to move. It makes the administrative work totally automated and so much easier. In some cases that can save a business owner a lot in administrative costs.”


---

By staying on top of the tools out there, including those first designed with other industries in mind – like software as a service – James has managed to build a highly-efficient accounting firm. 

How can you make your firm operate more efficiently and spend more time on your customers? See how PieSync can help you out with a 14-day free trial to connect your favourite cloud apps.

<Button text="Try PieSync for free" href="https://app.piesync.com/signup/" />

























With PieSync, James has the infrastructure he needs to benefit from AWeber, Freshsales, Freshdesk, Google Contacts and Contact+ without getting overwhelmed or causing data gaps and errors.

Accounting & Finance

How this accounting firm uses automation to run their business more effectively than the competition

Business Process Automation

![Aweber Launch](//images.ctfassets.net/f2ysq090txql/3CbpsaiRntCQKHPOBXTsGv/377a63916e51b6e61b134a03b0c7a494/Aweber_Launch.png)

## Managing AWeber subscriptions with PieSync 

[AWeber](https://www.aweber.com/) offers an affordable and easy to use email marketing and autoresponder service. It's used by small businesses, bloggers, and entrepreneurs around the world to stay in touch with customers and prospects. Are you one of them? Are you also using other cloud-based apps? If your answer is yes, then you might want to consider adding PieSync to the equation. 

PieSync offer a complete 2-Way synchronization between AWeber and 160+ business applications. 

<Widget type="piesync-widget" left="aweber" size="compact" />

The app you need is not here yet? We are adding new ones every Wednesday! [ Vote for your favorite one](https://www.piesync.com/connections/) and we'll make sure to let you know when it's available. 

In the first direction of the sync (from AWeber to your other app), you can easily manage subscriptions. __Every time a new contact subscribes to your mailing list, it will be automatically up-to-date in your connected app.__ 

![aweber integration](//images.ctfassets.net/f2ysq090txql/3U6W6fR1J3PsaNXakwPSYO/06020be8566321b9c49cd93011135d03/aweber_integration.gif)

In the other direction of the sync, __whenever the information of a contact or lead changes in the connected app, your AWeber list will be up-to-date.__ 

PieSync is constantly checking both applications for changes to make sure you have high quality data. 

## How is PieSync different from other integrations? 

AWeber already offers several integration options. Most of them, one-way pushes (Zapier, Automate.io, etc.) But one-way pushes usually don't take historical data into consideration and are likely to generate duplicates. 

What makes PieSync unique is its ability to intelligently interpret data. It makes sure to match contacts based on their email address and it takes "the best" information of each app. Which means it will enrich them instead of duplicate them.

<RelatedPost slug="piesync-vs-zapier" />

### Quick list of immediate benefits: 

- Save time spent on data entry
- Increase ROI
- No coding required
- 5-minute setup 
- Share contact information with your teams
- Access a unique and up-to-date database from any device
- No more import/export of your contacts
- One database across all your cloud apps
- Sync changes, including deletions and unsubscribes.
- Share accurate customer information across your marketing, sales, and customer service platforms.

## Configure your sync, your way

PieSync's "Intelligent Sync" feature is based on ["if-this-then-that" rules](https://www.piesync.com/blog/introducing-intelligent-syncing/) or conditions, that allow you to filter the sync according to what your team needs.  

![integration aweber](//images.ctfassets.net/f2ysq090txql/xei5BoDV0ccR8yrn5hswV/45081d1ac7348d9babd14a9d48d72d88/integration_aweber.png)

You are in full control of your sync! Choose which information fields to sync and how. You'll find your standard fields mapped by default, but you can [map as many other customized fields](https://www.piesync.com/blog/announcing-our-biggest-update-to-date-custom-fields-and-customizable-field/) as you wish. 

![aweber custom fields](//images.ctfassets.net/f2ysq090txql/5avBIkleRu0WhGmviIdAYm/71cd727aeb2beb61653db3a3f82598e7/aweber_custom_fields.png)

Afterwards, you can just let it work in the background. __Set it and forget it! __

<Button text="Start Syncing!" href="https://www.piesync.com/aweber/"/>


### Learn how to sync AWeber 2-way in 5 minutes:

<Embed src="https://www.youtube.com/watch?v=TyVvqxa_FZM" />

<RelatedPost slug="recipe-stop-automated-emails-on-open-support-tickets" />

__Need help to configure your connection? You can always visit our[ Support Center](https://help.piesync.com/connector-apps/aweber) to get extra information about this connection.__










We are proud to announce a true 2-way sync solution for AWeber users. From now on, you can keep your contacts in sync between AWeber and over 160+ cloud-based applications! 

Email Marketing

Announcing a 2-Way Contact Sync for AWeber users

Recurly

[![Recurly two-way sync](https://blogassets.piesync.com/wp-content/uploads/2016/12/buy-me-pizza.jpg)](https://blogassets.piesync.com/wp-content/uploads/2016/12/buy-me-pizza.jpg)
# Recurly two-way contacts sync
Recurly now has a 2-way real time sync with your favorite cloud apps thanks to PieSync!Take a look at all the apps you can currently sync with Recurly:

<Widget type="piesync-widget" left="recurly" />

We’re working hard to deliver even more apps to our users every month, so be sure to stay subscribed to the blog to find out which apps have been released.
## What is Recurly?
Recurly is a subscription management platform for businesses that manage multiple SaaS subscriptions.
## What is PieSync?
PieSync syncs your business contacts between your cloud apps two-way and in real time. Your sales, marketing, and customer care teams will always have access to the correct contact information when they need it most. Whether it’s prospects, customers, or vendor contact information, PieSync syncs this for you.PieSync gives you the ultimate flexibility for your SaaS stack. Think of it as the glue that binds all your business apps together. You can pick and choose which apps suit your business needs best. No longer want to use an app? No problem! Just take it out of the sync and replace it with a new one. Your contacts will be synced to your new app, making integration of this app into your existing stack a seamless operation. [Start a 14-day trial and see for yourself.](http://www.piesync.com/recurly/?utm_source=blog&utm_medium=blog&utm_campaign=recurly&utm_content=cta1) 
## PieSync is easy to set up
**5-Minute Setup** PieSync is a snap to set up with an easy 3-step process. Select the apps you’d like to sync, give your authorization, and then configure the sync. **No installation or download** PieSync exists in the cloud so you don’t have to download or install any software. **Avoid Duplications** Thanks to the smart syncing function, PieSync has the ability to weed out duplicates. **Add Teams** Don’t keep PieSync for yourself! Invite your whole team to use PieSync. You can share contacts, and keep each other in sync. **Multiple plans to scale your business growth** We know you’re going to be growing fast, so that’s why we have multiple plans to help you scale your business.   Convinced? Sign up today for a 14-day free trial.

<Button href="http://www.piesync.com/recurly/?utm_source=blog&amp;utm_medium=blog&amp;utm_campaign=recurly&amp;utm_content=cta2" text="START MY 14-DAY TRIAL" />



Announcing Recurly's new two-way sync!

AWeber offers an affordable and easy to use email marketing and autoresponder service used by small businesses, bloggers and entrepreneurs around the world. Use their web-based tools to help you grow by staying in touch with customers and prospects through email.


aweber

Recurly is one of the top recurring billing platforms on the market. An easy setup and quick integrations together with full scalability to your needs, will help you get ready to accept payments in no time so you can start focussing on growing your sales!


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How this accounting firm uses automation to run their business more effectively than the competition

Announcing a 2-Way Contact Sync for AWeber users

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