ConvergeHub is a CRM for small and medium-sized businesses and startups that help manage your Sales, Marketing, Customer Service and Billing into one simple to use platform.
If you using ConvergeHub next to other business tools, it can be a challenge to keep your customer data in sync….
That’s where PieSync steps in!
PieSync takes integration solutions to the next level with 2-way synchronization.
A 2-way or bidirectional sync implies that whenever you add or modify your customers’ information in one tool, you’ll have it automatically up-to-date in the other one, and vice versa.
That helps you avoid isolated data and duplicates. Plus, PieSync keeps in mind historical data to make sure you don’t miss a thing.
Here are the business tools you can currently synchronize with ConvergeHub:
The app you are searching for is not here? Don’t worry! We are launching a new one every Wednesday! Vote for your favorite cloud-based app!
Some use cases
Sync your CRM and your phone
With PieSync, you have your phone in sync with your CRM. Any changes you make to your phone’s contact database (Google Contacts, iCloud, Contacts+ and others are avaible) will be reflected in your CRM and vice versa. You’ll have proper caller ID so you can always recognize who is calling you, even if it’s a new lead that just landed on your website.
Sync your CRM and your marketing tools
PieSync works like a bridge to have your marketing and sales teams aligned. You can finally merge your Marketing Qualified Leads (MQLs) safely into existing CRM contacts without overwriting data.
Integrate your entire software stack
PieSync’s supported apps include tools for accounting, emailing, billing, ecommerce, VoIP and much more. You can automatically sync the contacts, leads or company data from any of their databases to your CRM and vice versa.
A rule-based sync
To offer you a more customized experience, you can choose to sync your entire database or just a subset. By using “if-this-then-that” rules or conditions, you can decide to sync only certain contacts according to groups, lists, tags, labels or any other attribute.
Default mapping + 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:
Need help to configure your connection? You can always visit our Support Center to get extra information.
So what are you waiting for?