HubSpot

iCloud

Google Contacts

Contacts+ (formerly FullContact)

![business process automation](//images.ctfassets.net/f2ysq090txql/6NKY8e2HH7lfaB6wW4IIXc/e7b8b401c7596b6403d8fe2112db7ec3/photo-1568790309276-16462ea4161d.jpeg)

Automation unlocks countless benefits. As more businesses are realizing this, spending for automation tools is skyrocketing – and even [overtaking advertising spend](https://www.hubspot.com/marketing-statistics).

With business process automation, you save your team countless hours of admin and manual work. There’s less room for human error, duplicate contacts and data silos. You can focus on what's really worth your time – and enjoy more of your work while you're at it.

Automation can sound like a scary word, though... or at least one that requires a lot of tech know-how and too much time to set up. To prove that's a misconception, here are 9 business processes you can quickly automate before your lunch break.

## Your list of business processes to quickly automate

#### 1. Nurture sales leads with email workflows

How much time do your sales reps spend following up and nurturing leads until they're ready to buy your product? For most businesses, it's *way too much*. Automation takes the hassle out of this – especially if you set up some clever email workflows.

**How to set it up:** Use your CRM or email marketing tool to create a series of emails that are automatically triggered for new sales leads and personalized for each individual.

Start with one email offering a free business consultation or a valuable piece of content that enables a sale. You can later add more emails to the workflow and test small adjustments to your email content and subject line.

----
#### 2. Let qualified contacts book directly into your calendar

If you feel like you spend hours on end trying to organize calls, there's a better solution. Tools like [Calendly](https://calendly.com) allow contacts to book directly into gaps in your calendar. Some CRMs also offer calendar scheduling features and enable you to restrict your time to qualified leads.

**How to set it up:** Set up Calendly (or see if your CRM has a calendar booking function, [as HubSpot does](https://www.hubspot.com/products/sales/schedule-meeting), and connect it to your calendar to show your availability. Then you can simply link your calendar booking page in emails or as part of your default email signature.

----
#### 3. Send follow-up emails after content downloads

What do you do after a contact downloads a piece of content and gives you their email address? If the answer is nothing, you're missing an opportunity to get their attention while they're most engaged.

**How to set it up:** Use automation to trigger a follow-up email after someone downloads one of your popular lead magnets. Make sure to include a next step call-to-action, such as to another content offer or to book an introductory call.


----
#### 4. Sync new CRM leads with your newsletter list

One piece of golden wisdom: there's rarely a good reason to manually export and import data between tools, especially when it's contact and email data.

If you collect contact details and send emails in different tools, make sure you have a two-way sync in place to keep things simple. Automating this business process saves you hours of needless work as well as eliminating data errors and duplicates.

**How to set it up:** [Use PieSync to sync the right CRM leads with your newsletter list](https://www.piesync.com/connections/) and ensure that both tools are always updated with the relevant contacts.

----
#### 5. Automate customer feedback with tools like NPS

To keep your customers happy and reduce churn, it's important to collect regular data showing user satisfaction levels. One of the best ways to do this is with a feedback tool like NPS (Net Promoter Score) or CSAT (Customer Satisfaction Score) that shows customer happiness over time.

**How to set it up:** Sign up for a customer feedback tool like [Wootric](https://www.wootric.com/nps-software/). It's a good idea to automatically trigger feedback collection at key points in the customer journey, such as one month and six months after purchase. While this collects data in the background, you can quickly access the most recent batch of information whenever you need it.

----
#### 6. Automatically reply to NPS scores and comments

If you have set up an NPS feedback tool, you can also automatically send instant responses to customers who participate.

**How to set it up:** First, make sure your NPS tool is connected to your CRM or email marketing tool. Next, create an automation that triggers an email thanking customers who gave a positive response. This is also the perfect chance to ask if they could review you on a public site like [Capterra](http://capterra.com) or [G2 Crowd](https://www.g2.com).

If a customer gives you a negative NPS score, this requires more tact than just one automated email. Instead, trigger an internal notification to the customer's account manager letting them know that action is required to avoid churn.

----
#### 7. Sync CRM contacts with your phone's contacts app

If your work phone starts ringing with an unfamiliar number and you're not sure if it's a lead or a double glazing company, this automation is perfect for you.

**How to set it up:** If you have an iPhone, [sync iCloud with your CRM](https://www.piesync.com/icloud/). Android users can easily do the same with [Google Contacts](https://www.piesync.com/google-contacts/). [Contacts+](https://www.piesync.com/fullcontact/) is another handy choice for storing contacts between devices and syncing these with your CRM. When your phone rings, any contact in your CRM will now come up on caller ID.

----
#### 8. Reach out to unengaged contacts

How many of your contacts are unengaged? It might be a much higher number than you think. Automation can re-engage these contacts without using up much of your time.

**How to set it up:** Use your CRM or automation software to trigger an email promoting some of your best content. What can you send to your audience that has the best chance of piquing their interest? It could be a recently published ebook, offer or free course that matches their industry, business size, pain points and interests.

You could also make this email part of a workflow of 2–3 tailored messages designed to trigger engagement, and don’t forget to keep an eye on what’s working and what isn’t.

----
#### 9. Sync paying contacts with your accounting software

Connecting sales and accounting isn't always simple. All too often you can be faced with several moving parts and salespeople who want to move on to the next sale rather than getting bogged down by admin.

**How to set it up:** Create a [two-way sync between your CRM and accounting software](https://www.piesync.com/connections/). By choosing certain types of contacts to sync – such as those marked as “closed won” or with a recent deal attached – it's easy to hand over the right contacts to accounting and smoothly process invoices.

----

Once you have the right tools at your fingertips, it's easier than you think to automate business processes and get a huge return in the long run. Start with an easy-to-use CRM, [connect it to the rest of your app stack](https://www.piesync.com), and make use of the automation features on offer – from email workflows to data collection, two-way contact syncs and more.

It's easier than you think to automate business processes and get a huge return in the long run. Get started with these 9 quick automation ideas.

Contact Management

Technology

Software & Hardware

Sales

Marketing 

9 ways to automate your business processes in an hour

Business Process Automation

Salesforce

![erik-fong](//images.ctfassets.net/f2ysq090txql/6zSGz2RgXkxPS9UByvIlNx/8ec85f69a8a5a1f90d45caad90a6da3a/erik-fong.png)

Want to hear an exciting story? Meet Erik Fong. This former Apple employee ran for City Council in California in 2013. Not surprised yet? He now has a successful consultancy business built with zero marketing.  

The name is [Winged Eagles](https://www.wingedeagles.com/). The Seattle-based management consulting group is focused on the [Salesforce.com](https://www.salesforce.com) platform. What they do is helping other businesses to create and develop strategies using Salesforce as their single source of truth. Which implies a competitive advantage in data analytics, AI, productivity, and in general terms the evolution of a business.  

When Erik ran for City Council, a former Mayor gave him a tip: *“You have to meet at least 5,000 people before the day of the election.”* And that was precisely what he did. Fong lost the elections, but he won an amazing network that would help him set the basis for Winged Eagles. So far, all his business prospects came from that network. 


## From California to Seattle

The first challenge he faced was probably to get used to Seattle’s weather. Not an easy one. After that, he noticed he had valuable contacts isolated in different apps. Most of them spread between [iCloud and Google Contacts](https://www.piesync.com/google-contacts/icloud/). Naturally, the Salesforce consultant had to centralize them in Salesforce. 

> “Two reasons motivated me to search for a solution to sync my contacts. The first one was to organize my contacts and centralize them in Salesforce. The second one was to find the best syncing service to recommend to my clients. For that, I first had to try it myself,” says Erik. 

<RelatedPost slug="salesforce-icloud" />

When Erik started searching for a syncing solution, he tried a handful of similar tools. During his research, he detected two common problems: lack of customer support and slow syncing.

> “One of the things I love about PieSync is that when I had a problem I used the customer support chat and my problem was solved in less than 5 minutes. It’s also a very fast sync. Head and shoulders above any other tool I tried,” says Erik.

<Embed src="https://www.youtube.com/watch?v=whQAmNJz9GY" />

This is how his current connection between Google Contacts, Salesforce, and iCloud looks like: 

![Screen Shot 2019-01-17 at 11.51.25](//images.ctfassets.net/f2ysq090txql/1WRCuH2fhcgdWkFmqmGkn9/398d13fb8e83513676293b62df6d42ae/Screen_Shot_2019-01-17_at_11.51.25.png)

After a quick configuration, he relies on the fact that everything is working automatically:

> “PieSync does everything that I need in the background. I don’t need to log into Salesforce and then be frustrated if I forgot to add something. After the setup there’s no need for any manual labor,” says Erik. 

## “A trustworthy tool”

Another advantage of Fong’s integration is the possibility to see how his contacts are actually syncing in real time. Thanks to the manual sync button in PieSync’s dashboard, if he can keep track of the contacts he is updating in each app. “With similar tools, you just have to sit down and wait for the sync to happen. With PieSync I can actually see what’s going on between Salesforce and my other apps,” says Erik. 

But the best benefit for Erik is trust.

> “It takes a long time to find a piece of software that you can trust with your data. PieSync is just that, trustworthy. I recommend PieSync to basically all my clients,” says Erik.


<Button text="Try PieSync for free" href="https://app.piesync.com/signup/" />

__Check out more customer stories and use cases [here! ]__(https://www.piesync.com/resources/#casestudies)







Entrepreneur Erik Fong keeps Google Contacts, iCloud and Salesforce in sync through PieSync. The results? "PieSync does everything that I need in the background!" Check out his story...  

Entrepreneur Erik Fong keeps Google Contacts, iCloud and Salesforce in sync

Time saving

![Maxim Recipe](//images.ctfassets.net/f2ysq090txql/6wAk5cVnhuucEOiQGC4G06/80eba9191e84d8f4f232de7eb3919448/Maxim_Recipe.jpg)

# Salesforce iCloud 2-way contacts sync

Apple fans will be happy about this one! Get your iCloud contacts synced into Salesforce. You’ll have access to all your leads and customer data when you need it most. Best of all - no more data entry! Everything is automatically synced into Salesforce for you (and vice versa if you wish!)

PieSync enables you to have your contact or lead information in all your devices and across your software stack. If you are using iCloud and Salesforce you can create personalized workflows between these apps with a 5-minute setup. 

Erik Fong, Principal Consultant at [Winged Eagles](https://www.wingedeagles.com/) and former employee at Apple, shared with us his experience with PieSync:

> “PieSync does everything that I need in the background. I don’t need to log into Salesforce and then be frustrated if I forgot to add something. After the setup there’s no need for any manual labor (...) It takes a long time to find a piece of software that you can trust with your data. PieSync is just that, trustworthy. I recommend PieSync to basically all my clients.”

<Button text="Try PieSync for free" href="https://www.piesync.com/salesforce/icloud/?utm_source=recipe&utm_medium=blog&utm_campaign=salesforce&utm_content=cta1" />

## 5 Steps to make your life easier: 

### 1. Select your apps

On the PieSync dashboard, choose Salesforce and iCloud and authorize your apps. iCloud needs to have a specific app-generated password created in order for you to use PieSync. Follow the link on the pop-up in order to generate one.

![iCloud-Salesforce-set-up-1024x309](//images.ctfassets.net/f2ysq090txql/5Ehxd8QnmMYwciKY6MUUAq/33d2e45a0a1c62f58abcda30c516b813/iCloud-Salesforce-set-up-1024x309.png)

### 2. Select the type of contact you want to sync 

For Salesforce, you can choose to sync leads or regular contacts: 

![salesforce icloud sync](//images.ctfassets.net/f2ysq090txql/6y6F1sef2EAWOE6AisOMq6/2bf5345709c7cad55377a6141adfe7b1/salesforce_icloud_sync.png)

### 3. Configure your Sync

![iCloud-Salesforce-configuration-1024x472](//images.ctfassets.net/f2ysq090txql/HbL46Fe24wcMsai26m6SK/cd29a0be63d649edd5a237d2b7038484/iCloud-Salesforce-configuration-1024x472.png)

The rules for a two-way sync are already set up for you. They read __IF a contact is in iCloud THEN sync the contact between iCloud and Salesforce. And IF a contact is in Salesforce THEN sync the contact between Salesforce and iCloud.__

### 4. Choose which contacts to sync

Now you might want to just have your own contacts from Salesforce in your iCloud contacts. In this case, make the second as follows:

![iCloud-Salesforce-filter-1-1024x159](//images.ctfassets.net/f2ysq090txql/6PgtMvElPiGu0Sk6k6IUuA/191e439eacb79913c2cbea636d71c8cd/iCloud-Salesforce-filter-1-1024x159.png)

__IF a contact is in Salesforce and Owned by Me THEN sync the contact between iCloud and Salesforce.__


### 5. Map your custom fields

You can also sync custom fields, in this example, we’re syncing the “Department” field in iCloud with the “Department” field in Salesforce.

![Salesforce-iCloud-Configuration](//images.ctfassets.net/f2ysq090txql/1YdOtQUw0YUoWMSAaIOCIE/220d84afa3e9657b24da63db460b0535/Salesforce-iCloud-Configuration.gif)


<Button text="Try PieSync for free" href="https://www.piesync.com/salesforce/icloud/?utm_source=recipe&utm_medium=blog&utm_campaign=salesforce&utm_content=cta2" />

## Check how it works: 

<Embed src="https://www.youtube.com/watch?v=DQnAGe9N7xI" />



Get your iCloud contacts synced into Salesforce. You’ll have access to all your leads and customer data when you need it most. Best of all - no more data entry!

How to Keep Salesforce Contacts in Sync with iCloud 

Contact sharing

With Apple's iCloud, you'll always have up-to-date versions of all your photos, notes, documents, contact lists, and more. The service keeps all your devices in sync, allowing you to share information between your computer and other mobile devices at home or office.


icloud

Supported Apps

GETTING STARTED GUIDE : How to set up a new connection?. ALL FEATURES EXPLAINED : All our features/functionality explained in detail - no app-specifics.. With Apple's iCloud , you'll always have up-t…

Want to learn more?

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 d…

Setting up your iPhone to sync with Google Contacts

Your phone merely acts as a window into contacts databases, so we suggest you visit contacts.google.com / iCloud.com/contacts / outlook.com respectively to see & manage your phone's contact lists on…

Prepare your phone contacts to remote control your apps

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.

Reverting a contacts database

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 paus…

Preparing your data for PieSync

GETTING STARTED GUIDE : How to set up a new connection? . ALL FEATURES EXPLAINED : All our features/functionality explained in detail - no app-specifics.. RingCentral is a business communications pla…

RingCentral

Make sure you get the most of your syncs from and to Hubspot through these recipes that cover phone sync, gdpr, lead nurturing, lead scoring, ..

Intelligent syncing for Hubspot

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Recent iCloud Blog Posts

9 ways to automate your business processes in an hour

Entrepreneur Erik Fong keeps Google Contacts, iCloud and Salesforce in sync

How to Keep Salesforce Contacts in Sync with iCloud

Help Articles related to syncing iCloud

Start syncing your iCloud contacts two-way with more than 200 other apps

Discover how PieSync can make your cloud apps work together

Accurate & real-time data

Save time

Easy & Secure

Free Trial

Start syncing iCloud with one of our 202 apps

Recent iCloud Blog Posts

9 ways to automate your business processes in an hour

Entrepreneur Erik Fong keeps Google Contacts, iCloud and Salesforce in sync

How to Keep Salesforce Contacts in Sync with iCloud

Help Articles related to syncing iCloud

Start syncing your iCloud contacts
two-way with more than 200 other apps