GETTING STARTED GUIDE: How to set up a new connection?
ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.
Efficy CRM enables you to centralize your customer data and provide access only to authorized personnel. Use document management, data visualization and analysis, collaborative project management, and other features to streamline projects and improve efficiency.
Below you'll find detailed information, specifically for Efficy CRM integrations:
Supported Efficy CRM Integrations
Authorizing Efficy CRM
We need your database name, username and password
If you already authorized Efficy CRM accounts in the past or in any other PieSync integration, you'll be able to skip this step and choose from your CONNECTED ACCOUNTS.
[IF] Supported Conditions/Filters
- CONTACT OWNER
- ROBINSON? YES/NO
- FIELDS (INCLUDING CUSTOM FIELDS)
- ALREADY EXISTING IN APP YOU SYNC WITH
[THEN] Supported Actions
- MAKE ACTIVE/INACTIVE
- MAKE ROBINSON
- MAKE NOT ROBINSON
- UPDATE FIELDS (INCLUDING CUSTOM FIELDS)
Default Field Mapping
Depending on the other app you're syncing with, you'll see a number of standard Efficy CRM fields being mapped. For instance, a connection with support tool Zendesk will look something 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 any additional Efficy CRM 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. More information on Customizable Field Mapping here.
Syncing Unsubscribes/Deletions is not supported in Efficy CRM integrations.
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 - firstname.lastname@example.org. Don't forget to read our blog for the latest in productivity, apps, and technology!