GETTING STARTED GUIDE: How to set up a new connection?
CompanyHub is a cloud-based CRM with an emphasis on customization and flexibility. Users can customize their interface using a simple drag and drop of fields. From this, you can further customize the types of tables and forms you produce, the reports and the business intelligence you receive.
Below you'll find detailed information, specifically for CompanyHub integrations:
Supported CompanyHub Integrations
To authorise, simply follow the steps as described below. We need your Subdomain and API Key.
If you already authorized CompanyHub 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.
Choose your contact type
Distinguish between Contacts and Companies before proceeding to the configuration page.
Learn about our contact sync below.
More in-depth info about our Company to Company sync can be found here.
[IF] Supported Conditions/Filters
- OWNED BY
- FIELD VALUES (INCLUDING CUSTOM FIELDS)
- ALREADY EXISTING IN APP YOU SYNC WITH
[THEN] Supported Actions
- SET OWNER TO
- UPDATE HOTNESS
- UPDATE SOURCE
- UPDATING FIELD VALUES (INCLUDING CUSTOM FIELDS)
Default Field Mapping
Depending on the other app you're syncing with, you'll see a number of standard CompanyHub fields being mapped by default. For instance, in a connection with Google Contact, the default field mapping looks like this:
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.
Customizable Field Mapping
You can custom map your CompanyHub 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.
Currently, there are no CompanyHub integrations on the PieSync platform that support our deletions sync.
Currently, there are no CompanyHub integrations on the PieSync platform that support our unsubscribes sync.
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 or on Deletions here.
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, 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 - email@example.com. Don't forget to read our blog for the latest in productivity, apps, and technology!