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Phone.com

Tycho Holmens

GETTING STARTED GUIDE: How to set up a new connection? 

ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics. 

Phone.com is the modern, work-from-anywhere business communications solution for today’s agile, mobile, and always-on entrepreneurs and growing businesses.

You need to be a Phone.com customer to set up this integration. If you are not already using Phone.com, sign up here.

Below you'll find detailed information, specifically for Phone.com integrations:

Video

This video shows an example of syncing Phone.com with HubSpot.

Supported Phone.com Integrations

Authorize Phone.com

To connect Phone.com, we ask for your phone number, the Phone.com extension of your choice and the voicemail password. Lastly, we also need your permission in order to access your contact information.

We need authorization per extension you would like to connect

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[IF] Supported Filters/Conditions

  • GROUPS
  • FIELD VALUES
  • ALREADY EXISTING IN APP YOU SYNC WITH

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[THEN] Supported Actions

  • UPDATING THE GROUP
  • UPDATING FIELD VALUES

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Default Field Mapping

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

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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.

Customizable Field Mapping

You can custom map your Phone.com standard fields that aren't included in the default mapping. Simply click "Add field mapping" and select the fields on both sides. 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 can be found here.

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Additional Options

Syncing Deletions

Currently, there are no Phone.com integrations on the PieSync platform that support our deletions sync.

Avoid duplicates

This setting only allows you to sync contacts that have an email address. It is a mandatory setting in order to avoid the creation of duplicates, since PieSync matches contacts based on their email address(es).

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 or on Deletions here.

Combined Shape

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 - support@piesync.com.  Don't forget to read our blog for the latest in productivity, apps, and technology!

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