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OutboundEngine and boomtown

Aron Gosselin

If you're new to PieSync, this guide will you get started with the essentials.

When you sync OutboundEngine with BoomTown, you can customize the following three elements to your sync.

  1. Sync direction
  2. Connection rules
  3. Connection settings
  4. Field mappings

Authorizing BoomTown

PieSync is accessible for BoomTown users on the Grow and Advanced plan. Users on the Core plan can request access directly via BoomTown support.

To authorize BoomTown, we need your Email Address and Password.

If you already authorized BoomTown 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.

Learn how to authorize OutboundEngine here.

Sync direction

Start by choosing the direction of your sync. You can consider three different settings.

  1. Most agents opt for a two-way sync, allowing records to be modified by PieSync in either system. This is the setup we see most commonly as it would enable contacts to move from OutboundEngine into BoomTown as well as the other way round.

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  1. You could choose for a strict one-way sync from BoomTown into OutboundEngine. You could for instance only sync certain BoomTown contacts into OutboundEngine in a certain way. And you don't want OutboundEngine to be touching your BoomTown contacts ever.

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  1. Of course, there's the opposite way too. Through PieSync you define which data can move into BoomTown. We will cover more possible filters in the next part on Rules.

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Learn how to authorize OutboundEngine here.

Connection rules

On to the connection rules. These define which contacts are in the scope of the sync. In a secondary use case, rules are capable of translating OutboundEngine states into BoomTown states or vice versa. Rules come with filters and actions.

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With this setup, PieSync would create in BoomTown any newly created OutboundEngine contacts (1), as well as in fact create any existing OutboundEngine contacts (2). Once they are created or identified, it would update and keep those contacts in continuous sync (3). It would do the same in the other way round, requiring PieSync to identify which contacts are potentially already present in both systems.

Connection Settings

Underneath the rules, we give you some easy toggles to play around with to tweak your connection even more.

Only sync contacts with an email address

'Avoid Duplicates' is enabled in the configuration set-up so that PieSync will only sync contacts that have an email address. We use the email address as the main identifier for a contact in order for us to prevent creating duplicates and to match and enrich contacts where possible in both applications.

outboundengine outlook extra rules

Field mappings

Default field mappings

The field mapping defines how contacts will sync. A huge time & lifesaver in PieSync is that most of these are automatically set for all basic contact fields that OutboundEngine & BoomTown share by default.

Typically it's best to keep these default field mappings all activated as they represent the essential contact attributes that you would not want to grow out of sync in any circumstance.

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Customizable field mappings

Field mapping also includes ability to custom map both text fields as well as date & checkboxes fields. This is fully customizable not only before setting up a new sync, but it can also be modified for an ongoing sync.

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PieSync syncs more than just BoomTown

Being able to sync OutboundEngine with BoomTown aids in frictionless selling because it keeps the underlying contact data in sync, and saves time in manual import/export operations.

That ease of use & data consistency comes in handy as well when syncing contacts to a billing app, or a CRM, a VOIP system, or even another dedicated marketing platform.

PieSync is not only a turnkey solution to sync OutboundEngine and BoomTown exclusively. In fact, it solves a data problem that goes beyond these two apps. On average, users tend to connect 3-4 applications all through PieSync.

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