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PieSync on the HubSpot Academy
This course is a perfect primer for those who are new to iPaas, those who use other solutions like Zapier for their clients, or those who haven't considered iPaas to date. It also features an extensive deep dive into PieSync's product.
Frans LeysPreparing your data for PieSync
5 quick steps to do before you hit Sync 1 Pause other syncs to your apps Turn off or pause any existing integrations in parallel other PieSyncs Zapier Fullcontact etc Leaving these syncs on can lead to unpredictable results Check you…
Frans LeysSetting up your iPhone to sync with Google Contacts
Where are your contacts stored So how does your iPhone manage contacts This help article can t possibly cover all possible scenarios but here s how you can easily find out how your iPhone is setup currently Go to Settings Contacts Acc…
Frans LeysIntelligent syncing for Hubspot
Pro tip 1 Hubspot on your phone The Hubspot mobile app is great and does a fine job at helping you navigate Hubspot when you are on the go But the app does not continuously sync new contacts back forth to the contact clouds that you hold dear …
Frans LeysReverting a contacts database
It is not possible to revert a sync executed by PieSync yet certain apps take constant snapshots of the contact database so even if you forgot to take a backup of your data you can still go back in time and restore the database you had Google…
Frans LeysSalesforce: Copying account data to contact level
Do you need to setup a sync from Salesforce data to another app and the data you need sits on the Account instead of the Contact The fields you can choose to sync to your other app with are only those from the contact level Data you store on the a…
Frans LeysCleaning up duplicates
Check out our Blog Posts on Duplicates here below including a whole range of tips and tricks 1 Cleaning up Google Contacts duplicates 2 De duplicate your customer database without using Excel 3 Five ways to eliminate duplicate contacts
Jonas RasschaertGAL & Public folders sync
PieSync and Global Address List Public Folders PieSync provides a solution to 2 way sync contacts you would find in Microsoft Outlook specifically inside personal contacts folders A personal Outlook Contacts Folder is meant for persona…
Frans LeysIntelligent syncing for Nimble
Nimble is a social CRM for small businesses that centralizes contacts and delivers a 360 view of all customers Nimble s easy to use contact manager generates actionable social insights tracks engagement history and works well with other SaaS base…
Frans LeysPieSync Guidelines for Zoho CRM Users
Zoho CRM and Google Contacts G Suite Google Contacts and G Suite don t have their own team contacts manager This is a huge headache for administrators who want to be able to manage contacts on a team based level That s why businesses choose to…
Frans LeysRunning a test sync
If you want to see the sync in action on a limited dataset you can always apply some intelligent rules to narrow down the sync Here are a couple of ways to do so Disable rules Disable rules to prevent contacts from being created into an envir…
Frans LeysShould you use Zapier or PieSync to connect Salesforce & ActiveCampaign?
When we look at the popular combinations on the PieSync platform it is no wonder Salesforce ActiveCampaign are a match made in heaven But how do you connect the two platforms Should you use Zapier or PieSync Or both The biggest difference be…
Frans LeysGDPR assistance through Hubspot & PieSync
Hubspot recently added a feature that will allow you to track lawful basis by setting up automated workflows f e when starting a trial a lawful basis property gets added to a certain contact or by manually adding the lawful basis property informa…
Frans LeysSync without creating new contacts
You can have PieSync perform a bidirectional sync without actually creating new contacts but rather only updating whatever contacts the two apps have in common Choose the filter exists in other app available from the filter menu inside rules
Frans LeysSync your apps with Skype & Windows Phones via Office 365 Outlook.com
Did you know Office 365 Outlook com has an integration with Skype It syncs contacts with an email address between them two way Great news This means that when setting up a Pie sync with Office 365 Outlook com the CRM Marketing or Account…
Jonas RasschaertCheck out our Free E-Books!
1 The ultimate guide to contact management 2 Beginner s guide to CRM 3 The ultimate guide to Google Contacts 4 The ultimate guide to Outlook people 5 PieSync guidelines for ZohoCRM users 6 Beginner s guide to Slack 7 PieSync guidelines …
Frans LeysHow much time will PieSync save me?
In short on average around 3 4 hours week There are 2 different tasks PieSync solves so you don t need to do it manually PieSync will sync contacts between your cloud apps 2 way and in real time for any 1 newly added created contact 2 …
Jonas Rasschaert