GETTING STARTED GUIDE: How to set up a new connection?
SuiteCRM is a free and open source CRM available for anyone with an interest in CRM. It delivers insights to customers, boosts conversions, helps increase sales, bolsters customer care and innovation. It even automates and streamlines business operations.
Below you'll find detailed information, specifically for App name integrations:
Supported App name Integrations
Authorizing App name
To authorise, we need your domain, Client ID and Secret.
If you already authorized SuiteCRM 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 Leads before proceeding to the configuration page.
Learn about our contact sync below.
More in-depth info about syncing Leads can be found here.
[IF] Supported Conditions/Filters
- Lead Source
- Primary Email Opted Out
- Already existing in the app you sync with
- Field values (INCLUDING CUSTOM FIELDS)
[THEN] Supported Actions
- Update Primary Email Opted Out
- Update field values (INCLUDING CUSTOM FIELDS)
Default Field Mapping
Depending on the other app you're syncing with, you'll see a number of standard App name fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:
You have the ability to disable default mappings and reuse them in the custom mappings section.
Customizable Field Mapping
You can custom map your SuiteCRM 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 SuiteCRM integrations on the PieSync platform that support our deletions sync.
Currently, there are no App name integrations on the PieSync platform that support our unsubscribes sync. You are able to create such behaviour by setting a filter/action via the PieSync rules:
Notice the disabled toggle below the rule. Learn more about toggles here.
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.
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!