Actionstep is a powerful cloud-based legal practice & case management software. The system helps you get rid of law firm administrivia and simplifies how you work.
This great tool centralizes a lot of customer data. But how are you connecting this amazing database with the rest of your applications?
Actionstep + 249 apps:
Most apps are not natively integrated. This means you have to work out a way to get contact data from one app to another. If you are using Actionstep next to a marketing app, Google Contacts and five other tools, you might have different customer data in each one of them. This situation comes with lots of challenges such as:
- Data Silos
- Out-dated data
- Poorly segmented email campaigns
- Conflicts between databases
To solve this, some businesses import/export data knowing that their apps are never truly up-to-date. Others, use one-way pushes that don't act upon your historical data, often resulting in duplicates.
PieSync provides a two-way solution = contact synchronization.
These are the applications you can have in sync with Actionstep today:
This easy-to-use sync solution needs to be set up just once and from thereon works in the background. It will be constantly checking your connected apps for updates so whenever you add or update contact information in either app, you can have it up-to-date in the other one in real time.
Here's a quick intro to PieSync
"I am using PieSync because it saves time. Point blank, its synchronization saves me hours.” - Leonard Harrison, Owner of Beneficial Dynamics
A customized experience
You can personalize your sync by choosing to sync your entire database or just a subset.
PieSync offers an "if-this-then-that" set of rules that will enable you to choose the subset of contacts you need to sync. You can do so based on tags, categories, labels, subscribers lists, etc.
The dashboard will show the typical contacts' fields like first name, last name or email address mapped by default.
Additionally, you can map the rest of your custom-made fields thanks to the custom fields option.
Need help to configure your connection? You can always visit our Support Center to get extra information about this connection.
PieSync Vs. Zapier
Zapier is great for one-way data pushes. If you’re using web forms on your website and you want to push that data to your CRM, Zapier is what you need.
It is a trigger-based app and will only operate when a trigger is pulled, pushing all the data to another database. But in this process, Zapier won’t check if an update is necessary and it won’t sync data.
PieSync is constantly checking for updates in your data. You can also choose which app is your “source of truth” so you won’t accidentally sync the incorrect information. PieSync is great for when you want to continuously sync correct, up to date, error-free information across your cloud apps.
Learn more about the differences between these two great tools.
So what are you waiting for?