How to sync company data between apps with PieSync

Company-to-company

The word is out: PieSync’s synchronization solution just keeps getting better. We’ve spent the past few years building the perfect bridge between teams in your organization, integrating contact and lead information on your business tools. And PieSync users can now sync company information as well!

 

What you can sync with PieSync

We sync contact, lead and company information, two ways and in real time, between hundreds of different apps, such as customer relationship management (CRMs), marketing apps, customer service tools, billing software and many more. In fact, we’ve now reached 230 supported apps!

Our two-way sync solution means that, whenever a customer’s information is added or modified in one app, the change is automatically synced to the other one.

Customer data is one of the most valuable assets of a company, so we know how important it is to keep it updated and consistent between apps. Therein lies the challenge: the average small to medium enterprise (SME) can run dozens of different applications, which together form the app stack of a company.

With different teams using different applications, it’s hard to get all these apps to work together and communicate, leading to pesky data silos.

isolated islands of data

 

That’s where we come in: PieSync is an ideal solution to get these your apps to talk to one another, allowing you to create a bidirectional sync for contacts, leads and now companies that works in real time.

 

What’s new with the company-to-company sync

With the company-company data sync function released in October 2019, you can sync company data just like you would sync contact data: two ways, in real time and with the possibility to apply rules and filters to customize the sync according to your workflows.

Note that not all the apps we support will benefit from this update, since some of them don’t have a “companies” field. Please see the most up-to-date list of apps with this feature here.

 

How does the company sync work?

When setting up a new connection, there are four steps you must follow. First, choose the apps you would like to sync. The next step is authenticating the apps by logging into each of them respectively. If you need help with this, click here for more information.

If you’ve managed to sail smoothly through the first two steps, move on to the third - that’s where you can choose the type of customer data you would like to sync. Just select “companies” from the drop-down menu for both of the apps you’re syncing.

A lot of users will sync company records bidirectionally between two apps, but in some cases it is also possible to sync company information on the contact level. For example, you might want to sync contacts based on their company's number of employees (an information found in the company record) into Mailchimp in order to create a specific audience.

This feature is only available as a one-way sync and only in a few apps, but we're gradually adding more applications to the list. See more information about syncing companies and contacts here.

sep-17-2019-15-07-50

 

You’ll probably manage these companies differently than you manage contacts, so make sure you take some time to configure a rule-based setup that works for you.

This sync will match up your records based on company name or email address (and for some apps, company domain). That’s why it’s crucial to make sure that you have entered matching names for a company in both apps.

“If the company record in app A states "PieSync Inc" and in app B "PieSync", this will result in a duplicate record.”

However, if you have entered “piesync” in app A and “PieSync” in app B, we will still recognize both as the same entity, since our engine is case insensitive.

These apps allow matching on the company domain as well as company name and email: HubSpot, Insightly, Nimble, Outreach, Copper, Salesloft, Vtiger and Zendesk.

For these apps, if one of company name, email address, and company domain are the same, we'll match the company data. If two companies are called "PieSync", we'll match the companies even if their domains are different.

Company domain match in company-company sync


Watch our video tutorial for more information

Need more help? You can read this article if you want to find out more about our new company-to-company syncing feature.

Our team is always happy to answer any questions you may have, so don’t hesitate to reach out to us at support@piesync.com.

 

List of currently supported apps in this update

About Luna Campos

Luna is a writer and editor with experience in tech & creative media. She has come from Brazil to London to Ghent to join the PieSync team and sprinkle it with a bit of extra magic. She lives and breathes words, and uses her creativity and quirkiness to create amazing content for PieSync on all fronts.