EspoCRM is an open source web application that allows you to see, enter and evaluate all of your company relationships regardless of the type. People, companies, projects or opportunities — all in an easy and intuitive interface.
Now you can sync EspoCRM with these apps:
You probably use EspoCRM and many different apps to run your business. You might have customer data in several marketing apps, a CRM, a billing software, etc. The problem is that only a few apps are communicating with each other.
Isolated islands of data translates into bad data, poor customer service and hours spent on the manual management of contacts (the old import/export process).
Wasn’t the cloud supposed to make things easier for business?
That’s why PieSync came up with a solution! PieSync integrates EspoCRM with other apps for an automatic 2-way contacts sync. This means that every time you add or update a subscriber in EspoCRM, it is automatically synced with the app of your choice, and vice versa.
No more import/export contacts!
This integration works in real time to guarantee you access to the most up-to-date client information. No matter where you are or who entered the data.
Instead of working with isolated data, PieSync syncs all your customer data together. Which means your team can work from the same transparent database, in real time.
This means every member of your team has access to the same transparent database, in the right place, at the right time.
PieSync is easy to set up and requires no special coding. Just follow these 3 simple steps:
1. Login to your Piesync account.
2. Choose EspoCRM and another app for syncing. Click Authorize for both apps. You will need to paste your EspoCRM API key for authorization.
3. Choose your sync direction. By default, it is synced both ways between the two apps, but you can choose to sync just one way. You can customise your sync by adding actions and conditions. For example, you can set up your subscribers based in New York to be added in a specific group in EspoCRM.
That’s it! Now both apps are synced!
By automatically syncing data with PieSync, companies save hours every month. Plus, because you only have to enter your data once, you’ll dramatically decrease manual errors. How’s that for clean data?
PieSync also has the advantage of updating contact information on your mobile phone or any other device. Which is perfect for remote teams. Wherever they are, they will have access to correct, up-to-date information instantly.
Claudia helps the Marketing and Communications team to let our clients know what’s going on in PieSync by creating great content and managing our Social Media. She flew all the way from Venezuela to work with us. This retired surfer is full of energy and creativity.