PieSync integrates Conversocial with Pipeliner for an automatic 2-way contacts sync. Every time you add or update a contact in Conversocial, it is automatically synced with Pipeliner, and vice versa - eliminating import/export!
Syncing Conversocial with Pipeliner is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.
Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing Conversocial with Pipeliner.
More connections with Conversocial and Pipeliner are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
Conversocial collaborates conversations you've had with your customers on social media into one central app. It blends the contact center with the dynamics of social customer engagement. Conversations are threaded together so you easily track customer interactions.
Pipeliner CRM is an intelligent platform with a powerful dashboard to work in. The intuitive and visual pipeline view with graphical display together with user-friendly reporting and forecasting features will continuously empower your sales team!
We’re using PieSync to help a client of ours sync their contacts in two different CRM’s. In one CRM, contacts are signed up for a trial to use our client's software, and in the other CRM, this trial sign-up triggers an automated email workflow. Before PieSync, contacts would be sent from one CRM to the other upon creation. Later, if they signed up for a trial, their updated trial sign-up information wouldn’t be sent from one CRM to the other. This wouldn’t trigger the email automation campaign, and new trial users wouldn’t get the information they needed. Now we have PieSync, and that information is accurate, all the time. Let me know if you need some more information.
Your approach is not only safe, but puts the power in our hands. I used to be in the data business many years ago, so your solution makes perfect sense. It helps me develop an approach to keep my information up to date and synchronized.