Two-way contact sync between Adapt and iPipeline CRM

AdaptiPipeline CRM

PieSync integrates Adapt with iPipeline CRM for an automatic 2-way contacts sync. Every time you add or update a contact in Adapt, it is automatically synced with iPipeline CRM, and vice versa - eliminating import/export!

Syncing Adapt with iPipeline CRM 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 Adapt with iPipeline CRM.

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About PieSync

PieSync works in the background and integrates your contacts two-way and in real time between your favorite cloud apps. This means you will have access to the most up to date customer information, no matter where you are or who entered the data.

Adapt

About Adapt

Achieve efficiencies and enhance cross-company collaboration with Adapt’s staffing and recruitment software that ensures your firm will succeed, grow and expand beyond expectations.

iPipeline CRM

About iPipeline CRM

iPipeline™ leads its industry in providing the next-generation suite of sales distribution software to the insurance and financial services markets as an on-demand service. By positively influencing behavior across the value chain through flexible, rules-based technology, iPipeline's channel solutions for carriers, distributors, and producers automate activities for quoting, forms processing, illustrations development, requirements ordering, contracting, and content distribution, enabling the insurance industry to market, sell, and process faster. iPipeline provides the process automation and seamless integration needed on a global basis to make a sale by aggregating approximately 125 carriers, 875 distributors and financial institutions, and their producers and licensed advisors in a Web-based environment — the iPipeline Network.

Try it out for yourself

More connections with Adapt and iPipeline CRM are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.

Everything works smoothly with PieSync. After a 10-minute setup we were able to sync our contacts between Salesforce and HubSpot. In Salesforce we collect information about clients and prospects that, thanks to the sync, we can use in HubSpot for marketing purposes. I would definitely recommend it!

Ágúst SigurðarsonMarketing Manager
Valka

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.

Pete KerskerMinister