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🚀 Teamgram

Jonas Rasschaert

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

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

TeamGram is a cloud-based integrated customer relationship management (CRM), quotation, proposal and sales management solution that helps businesses manage their workflows and sales cycle.

Below you'll find detailed information, specifically for TeamGram integrations:

Supported TeamGram Integrations

Authorizing TeamGram

To authorise, we need your Company, Username and Password.

If you already authorized TeamGram 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.

[IF] Supported Conditions/Filters

  • Type (Relationship Type)
  • Has Tag
  • Owned by
  • Has Region
  • Has Relationship
  • Field values (INCLUDING CUSTOM FIELDS)
  • Already existing in the app you sync with

[THEN] Supported Actions

  • Add/Remove Tag
  • Update Region
  • Update Relationship
  • 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 TeamGram fields being mapped by default. For instance, in a connection with Google Contacts, 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

For now, we don't support TeamGram customizable contact fields. Therefore, you can only custom map 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.

OR:

You can custom map your TeamGram 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.

Additional Options

Syncing Deletions

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

Syncing Unsubscribes

Currently, there are no TeamGram integrations on the PieSync platform that support our unsubscribes sync. However, by applying certain filters and actions, you have the ability to sync unsubscribed contacts via the PieSync rules:

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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