GETTING STARTED GUIDE: How to set up a new connection?
ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.
Workbooks is the perfect CRM for small to medium sized businesses who love the Windows system feel and interface as it’s very similar. This makes it a very accessible solution and particularly quick to adapt to. Features such as lead-creation, pipeline management, deal tracking and invoice creation together with important sales and marketing automation and powerful integrations make this a well-rounded tool to grow your business from!
Below you'll find detailed information, specifically for Workbooks integrations:
Supported Workbooks Integrations
We simply ask your login details and your permission. For Workbooks, we need your API key. You can generate or find your API key in Workbooks via the following steps: Start → Configuration → Email & Integration → API Keys.
If you already authorized Workbooks account(s) in the past or in any other PieSync integration, you'll be able to the first part of the authorization and choose from your CONNECTED ACCOUNTS.
[IF] Supported Conditions/Filters
- WATCHED/NOT WATCHED
- OPT INTO/OUT OF EMAILS
- LEAD SOURCE
- MARKETING CAMPAIGN
- FIELD VALUES (INCLUDING CUSTOM FIELDS)
- ALREADY EXISTING IN APP YOU SYNC WITH
[THEN] Supported Actions
- OPT INTO/OUT FROM EMAILS
- UPDATING LEAD SOURCE/MARKETING CAMPAIGN
- 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 Workbooks 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
You can custom map your Workbooks 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.
In connections between Google Contacts and Workbooks, you are able to SYNC DELETIONS. When a contact gets deleted in Workbooks, we add the tag 'PieSync Trash' to that same contact in Google Contacts. You will be able to review this segment first before deleting or taking any other action in Google Contacts too.
Currently, there are no Workbooks 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 - firstname.lastname@example.org. Don't forget to read our blog for the latest in productivity, apps, and technology!