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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!" Hesitant to "Start syncing now" after you configured a sync? Follow these steps to gain peace of mind! 1) Pause other syncs to your apps Turn off or pause any existing integrations in parallel (other Pi...
Frans LeysSetting up your iPhone to sync with Google Contacts
By default, an iPhone will store contacts on iCloud, or, if you've opted out from iCloud, it will store them locally on your phone. How do you get these contacts synced up to other services? It all depends on where they are now! If your iPhone ...
Frans LeysIntelligent syncing for Hubspot
All HubSpot customers (including free users) are eligible for a 25% discount on any PieSync plan. Sign up for a free trial to receive your discount. Make sure you get the most of your syncs from and to Hubspot with these pro tips. Note that PieSy...
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. ONLY F...
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 th...
Frans LeysCleaning up duplicates
Check out our Blog Posts on Duplicates here below, including a whole range of tips and tricks! It's important to clean up your databases prior to starting the sync! If your sync is already running, make sure you pause your syncs first. Cleaning ...
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 personal ...
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-b...
Frans LeysPieSync Guidelines for Zoho CRM Users
Zoho's CRM makes sure your sales team stays focused on their targets. Lead generation from existing websites, lead activity tracking, email integration, task management and complete sales cycle views are just some of Zoho's many features. PieSync ...
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. Dedicated test-tag Adapt rules to only sync contacts with a specific dedicated t...
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...
Frans LeysGDPR assistance through Hubspot & PieSync
All HubSpot customers (including free users) are eligible for a 25% discount on any PieSync plan. Sign up for a free trial to receive your discount. Hubspot recently added a feature that will allow you to track lawful basis by setting up automate...
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
How to use the Office 365 Outlook.com integration with Skype to your advantage, when syncing with PieSync Did you know Office 365 Outlook.com has an integration with Skype? It syncs contacts (with an email address) between them, two-way. Great n...
Jonas RasschaertCheck out our Free E-Books!
Learn more by reading our Free E-books! The ultimate guide to contact management Beginner's guide to CRM The ultimate guide to Google Contacts The ultimate guide to Outlook people PieSync guidelines for ZohoCRM users Beginner's guide to Slack PieS...
Frans LeysHow much time will PieSync save me?
In short: on average around 3-4 hours/week. How do we calculate this average? Let's first see what PieSync handles for you. There are 2 different tasks PieSync solves so you don't need to do it manually. PieSync will sync contacts between your c...
Jonas RasschaertHow does PieSync compare to Formstack?
Thank you for considering PieSync over Formstack. Please note the differences in syncing capabilities between PieSync and Formstack (formerly Bedrock Data). The attentful reader will realize that we are PieSync in drafting this simplified compari...
Frans LeysCan you use PieSync to sync HubSpot portals with one another?
Yes - you can use PieSync to sync two or more HubSpot portals with one another. Contacts or Companies can be kept in an active sync across multiple portals, using complex sync rules to keep the overview. Important to note: this will not sync cont...
Frans LeysPieSync Technical Deep-Dive: how does it work?
In this article, we'll take you through some of the technical stuff PieSync does behind screens. Because there's a lot to cover, we've done so in a Q&A format. If you have any technical questions that are now covered here, please let us know! Q: ...
Aron Gosselin