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Create Contact and Company associations

Jonas Rasschaert

You can associate contacts with companies in PieSync. A contacts sync will now include a new default mapping that syncs the company association between apps.

Screen Shot 2021-04-27 at 14.54.17

Please note:

  1. When selecting from the accounts dropdown during the connection set up, the contact and company connections need to be between the same accounts. If the accounts are authenticated separately, the associations will not be synced.

  2. Only associations to companies that are (or were once) in sync will currently be synced. Associations to companies that are out of scope will not be synced, even if the companies exist in both accounts.

  3. For existing connections, you will have to save your settings again to enable the sync. PieSync will only sync the association if it already exists in the app. It won't create an association when it doesn't exist.

Currently, syncing associations will work for the below apps:

Apto, Basecrm, Bitrix24crm, Bullhorn, Closeio, Connectwisemanage, HubSpot, Insightly, Intercom, Jobadder, Keap, MsDynamics, Netsuite, Ontraport, Outreach, Pipedrive, Prosperworks, Salesforce, Salesloft, Sharpspring, Sugarcrm, Zendesk, Zohocrm, Zuora