PieSync Help Center

Explore our help center for quick answers

What does PieSync sync?

Tycho Holmens

What is possible?

Contacts

The beating heart of our syncing engine can help you with keeping your contact information in sync, at all times.

Depending on the app you're using, you might see alternative names such as Audiences, Customers, Users, etc. The basic principle is that we display the same name as the entity the app uses as its contact repository.

In the example below, we are syncing contacts between HubSpot and QuickBooks. In this case, the respective contact repositories are called "Contacts" and "Customers": Screen_Shot_2020-06-17_at_18_54_14.png

Leads

Similar to our contact sync, our engine is also able to sync the leads entity in your apps.

Learn more about our Leads sync here.

Some key take aways:

  • Some applications have a standalone Leads entity. PieSync is able to incorporate that in the sync. You can choose which contact type you wish to sync during the 3rd step of the configuration process, as shown in the example below for Microsoft Dynamics 365: Screen Shot 2020-06-17 at 20 09 24

  • It might be that your application doesn't have a leads entity, while you can see leads in your account. In such cases, the leads are stored within the Contacts section and distinguished by a particular field (e.g "Status"). We are able to incorporate those in the sync as well.

Companies

Also known as "Accounts" or "Organizations", this is the third entity that PieSync is able to sync. It does come with a nuance though.

  • Our companies sync is only available for a limited number of applications. A full overview of the supported apps can be found at the bottom of this page.

  • PieSync only offers a company to company sync. This means companies or accounts can't be synced to a contact entity. Doing so will result in the following error message: "The selected combination of entities cannot be synced" Gif KB

  • For some integrations, PieSync is able to expose Company related fields when syncing Contacts. This allows you to sync company related information on the contact level. More information on this can be found here

When available, these fields will be visible in the sync configuration as shown in the example below: Screen Shot 2020-06-17 at 21 11 39

Learn more about the possibilities of our Companies sync here.

What PieSync doesn't sync today

  • Deals / Opportunities.
  • Tasks
  • Notes / Logs / Activities
  • Orders / Products
  • Emails
  • Invoices / Quotes
  • Campaigns
  • Custom Objects

At this point, we focus on syncing your contact data. The entities listed above cannot be synced at the moment. However, this doesn't mean we won't support them in the future. On the contrary! Our developers are currently working on ways to implement some of these features as well.

Feel free to share what you'd like to sync through this small survey. It only takes a few minutes and allows us to capture valuable feedback regarding the priority of these features.

Additionally, by filling in this survey, you’ll automatically receive a notification when the feature you’re looking for is being launched.

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