Sync your Salesforce Leads with more than 100+ Business Apps

September 5, 2018
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Salesforce lead launch

2-Way Lead Sync is now available for Salesforce users!

Until now, when setting up a bidirectional integration, PieSync customers could only sync contacts, essentially bypassing the initial leads stage. In other words, it’s assumed these contacts had already been qualified in a sales process.

With this new release by PieSync, bidirectional syncing in Salesforce starts at the top of the funnel, syncing leads alongside regular contacts.

Funnel -Leads

A bidirectional sync to Salesforce leads will ensure a funnel is constantly filled with new leads coming from website lead generating tools like Hubspot, or Intercom’s chat bots. If the user is syncing 2-way, while these leads remain unconverted they can be nurtured by marketing platforms like ActiveCampaign or Marketo.

When the leads eventually convert to contacts, the lead nurturing can stop, and “automagically” go over in adapted customer communication.

Finally, tangential apps to Salesforce transparently informed of exactly which leads successfully converted into contacts and when.

“With similar tools, you just have to sit down and wait for the sync to happen. With PieSync I can actually see what’s going on between Salesforce and my other apps.” - Erik Fong Principal Consultant, Winged Eagles

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Boost your Productivity

PieSync is constantly checking your different apps to make sure that whenever you add or update a contact or lead in one app, you can have it up-to-date automatically in the other one. Whether the sales object is a lead or already a contact inside of Salesforce, you can keep it in sync with your other business apps.

The software will automatically map common fields such as Name, Email Address or Phone Number between your connected apps. Additionally, you can map your custom fields manually. The best part? By using the rule-based feature, you can choose which object to sync and how: sync lists, categories, tags and almost any other attribute between apps.

leadssalesforce

About Salesforce

Salesforce is one of the largest CRM solutions on the market. Main features such as lead scoring, forecasting tools, and team collaboration will help reach your goals. Get your marketing and sales departments aligned with better sales leads and quality pipelines.

About PieSync

Next to Salesforce, your team is probably working with other great tools for marketing automation, accountancy, customer success, etc. All these apps gather valuable customer information for your different teams. The problem is that most apps don’t really communicate with each other, and as a result you have isolated islands of customer data in each app and department of your business.

That’s where PieSync steps in!

PieSync’s synchronization engine works bidirectionally between apps, integrating Salesforce with more than 130+ cloud-based apps in real time. With PieSync, you can have the contact or lead information from Salesforce in sync with apps such as: Outlook, Google Contacts, MailChimp, FullContact, HubSpot, Zoho, InfusionSoft, Copper, and many other. This means you won’t have to worry about manually import/export data ever again!

Check out all your options:

The app you want to connect with is not here? Don’t worry! We are adding new apps every week. Vote for your favorite one!

quote-Agust

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Salesforce and iCloud

Salesforce and Google Contacts

Salesforce and ActiveCampaign

Salesforce and MailChimp

Salesforce and Ringcentral

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.

Learn more about PieSync in 5 minutes:

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

So what are you waiting for?

Start your free trial today!

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.