A simple way to have all your business tools in sync with Pipeliner CRM Cloud

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December 11, 2019

PieSync pipeliner

About Pipeliner CRM Cloud

Pipeliner CRM Cloud delivers a level of visualization and instant, dynamic insights unrivaled in the CRM space. This ensures a supreme user experience, short learning curve plus high and rapid adoption rates. Its unique administration backend means that non-technical users can easily configure the system, so no programmers, consultants or systems integrators and there is no need for an expensive, full-time administrator which saves companies money and minimizes risk.

Your Pipeliner CRM Cloud is built to centralize your customer data. Do you want to empower your CRM with valuable data? Then it needs to receive the information about your customers, prospects and leads stored in your email marketing, customer support, lead generation tool and other business tools.

Here's how you keep Pipeliner CRM Cloud and your other business tools in sync...

About PieSync

PieSync provides a perfect bridge between apps to sync contacts between cloud-based apps, solving your isolated data problems. It works two-way and in real time.

Wondering why do you need a 2-way sync? Here's some context...

When your apps are not natively integrated, you have to work out a way to get contact data from one app to another. A lot of businesses use the time-wasting import/export method, but your apps are never really up-to-date.

Another method is using one-way pushes, but that often results in duplicated contacts and it doesn’t work with your historical data.

You can personalize your synchronization by choosing to sync all your contacts or just a subset of them. Additionally, you can map information fields between apps.

Here are the apps you can keep in sync with Pipeliner CRM Cloud:

Make it your way

PieSync is constantly checking your connected apps for updates. Which means that whenever you add or update contact information in either app, you’ll have it up-to-date in the other one in real time.

Do you want more control over your data? Customize it so you can choose which contacts to sync and how! Here a are some popular features:

If-this-then-that filters

Thanks to PieSync’s Intelligent Syncing feature, you can sync attributes, categories, lists, etc. It works with intuitive “If–this–then–that” rules or conditions, enabling you to accomplish complex automatic workflows across different applications.

pipeliner crm google contacts

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Custom fields + Custom mapping

By default, standard fields are mapped (name, last name, phone number, etc.)

sync pipeliner crm

Additionally, you can manually map other fields you’ve customized in your apps:

sync contacts pipeliner

Other Benefits

5-Minute Setup

You don’t have to waste hours of your time setting up and configuring your sync. It’s fast and easy, with one step authorizations.

No installation or download required

The entire syncing solution exists in the cloud. You don’t have to install or download any additional software.

Add Teams

You can add your entire team to your PieSync account. This means everyone can access the most up to date data when they need it most.

Multiple plans to scale your business growth

We have multiple plans to suit businesses of all sizes. When your business grows, you can simply upgrade to the next plan.

Avoid Duplications

PieSync hates duplicates just as much as you do. We eliminate duplicates by matching contacts based on their email addresses.

Need help to configure your connection? You can always visit our Support Center to get extra information about this connection.

So what are you waiting for?

Try it now

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.