Desk.com is Salesforce's customer support platform for SMEs. Customers can get support via self-service support centre, live chat, email or phone. Features include productivity tools, mobile support, omni channels and case management.


desk

Desk

Bigcontacts is an easily accessible CRM for small businesses. Start by using just the basic contact-organizing functionality and move forward with a more advanced toolset including task and campaign management, lead tracking and 360° contact view.


bigcontacts

BigContacts

#### What does the 'Avoid Duplicates' option do?

When 'Avoid Duplicates' is enabled in the configuration set-up, PieSync only syncs contacts that have an email address. We use the email address as the main identifier for a contact in order for us to prevent creating duplicates and to match and enrich contacts where possible in both applications.

![](//images.ctfassets.net/f2ysq090txql/6Y233jtNhZQphmahNGNAJX/74ce2980b5ad34fc4206915cb966a126/screenshot-2019-09-03-at-14-19-48.png)

#### What happens when the 'Avoid Duplicates' option is switched off

If the 'Avoid Duplicates' option is switched off we won't be able to double check if contacts that don't have an email address already exist in the receiving app, as such we might be creating duplicates.

That's why we would always recommended to keep this option switched on. If you do want to switch this option off then it is always recommend to first:

*   clean up your database
*   create a backup

#### How do I disable the 'Avoid Duplicates' option?

As a precaution we don’t allow users to disable this setting themselves because PieSync may not be able to reverse a sync and KWCommand does not have a way of restoring contacts either.

**If you read the above and you want to disable the 'Avoid Duplicates' option anyway then just send an email to support@piesync.com and we will disable this checkbox for you.**

What does the 'Avoid Duplicates' option do?  When 'Avoid Duplicates' is enabled in the configuration set-up, PieSync only syncs contacts that have an email address. We use the email address as the main identifier for a contact in order for us to p...

Keller Williams

How do I disable the Avoid Duplicates option for my KW Command connection?

If you've just activated PieSync or updated your configuration and see the icon load with text that says PieSync is scanning through your apps, telling you to __"Grab a coffee while you wait,"__ then this means that PieSync is scanning every single one of your contacts in both applications. This is true even if you're just syncing a subset.

After this scan, the synchronization will start.

![1 Sync Type Initial Sync Grab a coffee while you wait](//images.ctfassets.net/f2ysq090txql/1xnfztS8RIfW7NXzqi97vf/463a07eaa873c11c7b6ed4790c21226e/1_Sync_Type_Initial_Sync_Grab_a_coffee_while_you_wait.png)

<InfoBox>Here, you can read more about [the different Health Dashboard states.](/help/faq/different-dashboard-states/)</InfoBox>

## What types of syncs does PieSync run?
<InfoBox>There are two types of syncs that PieSync runs--__initial syncs__ and __incremental syncs__.</InfoBox>

### Initial Syncs
An initial sync is the state of a connection when:

* It has been __activated for the very first time__ or
* There's been a __reconfiguration__ and you click "Save and Resume Syncing" at the bottom of your configuration page.

During an initial sync, PieSync runs through all of the contacts in both apps. This takes longer to do than an incremental sync, which we speak to further below. For every single contact record in an initial sync, PieSync runs the "operation" you have in place.

Running the "operation" means that PieSync compares each contact against the combination of all of your Connection Rules, Connection Settings, and Field Mappings to see which ones meet the criteria in your configuration.

<InfoBox>The larger your database, the longer the initial sync might take.</InfoBox>

### Incremental Syncs
Once the initial sync is done and the connection is active, PieSync will scan your databases every five minutes for updates and creations, thereby running an incremental sync.

An incremental sync is the state of a connection when it's:

* __Active__ and
* Only syncing __new updates and creations__.

This means that PieSync only runs your operation for each update to a contact, not all contacts all over again. If a contact has been kept in sync and has never been updated since then, this means PieSync only ran the operation on your contact the first time PieSync processed it.

PieSync nevers runs your operation more than once for each update on a contact because if it did, PieSync would create a sync loop. This means that PieSync would never stop syncing your contacts and the number of API calls it would make would skyrocket into infinity.

Because the load is much lighter, incremental syncs happen much faster than initial syncs.

This might be delayed if you have multiple connections set-up with the same account from the same app. To avoid conflicts, PieSync only activates one sync at a time so it might be waiting for the other syncs to finish running first.

<TipBox>If either of these sync-types takes longer than three hours, be sure to contact PieSync Support at [support@piesync.com](mailto:support@piesync.com)!</TipBox>

If you've just activated PieSync or updated your configuration and see the icon load with text that says PieSync is scanning through your apps, telling you to "Grab a coffee while you wait," then this means that PieSync is scanning every single on...

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

How much time does it take to sync?

zendesk

Zendesk

Zendesk, a customer service software streamlines your support with time-saving tools like ticket views, triggers, and automation. This helps you get straight to what matters most! Better customer service and more meaningful conversations.


Customer Care

Sync Customer Care apps you use everyday to automate your business and be more productive. {{ connectorCount }}+ Customer Care sync integrations currently available. Click on your favorite app to get started.

<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>

**Zendesk** streamlines your support with time-saving tools like ticket views, triggers, and automation. This helps you get straight to what matters most! Better customer service and more meaningful conversations. **Below you'll find detailed information, specifically for Zendesk integrations:**

## Supported Zendesk Integrations

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

## Video

In the video below, you will see a sync set up between Zendesk/PropellerCRM and Zendesk/MailChimp.

<Embed src="//www.youtube.com/embed/zREkq4G7wFs" />

## Authorizing Zendesk 

We simply ask your Zendesk subdomain and login details to connect your account.

![](//images.ctfassets.net/f2ysq090txql/4hxBxarBuDDaCCRgSpJcVK/93920a62f415177b4883b5864b5d13b8/image.png)

![](//images.ctfassets.net/f2ysq090txql/54UtB7pW5tFHyBwM8wELm2/28a1ebcff969655525a2e21fdfc4ae28/image.png)

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

![](//images.ctfassets.net/f2ysq090txql/79Fznn6Ap3GzE9MQvjkKgq/912bcfac9056c7a6f35d023c8d75cbad/image.png)

## Choose your contact type

Distinguish between Organizations and Users before proceeding to the configuration page.

![](//images.ctfassets.net/f2ysq090txql/4FZxyiILMKmEJX9vhJXmMQ/4d3d35f10d67fbc1a83cefc69e488b22/screenshot-2019-09-20-at-12-14-23.png)

Learn about our **User sync below**.

<TipBox>[Incorporate Company related information in a connection between Contacts / Users.](/help/faq/syncing-company-related-information-on-contact-level/)</TipBox>

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

## \[IF\] Supported Conditions/Filters

*   TAGS
*   ACTIVE/INACTIVE
*   SUSPENDED/NOT SUSPENDED
*   VERIFIED/NOT VERIFIED
*   END-USER YES/NO 
*   FIELD VALUES (INCLUDING CUSTOM FIELDS) \[_contains/does not contain/has any value/equals/does not equal/...\]_
*   ALREADY EXISTING IN APP YOU SYNC WITH

![](//images.ctfassets.net/f2ysq090txql/2AIVNPbO3GPdOjedoZheYy/d4f4c4a4aa84fe7e56e40a50d81adb6f/image.png)

## \[THEN\] Supported Actions

*   ADDING/REMOVING TAGS
*   UPDATING FIELD VALUES (_INCLUDING CUSTOM FIELDS_)

![](//images.ctfassets.net/f2ysq090txql/4oCIVI7MNTMLJVe0dpLn8t/3b25922d62b185d07b23e5accf1e2aeb/image.png)

## Default Field Mapping

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

![](//images.ctfassets.net/f2ysq090txql/63rFWmWZtErnRCpmJjxYAr/14b5a9fbfd78653a440afba403e57735/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 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.</InfoBox>

## Customizable Field Mapping 

You can custom map your Zendesk 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/28JyL2b2HYYWpWkgy7bONP/282c9438dca21ef33e35941127dd6ab3/image.png)

## Additional Options

### Syncing Deletions

In connections between Google Contacts and Zendesk, you are able to [**SYNC DELETIONS**](/help/features/syncing-deletions/) **one-way**. When a contact gets deleted in Google Contacts, we add the tag 'PieSync Trash'  to that same contact in Zendesk. You will be able to review this segment first before deleting or taking any other action in Zendesk too. 

![](//images.ctfassets.net/f2ysq090txql/7wfywUq2Hm0q3P2lKn2GYA/1082b774f6180fcfd897e47d26751a71/image.png)

### Syncing Unsubscribes

In connections between Zendesk and some marketing tools we support such as e.g. MailChimp, you are able to [**SYNC UNSUBSCRIBES**](/help/features/syncing-unsubscribes/) **one-way**. When a contact gets unsubscribed in your marketing tool, we add the tag 'PieSync Unsubscribes'  to that same contact in Zendesk. You will be able to review this segment first before taking any action in Zendesk too. 

![](//images.ctfassets.net/f2ysq090txql/1uwt6RcfSV38L56FBwYTpj/c14c8f6036e1891b81eddcc2430205bd/image.png)

<InfoBox>The availability of additional options in our sync 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 deletions and/or unsubscribes on one side and at the same time be able to create a new segment 'PieSync Trash' or 'PieSync Unsubscribes' on the other side. </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. **Don't forget to read our** [**blog**](http://blog.piesync.com/) **for the latest in productivity, apps, and technology!**  </TipBox>

GETTING STARTED GUIDE: How to set up a new connection? ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics. Zendesk streamlines your support with time-saving tools like ticket views, triggers, and automati...

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

Supported Apps

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/... ?

Zendesk Sell (formerly Base CRM) is sales force automation software to enhance productivity, processes, & pipeline visibility for sales teams. That means less time updating tasks, more time building relationships & selling. Integrate Zendesk Sell (formerly Base CRM) Contacts and Leads with 140+ applications.

Zendesk Sell (formerly Base CRM)

<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**</InfoBox>

**Zendesk Sell** (formerly Base CRM) is sales force automation software to enhance productivity, processes, & pipeline visibility for sales teams. That means less time updating tasks, more time building relationships & selling. Integrate Zendesk Sell (formerly Base CRM) Contacts and Leads with 140+ applications.

<Embed src="https://www.youtube.com/embed/fRXCl9CpwvY?feature=oembed" />

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

## Supported Zendesk Sell Integrations

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

## Authorizing Zendesk Sell

For Zendesk Sell, we need you to log in to your account, easy as that. **When you click 'Authorize' a pop-up window appears requesting your email & password.**

![](//images.ctfassets.net/f2ysq090txql/4RyBNaWnDJrDGaUXrMdqSA/0ae8a7ceec60f6b4d206b55c0cf34ffa/screen-shot-2018-11-20-at-12-17-11.png)

If you already authorized Zendesk Sell 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/23Rzr9Q3AnYrmhqVzK2D2e/30fc93b70faca28b432f3f843f94c168/screen-shot-2018-11-20-at-12-16-46.png)

## Choose your contact type

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

![](//images.ctfassets.net/f2ysq090txql/b8brsvK1TYYlG823Fwp8o/6a503f8a457ec7df7cbaa79b0fd9bc2c/screenshot-2019-09-17-at-14-30-36.png)

* Learn about our contact sync below.
*  More in-depth info about syncing Leads can be found [here](/help/faq/syncing-leads/).
* 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

*   Has Tag
*   Customer Status
*   Owner
*   Prospect Status
*   Already existing in the app you sync with _(INCLUDING CUSTOM MAPPINGS)_

![](//images.ctfassets.net/f2ysq090txql/2dWV97ooDPqcslneuY9piw/426972bf66d5c51723cd5bbd36723f22/screen-shot-2018-11-20-at-13-43-05.png)

## \[THEN\] Supported Actions

*   Add / Remove Tag
*   Updating field values _(INCLUDING CUSTOM MAPPINGS)_

![](//images.ctfassets.net/f2ysq090txql/7fpgwtJHZvdclX1cZggb9v/c8a6ac9baad53a7670a52b1fd4bfc7a5/screen-shot-2018-11-20-at-13-43-45.png)

## Default Field Mapping

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

![](//images.ctfassets.net/f2ysq090txql/6R9bb8FAPRvj1Myr5pFjlp/0aa96577490754143c6e1195a0652517/screen-shot-2018-11-20-at-13-46-22.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

You can custom map your Zendesk Sell Custom Fields and any additional standard fields that aren't included in the default mapping yet if you're subscribed to the Elite plan. 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/2raoJLIB0MTGCzzzTY7ECM/48fb58ba1bd92dbc1e05208b2e86f9a0/screenshot-2019-04-24-at-15-38-49.png)

## Additional Options

### Syncing Deletions

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

![](//images.ctfassets.net/f2ysq090txql/6jxXJrhuvGRbXyfwncWD1t/c1ea7b030b6376d8cf604c7724586b82/screen-shot-2018-11-20-at-13-43-56.png)

### Syncing Unsubscribes

In connections between Zendesk Sell and some marketing tools we support such as e.g. [MailChimp](/help/connector-apps/mailchimp/), you are able to [sync unsubscribes](/help/features/syncing-unsubscribes/) one-way. When a contact gets unsubscribed in your marketing tool, we add the tag 'PieSync Unsubscribes' to that same contact in Zendesk Sell. You will be able to review this segment first before taking any action in Zendesk Sell too.

![](//images.ctfassets.net/f2ysq090txql/2cw9Qy09h3En7xi0ohBSRK/17bed49d7d285ad44dfff1723c8a0bd5/screen-shot-2018-11-20-at-13-50-54.png)

<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>

GETTING STARTED GUIDE: How to set up a new connection?  ALL FEATURES EXPLAINED: All our features/functionality explained in detail  Zendesk Sell (formerly Base CRM) is sales force automation software to enhance productivity, processes, & pipeline ...

## Mapping Toggles

If you set up a connection, then you will always have the possibility to toggle your Mappings on the right hand side. By Default they will all be toggled on. The screenshot below indicates a regular connection with the Mappings all toggled on. **If a Mapping is toggled on, then this Mapping will be synced.**

![](//images.ctfassets.net/f2ysq090txql/7bf6q5KRqvY15YkNHUn1fy/6f5fbfc5cf15173b26b0bb1b5deff3bb/toggle-1.png)

As a user you can always decide which Mappings you want to toggle off. If a Mapping is toggled off, the field Mappings on the left hand side will automatically be greyed out. This means that these Mappings won't be synced.

![](//images.ctfassets.net/f2ysq090txql/5jioI7cVuCdKoq5yu5PEmK/e5eb6f5d165c46f8266b945a0b89e766/toggle-2.png)

<InfoBox>**"I can't see any toggle options, why is that?"  
**If the Default Field toggles are not visible then you have been a PieSync customer for a while and are **still working on our old engine**. To make the toggle option accessible, **remove the old connection and set up a new one** to enable this feature.</InfoBox>

## The 'Undo' Toggle & The 'Other Way Around' Toggle

Depending on the [rules](/help/features/multiple-rules/) you configure, it might be possible that our intelligent engine adds one or two toggles at the bottom of that particular rule.

An example can be found below:

![](//images.ctfassets.net/f2ysq090txql/5zn1KZgnsGaBR6duoO8CGM/7b0b8c8fe548e795f395ac74a29927fb/screen-shot-2018-09-13-at-16-10-20.png)

### The Undo Toggle

<InfoBox>If an '**Undo'** toggle appears, its only triggered after the initial sync has been done AND it will only affect contacts that have been synced because of the rule itself</InfoBox>

**For the below example the 'Undo' toggle means the following:**

If a previously synced contact has the tag 'Startup members' in Mailchimp but you remove the tag in Mailchimp, then the tag 'Startup members' will also be removed for that specific contact in Copper.

So basically this 'Undo' toggle reverses the action once done by the sync if the contact does not match the rule anymore.

![](//images.ctfassets.net/f2ysq090txql/1gszbVInsx1pEVKR9i8le5/057d72ae068a36fb62406a9c1fb37f4b/screenshot-2019-09-10-at-11-36-44.png)

### The Other Way Around Toggle

Sometimes a second toggle appears, the '**other way around'** toggle.

When available the 'other way around' toggle actually functions as a rule in the other direction.

**For the below example the 'other way around' toggle means the following:**

If a synced contact has the tag 'Startup Members' in Copper then sync it to Mailchimp and add the tag 'Startup Members'. So basically this works as another rule in the other direction.

However it's important to note the second part of this toggle: If a contact does not have the tag 'Startup Members' in Copper anymore after the initial sync then remove the tag 'Startup Members' in Mailchimp.

![](//images.ctfassets.net/f2ysq090txql/3VVVQyu3mpiGtcVMPBqraf/d3e5659222c9670658b309e588b94e32/screenshot-2019-09-10-at-11-48-23.png)

<InfoBox>The 'other way around' toggle can only appear if you have a 2-way connection.</InfoBox>

## What if the toggle is not appearing?

In that case, you have to create a second rule yourself. We're not able to create one for you.

Mapping Toggles  If you set up a connection, then you will always have the possibility to toggle your Mappings on the right hand side. By Default they will all be toggled on. The screenshot below indicates a regular connection with the Mappings al...

The essentials of setting up a two-way or one-way sync between your apps.

Getting started

How do toggles work?

LionDesk

LionDesk is a CRM, Lead, and Transaction management platform for Agents, Brokers and Teams. With features like intelligent drip campaigns, video emails and texting, text-2-sell tools, social and demographic profiling, integrated power-dialer and more, LionDesk is an all-in-one solution that can take your business to the next level.

<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>

LionDesk is a CRM, Lead, and Transaction management platform for real estate Agents, Brokers and Teams. With features like intelligent drip campaigns, video emails and texting, text-2-sell tools, social and demographic profiling, integrated power-dialer and more, LionDesk is an all-in-one solution that can take your business to the next level.

<Embed src="https://www.youtube.com/embed/VCrQ-5LMz2o?feature=oembed" />

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

## Supported LionDesk Integrations

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

## Authorizing LionDesk

**When you click 'Authorize LionDesk', a pop-up window appears asking you to log in and allow access** .

![](//images.ctfassets.net/f2ysq090txql/7wqDy7D2I33DIFgmBBDTHF/c2d9cc5f14ea266e11691bd2047a5429/screen-shot-2018-08-03-at-14-46-08.png)

If you already authorized LionDesk 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**.

## \[IF\] Supported Conditions/Filters

*   HOTNESS
*   OWNED BY
*   SOURCE
*   FIELD VALUES (_INCLUDING CUSTOM FIELDS_)
*   ALREADY EXISTING IN APP YOU SYNC WITH 

![](//images.ctfassets.net/f2ysq090txql/1c6d4nyClJcODi2O5tNCG6/1d5d42f6d937d76a8f4c07eb4c2a22e1/image.png)

## \[THEN\] Supported Actions

*   SET OWNER
*   UPDATE HOTNESS
*   UPDATE SOURCE
*   UPDATING FIELD VALUES (_INCLUDING CUSTOM FIELDS_)

![](//images.ctfassets.net/f2ysq090txql/3lpMUtfqU6LqlMMdatiSK4/badf6680bb7d9ff0773c19969b1e6919/image.png)

## Default Field Mapping

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

![](//images.ctfassets.net/f2ysq090txql/1rbQpC8KgERhtSsfgqnulV/27fda9644d26992e1fa039054ed166fa/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

You can custom map your LionDesk 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/4WIi4I6Aif5zjsK6IAUhDc/d9cb6b30d9c4a56b6ce2ff063834328e/image.png)

<InfoBox>A dedicated article on how to create LionDesk Custom Fields can be found [here](https://liondesk.zendesk.com/hc/en-us/articles/360003191553-Creating-Custom-Fields).</InfoBox>

## Additional Options

### Syncing Deletions

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

### Syncing Unsubscribes

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

<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>

GETTING STARTED GUIDE: How to set up a new connection?  ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.  LionDesk is a CRM, Lead, and Transaction management platform for real estate Agents, Brokers an...

<InfoBox>**How to use the Office 365 Outlook.com integration with Skype to your advantage, when syncing with PieSync**</InfoBox>

Did you know Office 365 Outlook.com has an [integration with Skype?](https://www.skype.com/en/features/skype-outlook-integration/) It syncs contacts _(with an email address)_ between them, two-way.

**Great news!** This means that**,** when setting up a (Pie)sync with Office 365 Outlook.com, the CRM, Marketing or Accounting app you chose will automatically be in sync with your Skype account.

This can be especially useful when having a connection set up between Office 365 Outlook.com and your CRM. PieSync will Connect your CRM contacts directly to your Skype account, reducing your data entry once more :)

<InfoBox>**Syncing your contacts to your Windows Phone via Office 365 Outlook.com with PieSync**  
</InfoBox>

Do you have an Office 365 Outlook.com account and a Windows phone as well? Then you might already knowhow to keep your contacts in sync between them both. If not, you can find out more about it [here](https://support.microsoft.com/en-us/kb/2844991). You can make this even more powerful with PieSync! Access your CRM/Marketing or Accounting app contacts directly from your Windows Phone, and sync your changes on the go.

<TipBox>Don’t forget to read our blogpost [“How to Sync Your CRM, Office 365 Outlook.com and Skype”](http://blog.piesync.com/sync-crm-office365-outlookcom-skype/) !</TipBox>

How to use the Office 365 Outlook.com integration with Skype to your advantage, when syncing with PieSync  Did you know Office 365 Outlook.com has an integration with Skype? It syncs contacts (with an email address) between them, two-way.  Great n...

Want to learn more?

Sync your apps with Skype & Windows Phones via Office 365 Outlook.com

freshdesk icon sf

Freshdesk

[Freshdesk](https://freshdesk.com/solutions/customer-support-software) is an omni channel cloud-based customer support platform. Whether it's phone, email, your own branded community, or social media channels such as Facebook or Twitter, [Freshdesk](https://freshdesk.com/solutions/customer-support-software) ensures you can connect with your customers on all levels.


<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>

Freshdesk is an omnichannel cloud-based customer support platform. Whether it's phone, email, your own branded community, or social media channels such as Facebook or Twitter, Freshdesk ensures you can connect with your customers on all levels.

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

## Supported Freshdesk Integrations

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

## Authorizing Freshdesk

**To authorise, simply follow the steps as described below. We need your Subdomain & API Key.**

![](//images.ctfassets.net/f2ysq090txql/1uiUvgaDbfCOjEtbcXNa8e/33f341639c64b50b0a31e88ec7cb82c0/screen-shot-2018-06-12-at-14-50-12-png)

<TipBox>More info about retrieving the API Key can be found [here](https://support.freshdesk.com/support/solutions/articles/215517-how-to-find-your-api-key). </TipBox>

If you already authorized Freshdesk 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/3zQJtHALiNEN2bY9TJ46pf/09c874df599e951d5409e5de8ee08862/screen-shot-2018-06-12-at-14-58-28-png)

## \[IF\] Supported Conditions/Filters

*   FIELD VALUES (_INCLUDING CUSTOM FIELDS_)
*   ALREADY EXISTING IN APP YOU SYNC WITH 

![](//images.ctfassets.net/f2ysq090txql/7N1qjbQSKIgtDJmBkuMZDT/248dea2ef714fbb7950ccbc78da5fc9d/screen-shot-2018-06-12-at-14-58-55-png)

## \[THEN\] Supported Actions  

*   ADD TAG
*   REMOVE TAG
*   UPDATING FIELD VALUES (_INCLUDING CUSTOM FIELDS_)

![](//images.ctfassets.net/f2ysq090txql/5l3tfwoGCPmQv9tOoVOWvp/3d983c8f4a36d3699bc180db2571314f/screen-shot-2018-06-12-at-14-59-11-png)

## Default Field Mapping

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

![](//images.ctfassets.net/f2ysq090txql/0xzZxgoxXzUgYyP9sFYnZ/effc728f86622a1b271c0397bea2f84f/screen-shot-2018-06-12-at-15-00-07-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

You can custom map your Freshdesk 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/7Ak489jT8Tl1tAFXJKM1Lf/e2f9b9def002c9bf3e52e5159b4fe203/screen-shot-2018-06-12-at-15-05-09-png)

## Additional Options

### Syncing Deletions

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

### Syncing Unsubscribes

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

<InfoBox>The availability to Sync Unsubscribes/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 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>

### Email contacts

![](//images.ctfassets.net/f2ysq090txql/11G5eU901BlnCHLiFCTZHR/dc11d85467af1e04899ffc982ff85846/screen-shot-2019-02-28-at-15-37-20.png)

<InfoBox>You have the ability to check/uncheck this box to decide whether or not you want to send emails to these contacts in Freshdesk.</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>

GETTING STARTED GUIDE: How to set up a new connection?  ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.  Freshdesk is an omnichannel cloud-based customer support platform. Whether it's phone, email, y...

[Pipedrive](https://www.pipedrive.com/) is an exciting and powerful CRM, providing a simple and effective way to manage and visualize your company's sales pipeline. As a sales-focused CRM tool, Pipedrive helps sales teams manage leads and deals, track communications, create automated workflows and tasks, and view insights and reports.

pipedrive

Pipedrive

**Pipedrive** is an exciting and powerful CRM, managing and visualizing your company's sales pipeline in a simple way. A clear overview of your leads and outstanding deals will enable you to prioritize tasks efficiently and help you reach the targets you had in mind!

**Zendesk** streamlines your support with time-saving tools like ticket views, triggers, and automation. This helps you get straight to what matters most! Better customer service and more meaningful conversations.

## Keep your contact count down

### Only sync Clients to Zendesk

Stay in control over whether contacts get pushed into Zendesk

![](//images.ctfassets.net/f2ysq090txql/66hXvTHRm2JvSpZ3d8gwWp/42a6ecafe9c515a9ce8b3ca213ec893d/image.png)

### Only sync end-users into Pipedrive

Otherwise you'd be creating a person in Pipedrive for any random ticket you're getting in.

![](//images.ctfassets.net/f2ysq090txql/58kOy0gcmqpVjSV63inq9n/c11c76520bdd0592fd19f2b99d387b4d/image.png)

## Complete the custom mappings

Create a series of custom fields in Zendesk & Pipedrive so that you can exchange information.

**Fast end-to-end resolution is only possible** when the support staff has **all customer information** at hand. Does your ticketing tool show all attributes to that corresponding customer?

Maximize the [custom mappings](/help/features/new-customizable-field-mapping/) in PieSync to send across as much information as possible from your CRM into your support's toolset: 

![](//images.ctfassets.net/f2ysq090txql/1PpSDI3haimH5yS2mFZaih/01292fdef80c647c131eaf2d3a95c6b8/blob)

__Mailinglist status__. Your support team has to share the e-mail channel with whatever marketing is already sending to the customers. Yet sometimes, support tools are also used to mass broadcast... Respect your audience's subscription status! 

__Customership__. It's so straightforward yet often overlooked. Whether or not someone reaching out for help is actually a paying customer is not often something your support tool can be natively made aware of. This attribute helps you set up dedicated support for paying customers, to distinguish it from your visitors. 

__Sales rep/Customer success contact__. Who should Support reach out to when things need escalating? This is information that should be available at a glance.

<InfoBox>Depending on the properties of these fields, the information can sometimes only go in one way. Make sure you label those fields as such by naming them "Read-Only". This way, your sales reps / support staff are less inclined to manually change data that would otherwise get overwritten by PieSync.</InfoBox>

Pipedrive is an exciting and powerful CRM, managing and visualizing your company's sales pipeline in a simple way. A clear overview of your leads and outstanding deals will enable you to prioritize tasks efficiently and help you reach the targets ...

Popular sync combinations

Pipedrive and Zendesk

Running a sync for the first time can sometimes take a while.

*   In case you have a lot of contacts in your applications, the initial sync will take a bit longer, even if you configured PieSync only to sync a subset of your contacts. 
*   During the initial scan, we need to process all of your contacts (also the contacts outside the chosen subsets) to avoid duplicates during the sync.
*   Once the sync status is active _(green)_, it should never take more than 2 to 3 minutes for any update or create to appear.

<TipBox>Notice anything unusual? Contact us at support@piesync.com</TipBox>

Running a sync for the first time can sometimes take a while.  In case you have a lot of contacts in your applications, the initial sync will take a bit longer, even if you configured PieSync only to sync a subset of your contacts. During the init...

Why does it take so long to see the first contacts appear?

<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>

**Desk** is a customer support tool engineered by Salesforce and designed for small to medium sized businesses. Minimize the number of support tickets by encouraging your customers to find answers using the self-service support center which you can easily setup, customize and integrate while still allowing them to get in touch with you via live chat, email or phone. When customers do get in touch, Desk provides key features such as case management, productivity tools, multiple channels and mobile support. These reliable tools make sure you can engage however and wherever needed, giving you everything you need for an outstanding service! **Below you'll find detailed information, specifically for Desk integrations:**

## Supported Desk Integrations

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

## Authorizing Desk

We simply ask your login details and your permission. **For Desk, we need your Desk.com subdomain. You can find it in the URL you use to login to Desk.com. We connect with all Desk accounts. When you click 'Authorize Desk' a pop-up window appears requesting this information.**

![](//images.ctfassets.net/f2ysq090txql/2lb0NoM2YXuO0hV4hQ0hr0/a580a7c641479010f2aebd52d9289a93/1.png)

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

![](//images.ctfassets.net/f2ysq090txql/4azQxokcz4vaUsI3ucjK6Y/326773da1162a23f1f0280ff5e5be0cf/2.png)

## \[IF\] Supported Conditions/Filters

*   FIELD VALUES (_INCLUDING CUSTOM FIELDS_)
*   ALREADY EXISTING IN APP YOU SYNC WITH

![](//images.ctfassets.net/f2ysq090txql/5LsxOhmuZy8avcKrGKJyCh/95fe805ea7bc3cfaf95eb2c231f2c426/3.png)

## \[THEN\] Supported Actions

*   UPDATING FIELD VALUES (_INCLUDING CUSTOM FIELDS_)

![](//images.ctfassets.net/f2ysq090txql/6xxYJv4uOBzWwoDZYyIki/cdd676203370dd29ead0e3b5e93146a8/4.png)

## Default Field Mapping

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

![](//images.ctfassets.net/f2ysq090txql/6vuRcEysmsMcutSoO8LWfk/9320ba735aed0b51ccfc007028de0e8a/5.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

You can custom map your Desk 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/2AshekSPam3SDLbsTOeDI4/0fd5af4e2fd24e9979edb93e7cf465b4/6.png)

## Additional Options

### Syncing Unsubscribes/Deletions

Currently, there are no Desk integrations on the PieSync platform that support our [Unsubscribes](/help/features/syncing-unsubscribes/)/[Deletions](/help/features/syncing-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.  **Don't forget to read our [blog](http://blog.piesync.com/) for the latest in productivity, apps, and technology!**</TipBox>

GETTING STARTED GUIDE: How to set up a new connection? ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics. Desk is a customer support tool engineered by Salesforce and designed for small to medium sized b...

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