TeamWave is an amazing small business CRM, project management & HRMS software. This service helps you manage projects, team and sales through a very easy-to-use platform.
Next to your CRM, other applications like Google Contacts, accountancy apps, or email marketing tools have become critical for every business. But how do you keep them together with your CRM?
Here's why synchronization is the best solution for you...
What's PieSync
Each one of your applications gathers valuable customer information. The problem is that most of them don’t really communicate with each other. That gap results in data silos and affects, not only your customers experience with your product or service, but also your team's productivity.
Having your customer data connected helps you offer a more consistent service and it saves your team hours of exporting and importing CSV files.
PieSync’s Contact Sync engine works bidirectionally, integrating 249 cloud apps in real time.
PieSync is constantly checking your connected apps for updates. This means that whenever you add or update information in either app, you’ll have it up-to-date in the other one in real time.
The best part? You can choose which contacts to sync and how: Sync lists, categories, tags and almost any other attribute between apps.
"With PieSync, as soon as a lead enters our CRM, it's available for a "one-click call-back" in the mobile phone of our sales team. It's fixing three problems at once: speed, data accuracy and sales' engagement with CRM." - Adrien Jorge, Co-Founder of Propseller
Here are the applications available today for a two-way connection with TeamWave:
Do you want more control over your data? Customize it so you can choose which contacts to sync and how! Here are some popular features:
If-this-then-that filters
Thanks to PieSync’s Intelligent Syncing feature, you can sync attributes, categories, lists, etc. It works with intuitive “If–this–then–that” rules or conditions, enabling you to accomplish complex automatic workflows across different applications.
You can also hand-pick the information fields you want to keep in sync between apps. PieSync will map the typical fields by default (such as name, last name, email, etc.)
Additionally, you can map your custom-made fields:
PieSync Vs. 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.
PieSync is constantly checking for updates in your 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 the differences between these two great tools.
Do you need help setting up your first sync? Here's everything you need to know about it.