Let me walk you through the steps of setting up the connection to sync your contacts (one-way or two-way).
On the Podio side, just make sure you have a ‘Contact App’:
The Contact App exists out of several fixed fields, some of which you can’t delete (but you can hide them if you like). These are the fields that PieSync will be able to sync your marketing app or Google account.
Follow these 5 simple steps to set up your connection:
Step 2) Select which services you’d like to keep in sync by clicking their logos. Then click ‘Add connection’:
Step 3) Connect both services (in this example Google):
Step 4) Select the Podio workspace and app you’d like to connect:
Step 5) Set up the configuration of your choice and click ‘Start Syncing Now’:
You can follow the progress on your dashboard:
When the initial sync is completed, your dashboard will say ‘Synchronization is active’. Every contact that you add or edit that matches your filters, will get synced to the other side in no more than 5 minutes.
For more detailed instructions on how to set up your Podio and PieSync account, read this article on our Help Center.
If you have any questions, please reach out to firstname.lastname@example.org and we’ll gladly help out.