A complete sync solution for your Teamwork CRM customer data

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January 8, 2020

TeamworkCRM-

Teamwork CRM is an easy-to-use CRM that lets you split leads and opportunities into separate pipelines giving you greater visibility and control over your sales process.

From now on, you can have your Teamwork CRM customer and prospect data in sync with other business applications via PieSync.

PieSync enables Teamwork CRM users to sync their contacts information two-way and in real time with 231 different business tools, Teamwork Projects and Teamwork Desk.

What's PieSync?

PieSync is the highest-reviewed data syncing iPaaS in the market. With this sync solution, you can control the way your customer data flows between different business applications.

Unlike most third-party integration services, PieSync synchronizes data two-way. Bi-directional or two-way data sync implies that whenever you add or update your customer data in either one of the connected applications, you'll have that change available in the other app, in real time.

As of today, you can connect Teamwork CRM to 231 business tools:

Need another app in sync? Every Wednesday, PieSync releases a new application. If the business tool you are using is not available yet, go to the pipeline and vote for the app you need.

Setting up a sync between Teamwork CRM and other business apps

PieSync does not require any installing. You can configure a sync in 5 minutes through an intuitive dashboard and monitor the way your contacts are synced between applications.

There are several features available for you to take control of the way your customer data is synced:

If-this-then-that rules

When you are working with big databases, it can happen that you don’t need all the data from all your apps in sync. Thanks to PieSync’s “if-this-then-that” rules or conditions you can choose which contacts to sync and how; according to attributes, tags, labels, lists, etc.

google contacts teamwork crm

Custom Mapping

PieSync will automatically map most of your contacts’ information fields: name, email, address, phone number, etc. If you’ve created custom fields, you can also manually map as many fields as you wish:

google contacts teamwork crm

teamwork and google contacts

Benefits of using PieSync

No more import/export of your contacts

Most cloud apps work with import/export functions, which means you have to periodically remember to update your cloud apps with new data. You just have to setup your connection with PieSync once and forget about manual labor, PieSync will take care of that for you.

Save Time

With PieSync, you no longer have to spend hours eliminating duplicate contacts, making sure everything is updated, etc. PieSync automatically transfers your data, and any updates you make, in real-time, across all your connected cloud apps.

Share accurate customer information across the different departments of your company

Are your marketing, sales and customer service teams working from separate platforms in data silos? Data silos are inefficient and make communication between your teams and customers difficult.

Nothing frustrates customers more than having to repeat their story each time they have contact with your company. This is why you need to sync your data silos together so your teams can have a 360° overview on every customer, at all times.

With your sales, marketing and customer care platforms all synced together, you’ll turn the average customer into brand advocates.

Do you need help setting up your sync? Visit our support center and learn all about this connection

So what are you waiting for?

Start your sync!

About Claudia Martinez

Claudia helps the marketing team by producing awesome blogs, case studies, ebooks, and newsletters. This tech-savvy writer is constantly searching for that great story behind the use case. She also loves working with our partners to create unique co-marketing campaigns.