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>To establish a sync, PieSync matches contacts between your two apps based on the email address field.</InfoBox>

**However, If the email address field has multiple values, there are a few scenarios:**

1.  If the contact only existed in app A prior to the sync, we will sync the contact with the first email value to app B.  **E.g. below _email \[work\]_** 
2.  If the contact existed in app A and B prior to the sync, and app A has multiple values for the email and app B just a single value, we will choose the matching email address only. **E.g. below if app B has the _email \[home\]_** **only, then we will match/sync on that email value.** 
3.  If the contact existed in app A and B prior to the sync and both apps have multiple values for the email, we will match and map all values (where possible). **E.g. below _email \[work\]_** -  **_email \[work\] / email \[personal\] -  email \[personal\]._** **etc.**

<InfoBox>Example of a contact with multiple values for the email address (in this case, the work email is the first value):</InfoBox>

![](//images.ctfassets.net/f2ysq090txql/2lhShFJEVKONQgO7rcqcTZ/f567e9234111d294335ab3022e888c0e/image.png)

However  If the email address field has multiple values  there are a few scenarios   1   If the contact only existed in app A prior to the sync  we will sync the contact with the first email value to app B   E g  below  email   work     2   If the co…

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

My contacts have multiple email addresses,  which one is used to match?

<TipBox>The availability to sync Leads depends on whether your app has a Leads entity. The screenshot shown below is an example of the Leads entity in Copper.</TipBox>

![](//images.ctfassets.net/f2ysq090txql/4tUe3W43XAD3UjDCAskWiE/422d1f6cf7e571acb56b9df97de28dd6/ezgif-4-af-2-ac-79-f-1-d.gif)

When setting up a new connection, we distinguish 4 steps.   

![](//images.ctfassets.net/f2ysq090txql/6sYEwiEPPcqP1YTX0kcjyl/4e6370070e9c7cef8b5b4fea5d27954c/screen-shot-2018-06-20-at-14-10-01-png)

After selecting your preferred apps and finalizing the authorization process, you're able to select the contact type you wish to keep in sync. 

<InfoBox>Interested in learning more about step 1 & 2? More info can be found [here](/help/features/getting-started/).</InfoBox>

For both applications, you can choose which contact type you wish to implement in the sync.

![](//images.ctfassets.net/f2ysq090txql/7LnCnT1GDEkXWyYGVhnFbP/4dadadb860ed61807b7b38464948d250/jul-31-2018-16-57-33.gif)

### Watch the video below to learn more about our Leads feature.

<Embed src="//www.youtube.com/embed/dk81RbkT_1A" />

When setting up a new connection  we distinguish 4 steps        After selecting your preferred apps and finalizing the authorization process  you re able to select the contact type you wish to keep in sync      For both applications  you can choose w…

Can I also sync Leads?

[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 …

How can I close/delete my account?

In short, no. **PieSync currently syncs data stored on CONTACTS or COMPANIES only.** 

Syncing _Deals, Tasks, Invoices, Opportunities, ..._ is not yet available as these are different objects/entities from a syncing perspective. We're working on this though.

<InfoBox>Related articles:  
[Can I Sync Accounts/Companies/Organizations with PieSync?](http://help.piesync.com/faq/can-i-sync-accounts-companies-organisations-with-pie-sync)  
[Can I sync my contacts' avatars?](/help/faq/can-i-sync-my-contacts-avatars/)</InfoBox>

## But I need this today!

Advanced CRM software like Salesforce, Pipedrive, Zoho, or HubSpot allow you to move data across objects. Bring over data from an opportunity onto the contact or company, so it can at least be used as a filter. We cannot exhaustively document how this works for all CRM's, but here's a couple of examples to inspire you.

![](//images.ctfassets.net/f2ysq090txql/4bdpWhqH555XcVksUgZf2J/65cf54fc12a411deb10c9f54c7fb4243/cpw-0-c-5-ii-xj.gif)

![](//images.ctfassets.net/f2ysq090txql/3zGJ44EHiYDbhSeC1oPg15/917db8a96c4e760d91d203d1f4c6265d/dt-5-y-6-dokn-8.gif)

![](//images.ctfassets.net/f2ysq090txql/3hgTTAYuDdOAGDTmlkKNB/b8b4429264a694f8e534efa905b6faee/pd.gif)

![](//images.ctfassets.net/f2ysq090txql/4RzOytKlJjANmAS1ajgfLc/f798db5b6bce02a559563e7863bfdb8d/image.png)

If your need is short-term and your own software does not allow for information to be moved across objects, perhaps Zapier or other integration software can help bring over some information. [Find out more](/help/faq/what-s-the-difference-between-piesync-and-zapier/). 

In short  no  PieSync currently syncs data stored on CONTACTS or COMPANIES only    Syncing  Deals  Tasks  Invoices  Opportunities       is not yet available as these are different objects entities from a syncing perspective  We re working on this tho…

Can I sync objects such as Deals/Tasks/Invoices/Opportunities/Notes/... ?

<InfoBox>[Zoho's CRM](https://www.zoho.com) makes sure your sales team stays focused on their targets. Lead generation from existing websites, lead activity tracking, email integration, task management and complete sales cycle views are just some of Zoho's many features. PieSync allows you to connect Zoho CRM to over [90 other cloud apps](https://www.piesync.com/zoho/).</InfoBox>

## Zoho CRM and Google Contacts (G Suite)

Google Contacts and G Suite, don't have their own team contacts manager. This is a huge headache for administrators who want to be able to manage contacts on a team based level.  That's why businesses choose to use Zoho CRM in conjunction with Google Contacts or G Suite because it allows administrators to manage contacts on a team based level. 

![](//images.ctfassets.net/f2ysq090txql/5V6iHIYHdaJHlIzDuShDLl/d168cdb419c71fbc779c550f9c112fb5/image.png)

### Let's get started!

1.  In the PieSync dashboard, choose Google Contacts and Zoho CRM

![](//images.ctfassets.net/f2ysq090txql/7IdnYCHls24gPAdo5IlM8P/f9d09adb4c1e2562373e6ff599d174b7/image.png)

2.  Authorize your apps. 

![](//images.ctfassets.net/f2ysq090txql/2CaKdwueM8sHXYEYOPUxzl/234f5aa881c143e39036b894e8a32f65/image-3.png)

3.  Configure your sync. A two-way real time sync requires two rules which are preconfigured for you.  They read "IF a contact is in Google Contacts THEN sync the contact between Google Contacts and Zoho CRM" and "IF a contact is in Zoho CRM THEN sync the contact between Google Contacts and Zoho CRM" this means all contacts in Google Contacts will be synced over to Zoho CRM and all contacts in Zoho CRM
    
![](//images.ctfassets.net/f2ysq090txql/6MKmW2cHjLeh3EoirRvFDx/76d5ae3be8d8977b1d14326eac36e00f/image-4.png)

A lot of people don't want to sync all contacts, or they want to segment the contacts into lists or groups. This can be done by configuring rules. For instance, you can filter your contacts based on their tags in Zoho CRM.  Perhaps you want to segment contacts who have the tag "Prospects" in Zoho CRM into a Group called "Prospects" in Google Contacts (you will need to create this group in Google Contacts if you don't already have one). Create a rule that reads "IF a contact is in Zoho CRM and has the tag "Prospects" THEN sync the contact between Google Contacts and Zoho CRM and add to Group "Prospects'" At the bottom of this rule activate the toggle which reads "Undo if tag does not equal Prospects, then remove from Group Prospects in Google Contacts". This will ensure your list is kept up to date.   

![](//images.ctfassets.net/f2ysq090txql/7vaw0xcROkTVwudfmsSSZt/341a08b924c704da834dd6872e105c48/image-5.png)

Thanks to PieSync's [team](/help/account/teams/) features, you and your colleagues can sync contacts in Google Contacts or G Suite into Zoho CRM. Duplicates (where the same contact is synced multiple times) are prevented because PieSync first checks to see if no similar contacts have been synced based on email addresses.  

<TipBox>**What happens to deletions?** If you delete a contact in either app, PieSync will label the deleted contacts as "trash" in the other app so you can manually check and then delete them there too ([explanation video](/help/features/syncing-deletions/))</TipBox>

## Zoho CRM and HubSpot

Everyone likes to work with **the best of breed apps.** Marketeers love Hubspot's rich web analytics & nurturing methods. Meanwhile, other sales operations prefer to stay in Zoho for its robust CRM approach. **PieSync can integrate both these apps so that together they form a killer lead gen stack and sales machine.**

![](//images.ctfassets.net/f2ysq090txql/10VJzXzEa0nC5Aa93w6m52/3f50e1921606cf40c67aca32f5cc1d66/image.png)

<TipBox>Everyone likes to work with **the best of breed apps**. For example, marketing wants to use HubSpot and sales choose to work with Zoho CRM. Each app has their specific qualities that work well for those teams. **PieSync can integrate these apps so that together they are a killer lead gen stack.** This recipe is especially useful for CRMs that don't treat leads differently from prospects or other contacts.  
</TipBox>

### Send Marketing Qualified Leads to Zoho CRM

<InfoBox> This recipe aims to showcase the power of PieSync for streamlining the marketing lead qualification process. We invite you to [get in touch](https://calendly.com/piesync) if you want to explore some options.</InfoBox>

### Let's get started!

1.  Start your sync through PieSync between HubSpot and [Z](/help/connector-apps/pipedrive/)oho CRM (here's [how](/help/features/getting-started/).)
2.  Then create this rule to make up this sync:   
    1) **IF a contact in HubSpot is greater than 5 THEN sync the contact to Zoho CRM and add Tag "MQL"**.  In essence this reads when a HubSpot contact's lead score goes over a certain threshold (in this case 5, but you can choose), then PieSync syncs this contact to Zoho CRM and adds a tag indicating that it is a marketing Qualified lead. 

![](//images.ctfassets.net/f2ysq090txql/5C2zrB2tBRfa0KCbVahls/a39cec8ac487ee20a6c70dd69fe78d1e/image-7.png)

<TipBox>⬅️  **You can also** assign those Marketing Qualified Leads to a dedicated Zoho  CRM sales rep through a filter. Instead of choosing "add a tag" select "set Owner to" and choose your rep from the drop down menu.  </TipBox>

### Sync based on opt-in and opt-out preferences

You can also keep your email lists sparkling clean by syncing based on your subscriber's opt-out and opt-in preferences.

In the following example, customers who have not opted out are subscribed to a list:

![](//images.ctfassets.net/f2ysq090txql/1ZGydmetNOd9DTo8LiIlVx/9008ed9b795c20a76e5498a3a44609bc/pasted-image-at-2019-03-08-4-36-pm.png)

<InfoBox>Keeping [GDPR](https://www.eugdpr.org/) in mind, syncing & storing opt-out preference on a CRM level is a **must**. </InfoBox>

### Sync HubSpot Analytics to Zoho CRM

With the Hubspot to Zoho CRM sync, you're able to sync HubSpot's analytics to Zoho CRM through [PieSync's customizable field mapping.](/help/features/new-customizable-field-mapping/) First, create the custom fields you need within Zoho CRM, such as when did they last visit your website, and what was the last marketing e-mail they opened from you.

![](//images.ctfassets.net/f2ysq090txql/3fjCjbbWPT3DGr4njabdSK/877a76f987f2292c07503d9c8f49364d/pasted-image-at-2019-03-08-4-50-pm.png)

On the PieSync dashboard you can map those custom fields between HubSpot and Zoho CRM, so that this information is synced to Zoho CRM from HubSpot. You only need to link these fields once, and you're all setup! 

![](//images.ctfassets.net/f2ysq090txql/5Jl947y9W3DZliUS0wwPPL/5981366004eb631605e0f468a50a4073/image-8.png)

<InfoBox>Good to know: setting up a sync between HubSpot and Zoho CRM **syncs historical website activity** too! Learn more on syncing with Hubspot in our [PieSync Recipe](/article/Kn1gzO3582-sync-recipe-translate-lead-scoring-intelligence-into-your-crm), which uses Pipedrive as an example but the underlying idea remains the same.  
</InfoBox>

## Zoho CRM and MailChimp

### Sync Email Subscribers

One of the most popular PieSync integrations is keeping selected (marketing opted-in) Zoho CRM contacts in sync with a MailChimp list.

![](//images.ctfassets.net/f2ysq090txql/4ApSo7RnenOhdBQ0DgKiPO/263a73f639a614aef875eb8017f15831/pasted-image-at-2019-03-29-1-37-pm.png)

Businesses that use this sync notice an **increase in productivity** because they no longer have to manually keep email lists up to date in either app. It is also easier to implement email marketing campaigns knowing that all your **subscriber information is up to date.**

Correct subscriber information is paramount these days, with strict data protection laws such as **GDPR**. You don't want to be hit with a fine because you accidentally sent out a bunch of emails to subscribers who are no longer opted-in!

This sync helps you send out timely campaigns to interested subscribers in email marketing lists with the most up to date information.

### Let’s get started!

Authorise your apps on the PieSync dashboard. [Click here to find out how to authorize Zoho CRM](/help/connector-apps/zoho-crm/).For MailChimp, you can only sync one MailChimp list per connection slot. If you want to sync more MailChimp lists, you have to create more syncs. [Click here to find out how to authorize MailChimp.](/help/connector-apps/mailchimp/)  
  

>  MailChimp advocates using one master list, as opposed to many small lists. [Read this best practices guide to find out more](https://kb.mailchimp.com/lists/growth/requirements-and-best-practices-for-lists)  

Then it’s time to set up a two-way sync between Zoho CRM and MailChimp.

![](//images.ctfassets.net/f2ysq090txql/2guLLPuWX1mYfvqHF3liCf/b61dd84d16f0e729097c638598e69e2c/image-1.png)

This reads that **all contacts in Zoho CRM will be synced to MailChimp and all contacts in MailChimp List (List Name) will be synced to Zoho CRM.** Because syncing ALL contacts between the two is usually not what we’re after, you can **add some nuance** to the sync.

### Filter Based on Tags

You can filter contacts using **Zoho CRM tags**. To do this add a filter under Zoho CRM on both rules.

I have added the additional filter that the contact has the tag “Newsletter” then it will be synced to MailChimp.

![](//images.ctfassets.net/f2ysq090txql/2Cf0oBFfQxVI3pv8Kw4ngd/e4c2b00c822073b31ca275ffd2ae24d3/image-2.png)

  
If someone subscribes to the MailChimp List (via a form on your website), their information will be synced to Zoho CRM and the tag "Newsletter" will be added.

### Sync based on opt-in and opt-out preferences

You can also keep your email lists sparkling clean by syncing based on your subscriber’s opt-out and opt-in preferences.

In the following example, customers who have not opted out are subscribed to a list:

![](//images.ctfassets.net/f2ysq090txql/7WHnbfpQ0FbBAbo3HTI5A/4bb0c05ecfb988a7e9f81610e8f3a436/pasted-image-at-2019-03-12-11-17-am.png)

*   If a customer unsubscribes from your mailing list, this information gets picked up by PieSync and is reflected in Zoho CRM.

<TipBox>Bonus tip: if your contacts opt-in for your subscriptions on a **Shopify** checkout page, you can choose to automatically opt in these contacts in Zoho CRM! [Here's how](/article/8m4vBymOGa-sync-recipe-shopify-your-crm).</TipBox>

## Zoho CRM and Quickbooks

By creating a sync between Zoho CRM and Quickbooks, colleagues in accounting can count on the addresses in Quickbooks to be correct and up to date.  It can also automatically send through customer information from Zoho CRM to Quickbooks when a deal is closed so that invoicing can begin. Through the power of syncing, your business has only **one address book** to maintain: Zoho CRM's... Or Quickbooks! Whichever you want.

![](//images.ctfassets.net/f2ysq090txql/3hBLiJrnVDH63VrPWs5Pg6/9f5a9693be0ccc7bbee3774caee961ca/image.png)

<InfoBox>After closing a deal, sales staff typically identifies to whom invoices should be sent. They will create this contact in Zoho CRM. Through PieSync, the contacts of the invoice recipient can be synced to your accounting team in Quickbooks.  
</InfoBox>

### Let's get started!

1.  **Authorise your apps** on the PieSync dashboard. 
2.  **Setup a two-way sync** between your Quickbooks and your Zoho CRM. 
3.  Set up a rule in PieSync to sync contacts from Zoho CRM to Quickbooks using tags such as "invoice recipient". This way, colleagues in accounting can rely on recipients' address information to be correctly pre-filled out in Quickbooks, no more double checking. **Smooth handover!**
4.  Maybe sales forgot to handover to accounting. No worries: even when accounting creates new contacts in their own invoice app, they will be synced to and **identified as invoice recipients** in Zoho CRM. So make sure you set up a rule that stipulates that PieSync sync contacts from Quickbooks to Zoho CRM if they carry a specific tag such as "invoice recipient"
5.  The cherry on top: Quickbooks can track whether a contact **still has open invoices  or not to their name.**  Since PieSync works 2-way, as soon as the invoice gets paid and is logged in Quickbooks, the tag disappears in Zoho 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/rctnzm6ZoJfbXw4r2eThG/73a746fb96620646f5c37e81d574db0d/image-9.png)

⬅️  **Quickbooks to Zoho CRM.** When accounting creates **new** contacts in Quickbooks, they will be synced to Zoho CRM, along with the information about their payment status (handy for sales and customer care teams who are in contact with contacts). For this latter feature, you simply create a custom field in Zoho so it can store Quickbooks' information.

Using custom fields in Zoho CRM you can create more nuances:

![](//images.ctfassets.net/f2ysq090txql/RLyiM5I2Ym4u9fyseeaXd/49d99a87fc44e1d4e635eb3f7acaaeb0/image-10.png)

Zoho CRM and Google Contacts  G Suite   Google Contacts and G Suite  don t have their own team contacts manager  This is a huge headache for administrators who want to be able to manage contacts on a team based level   That s why businesses choose to…

Want to learn more?

PieSync Guidelines for Zoho CRM Users

<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

With cloud-based Clio Manage, lawyers can build a better practice from any device, at home or office. Manage cases, documents, bills, appointments, and clients, streamline your accounting tasks, and protect your information with bank-grade encryption and security audits.


clio

Clio Manage

Infusionsoft by Keap offers your small business a range of automated sales and marketing solutions. Having tools like lead generation, marketing automation, and CRM functionality all in one place, allows your business to grow and succeed!


infusionsoft_by_keap_logo

Infusionsoft by Keap

Use Keap to organize all your client information and daily work while streamlining administrative tasks, freeing you up to concentrate on your clients.



keap_logo

Keap

Popular sync combinations

Clio and Infusionsoft by Keap

Some Kustomer accounts only allow their users to log in by using their Google account. This is a good security practice, but unfortunately this causes issues when trying to create an access token for the Kustomer API as that can only be done using the Kustomer username and password...

In order to work around this limitation, an admin user would need to do the following:

1.  Enable the Kustomer login method again in your settings (this would need to be done by a user having admin permissions)

![](//images.ctfassets.net/f2ysq090txql/4vqzKlhdOy80sqn77wboKk/a060451886f63e5a8cc96c63cabfe5ac/image.png)

2.  Log out of your Kustomer account
3.  Request a new password on the Kustomer login screen
    
    ![](//images.ctfassets.net/f2ysq090txql/5qYs0RW1zTqf9V9nCLSOGB/419bef0dfa98a05485e8aebd8ad9ebb0/image.png)
    
4.  When the new password is set, authenticate your Kustomer account on app.piesync.com.
5.  Once you're authenticated, disable the Kustomer authentication again in your Kustomer settings (so to go back to the original state).

Some Kustomer accounts only allow their users to log in by using their Google account  This is a good security practice  but unfortunately this causes issues when trying to create an access token for the Kustomer API as that can only be done using th…

Kustomer - Authenticate when you only have Google SSO enabled

## What is possible? 

### Contacts 

The beating heart of our syncing engine can help you with keeping your contact information in sync, at all times. 

Depending on the app you're using, you might see alternative names such as Audiences, Customers, Users, etc.
The basic principle is that we display the same name as the entity the app uses as its contact repository. 

In the example below, we are syncing contacts between HubSpot and QuickBooks. In this case, the respective contact repositories are called "Contacts" and "Customers":
![Screen_Shot_2020-06-17_at_18_54_14.png](//images.ctfassets.net/f2ysq090txql/6QtXWvDkZby3VGbRueaieA/b1869c44db996b8e5b63234cfa6f5760/Screen_Shot_2020-06-17_at_18_54_14.png)

### Leads

Similar to our contact sync, our engine is also able to sync the leads entity in your apps. 

<InfoBox> Learn more about our Leads sync [here](https://www.piesync.com/help/faq/syncing-leads/ "Syncing Leads"). </InfoBox>

#### Some key take aways: 

- Some applications have a standalone Leads entity. PieSync is able to incorporate that in the sync. You can choose which contact type you wish to sync during the 3rd step of the configuration process, as shown in the example below for Microsoft Dynamics 365:
![Screen Shot 2020-06-17 at 20 09 24](//images.ctfassets.net/f2ysq090txql/7LMmtESf1P17iJx6aqGPId/fc8ee1f5f550b1cb8b04ff6a42a13654/Screen_Shot_2020-06-17_at_20_09_24.png)

- It might be that your application doesn't have a leads entity, while you can see leads in your account. In such cases, the leads are stored within the Contacts section and distinguished by a particular field (e.g "Status"). We are able to incorporate those in the sync as well. 


### Companies

Also known as "Accounts" or "Organizations", this is the third entity that PieSync is able to sync. It does come with a nuance though.

- Our companies sync is only available for a limited number of applications. A full overview of the supported apps can be found at the bottom of [this page](https://www.piesync.com/help/faq/can-i-sync-company-account-information/ "Syncing Company / Account info").

- PieSync only offers a company to company sync. This means companies or accounts can't be synced to a contact entity. Doing so will result in the following error message: "The selected combination of entities cannot be synced"
![Gif KB](//images.ctfassets.net/f2ysq090txql/6g2SKlBqZ5ohwXATA8uYX1/77dea4fe62601ad7c3984637d9e1d0d0/Gif_KB.gif)

- For some integrations, PieSync is able to expose Company related fields when syncing Contacts. This allows you to sync company related information on the contact level. 
More information on this can be found [here](https://www.piesync.com/help/faq/syncing-company-related-information-on-contact-level/)

When available, these fields will be visible in the sync configuration as shown in the example below:
![Screen Shot 2020-06-17 at 21 11 39](//images.ctfassets.net/f2ysq090txql/nkle72OLNjoqH01AmkKCj/2119244dc2be432fe3ff011dd5ff046e/Screen_Shot_2020-06-17_at_21_11_39.png)
<InfoBox> Learn more about the possibilities of our Companies sync [here](https://www.piesync.com/help/faq/can-i-sync-company-account-information/ "Syncing Company / Account info"). </InfoBox>


## What PieSync doesn't sync today 


- Deals / Opportunities. 
- Tasks
- Notes / Logs / Activities
- Orders / Products
- Emails
- Invoices / Quotes
- Campaigns
- Custom Objects

At this point, we focus on syncing your contact data. The entities listed above cannot be synced at the moment. However, this doesn't mean we won't support them in the future. On the contrary! Our developers are currently working on ways to implement some of these features as well.

Feel free to share what you'd like to sync through [this small survey](https://piesyncforms.typeform.com/to/Erb2jN "typeform").
It only takes a few minutes and allows us to capture valuable feedback regarding the priority of these features. 

Additionally, by filling in this survey, you’ll automatically receive a notification when the feature you’re looking for is being launched.


What is possible     Contacts   The beating heart of our syncing engine can help you with keeping your contact information in sync  at all times    Depending on the app you re using  you might see alternative names such as Audiences  Customers  Users…

What does PieSync sync? 

## 5 quick steps to do before you hit "Sync!"

![](//images.ctfassets.net/f2ysq090txql/54ScpBCj0sW99qoJjUfpuR/86ae7b3b17adbd3463fd0bf62dc4f5d4/larry.gif)

<InfoBox>Hesitant to "Start syncing now" after you configured a sync?  
Follow these steps to gain peace of mind! </InfoBox>

**1) Pause other syncs to your apps**

Turn off or pause any existing integrations in parallel (other PieSyncs, Zapier, Fullcontact, etc). Leaving these syncs on can lead to unpredictable results. Check your CRM's account settings, you may already be syncing some data (one way).

**2) Back up your data**

In the next step, we'll give you some tips on cleaning up your data. That's why it's wise to make a backup first should you be too enthusiastic in cleaning contacts. [Google Contacts, Icloud, ContactsPlus save a temporal state of your Contacts so you can always go back to a state prior to a sync](/help/want-to-learn-more/revert-a-sync/). Have contacts on your phone? [Here's a checklist.](/help/faq/get-your-phone-contacts-in-sync/)

**3) Time to clean**

Delete contacts you won't ever need anymore. You may want to empty Google's ["Other Contacts" folder](https://support.google.com/mail/answer/1069522?hl=en&visit_id=1-636459121173695326-1876924094&rd=1) filled with legacy contacts. Make sure your source & target data is rid of duplicates. Use the “find & merge duplicates” features of Google/iCloud/Outlook or from your CRM. 

*   [Instructions for Google Contacts](https://support.google.com/mail/answer/1069522?hl=en) (+ [9 extra tips provided by FullContact](https://www.fullcontact.com/blog/clean-up-google-contacts/))
*   [Instructions for iCloud](https://support.apple.com/en-us/HT203565)
*   [Instructions for Outlook.com](http://ccm.net/faq/39487-outlook-com-how-to-remove-duplicate-contacts)
*   [Instructions for CRM, for example Pipedrive](https://www.google.com/search?q=dedupe+pipedrive+contacts)

Once the sync is started, you can continue performing these clean up operations. PieSync [can detect cleaning](/help/want-to-learn-more/cleaning-up-duplicates-in-your-crm/) up contacts.

**4) Do a sanity check**

Perform a human check on whether the find&merge duplicates did its job. Merge whichever duplicates that weren’t detected automatically, delete old contacts or old addresses. By default, PieSync will only sync contacts that have an e-mail address, which is what we then use on the other side of the sync to keep your contacts unique. 

**5) Run a test sync**

If you want to test PieSync on a limited dataset, you can apply some intelligent rules to narrow down the sync. 

<Embed src="//www.youtube.com/embed/Bk_OSkK-JvQ" />

  

*   For instance, adapt rules to only sync contacts with a specific dedicated test-tag, and have it update a specific field on the other side as extra proof. If you only tag one contact in your CRM with this very specific tag, only this contact will sync. The other contacts remain untouched.![](//images.ctfassets.net/f2ysq090txql/4H8IOtuSEcAwFFWpEMv4A4/4315bb78f5091ac100c72fcc71ac5f69/blob)
*   Don't have tags in your app? Consider creating a test contact with a dummy or test e-mail address and only leave this rule enabled. Works just as well. Just know that sometimes a dummy e-mail address won't get created inside your ESP client.
    
    ![](//images.ctfassets.net/f2ysq090txql/3B3AD2S36pvyK2G2UtmyfS/b460cd55b694b72ea77f9a1f4e57f04e/blob)
    
*   Furthermore, you can always disable rules to prevent contacts from being created into an environment where you want to avoid unexpected contacts from being pushed towards! 
    
    ![](//images.ctfassets.net/f2ysq090txql/2HCSnFK21Pn9hVNi3Q1yTV/99282c381394ca36cbfc1bc7e6e1e1d1/screen-flow.gif)
    

[What are you waiting for? Start syncing! ](/help/features/getting-started/)

<TipBox>Still in doubt? Feel free to [schedule a call](https://calendly.com/piesync) with our support team.</TipBox>

5 quick steps to do before you hit  Sync        1  Pause other syncs to your apps  Turn off or pause any existing integrations in parallel  other PieSyncs  Zapier  Fullcontact  etc   Leaving these syncs on can lead to unpredictable results  Check you…

Preparing your data for PieSync

<Embed src="https://www.youtube.com/embed/mwH6sLjgIVg/" />  

By default, an iPhone will store contacts on iCloud, or, if you've opted out from iCloud, it will store them locally on your phone. How do you get these contacts synced up to other services? It all depends on where they are now! 

*   If your iPhone contacts are stored in iCloud, you can choose to [sync your contacts from iCloud directly to many of PieSync's other supported apps](http://www.piesync.com/icloud/).
*   If you're not using iCloud, you should consider moving your contacts to a cloud service, as only then will PieSync work.

**But even if your contacts are currently stored in iCloud**, and [PieSync supports iCloud](http://www.piesync.com/icloud/), you may want to make sure your iPhone uses Google Contacts instead, especially if the rest of your business runs on Google apps.

## Managing multiple contact lists on an iPhone

A quick way to find out which contacts are currently loaded up on your iPhone, is by going inside the **Contacts app**, or the **Phone app** of your iPhone.

By tapping the **Groups** icon on the top left, you'll understand that an iPhone is capable of visibly merging different databases into one single contact list.

While in some cases it is handy to have your iPhone consolidate contact lists, in most cases it actually leads to **confusion.** Because everything is neatly merged, there is no easy way to recognize in which cloud database a specific contact is being stored.![](//images.ctfassets.net/f2ysq090txql/3R930qCIp77bn5CBEqOTug/e4937fa14b75e0b5e8fda7df552698f1/image.gif)

  
<InfoBox>Where is your mom's contact stored? Is it in iCloud? Google Contacts? Your SIM card? Worse yet, is it in all three of them simultaneously? Your iPhone actually dedupes them & merges identical contacts visually!  
  
The idea is ultimately that your phone merely acts as a window into contacts databases, so we suggest you visit [contacts.google.com](http://contacts.google.com) or [icloud.com/contacts](https://www.icloud.com/contacts) respectively to see & manage these lists.</InfoBox>

## Where are your contacts stored?

So how does your iPhone manage contacts? This help article can't possibly cover all possible scenarios, but here's how you can easily find out how your iPhone is setup currently.  
  
Go to **Settings -> Contacts -> Accounts** to find out which services are allowed to manage/add contacts on your phone. In the example shown to the left, there are three accounts moving contacts into this iPhone:  

1.  iCloud
2.  Personal gmail.com
3.  G-suite-domain

It's very likely you will see something different on your phone: you may or may not have iCloud, you could have an [Outlook](http://www.piesync.com/outlook-office365/) account, and so on.

![](//images.ctfassets.net/f2ysq090txql/4dGQCrcQjhwMJIrw3KAawL/d3544012e3d0b59539ad6b96943bd33b/image.gif)

<InfoBox>**Did you know?** Connecting a Google account to an iPhone will **import** your Google Contacts. However, the contacts that you had on your phone before **are not moved to Google**. They remain stored on iCloud or on your phone! Follow these instructions to back up those contacts to Google.</InfoBox>

The next steps will help you consolidate your contacts into Google's ecosystem instead. **Wherever your contacts are,** with the [**Google Drive app**](https://itunes.apple.com/be/app/google-drive-secure-online-file-storage/id507874739), you can push your Contacts data from your iCloud or those that are locally stored  to the Google Drive and into Google Contacts.

## Move your iPhone Contacts to Google Contacts with the Google Drive app

1. [Download Google Drive](https://drive.app.goo.gl/?link=https://drive.google.com/_/backup/ios&ibi=com.google.Drive&ius=googledrive&isi=507874739) to your iPhone and sign in with your Google account. If you don’t have a Google Account, you can create one when you sign-in to Google Drive. Already have Google Drive? Make sure it’s up to date.  

![Install Google Drive Google Contacts iPhone](//images.ctfassets.net/f2ysq090txql/6q1Oh3EUTKzpAGTWVZEGEB/d5c95a281c8ee1566fda9cd877aaaaa7/image.jpeg)

2. Now it’s time to backup your content. Open Google Drive and go to the backup wizard in Menu > Settings > Backup. You can select which content you want to backup or simply backup everything. Then hit “Start”.

3. Sign-in to your Google Account on your iPhone.  

![](//images.ctfassets.net/f2ysq090txql/6jkNFu6BAaqQcxVkxn2jpi/fea21e5327c83dfab643d375e4aacbdd/image.jpeg)

4. Go to your iPhone settings and **make sure your default account is the selected** **Gmail account**.This ensures that new contacts are added to Google Contacts and can then be synced to your cloud apps such as your CRM.

<InfoBox>Don't forget to set up the "Default account" to be Google! Merely connecting a Google account isn't sufficient, you also need to make sure new contacts you create on your phone are immediately created inside Google via this setting.</InfoBox>

<Embed src="https://www.youtube.com/embed/VlMm4q1wIn0/" />


Where are your contacts stored   So how does your iPhone manage contacts  This help article can t possibly cover all possible scenarios  but here s how you can easily find out how your iPhone is setup currently       Go to Settings    Contacts    Acc…

Setting up your iPhone to sync with Google Contacts

Where possible, PieSync offers bidirectional field mappings (two-way). However, there are **some exceptions** where a mapping can only be set up one-way:  

*    When a **field cannot be modified** in the application you are syncing.

*   When a **field only allows some specific values**. In that case we do not allow writing to the field because we cannot guarantee the new value is allowed by the field. For example: dropdown, (multi)-select, status,... fields.

*   When **two mapped fields have different types** such as text, number, date,... In some of those cases we cannot guarantee a correct conversion in both sync directions. For example: the data in a number field can easily be converted to a text field, but not all text values can be synced back to the number field.

![](//images.ctfassets.net/f2ysq090txql/66hjCGL1zMNRiVjyVDJ1us/d5747886fa0d3aa4542c88c72e246cb6/image.png)
  
Bear in mind that the **general direction** of your connection affects your syncing behavior. When you have configured your connection as a one way sync in the other way (→), the following message will pop up.  

![](//images.ctfassets.net/f2ysq090txql/74uOD8xabUStQVtQHdm3MT/3c20b4f263730bd08520da5c66a942fd/image.png)

Where possible  PieSync offers bidirectional field mappings  two way   However  there are some exceptions where a mapping can only be set up one way         When a field cannot be modified in the application you are syncing      When a field only all…

Why can my fields only be mapped one-way?

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Help Articles related to syncing Close

My contacts have multiple email addresses, which one is used to match?

Can I also sync Leads?

How can I close/delete my account?

Can I sync objects such as Deals/Tasks/Invoices/Opportunities/Notes/... ?

PieSync Guidelines for Zoho CRM Users

Close

Clio and Infusionsoft by Keap

Kustomer - Authenticate when you only have Google SSO enabled

What does PieSync sync?

Preparing your data for PieSync

Setting up your iPhone to sync with Google Contacts

Why can my fields only be mapped one-way?

Start syncing your Close contacts two-way with more than 230 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 230 apps

Related Close resources

Have your Close CRM Leads in sync with 230 other apps

Help Articles related to syncing Close

My contacts have multiple email addresses, which one is used to match?

Can I also sync Leads?

How can I close/delete my account?

Can I sync objects such as Deals/Tasks/Invoices/Opportunities/Notes/... ?

PieSync Guidelines for Zoho CRM Users

Close

Clio and Infusionsoft by Keap

Kustomer - Authenticate when you only have Google SSO enabled

What does PieSync sync?

Preparing your data for PieSync

Setting up your iPhone to sync with Google Contacts

Why can my fields only be mapped one-way?

Start syncing your Close contacts
two-way with more than 230 other apps