Introducing a 2-Way Contact Sync for Invoiced Users

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October 3, 2018

Invoiced Launch

About Invoiced

Invoiced helps your business put accounts receivable on autopilot in order to get paid faster, reduce DSO, and streamline your billing process.

PieSync’s Sync Solution for Invoiced

Your Small Business cloud-based solutions gather valuable customer information for each one of your teams. The problem is that most apps don’t really communicate with each other and as a result you have isolated islands of data in each app/team.

That’s where PieSync steps in!

PieSync’s Contact Sync engine works bidirectionally, integrating more than 130+ cloud apps in real time. This means that if you add or update a contact in one app, you will have it up-to-date automatically in the other one. The best part? You can choose which contacts to sync and how: sync lists, categories, tags and almost any other attribute between apps.

Not only will PieSync update your database when you have a new contact, but it will be constantly checking for updates in the existing ones to overwrite the information whenever a change is made in either app.

With PieSync, you can have the contact information from Invoiced in sync with apps such as: Google Contacts, Copper, HubSpot, Pipedrive, Zendesk, Salesforce and many other. This means you won’t have to worry about manually import/export data ever again!

Depending on the other app you’re syncing with, you’ll see a number of standard Invoiced fields being mapped by default. Additionally, you can custom map your Invoiced Custom Fields and any additional standard fields that aren’t included in the default mapping yet.

invoiced contact custom sync

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Intelligent Syncing

You can create more nuance by using “If–this–then–that” rules or conditions on top of the 2-way sync. These rules are part of the Intelligent Syncing and enables you to accomplish complex automatic workflows across your apps. They allow you to configure your sync by deciding which fields, tags, and categories in each app should be in sync.

invoiced contacts

PieSync’s Intelligent Sync will save you hours on contact management, increase the ROI of your SaaS Stack and give you peace of mind. The right data, in the right app, at the right time.

And there’s more!

  • Save time spent on data entry
  • No more duplicates
  • Increase ROI
  • No more import/export of your contacts
  • One database across all your cloud apps
  • Sync changes, including deletions and unsubscribes, in your favorite cloud apps and CRM
  • Share accurate customer information across your accounting, marketing, sales and customer service platforms.

How is PieSync different than 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.

If you try to set up a “sync” with Zapier, you’re taking a very high risk of your data being over-written. Their app isn’t built for syncing data, it’s built for, well, zapping data. So it is good for one-time data pushes.

PieSync checks to see if an update is needed and then it syncs the new 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.

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

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About Claudia Martinez

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.