Close was designed with the goal of making sales people as efficient as possible. Make and receive calls with just one click. Calls are automatically logged and lead activity information is made immediately available. Close more deals. Make more sales.


closeio

Close

<InfoBox>[**GETTING STARTED GUIDE**](/help/features/getting-started/)**: How to set up a new connection?**</InfoBox>

<InfoBox>[**ALL FEATURES EXPLAINED**](/help/features): **All our features/functionality explained in detail - no app-specifics.**</InfoBox>

**Close** is designed with the goal of making sales people as efficient as possible. Make and receive calls with just one click. Calls are automatically logged and lead activity information is made immediately available. Close more deals. Make more sales.

**Below you'll find detailed information, specifically for Close integrations:**

<WarningBox>Close Contacts cannot be created through this integration. Contacts that already exist in your close instance prior the sync will be able to receive updates and sync 2-ways.</WarningBox>

## Supported Close Integrations

<Widget src="https://cdn.piesync.com/widget.js" left="closeio" />

## Authorizing Close

To connect your Close account, we need your API Key. You can create an API Key as shown on the below screenshot.

![](//images.ctfassets.net/f2ysq090txql/1xAlxAUGB0Sr18cVpQqLGv/118d005336fad4fb757b793dedb3172a/image.png)

If you already authorized Close account(s) in the past or in any other PieSync integration, you'll be able to skip the first part of the authorization and choose from your _**CONNECTED ACCOUNTS**_.

![](//images.ctfassets.net/f2ysq090txql/61GUa52Qy59kFfTMHWVRAg/b99236e5cdee23638c7643bdd3d6758a/screen-shot-2020-01-07-at-10-29-38.png)

## Choose your contact type

Close supports two data types;

*   Contacts (person details)
*   Leads (organisation details)

![](//images.ctfassets.net/f2ysq090txql/Va5T79qLmQgIMoVrHuMWW/6cfe36feb5b034422653bd61ba405da8/image.png)

## \[IF\] Supported Conditions/Filters

<TipBox>The available Filters & Actions differ between the Leads and Contact entity.</TipBox>

### Leads

*   Won opportunities
*   Status
*   Default field values
*   Custom fields
*   ALREADY EXISTING IN APP YOU SYNC WITH 

### Contacts

*   ID
*   Name
*   Title
*   ALREADY EXISTING IN APP YOU SYNC WITH 

## \[THEN\] Supported Actions

### Leads

*   Update Status
*   Update Default fields
*   Update Custom fields

### Contacts

*   Update Name
*   Update Title

## Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard Close fields being mapped by default. For instance, in a connection with HubSpot Marketing Hub, the default field mapping looks like this:

![](//images.ctfassets.net/f2ysq090txql/3sxEiHnxzAoqemSkbOQpVj/f4ad187c1b1b1aa077c7c7ea8e7e2cb3/image.png)

<InfoBox>You have the ability to disable default mappings and reuse them in the [custom mappings](/help/features/new-customizable-field-mapping/) section.</InfoBox>

## Customizable Field Mapping

You can custom map your Close **Leads** Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well.

More information on Customizable Field Mapping [here](/help/features/new-customizable-field-mapping/).

<InfoBox>Close **Contacts** do not support custom fields.</InfoBox>

<WarningBox>Due to some technical and API limitations, Close Contacts cannot be created through this integration. However, updates will continue to sync both ways.</WarningBox>

<TipBox>Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By [voting them up in our pipeline](http://www.piesync.com/connections/#vote), YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - [support@piesync.com](mailto:support@piesync.com).  **Don't forget to read our** [**blog**](http://blog.piesync.com/) **for the latest in productivity, apps, and technology!**</TipBox>

Close is designed with the goal of making sales people as efficient as possible  Make and receive calls with just one click  Calls are automatically logged and lead activity information is made immediately available  Close more deals  Make more sales…

How to set up specific apps, what rules are available and mapping overviews

Supported Apps

[PieSync does not store any of your contact data](/help/account/data-security-pie-sync-terms/), therefore we  don't delete your account fully. This way, it's easy to reactivate at a later date after your trial expired or you canceled your account.

**Reach out to support@piesync.com if you do want your account deleted**  

1.  You're just more comfortable knowing your account has been fully deleted, that's ok - we understand.
2.  If you want to be added to a [TEAM](/help/account/teams/), you'll need to have your account deleted as you can't send an invite to an email address that has been used for another account in the past. We can also add you to a team including all your active connections setup during trial, just ask! As a rule, we don't merge multiple paying accounts into one team.

PieSync does not store any of your contact data  therefore we  don t delete your account fully  This way  it s easy to reactivate at a later date after your trial expired or you canceled your account   Reach out to support piesync com if you do want …

Get personalized help for all kinds of errors as well as unexpected behavior in your syncs

How can I close/delete my account?

On November 4th 2019, we announced the good news that PieSync [was acquired by HubSpot.](https://www.piesync.com/blog/acquired-by-hubspot/)

### What does this mean for you?

PieSync will continue as a stand alone product and will continue to add new integration partners every Wednesday. We will not prevent any customers from using contact sync via PieSync and HubSpot doesn't plan to close any API accesses.

In fact, we plan to work closely with HubSpot resources and tools to add more syncable entities (e.g. [deals](/help/faq/can-i-sync-objects-such-as-deals-tasks-invoices-with-pie-sync/)) so we can offer more than just contact data syncing.

### Further reading

*   [More info on HubSpot's website](https://www.hubspot.com/piesync) (including information on how to obtain a discount as a paying HubSpot customer)
*   [Blog post by HubSpot CEO Brian Halligan](https://medium.com/@HubSpot/why-hubspot-acquired-piesync-411e371e6238)

On November 4th 2019  we announced the good news that PieSync was acquired by HubSpot    What does this mean for you   PieSync will continue as a stand alone product and will continue to add new integration partners every Wednesday  We will not preve…

PieSync now owned by HubSpot

PieSync is owned by HubSpot

[Outreach.io](/help/connector-apps/outreach/) is an excellent platform to help you efficiently and effectively engage prospects which should drive more pipeline and close more deals. It comes with a very native integration with Salesforce, but what if you have your CRM database in Hubspot instead of Salesforce?

What type of integration can keep contacts in sync between Hubspot CRM & Outreach.io? Well... PieSync can. Watch an 8 minute walkthrough on how this could play out.

<Embed src="https://www.youtube.com/embed/qrYWU-QE28w?feature=oembed" />

Outreach io is an excellent platform to help you efficiently and effectively engage prospects which should drive more pipeline and close more deals  It comes with a very native integration with Salesforce  but what if you have your CRM database in Hu…

Popular sync combinations

Hubspot and Outreach.io

REP-logo

KW Control Panel

KW Control Panel is a global lead-to-close real estate management solution powered by Phoenix Software. Trusted by KW regions worldwide, KW Control Panel is a comprehensive Real Estate Platform (REP) that is uniquely configured to meet your needs and grow your business. REP is cloud-based, localized, mobile-friendly, multilingual, multicurrency and responsive, offering the flexibility needed to support a wide array of global requirements.

<InfoBox>[**GETTING STARTED GUIDE**](/help/features/getting-started/)**: How to set up a new connection?**</InfoBox>

<InfoBox>[**ALL FEATURES EXPLAINED**](/help/features): **All our features/functionality explained in detail - no app-specifics.**</InfoBox>

**KW Control Panel** is a global lead-to-close real estate management solution powered by Phoenix Software. Trusted by KW regions worldwide, KW Control Panel is a comprehensive Real Estate Platform (REP) that is uniquely configured to meet your needs and grow your business. REP is cloud-based, localized, mobile-friendly, multilingual, multicurrency and responsive, offering the flexibility needed to support a wide array of global requirements.

**Below you'll find detailed information, specifically for KW Control Panel integrations:**

## Supported KW Control Panel Integrations

<Widget src="https://cdn.piesync.com/widget.js" left="kwcontrolpanel" />

## Authorizing KW Control Panel

<InfoBox>This integration is only available with KW Command.</InfoBox>

Before authenticating your KW Control Panel account, please assure that you understand the following:

*   **No Team/Public contacts** are accessible via this sync, only your own contacts
*   At the moment only a **limited set of fields** can be synced. In case you want more, please contact your KW Control Panel support team.

To authorize KW Control Panel, please provide your login in the pop-up screen and approve access.

![](//images.ctfassets.net/f2ysq090txql/3PONgn7T58S78Rl8Qj49tp/2a0751d81bca5386fb8c880a17ba25bc/image.png)

If you already authorized KW Control Panel account(s) in the past or during any other PieSync integration, you'll be able to skip the first part of the authorization and choose from your **CONNECTED ACCOUNTS**.

## \[IF\] Supported Conditions/Filters

![](//images.ctfassets.net/f2ysq090txql/6xziSPmhaB8ymreHeQDhPi/a85a6d977ec5c933a81c9b0eb876a6a2/image.png)

*   gets Deleted
*   Contact ID…
*   Date Last Modified…
*   Email…
*   Fax…
*   First Name…
*   General Notes…
*   Home Phone…
*   Last Name…
*   Mobile Phone…
*   Other Phone…
*   in KWCommand

## \[THEN\] Supported Actions

![](//images.ctfassets.net/f2ysq090txql/5ZYzp2EkjPNI9jPtJbWWyC/e46de221ab5e924f819d0502bc83ae28/image.png)

*   update Email…
*   update Fax…
*   update First Name…
*   update General Notes…
*   update Home Phone…
*   update Last Name…
*   update Mobile Phone…
*   update Other Phone…

## Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard KW Control Panel fields being mapped by default. For instance, in a connection with KW Command, the default field mapping looks like this:

![](//images.ctfassets.net/f2ysq090txql/1zwdZEigm7IiEwJNYVw9Vk/bc54b0603d147ce861d3f5d2f4091a91/image.png)

<InfoBox>PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B.</InfoBox>

## Customizable Field Mapping

For now, we **don't support** KW Control Panel customizable contact fields. Therefore, you can only custom map any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping [here](/help/features/new-customizable-field-mapping/).

<TipBox>Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By  [voting them up in our pipeline](http://www.piesync.com/connections/#vote), YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - [support@piesync.com](mailto:support@piesync.com).  **Don't forget to read our** [**blog**](http://blog.piesync.com/) **for the latest in productivity, apps, and technology!**</TipBox>

KW Control Panel is a global lead to close real estate management solution powered by Phoenix Software  Trusted by KW regions worldwide  KW Control Panel is a comprehensive Real Estate Platform  REP  that is uniquely configured to meet your needs and…

_You just made the perfect configuration. And you are ready to start syncing all that contact data. You close your eyes and press the button. Suddenly you've been redirected to another page. It appears to be some kind of dashboard. Nothing seems to be happening. You're slightly panicking. Palms are sweaty, but then you see a little icon beneath the empty timeline. It says: 'Scanning your data - this might take some time...'. Well, what now?_

Great question! **What is our system actually trying to communicate to you on the dashboard?** Or better yet, how does our sync work? In this article we'll take a closer look at some of the dashboard states that might not be so obvious.

![](//images.ctfassets.net/f2ysq090txql/1l9HkaeQbgHDaATNAjIsjX/bf6c44591919be4d4c6b65285a4f4914/screenshot-2018-12-07-at-14-09-14.png)

<InfoBox>The graph shows the amount of daily updates and/or creates PieSync had to sync. Below that you find more detailed info about the realtime status of your sync and right below that you'll find which contacts have been updated and/or created.</InfoBox>

## Synchronization is active

This is probably the message that you'll see most often. This means PieSync has synced everything it was able to sync. Now it's **actively monitoring your contact databases** for any recent updates it needs to sync. PieSync syncs all your data in real time, which means it will scan every contact approximately every 4 to 5 minutes. When it detects an update to a contact in app A, it will immediately sync that data in app B.

## Scanning your data - this might take some time...

This is the primary stage. When you're syncing small databases with each other, you might not even notice this state existed. PieSync is **scanning** your databases, **processing** the data, looking at the email addresses to match contacts, the properties of each contact in that database. When you have set up filters, it needs to know which contacts to sync and which must remain outside the sync.

## Synchronisation has been paused. Resume it!

This state speaks for itself. You can only pause the sync yourself. When you pause a sync, you don't delete the connection, but you instead ask it to stop actively monitoring your data for updates and changes. In this state no data will be synced by PieSync.

## We're having trouble connecting to the timeline. (Reconnecting/Trying again in 2…)

This message just means that we **couldn't visualise the sync activity**. This normally only occurs shortly and refreshing the page normally always fixes it. There won't be anything wrong with the sync. It's just the UI that has difficulties analysing the activity. It could mean that we won't see the contact creations/updates on the dashboard for a short time, but that should recover on its own soon.

## Possible changes detected - waiting in queue

If it's in the queue, this usually means one of two things:

1.  There is **another sync running** on one of the same accounts
2.  There is an **unusually high load** on our platform (meaning there will be many more syncs that are queued, not only for this user)

However, if this takes longer than 24 hours, we recommend contacting customer support (support@piesync.com). They can check if everything is going as planned.

## We've sent heavy traffic to one of your apps, we'll wait for it to cool down before proceeding

The underlying principle of this message is that some of the apps we integrate with have a limit on the amount of requests we can send. This can be a limit per second, per minute or even per hour or per day. At the moment we hit such API limits, we have to **wait until the applicable time period has passed** before we can do new requests to their API. Once the time has been exceeded, we will automatically try again, so you don't need to take any action on this.

You just made the perfect configuration  And you are ready to start syncing all that contact data  You close your eyes and press the button  Suddenly you ve been redirected to another page  It appears to be some kind of dashboard  Nothing seems to be…

What are the Different Sync States on the Dashboard?

**Google Contacts** is the easy-to-use (free) contact management tool that is part of the Google Apps Suite. While its web interface (contacts.google.com) is less known, it’s the fact that smartphones natively pull in Google Contacts that is the main benefit here. Google Contacts is your phone’s address book.

**Copper**, which you may remember from its previous name Prosperworks, is the CRM optimized for a Gsuite environment. It delivers a native sync to your Google assets such as Meetings, Mails & Contacts.

So let’s focus on contact management, because not having the right contact data at hand means all else will fail. Meetings are held with contacts. Invoices are addressed to contacts. Emails are sent to contacts. Incoming calls on your phone get proper caller-id because of your phone knowing them as… contacts.

Your contact data needs to be in check.

Copper comes with a handy browser plugin that sits inside Gmail, allowing you to push contacts you are interacting with in Gmail directly in Copper. Copper then also makes sure this data syncs back to your Google Contacts. And since your phone reads into Google Contacts, your CRM data is always there close to you.

So how do you connect the two apps? Because let’s not forget, they are two separate databases and deserve a foundational connection between the two.

## Well… Isn’t there a built-in integration in Copper?

Indeed, there is a native integration between Copper & Google. The setup is really easy since the integration is built right inside Copper’s settings. The sync is perfect if you only need to sync new or updated contacts from Copper to Google Contacts, but that’s also its most obvious shortcoming. The sync does not work in the other way, from Google to Copper. What about the changes that you’ve made in Google Contacts, or better put: on your phone? Some things you do quite often:

*   adding a phone number that recently dialed you to an existing contact in your phone.
*   removing an old email address because they've left their company
*   subsequently adding a new email address and changing their company info because they're telling you
*   adding new contacts on the go

None of these tweaks you're doing on your phone will sync back into Copper. But they will if you use PieSync.

## When should you choose PieSync to sync Google Contacts & Copper?

Instead, a true 2-way sync with PieSync respects existing data, and makes the data richer on both sides. Two-way means the sync simultaneously reads & writes data in both directions. Any changes, whether they happen within a single field, or multiple fields at the same time, are all picked up by PieSync’s synchronization engine.

With PieSync, contact sheets in Copper & Google Contacts are truly merged, resulting in 2 databases that are always up to date, and complete.

You would have an identical contact sheet for all of your contacts on both sides. All the time.

In the video below, you will learn how to set up a connection between your phone contacts and your CRM system. This principle works for any phone contact app with any CRM.

<Embed src="https://www.youtube.com/embed/hfKBJhvcXgQ?feature=oembed" />

## PieSync: How do you get started?

First off, inside Copper’s settings, you’ll want to turn off their one-way sync, since PieSync is going to take care of syncing Copper data & Google data in the two directions.

Then, if you haven’t done so already, [setting up a new PieSync account is super easy.](https://app.piesync.com/sync/googlecontacts/prosperworks)

In setting up a sync with Google  & Copper, you have to choose whether to sync Copper Leads, or People. These represent the [two stages that Copper contacts](https://support.copper.com/hc/en-us/sections/115000914592-Leads-People-Companies-Opportunities-and-your-Pipeline) can be in. As the typical sales process dictates, as soon as successful contact has been established, Leads should convert into People along with an Opportunity and an Account.

Technically, leads & contacts exist as separate databases inside Copper, while Google just works off the one single database. This means you have to set up separate syncs that run concurrently if you need both objects to be kept in sync with Google:

*   A first sync from Google to Copper Leads,
*   A second sync from Google to Copper People

Take your pick, and then, you’ll be greeted by sync rules.

It’s through these rules that you define how you want your two databases to talk to one another. Here's a combination of rules that show off the 2-way sync between Copper and Google Contacts.

Contacts that have the label ‘Buyers’ in Google Contacts, will seamlessly sync with your Copper database. Not only will contacts be created or kept in sync with existing data in Google Contacts, it will also update a critical attribute on those contacts inside Copper: the switches. This registers whether or not you want your contact to sync in the other way as well.

Possibilities with rules are [endless](/help/features/conditions-and-actions/).

How the data will be exchanged is not something to worry about: PieSync’s smart merge algorithms ensure no data gets lost in the sync. On the contrary, all the data is mutually enriched, leaving you in full control with [custom mappings](/help/features/new-customizable-field-mapping/).

Once the sync runs, it will keep up with changes on both sides [every 5 minutes](/help/faq/how-long-does-it-take-to-sync-contacts-or-updates/).

## More information

<TipBox>Learn more about syncing [Google Contacts](/help/connector-apps/google-contacts/), or about [Copper](/help/connector-apps/copper/), in their respective support articles.  
Download our ebook ['The ultimate guide to Google Contacts'](https://www.piesync.com/ebooks/google-contacts/).  
Watch the webinar ['3 steps to cleaner CRM Data - Copper (Prosperworks)](https://www.piesync.com/blog/3-steps-to-cleaner-crm-data-prosperworks-webinar/)</TipBox>

Google Contacts is the easy to use  free  contact management tool that is part of the Google Apps Suite  While its web interface  contacts google com  is less known  it s the fact that smartphones natively pull in Google Contacts that is the main ben…

Google Contacts and Copper

pipelinedeals

Pipelinedeals

PipelineDeals offers sales engagement and CRM functionality all in one platform, making it one of the top tools out there. It's easy to use and helps you communicate efficiently and close more deals while simultaneously creating a stronger customer relationship!


<InfoBox>[**GETTING STARTED GUIDE**](/help/features/getting-started/)**: How to set up a new connection?** </InfoBox>

<InfoBox>[**ALL FEATURES EXPLAINED**](/help/features): **All our features/functionality explained in detail - no app-specifics.**</InfoBox>

**PipelineDeals** offers sales engagement and CRM functionality all in one, making it one of the top applications out there. Communicate efficiently and close more deals while simultaneously creating a strong customer relationship. Sounds complicated right? It’s not. PipelineDeals is quite the opposite with easy-to-use CRM tools and features such as sales pipeline tracking, lead qualification, and a comprehensive sales dashboard.

## Supported PipelineDeals integrations

<Widget src="https://cdn.piesync.com/widget.js" left="pipelinedeals" />

## Authorizing PipelineDeals

For **PipelineDeals**, we need your API key. We connect to all PipelineDeals accounts. To retrieve the API key, you need to enable API access within your PipelineDeals account first. **When you click 'Authorize PipelineDeals', a pop-up window will ask you to enter your API key with a screenshot of where to find this information in PipelineDeals.**   

Don't worry, though, we treat your data securely with [absolute confidentiality](http://www.piesync.com/terms/)!  

If you already authorized PipelineDeals in the past or in any other PieSync integration, you'll be able to skip this step and choose from your **CONNECTED ACCOUNTS**.

![](//images.ctfassets.net/f2ysq090txql/3n1FOE1E09QY0zaulXu486/fca3080e54bd0e250ede78365497399e/pipelinedeals-api-key-b6e81a0123d0e16c8492bd7cd67a34a7df834b71dbb9c38f96893cb3b0eaa23f.png)

## Choose your contact type

Distinguish between Companies and Contacts before proceeding to the configuration page.

![](//images.ctfassets.net/f2ysq090txql/75yI7dAJFIi1WLshbljU5u/2dbf1813aa6957035b7c5f773471803d/screen-shot-2019-11-18-at-10-56-58.png)

Learn about our contact sync below.

More in-depth info about our Company to Company sync can be found [here](/help/faq/can-i-sync-company-account-information/).

## \[IF\] Supported Conditions/Filters

By default we'll sync any contact in your PipelineDeals list of contacts. 

![](//images.ctfassets.net/f2ysq090txql/eHCtnjgfNRJIAwgreNyGx/00671a8e8ada25fc59bb3bcb42dac639/blob)

You can choose to have PieSync only sync a subset of these contacts:

*   Owned by (Me)
*   Has Tag
*   Total Pipeline revenue
*   Won Deals revenue
*   Has (no) deals
*   Has (not) been emailed
*   Is (not) unsubscribed
*   Is (not) a contact
*   Is (not) a lead
*   Status
*   Source
*   a filter on FIELDS, including CUSTOM FIELDS

## \[THEN\] Supported Actions

When you are syncing contacts into PipelineDeals, you can choose to have specific actions take place:

*   Add/remove tag
*   Unsubscribe/Subscribe
*   Update Source
*   Update status
*   update CONTACT FIELDS, including CUSTOM FIELDS

![](//images.ctfassets.net/f2ysq090txql/7D3v3H8greXwojGUlXKJXn/6eb3d2d4a1a0f2bddf1778b19e0ae65d/blob)

## Default Field Mapping

PipelineDeals contact records offer ample fields to store contact information. Depending on the other app you're syncing with, a default mapping is proposed. This could look like this, on the left, PipelineDeals, on the right, Hubspot CRM.  

If you are expecting some PipelineDeals CRM fields to appear here and they are not, it is likely the other app does not support this field by default and they will have to be[ ](/help/features/new-customizable-field-mapping/)[custom mapped](/help/features/new-customizable-field-mapping/).  

_PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in one field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B_

![](//images.ctfassets.net/f2ysq090txql/NvP5Aq0D48FXnWGE5N17F/596e3c10bad622acd2148911a714f321/blob)

## Customizable Field Mapping

![](//images.ctfassets.net/f2ysq090txql/4BLSR9OfAEGn4X5tDDMZcN/b1144bbb64506762895be275fef25fab/blob)

This feature allows you to create custom mappings, defining which contact fields should be kept in sync between your applications, including standard and custom fields. The customizable field mapping is set up and shown in the white part below the default field mapping in the configuration. You can add an unlimited amount of mappings and remove, enable/disable them anytime. [More information](/help/features/new-customizable-field-mapping/) on Customizable Field Mapping.

## Additional Options

### Syncing Unsubscribes/Deletions

The availability of this feature is app and connection dependent. Currently PipelineDeals does not support us detecting and syncing [deletions](/help/features/syncing-deletions/) or [unsubscribes](/help/features/syncing-unsubscribes/).

PipelineDeals offers sales engagement and CRM functionality all in one  making it one of the top applications out there  Communicate efficiently and close more deals while simultaneously creating a strong customer relationship  Sounds complicated rig…

PipelineDeals

Real Geeks

Real Geeks offers all in one real estate sales marketing solution for the agent or broker that wants to grow their business & close more deals.

<InfoBox>[**GETTING STARTED GUIDE**](/help/features/getting-started/)**: How to set up a new connection?**</InfoBox>

<InfoBox>[**ALL FEATURES EXPLAINED**](/help/features): **All our features/functionality explained in detail - no app-specifics.**</InfoBox>

**Real Geeks** offers all in one real estate sales marketing solution for the agent or broker that wants to grow their business & close more deals.

<Embed src="https://www.youtube.com/embed/f4Z1Agv3bxk" />

**Below you'll find detailed information, specifically for Real Geeks integrations:**

## Supported Real Geeks Integrations

<Widget src="https://cdn.piesync.com/widget.js" left="realgeeks" />

## Authorizing Real Geeks

In order to use PieSync, you need to have a registered account with Real Geeks. At this point, you'll need to connect PieSync to Real Geeks so we can fetch the contacts data configuration. Simply click 'Authorize' and grant access to PieSync

![](//images.ctfassets.net/f2ysq090txql/5jPrDoOL4Wi2xVhAgwZHIO/a11367723ff071159d5de0feb5b72168/pasted-image-04-09-2019-10-19.png)

If you have previously set up a connection with Real Geeks, you do not need to go through these steps again, unless you need a different Real Geeks account.

![](//images.ctfassets.net/f2ysq090txql/2MVTdjEtKmBhrQDxsPivHN/2b00f11dde66e8c384407422bbe71d46/screenshot-2019-09-24-at-10-05-26.png)

## \[IF\] Supported Conditions/Filters

Frequently Used:

*   has Tag…
*   Agent…
*   Lender…
*   Type…
*   Urgency…
*   Status…
*   Already existing in the app you sync with

![](//images.ctfassets.net/f2ysq090txql/2q3pWofe00LRn3mxGl47FY/019b30d3423318e349a6472166655203/screenshot-2019-09-24-at-10-05-49.png)

More Filters

*   Alt Phn…
*   Email…
*   First Name…
*   Last Name…
*   Notes…
*   Phone…
*   Timeframe…
*   does not have Tag…

## \[THEN\] Supported Actions

Frequently Used:

*   add Tag
*   remove Tag…
*   update Agent…
*   update Lender…
*   update Status…
*   update Type…
*   update Urgency…

![](//images.ctfassets.net/f2ysq090txql/1ycGKKZ9KCKTJZYLYMeP5J/0f63295220d41b84b0bfdc0be9b99259/screenshot-2019-09-24-at-10-06-09.png)

More Actions:

*   update Alt Phn…
*   update Email…
*   update First Name…
*   update Last Name…
*   update Notes…
*   update Phone…
*   update Timeframe…

## Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard Real Geeks fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:

![](//images.ctfassets.net/f2ysq090txql/4As9TUju7i1emQDOPoWvpH/a9067d4149f366b1aff5b97ff53a4998/screenshot-2019-09-24-at-10-06-19.png)

<InfoBox>You have the ability to disable default mappings and reuse them in the  [custom mappings](/help/features/new-customizable-field-mapping/) section.</InfoBox>

## Customizable Field Mapping

For now, we **don't support** Real Geeks customizable contact fields. Therefore, you can only custom map any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping [here](/help/features/new-customizable-field-mapping/).

![](//images.ctfassets.net/f2ysq090txql/5Y7bo1kNl7YPXsLQCnm7cl/f48360adda94e5b5e54f8be15d3007f2/screenshot-2019-09-24-at-10-09-50.png)

## Additional Options

### Syncing Deletions

In connections between [Google Contacts](/help/connector-apps/google-contacts/) and Real Geeks, you are able to [sync deletions](/help/features/syncing-deletions/) one-way. When a contact gets deleted in one app, we group/tag the corresponding contact 'PieSync Trash' in the other. You will be able to review this segment first before deleting or taking any other action in the other app too.

![](//images.ctfassets.net/f2ysq090txql/7Gp0pyeWWGBJzJoJ9eKvax/a86b66e17c6d79d87df56cdf85047b47/screenshot-2019-09-24-at-10-10-33.png)

### Syncing Unsubscribes

Below an example on how to sync unsubscribed contacts by applying  [Filters and Actions](/help/features/conditions-and-actions/). You may of course, change the action according to your needs.

![](//images.ctfassets.net/f2ysq090txql/2qx8KF5IdOM8ApaACIZgV4/7f019d43c3693b6faaa100e88740ac4b/screenshot-2019-09-24-at-10-12-42.png)

<TipBox>Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By  [voting them up in our pipeline](http://www.piesync.com/connections/#vote), YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - [support@piesync.com](mailto:support@piesync.com).  **Don't forget to read our** [**blog**](http://blog.piesync.com/) **for the latest in productivity, apps, and technology!**</TipBox>

Real Geeks offers all in one real estate sales marketing solution for the agent or broker that wants to grow their business   close more deals      Customizable Field Mapping  For now  we don t support Real Geeks customizable contact fields  Therefor…

### Integrate Quickbooks and Capsule

By creating a sync between Capsule and Quickbooks, colleagues in accounting can count on the addresses in Quickbooks to be correct and up to date and vice versa.

It can also automatically send customer information from Capsule to Quickbooks when a deal is closed so that invoicing can begin. This saves your teams loads of time and ensures that customer data is up to date across all your apps.

<TipBox>Through **PieSync your** **sales team** can now smoothly hand over the necessary contacts for invoices to **accounting** and vice versa</TipBox>

#### Let's get started!

To integrate [Quickbooks](/help/connector-apps/quickbooks/) and [Capsule](/help/connector-apps/capsule/) first **authorise your apps** on the PieSync dashboard

Thereafter, **Setup a two-way sync** between your invoicing app and your CRM.

After closing a deal, **sales staff typically identifies to whom invoices should be sent. They will create this contact in the CRM.** Through PieSync, these contacts can be pushed to accounting in a controlled way by labeling them with "Invoice recipient" or something similar. 

![](//images.ctfassets.net/f2ysq090txql/37CrTX8staJJjCWym8qatP/839879be5a28d3fcb2d5c6c08db59c90/blob)

**Set up a rule** in PieSync to push contacts from Capsule CRM to Quickbooks if they carry a specific tag. This way, colleagues in accounting can rely on recipients' address information to be pre-filled out in Quickbooks, without them having to get back to sales. **Smooth handover!**

In a less ideal scenario, maybe sales doesn't do a proper handover to accounting. No worries: even when accounting creates new contacts in their own invoice app, they will be pushed to and **identified as invoice recipients** in the CRM. So make sure you set up a rule that stipulates that PieSync pushes contacts from Quickbooks to Capsule CRM if they carry a specific tag.

Last, but not least, Quickbooks can track whether a contact **still has open invoices** or not to their name. This is definitely information that's worthwhile pushing to your CRM.  Since PieSync works 2-way, as soon as the invoice gets paid, the tag disappears in the CRM. Make sure you switch on the toggle next to "Undo" for this - this toggle is located under the rule on the PieSync dashboard.

![](//images.ctfassets.net/f2ysq090txql/5gMH1mk6J8OKJibhZjaRSc/b3d058e66321471ada8964d8f8f92a0b/blob)

Hit sync once you’re happy with your configuration.

That’s it! You’ve got your accounting and sales teams all aligned. Have you thought about aligning your other teams such as marketing or customer ware?

_Happy syncing!_

Integrate Quickbooks and Capsule  By creating a sync between Capsule and Quickbooks  colleagues in accounting can count on the addresses in Quickbooks to be correct and up to date and vice versa   It can also automatically send customer information f…

Capsule CRM and Quickbooks

Asset 6@8x

K+TEAM Platform (former Kunversion+)

K+TEAM Platform (former Kunversion) has helped top producing agents and teams generate millions of leads and close thousands of deals. The updated K+TEAM Platform is packed with even more tools and unique features to help agents and teams thrive.

<InfoBox>[**GETTING STARTED GUIDE**](/help/features/getting-started/)**: How to set up a new connection?**</InfoBox>

<InfoBox>[**ALL FEATURES EXPLAINED**](/help/features): **All our features/functionality explained in detail - no app-specifics.**</InfoBox>

**K+TEAM** Platform (formerly Kunversion+) has helped top producing agents and teams generate millions of leads and close thousands of deals. The updated K+TEAM Platform is packed with even more tools and unique features to help agents and teams thrive.

**Below you'll find detailed information, specifically for K+TEAM integrations:**

## Supported K+TEAM Integrations

<Widget src="https://cdn.piesync.com/widget.js" left="K+TEAM" />

## Authorizing K+TEAM

![](//images.ctfassets.net/f2ysq090txql/3a9SOIG4jqIeaLwm7X5J8d/9ec9be467db25531281ba2fee5e91c39/screenshot-2019-06-20-at-10-41-40.png)

<InfoBox>You can find the API key via [this page](https://www.kunversion.com/newagent/index.php?goto=/newagent/settings.php).</InfoBox>

If you already authorized K+TEAM account(s) in the past or in any other PieSync integration, you'll be able to skip the first part of the authorization and choose from your **CONNECTED ACCOUNTS**.

![](//images.ctfassets.net/f2ysq090txql/3HBdDAs07cgHL7RZTCGXkL/9b7711d38a9b7a659d67405787042f84/screenshot-2019-06-20-at-10-46-54.png)

## \[IF\] Supported Conditions/Filters

*   Auto Dial
*   Lead Rating
*   Subscribed
*   ...
*   Field values
*   Already existing in the app you sync with

![](//images.ctfassets.net/f2ysq090txql/6rICBbhxWlFC78tm17Hgk5/94f45205b0e0ebf9e4c074f5c1cd5f2c/screenshot-2019-06-20-at-10-48-15.png)

## \[THEN\] Supported Actions

*   Add Hashtag
*   Update Auto Dial
*   Update Lead Rating
*   ...
*   Updating field values

![](//images.ctfassets.net/f2ysq090txql/1wTVCeWAYh40DhXsXbAgVV/580a78438ff33110fe1ae29cfefcaf29/screenshot-2019-06-20-at-10-48-33.png)

## Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard K+TEAM fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:

![](//images.ctfassets.net/f2ysq090txql/2Z64hvheQae8QeUqAepROd/8c27c623e7b5dff66e37f5148fd85a28/screenshot-2019-06-20-at-10-48-54.png)

<InfoBox>PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B.</InfoBox>

<TipBox>Some field mappings will only sync information one way. More in depth info can be found [here](/help/faq/why-can-my-fields-only-be-mapped-one-way/).</TipBox>

## Customizable Field Mapping

For now, we **don't support** K+TEAM customizable contact fields. Therefore, you can only custom map any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping [here](/help/features/new-customizable-field-mapping/).

![](//images.ctfassets.net/f2ysq090txql/77RXiYRylnOyqqeWjWuqIp/7485b4b4902747501a5878517397cbee/screenshot-2019-06-20-at-10-49-07.png)

## Additional Options

### Syncing Deletions

Currently, there are no K+TEAM integrations on the PieSync platform that support our [deletions sync](/help/features/syncing-deletions/).

<InfoBox>The availability to Sync Deletions is app and connection dependent. If the box is not there to tick, it's simply not possible. We need to be able to detect deletions on one side and at the same time be able to create add the tag ‘PieSync Trash’ on the other side. More Information on Deletions [here](/help/features/syncing-deletions/).</InfoBox>

### Syncing Unsubscribes

By applying specific filters and actions in the Piesync rules, you're able to sync unsubscribed contacts:

![](//images.ctfassets.net/f2ysq090txql/fhV1FcTjID0hQg966mapf/190d4518f7d72fafe083b86691868f4c/screenshot-2019-06-20-at-11-04-29.png)

<TipBox>Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By  [voting them up in our pipeline](http://www.piesync.com/connections/#vote), YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - [support@piesync.com](mailto:support@piesync.com).  **Don't forget to read our** [**blog**](http://blog.piesync.com/) **for the latest in productivity, apps, and technology!**</TipBox>

K TEAM Platform  formerly Kunversion   has helped top producing agents and teams generate millions of leads and close thousands of deals  The updated K TEAM Platform is packed with even more tools and unique features to help agents and teams thrive  …

K+TEAM (formerly Kunversion+)

nocrmio

noCRM.io

[noCRM.io](https://youdontneedacrm.com/?utm_source=piesync&utm_medium=referral&utm_campaign=piesync-landing-page "noCRM.io") is a lead management software for sales people. The web-based software reduces the need for data entry and helps you track and close deals more quickly. Features include Google app integration, sales forecasting, calendar syncing, and more.


<InfoBox>**[GETTING STARTED GUIDE](/help/features/getting-started/): How to set up a new connection?**</InfoBox>

<InfoBox>[**ALL FEATURES EXPLAINED**](/help/features): **All our features/functionality explained in detail - no app-specifics.**</InfoBox>

[noCRM.io](https://youdontneedacrm.com/) is a lead management software for sales people. The web-based software reduces the need for data entry and helps you track and close deals more quickly. Features include Google app integration, sales forecasting, calendar syncing, and more.

<Embed src="https://www.youtube.com/embed/_vruy_lupNI/" />

**Below you'll find detailed information, specifically for nocrm.io integrations**  

## Supported noCRM.io Integrations

<Widget src="https://cdn.piesync.com/widget.js" left="nocrmio" />

## Authorizing noCRM.io 

**To authorise, simply follow the steps as described below and make sure you meet the requirements to be able to sync. We need your Slug/Subdomain and API Key to authorise. **

![](//images.ctfassets.net/f2ysq090txql/1OQFHb1kF0u4BY8f0mHiSP/d229ce353c43753253262bac21900a87/screen-shot-2017-10-11-at-10-36-33.png)

<InfoBox>You can only use Piesync on the noCRM Expert plan. Lower plans will not be able to set up a connection. More info can be found [here](https://youdontneedacrm.com/pricing).</InfoBox>

If you already authorised nocrm.io account(s) in the past or in any other PieSync integration, you'll be able to skip the first part of the authorization and choose from your **CONNECTED ACCOUNTS**.  

![](//images.ctfassets.net/f2ysq090txql/54sJob8xgUy9fw47wdEFiQ/07b9ea722165e5f18854b1355c8ab851/screen-shot-2017-10-11-at-10-50-40.png)

## \[IF\] Supported Conditions/Filters

*   OWNER
*   STATUS
*   STEP
*   STARRED/NOT STARRED
*   FIELD VALUES (_INCLUDING CUSTOM FIELDS_)
*   ALREADY EXISTING IN APP YOU SYNC WITH 

![](//images.ctfassets.net/f2ysq090txql/lu9vjnX3OEY0rXRX4NhGb/eef1bc2fdfa59dfe3de359afe92d4c0f/screen-shot-2017-10-11-at-10-54-01.png)

## \[THEN\] Supported Actions

*   SET OWNER
*   UPDATING FIELD VALUES (_INCLUDING CUSTOM FIELDS_)

![](//images.ctfassets.net/f2ysq090txql/3sD4oQ5jd3Zs2j5Xg2sniy/193681a1f9654ec6dcb14ef0db0b3805/screen-shot-2017-10-11-at-10-54-19.png)

## Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of noCRM.io fields being mapped by default. For instance, in a connection with Mailchimp, the default field mapping looks like this:

![](//images.ctfassets.net/f2ysq090txql/3LGjkKfAAbdb7klH6OfseZ/444240259bd8e5eaccb9e31aaec061c7/screen-shot-2017-10-11-at-10-59-18.png)

<InfoBox>PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B.</InfoBox>

<InfoBox>Entering a Title is required when adding a lead in nocrm.io, therefore we sync the first name and last name (or full name, app-dependant) to this field as well, to make sure the contacts sync to nocrm.io </InfoBox>

![](//images.ctfassets.net/f2ysq090txql/ECcNfM4ZjA3oDtBQQCj2J/51ca621b5b23275ec659a1a8f436f707/screen-shot-2017-10-11-at-10-58-47.png)

## Customizable Field Mapping

You can custom map your noCRM.io custom fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping [here](/help/features/new-customizable-field-mapping/).  

![](//images.ctfassets.net/f2ysq090txql/3g2gTFs7BEe9xYYTIIG24H/a28f990affba6cac585852eb148c86c5/screen-shot-2017-10-11-at-11-12-14.png)

## Additional Options

There are no supported noCRM.io integrations on the PieSync platform, that support our Unsubscribes/Deletions Sync.  

<InfoBox>The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes [here](/help/features/syncing-unsubscribes/) or on Deletions [here](/help/features/syncing-deletions/).</InfoBox>

<TipBox>Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By [voting them up in our pipeline](http://www.piesync.com/connections/#vote), YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - [support@piesync.com](mailto:support@piesync.com).  **Don't forget to read our [blog](http://blog.piesync.com/) for the latest in productivity, apps, and technology!**</TipBox>

noCRM io is a lead management software for sales people  The web based software reduces the need for data entry and helps you track and close deals more quickly  Features include Google app integration  sales forecasting  calendar syncing  and more  …

1CRM-logo-box

1CRM

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3dcart

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ActiveCampaign

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ActiveDEMAND

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ActiveTrail

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Agendor

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Agile CRM

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AllClients

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Apollo

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Apptivo

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Aproplan

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AWeber

benchmark

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bexio

bigcommerce

BigCommerce

bigcontacts

BigContacts

bitrix

Bitrix24 CRM

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BombBomb

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Bookeo

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Clio

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Constant Contact

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DataValidation

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Daylite

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Desk

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Digitaleo

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Direct Mail for Mac

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Dotloop

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Drift

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Drip

easybill

EasyBill

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Efficy CRM

Elastic Email

emma

Emma

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ERPNext

espocrm

EspoCRM

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Eventbrite

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EZ Texting

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Facebook Lead Ads

facten

Facten

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FastBill

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FinFolio

flexmail

Flexmail

followupboss

Follow Up Boss

Start syncing your Close contacts
two-way with more than 210 other apps

Discover how PieSync can make your cloud apps work together

Accurate & real-time data

Save time

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Start syncing Close with one of our 218 apps

Related Close resources

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Help Articles related to syncing Close

Close

How can I close/delete my account?

PieSync is owned by HubSpot

Hubspot and Outreach.io

KW Control Panel

What are the Different Sync States on the Dashboard?

Google Contacts and Copper

PipelineDeals

Real Geeks

Capsule CRM and Quickbooks

K+TEAM (formerly Kunversion+)

noCRM.io

Start syncing your Close contacts two-way with more than 210 other apps

Discover how PieSync can make your cloud apps work together

Accurate & real-time data

Save time

Easy & Secure

Free Trial

Start syncing Close with one of our 218 apps

Related Close resources

Have your Close CRM Leads in sync with 218 other apps

Help Articles related to syncing Close

Close

How can I close/delete my account?

PieSync is owned by HubSpot

Hubspot and Outreach.io

KW Control Panel

What are the Different Sync States on the Dashboard?

Google Contacts and Copper

PipelineDeals

Real Geeks

Capsule CRM and Quickbooks

K+TEAM (formerly Kunversion+)

noCRM.io

Start syncing your Close contacts
two-way with more than 210 other apps