iContact is an award winning email marketing app, that allows you to create, send, segment and track emails, backed by a strong customer support team. iContact makes it easy for SMEs to choose from their collection of results-orientated features to suit any budget. 


icontact

iContact

<InfoBox>[**GETTING STARTED GUIDE**](/help/features/getting-started/)**: How to set up a new connection?**</InfoBox>

<InfoBox>[**ALL FEATURES EXPLAINED**](/help/features): **All our features/functionality explained in detail - no app-specifics.**</InfoBox>

**iContact** is email marketing app, that allows you to create, send, segment and track emails. iContact makes it easy for SMEs to choose from their collection of results-orientated features to suit any budget.

## Supported iContact Integrations

<Widget src="https://cdn.piesync.com/widget.js" left="icontact" />

## Step 1: Choose your apps

In setting up a sync connection, you first choose the apps that contain the contacts data you need synced. We have provided a handy search bar to quickly get to the apps you're looking for. After you select the first app, you immediately proceed to select the second app. We will connect to these apps in a second step.

![](//images.ctfassets.net/f2ysq090txql/26iM3sGgJrp75d9EeKclpY/ce847a7bc6791b437436ee1a79842854/F2nzH7qmId1d96R4q9eWR_fjRKxHJ-8kQ5Oo3scl3G-LR4V7wJiC4wgMkZg1NUcxsME69exTNGPeNjFnMdkWdsRXiXsMARxofDHIP2PQwhNbvked79d5Wxo37taNFeV9)

## Step 2: Authorize your apps

In order to use PieSync, you need to have registered accounts with the apps you selected. At this point, you'll need to connect PieSync to these apps so we can fetch the contacts data configuration. You do this for both apps. Below you can find the authorization process for iContact, the instructions for the other app will appear on screen, or consult them [separately on this page](/help/connector-apps).

![](//images.ctfassets.net/f2ysq090txql/4mIbvSF47Mf86wa7vRe2GY/28ff393009230caf0c48df11b48212ec/AAsKVcyEbCFSPvlTcW_g-ohfL-y3__4vnbJyCRHdrT9nJ9Nw8GzQEdVJxFcmIbju5bAU0opy9im40a5q2f1dXzLd6S3g_oAvImu308zjpG6mbxKPPwTt0eAXcfKEqUIH)

### Authorizing iContact

1.  To be able to connect to your iContact account, we need you to **grant PieSync access to your data**. In order to do this, go to [this link](https://app.icontact.com/icp/core/externallogin) in your iContact application and enter _**19ef0dc6e6e211ddae813605715932cc**_ as Application ID. Provide the password that you've entered below.

![](//images.ctfassets.net/f2ysq090txql/6oa8j0FghW43rsp1nLtk4f/fe223a2e303278922ae61ba7049f51af/image.png)

1.  Next to that, we would also require your iContact username, typically an email address, which you use to log into your application.
2.  Choose the iContact account you want to sync with.

![](//images.ctfassets.net/f2ysq090txql/3mrQZ4Mo7LY5IoLnPcOjJC/a6ad877029e86803b027d27c98aeff56/image.png)

3.  If you logged in using an agency account, choose the iContact Client Folder you want to sync with. Not an agency? Just click next.

![](//images.ctfassets.net/f2ysq090txql/4G1dSLnUKlRHiVdvPCKmpu/84f665bdf99cfc3cc694881659b5a742/image.png)

If you have previously set up a connection with any of these apps, you do not need to go through these steps again, unless you need a different iContact account or folder.

<WarningBox>For iContact PRO clients, you will need to migrate to the new iContact PRO platform before activating your PieSync integration. For more info, please contact your Strategic Advisor or iContact Support.</WarningBox>

## Step 3: Choose your contact type

Choose whether you want to sync Contacts or Leads. The availability to sync Leads depends on whether your app supports multiple contact entities (e.g. Salesforce, Copper, ZohoCRM,..).

If you want to sync multiple contact types, you can do this by setting up another connection with the same applications.

![](//images.ctfassets.net/f2ysq090txql/4aFYFjdXLcCD32PEQAzHNt/2f0c4d0e297451a2e6c0252b2ca79d36/ca5gtUn2saWzQv4d4FmTWTa1P86PxsohUCh_dUiSgHKBOu2A6qmxloYF7rB4r5PkIenPKsyM8IN-tc5IqqQ1g1jDS_sdBY6i1yJptZRyr3HC9xrDqkB7hugq9b_ysTiT)

## Step 4: Configure your sync

Once you authorized  2 apps, you tell PieSync how we should keep your contacts data in sync. By default, PieSync proposes a two-way sync with a drop-down to allow for one-way syncs ([do I need one-way or two-way?](/help/features/sync-direction/)).

![](//images.ctfassets.net/f2ysq090txql/6fxAqGspjERL2J5kc6oSpD/075b263a8b4c1f5ba156906c625da0d9/icontact.png)

A two-way sync starts off with 2 rules. Each rule fulfills the conditions of each side of the sync. PieSync looks at all the data stored on each side, so you can define exactly what data needs to move from one side to the other.

### Syncing back the contact status or list membership status

You have the ability to sync back the contact status into your CRM. An easy way to do this would by setting up a direct mapping from the Contact status field into a custom text field over in your other app. Here, the field on the right is a custom text field which will populate with a simple text label "Normal, Bounced, DNC, Pending, Invitable".

![](//images.ctfassets.net/f2ysq090txql/zfTtnamYpM0T665mCxbkS/887adc05138774467132cce4e0da8708/image.png)

There are CRM's that can take in that piece of text that in turn trigger workflows if this is what you need to happen. However, you can also have PieSync directly change certain attributes based on what is happening inside of iContact. This would require setting up specific filters or actions from the PieSync Rules like so:

![](//images.ctfassets.net/f2ysq090txql/64mjkD4KmqEAkyAoMQ2adT/c2911de357adf5ed47604202cd8db8ae/image.png)

<TipBox>For this particular case, we update an Accepts Mailing field in Salesforce but it's up to you to decide what should happen in your CRM. [Syncing to Salesforce? We have compiled some typical setups.](/help/usecases/i-contact-and-salesforce/)</TipBox>

### Starting your sync

Make sure no other integrations are running next to PieSync for the accounts you have connected in PieSync. Other integrations will have access to your data and have the ability to manipulate as well. For this reason, we kindly ask you to use PieSync and nothing else to keep your data in sync. **Other integrations running in parallel with PieSync are a no-go!**

_In case you have a lot of contacts in your applications, the initial sync will take some time, even if you configured PieSync only to sync a subset of your contacts. During the initial scan, we need to process all of your contacts (also the contacts outside the chosen subset) to avoid duplicates during the sync. After the initial sync, it should never take much longer than five minutes for updates to show._

## Step 5: Monitor your connection in the Dashboard

Once the connection is running, the activity monitor will be your real-time view into PieSync's operations. It provides insight into: 

*   new contacts being created from your first app to your second app that didn't exist yet
*   new contacts being created from your second app to your first app that didn't exist yet (if you did a 2-way sync)
*   updates made to contacts that had been synced & matched up before: the update is now also synced up
*   whether your synchronization is active or not - you can pause the connection should you so wish

<TipBox>Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By  [voting them up in our pipeline](http://www.piesync.com/connections/#vote), YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - [support@piesync.com](mailto:support@piesync.com).  **Don't forget to read our** [**blog**](http://blog.piesync.com/) **for the latest in productivity, apps, and technology!**</TipBox>

<Embed src="https://www.youtube.com/embed/Q_XSRwWBVKY?feature=oembed" />

iContact is email marketing app  that allows you to create  send  segment and track emails  iContact makes it easy for SMEs to choose from their collection of results orientated features to suit any budget    Supported iContact Integrations     Step …

How to set up specific apps, what rules are available and mapping overviews

Supported Apps

**PieSync is available for ALL SALESFORCE PLANS.** Frans Leys, PieSync's solutions engineer, walks you through some possible rules & mappings in a Salesforce & iContact sync (11 minute video)

<Embed src="https://www.youtube.com/embed/Q_XSRwWBVKY?feature=oembed" />

### Sync rules

![](//images.ctfassets.net/f2ysq090txql/2KpSopid4rJB5kFYylPsQZ/8377fac0361135c6b6161822a6fe7e5c/image.png)

👆🏻 Only when 'Accepts mailing' as well as 'Sales newsletter' are checked in Salesforce will the contact sync into iContact. If you want this to be either/or, you need to break this down in two separate rules.

![](//images.ctfassets.net/f2ysq090txql/5GuQmILFOX8RncGhJzWv9L/2491b964875046b47606ed5f67caf121/image.png)

👆🏻 Once contacts unsubscribe within iContact, the checkbox for "Sales newsletter" can be checked off. The undo toggle will make sure it gets checked back on if the subscriber changes their mind. If your list already holds subscribers that you want to see pushed into Salesforce as leads, the following rule that looks leads subscribed in a list would fit.

![](//images.ctfassets.net/f2ysq090txql/30Qt4z0Y4wtGhCMhkGaigs/50209f3c827e74a81a7853343cb75d8c/image.png)

👆🏻 **Be careful**! When running concurrent syncs with leads & contacts make sure iContact is aware of whether a subscriber should sync either as lead, or as contact into Salesforce. You don't want to sync contacts into your Salesforce leads folder, nor have leads immediately sync into Salesforce as contacts. The following rule makes sure converted leads are taken off of the drip campaign, and added to another customer list. This way, in iContact, there's no ambiguity as to who sits where in Salesforce.

![](//images.ctfassets.net/f2ysq090txql/4K9fMvrIuNWk6NBcx15N09/ae3b1bebd7a842eb88977308e1a54a80/image.png)

### Mapping examples

![](//images.ctfassets.net/f2ysq090txql/334NUrP8rVxBAXpveP51sh/1b7b5a3951c1b0688d9f5533ea4a2c8b/image.png)

The default field mapping includes all essential contacts data. For personalized mailings, you need to include other mappings.

![](//images.ctfassets.net/f2ysq090txql/UvFBKylw3gt0OdZXBKHhI/db5d771c513cc64cef9d97c6d87dc1e5/image.png)

Sir? Madam? Your Majesty? This could be an important merge field to include.

![](//images.ctfassets.net/f2ysq090txql/6PJZB3e2nJe5SX7tDuuS92/da66e03b8aeed20146a9fc029da9b6b4/image.png)

Leads in Salesforce will not get created unless you provide a company name. Make sure you include a mapping for this.

![](//images.ctfassets.net/f2ysq090txql/4x47CU9rRsGi0djVmLhwml/b8278a09ee6303a175c3df7c5fa39c73/image.png)

You can directly read into the iContact status (Normal, Bounced, DNC, Pending, Invitable). You can have Salesforce's process flow builder just read into the content of this field and have other values set.

PieSync is available for ALL SALESFORCE PLANS  Frans Leys  PieSync s solutions engineer  walks you through some possible rules   mappings in a Salesforce   iContact sync  11 minute video      Sync rules         Only when  Accepts mailing  as well as …

Popular sync combinations

iContact and Salesforce

Contacts+ Logo Mark (1)

Contacts+

Contacts+ is the most powerful fully-connected contact management platform for professionals and enterprises who need to master their contacts and be awesome with people. Contacts+ cross-platform suite of Apps and APIs enhance contacts with 360-degree insights, while keeping them organized, in-sync, up-to-date, and safe.


<InfoBox>[**GETTING STARTED GUIDE**](/help/features/getting-started/)**: How to set up a new connection?**</InfoBox>

<InfoBox>[**ALL FEATURES EXPLAINED**](/help/features): **All our features/functionality explained in detail - no app-specifics.**</InfoBox>

Contacts+ is a powerful fully-connected contact management platform for professionals and enterprises who need to master their contacts and be awesome with people. Contacts+ cross-platform suite of Apps and APIs enhance contacts with 360-degree insights, while keeping them organized, in-sync, up-to-date, and safe.

**Below you'll find detailed information, specifically for Contacts+ integrations:**

## Supported Contacts+ Integrations

<Widget src="https://cdn.piesync.com/widget.js" left="fullcontact" />

## Authorizing Contacts+

For **Contacts+**, we need you to log into your account and allow access:  **When you click 'Authorize Contacts+', a pop-up window appears asking you to log in and allow access**.  

![](//images.ctfassets.net/f2ysq090txql/5FRU4UDW9bA5WJD8kDEkjd/25760b84ff633eae383ca277f68fe2ff/screenshot-2019-05-20-at-11-15-42.png)

![](//images.ctfassets.net/f2ysq090txql/gR6QQrTiHRgkZOC0AY2JO/46f2289f3059db930413a05def0596b5/screenshot-2019-05-20-at-11-16-03.png)

Depending on your Contacts+ subscription, you're able to sync with other team members. More information can be found [here](https://www.fullcontact.com/apps/pricing/). If not applicable, you can proceed and sync your personal contacts.

![](//images.ctfassets.net/f2ysq090txql/5FPXXXCa2WtuCtsyuigyGE/efc8c105da863f42f15a8e239925f274/screenshot-2019-05-20-at-11-17-26.png)

If you already authorized Contacts+ 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**.

![](//images.ctfassets.net/f2ysq090txql/3fASeVllzuW7eRgniJRbrQ/017f04503721435a263a02808719a8e8/screenshot-2019-05-20-at-11-09-36.png)

## \[IF\] Supported Conditions/Filters

*   Has Tag
*   Known by
*   Gets Deleted
*   Field values
*   Already existing in the app you sync with![](//images.ctfassets.net/f2ysq090txql/7k3HBxYzjTmgUizDITyuso/6562e8588edfe4105f443ea4cefe8e2f/screenshot-2019-05-20-at-11-17-56.png)

## \[THEN\] Supported Actions

*   Add Tag
*   Remove Tag
*   Updating field values

![](//images.ctfassets.net/f2ysq090txql/6ysnkNga9K9QubURXZGad2/daedf7b5cb1d6135cc686de31b652cf8/screenshot-2019-05-20-at-11-18-10.png)

## Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard Contacts+ fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:

![](//images.ctfassets.net/f2ysq090txql/3w2ZNP3Pc3j91Q4frGqlwd/a86079024155b455f30648460f78d8a2/screenshot-2019-05-20-at-11-18-45.png)

<InfoBox>PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B.</InfoBox>

## Customizable Field Mapping

You can custom map any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping [here](/help/features/new-customizable-field-mapping/).

![](//images.ctfassets.net/f2ysq090txql/2JTWea4ir15eKPAplcyvbP/949c9c3246582307d131e8b2426ca69f/screenshot-2019-05-20-at-11-24-00.png)

## Additional Options

### Syncing Deletions

In connections between [Google Contacts](/help/connector-apps/google-contacts/) and Contacts+, you are able to [sync deletions](/help/features/syncing-deletions/) two-way. When a contact gets deleted in Google Contacts, we add the tag 'PieSync Trash' to that same contact in Contacts+. You will be able to review this segment first before deleting or taking any other action in Contacts+ too.

![](//images.ctfassets.net/f2ysq090txql/4kH3ZAvDNM5Nd1VEqAESTN/5990625ba93d5dc030bd72f93d813ad5/screenshot-2019-05-20-at-11-18-27.png)

<WarningBox>Contacts+ is a great platform to keep your contacts clean of duplicates. Duplicates get detected automatically. Please note that if you are **merging duplicates** in Contacts+, these merges **do not sync** through to your other app. In other words, they will remain a duplicate contact in the other app and should be cleaned up there as well!</WarningBox>

### Syncing Unsubscribes

In connections between Contacts+ and some marketing tools we support such as e.g. [MailChimp](/help/connector-apps/mailchimp/), you are able to [sync unsubscribes](/help/features/syncing-unsubscribes/) one-way. When a contact gets unsubscribed in your marketing tool, we add the tag 'PieSync Unsubscribes' to that same contact in Contacts+. You will be able to review this segment first before taking any action in Contacts+ too.

![](//images.ctfassets.net/f2ysq090txql/5XuvMMIpW9J7C8wBMfssWC/be05704ce0b5228628c3f55c94c75595/screenshot-2019-05-20-at-11-25-50.png)

<InfoBox>The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes [here](/help/features/syncing-unsubscribes/) or on Deletions [here](/help/features/syncing-deletions/).</InfoBox>

<TipBox>Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By [voting them up in our pipeline](http://www.piesync.com/connections/#vote), YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - [support@piesync.com](mailto:support@piesync.com).  **Don't forget to read our** [**blog**](http://blog.piesync.com/) **for the latest in productivity, apps, and technology!**</TipBox>

Contacts  is a powerful fully connected contact management platform for professionals and enterprises who need to master their contacts and be awesome with people  Contacts  cross platform suite of Apps and APIs enhance contacts with 360 degree insig…

contactually

Contactually

Contactually is a powerful and intuitive CRM allowing you to build stronger relationships with great results. Its outstanding features will help you nurture leads, develop long-term relationships with your customers and generate referrals.


<InfoBox>**[GETTING STARTED GUIDE](/help/features/getting-started/): How to set up a new connection?** </InfoBox>

<InfoBox>[**ALL FEATURES EXPLAINED**](/help/features): **All our features/functionality explained in detail - no app-specifics.** </InfoBox>

**Contactually** is a powerful and intuitive CRM suite allowing you to build stronger relationships with great results. Its outstanding features will help you nurture leads, develop long-term relationships with your customers and generate referrals. Revenue pipelines, valuable insights, key integrations, team collaboration tools and a mobile app, make this one of the most well-rounded CRMs on the market. Especially for real estate agents, this CRM is very handy.

**Below you'll find detailed information, specifically for Contactually integrations:**

## Supported Contactually Integrations

<Widget src="https://cdn.piesync.com/widget.js" left="contactually" />

## Authorizing Contactually

We simply ask your login details and your permission. For Contactually, we need you to log in and allow access. We connect to all Contactually accounts. When you click 'Authorize Contactually', a pop-up window appears requesting this information.

If you already authorized Contactually account(s) in the past or in any other PieSync integration, you'll be able to the first part of the authorization and choose from your **CONNECTED ACCOUNTS**.

![](//images.ctfassets.net/f2ysq090txql/6Z6yanQqeJHFXOGe90ncOe/e1bc285abde7597a5a741428e0a91f17/1.png)

## \[IF\] Supported Conditions/Filters

*   TAGS
*   IN/NOT IN BUCKET
*   FIELD VALUES (_INCLUDING CUSTOM FIELDS_)
*   ALREADY EXISTING IN APP YOU SYNC WITH 

![](//images.ctfassets.net/f2ysq090txql/1QYf79o21hZK9QJNd3Q6J5/e1ab8c63a43c699958fe2072b0dc8d88/image.png)

## \[THEN\] Supported Actions

*   ADDING/REMOVING TAGS
*   ADDING TO/REMOVING FROM BUCKETS
*   UPDATING FIELD VALUES (_INCLUDING CUSTOM FIELDS_)

![](//images.ctfassets.net/f2ysq090txql/5lv1it0T63KXCUOZX9kbOD/3281d0effdb849c57e2ad6c3d9ed71ea/image.png)

## Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard Contactually fields being mapped by default. For instance, in a connection with FullContact, the default field mapping looks like this:

![](//images.ctfassets.net/f2ysq090txql/G0DfbOUZV2KdhxFQ5ioof/aa1e5cd2bdf32538381922db873c70af/image.png)

<InfoBox>PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B</InfoBox>

## Customizable Field Mapping

You can custom map your Contactually Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping [**HERE**](/help/features/new-customizable-field-mapping/).   

![](//images.ctfassets.net/f2ysq090txql/1hA7G0grdtwKGtVbEkZ6Bx/5868448c38bceb9292b77b26aa1d792e/image.png)

## Additional Options

### Syncing Unsubscribes/Deletions

In connections between [Google Contacts](/help/connector-apps/google-contacts/) and Contactually, you are able to [sync deletions](/help/features/syncing-deletions/) two-way. When a contact gets deleted in one app, we group/tag the corresponding contact 'PieSync Trash' in the other. You will be able to review this segment first before deleting or taking any other action in the other app too.

![](//images.ctfassets.net/f2ysq090txql/6cZpBVRauLgZyZYCSA9EsY/986e8a2460d2a0a629a7178850a5d0a8/screenshot-2019-05-15-at-15-51-40.png)

In connections between Contactually and some marketing tools we support such as e.g. MailChimp, you are able to [**SYNC UNSUBSCRIBES**](/help/features/syncing-unsubscribes/) **one-way**. When a contact gets unsubscribed in your marketing tool, we add the tag 'PieSync Unsubscribes'  to that same contact in Contactually. You will be able to review this segment first before taking any action in Contactually too. 

![](//images.ctfassets.net/f2ysq090txql/42PGkYAL8Odqu9cAIzgWvp/5c8961005bbc734fefc38e8560918897/screenshot-2019-05-15-at-15-56-30.png)

<InfoBox>The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes [here](/help/features/syncing-unsubscribes/) or on Deletions [here](/help/features/syncing-deletions/).</InfoBox>

<TipBox>Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By [voting them up in our pipeline](http://www.piesync.com/connections/#vote), YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - support@piesync.com.  **Don't forget to read our [blog](http://blog.piesync.com/) for the latest in productivity, apps, and technology!**</TipBox>

Contactually is a powerful and intuitive CRM suite allowing you to build stronger relationships with great results  Its outstanding features will help you nurture leads  develop long term relationships with your customers and generate referrals  Reve…

google contacts logo

Google Contacts

Google Contacts is a free easy-to-use contact management tool that allows you to organize your contacts with fields and segmentation. It has native integrations to other Google products such as Google Calendar, Google Drive and Gmail.


<InfoBox>[**GETTING STARTED GUIDE**](/help/features/getting-started/)**: How to set up a new connection?** </InfoBox>

<InfoBox>[**ALL FEATURES EXPLAINED**](/help/features): **All our features/functionality explained in detail - no app-specifics.**</InfoBox>

**Google Contacts** is an easy-to-use (free) contact management tool that is part of the Google Apps Suite including Gmail, Google Calendar, and Google Drive. Through Google Contacts, you can manage and organize your contacts by adding basic or more detailed information via fields and set up groups for segmentation.

_**Do you want to make the most out of Google Contacts? Then check out our e-book:**_[ _**‘How to Become a Google Contacts Expert in 30 Minutes.'**_](http://www.piesync.com/ebooks/google-contacts/) _**It comes with a special PieSync offer, look inside!**_

## Supported Google Contacts integrations

<Widget src="https://cdn.piesync.com/widget.js" left="googlecontacts" />

## Authorizing Google Contacts

For **Google Contacts**, We need you to log into your account and allow access: We connect with all Google accounts. **When you click 'Authorize Google Contacts', a pop-up window appears asking you to log in and allow access**.

![](//images.ctfassets.net/f2ysq090txql/5NDB8Pq3DrAKknOthhds1c/f084f74f1cfbcca042c0829944d92636/image.jpeg)

If you already authorized Google Contacts in the past or in any other PieSync integration, you'll be able to skip this step and choose from your **CONNECTED ACCOUNTS**.

![](//images.ctfassets.net/f2ysq090txql/7HhNoBhVl2FCbrv4YqNGWf/e0070cd142600d70368b69e1a4db0d85/image.jpeg)

## \[IF\] Supported Conditions/Filters

By default we'll look at any contact in your contact list. **Attention**, this is not always the same list as the one you see on your phone. There might be many more. You can always manage your contacts via [Google's website](http://contacts.google.com). If you don't want to sync all contacts in a rule, you can use these filters 

*   Has / Does not have Label
*   Gets Deleted
*   All fields (including custom fields)

![](//images.ctfassets.net/f2ysq090txql/17CxzElXCjoWHSqzmJOygu/9eb78e4517b4e3cda7fa4d53e0258141/image.png)

## \[THEN\] Supported Actions

*   Add / Remove Label
*   Update fields (INCLUDING CUSTOM FIELDS)

![](//images.ctfassets.net/f2ysq090txql/7yqj4TPB8hawo3HZT4tAI3/69d0093f17f67706ac74a30371f44230/image.png)

![](//images.ctfassets.net/f2ysq090txql/37L1kfaHWBgZDcR7X5MgaJ/d349e0a28bb9cd4d756ec6fcee8edb30/screen-shot-2019-02-11-at-15-38-07.png)

## Default Field Mapping

Google Contacts is very data rich and offers ample fields to store contact information. Depending on the other app you're syncing with, a default mapping is proposed. This could look like this, if you want to sync both Google Contacts and Nimble. If you're expecting Google Contacts fields to appear here and they are not, it is likely the other app does not support this field by default. 

![](//images.ctfassets.net/f2ysq090txql/1uXho8uEY8P9LCg3Ikydm4/1d1f49e2152c68e463dda7b1b6723833/image.png)

_PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in one field in app B._ _In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B_

![](//images.ctfassets.net/f2ysq090txql/3QnR6h9TCN3TqnhKDMIuWv/76872db0a8b874f499f827af8200365d/image.jpeg)

## Customizable Field Mapping

You can custom map your Google Contacts custom fields and any additional standard fields that aren't included in the default mapping yet. **For Google Contacts in Particular, you can create a new Custom Field through our sync by simply entering it \[Custom Field\] !** Bear in mind a mapping between two fields can only exist if the types of fields are compatible. [More information](/help/features/new-customizable-field-mapping/) on Customizable Field Mapping. 

![](//images.ctfassets.net/f2ysq090txql/7uw4bPP17oU4U1Ya8aGJrb/f0fc9766007239d10da8307dec7e453a/screenshot-2017-08-25-16-49-01.png)

<InfoBox>You also have the ability to add a Custom Google Field directly within PieSync.  
  
Important notes:  
* If the custom field already exists in your Google instance, make sure **to enter the exact same name and format**.  
* If the field does not exist in Google yet, Piesync will create it for you, as a simple text field.   
* The custom field(s) will only be created for the contacts kept in sync by PieSync.</InfoBox>

## Syncing Labels to Tags

Want to sync your tags with Google's labels? This is unfortunately not possible through our default field mapping. You will have to dictate PieSync which label should be synced to which tag. Be sure to add a rule for each tag you want PieSync to keep in sync. 

![](//images.ctfassets.net/f2ysq090txql/5sbcblT6bHpQEQGu0oTKq7/36a21f04e0350d16db18926d40b0a88d/screenshot-2019-05-15-at-20-28-23.png)

## Additional Options

### Syncing Unsubscribes/Deletions

You are able to [SYNC UNSUBSCRIBES](/help/features/syncing-unsubscribes/) **one-way**.  

When a contact gets unsubscribed in your marketing tool (MailChimp, for example), we add the tag  

'PieSync\_Unsubscribes'  to that same contact in Google Contacts.

![](//images.ctfassets.net/f2ysq090txql/4AJqskXmoQesdP9eyzoXkz/58eb04c1b5348f191268f6d68e4ece18/screenshot-2017-12-4-setup-pie-sync.png)

In connections with Google where adding a tag in app B is a supported trigger, you are able to **SYNC DELETIONS one-way**. When a contact is deleted in Google, we add the tag 'PieSync\_trash'  to that same contact in app B. You will be able to review this segment first before e.g. deleting or taking action on that side of the sync.  

**![](//images.ctfassets.net/f2ysq090txql/19nSXXLJeaTAqaekfGnEJs/68ec2d99ae9d92333727d08c8d431bfb/image.jpeg)**

_\*The availability of this feature is app and connection dependent. If the feature box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect deletions on one side and at the same time be able to create add the tag 'PieSync Trash' on the other side._ [_More Information on Syncing Deletions_](/help/features/syncing-deletions/) _in other integrations._

### Additionally sync to 'My contacts'

**![](//images.ctfassets.net/f2ysq090txql/4Nj9L0n9RJQe5j0bFHd1eV/1283b171db2e52d0864773789b36314d/image.jpeg)**

You can additionally sync your contacts to the Google Contacts group 'My Contacts’. This feature is especially useful for iPhone users, as your iPhone contacts get synced to 'my contacts' in Google by default.

<TipBox>If you don't want to sync 'other contacts' then make sure to set the following rule:</TipBox>

![](//images.ctfassets.net/f2ysq090txql/2JEYCRT3HkJ0J2YDRR127k/4663f80ca3268260a211d28bf0c70bef/screenshot-2019-04-12-at-16-15-08.png)

### Google storage limits

When using the Gsuite Directory, you have the following limits to store contacts:

*   Maximum number of external contacts (= without a G suite domain): 50.000
*   Total storage space: 20 MB
*   Maximum size per contact: 2 KB

<TipBox>More info about these storage limits can be found [here](https://support.google.com/a/answer/1146409?hl=en). When you exceed this threshold, Piesync will not be able to add contacts to Google Contacts. </TipBox>

Google Contacts is an easy to use  free  contact management tool that is part of the Google Apps Suite including Gmail  Google Calendar  and Google Drive  Through Google Contacts  you can manage and organize your contacts by adding basic or more deta…

[HubSpot](https://www.hubspot.com) is the marketer's number one inbound marketing tool. Your phone’s address book however runs on a different cloud. Google Contacts for instance.

To get these 2 apps to talk to one another, there are a couple of ways to add contacts in HubSpot. Either you copy paste contacts, you import a csv file, or you type them in manually. Yet all these methods have their disadvantages. There can be typos in the data, the information can be out-of-date and it’s just very time-wasting.

PieSync is the better way as it allows you to create a bidirectional contact sync that works in real time, all the time.

### Isn’t there already a sync between HubSpot and Google Contacts?

There are a couple of Google plugins available for HubSpot users. These add-ons, among other things, help transfer email conversations from Gmail to have them show up in HubSpot. Or they give you a handy access to look up HubSpot details right from within Gmail.

Essentially these plug-ins process data on on-demand principle. They will visualize actionable information, when, and only when you are working on a certain contact record. The integrations are provided and built by Zapier, so this only works one-way.

None of these solutions actually process Google Contacts’ or HubSpot’s data in the background, and that could be an issue. HubSpot data is changing all the time, new contacts are being added through forms, you’re making minute changes to Google Contacts data,....

A true 2-way syncing solution for contacts is not what these extensions offer but PieSync does.

### What are the benefits of a 2-way contact sync?

Let’s focus on contact management, your contact data **needs** to be in check. PieSync helps to make an intelligent real time connection between HubSpot and Google Contacts, or one out of their 150+ other cloud-based apps.

Whenever there is a new or updated contact in HubSpot, it will transfer the information into your Google Contacts account and vice versa. Because of this sync, you now have a complete up-to-date database in 2 cloud apps.

Contacts created in HubSpot will be pushed to your Google Contacts, and that's what you phone reads into. In other words: you'll be getting "caller ID" for everyone calling you. Your phone won't mention a number, but will pop up a name when you get called. This gives you the opportunity to approach your caller in a personal way.

The 2-way sync works in real time which means that PieSync constantly searches for updates in the existing contacts. The updates are automatically changing in your database and the information merges together so that there won’t be any duplicates in your database.

![](//images.ctfassets.net/f2ysq090txql/mSlxUBLoQw9jx7B0W0t8a/c56eff397a279231adcb11b0cf89f4d1/gc-hs.gif)

### Sounds great! Let's get started!

#### iPhone CRM Sync

Firstly, make sure you’ve got Google Contacts on your iPhone. If you don’t have it yet, [check out this help article](https://support.google.com/mail/answer/2753077?hl=en&amp;ref_topic=21369&amp;co=GENIE.Platform%3DiOS&amp;oco=1) on how to setup Google Contacts on your iPhone. Then go to your settings and make your “default account” to Gmail, as seen in the screenshot below. This ensures that new contacts are added to Google Contacts and synced to your CRM.

 | 
:---:|:---:
![](//images.ctfassets.net/f2ysq090txql/7f5D31fDTpxxExPtBdSe7Y/9c589ccc4c38a4f471b55542c2adf689/instellingen-1.png)  |  ![](//images.ctfassets.net/f2ysq090txql/6Pc3QMOfrvuAvIvihQvFcq/4e3c295a44988df05fb514430092923f/instellingen-2.png)
![](//images.ctfassets.net/f2ysq090txql/IDZ7hDOJzA2ywAGoCl92W/85aba13e8dabb6579ad67a4244a868a9/instellingen-3.png) |

Then, if you haven't already, setting up a sync between Hubspot & Google Contacts is as easy [as following this link.](https://app.piesync.com/sync/hubspot/googlecontacts) A one time operation involves authorizing both apps at this stage, which is super easy. A popup will open inside PieSync and you just log in to both platforms respectively. This brings you to the sync setup, where you can leave everything to its default settings, or really dial in some custom syncs.

![](//images.ctfassets.net/f2ysq090txql/1nQ82bxeqFvjc4POyYfK65/928654c369f77c34625d4725a3af2787/geplakte-afbeelding-12-04-19-10-25.png)

The connection can be adjusted in several ways. The **default setting** of a sync is always a **2-way sync**. This means you allow PieSync to transfer changes you make to contacts in HubSpot as well as in Google Contacts. We recommend you keep this 2-way setting. However make sure you understand the two rules that you start off with by default.

*   All contacts in Google Contacts will go into HubSpot, _so that may include personal contacts_.
*   All contacts in HubSpot will go into Google Contacts, _so you're running the risk of making this sync very heavy depending on your database._

To avoid those unwanted scenarios, use the filters, or you can turn off any of these two rules if they don't fit your workflow.

#### A million possibilities

Not only PieSync creates new leads or contact in the connected app, but you can also use “if-this-then-that” rules and filter the sync to your liking.

You are in full control of your sync! Choose which field to sync and how. You’ll find your standard fields mapped by default, but you can map as many other customized fields as you wish. Afterwards, you can just let it work in the background. _Set it and forget it!_

#### What are filters & actions?

**Filters & actions** allow you to really dial in the sync settings. For instance, consider the following example where contacts with a Google Contacts label are updated with a lead status in HubSpot:

There is a toggle at the bottom of this rule meaning you can also consider the rule in the other way around. Depending on the lead status in Hubspot, some contacts will be labeled in Google Contacts, and others will be kept out of scope. These IF-THEN rules are easy to create and the above is just an example. There are endless possibilities.

#### More settings!

In addition, PieSync gives you some **pre programmed options** to manage the sync. For example, making a choice of which application would ‘win’ when a conflicting change is detected. Usually, you let your CRM win, but of course, this is an individual choice.

![](//images.ctfassets.net/f2ysq090txql/76sguUFD7fldSfCSc6H4i5/803b649f2c839c5756250fd2cc70dffe/image.png)

This toggle is very relevant if you are going to fire up an Google Contacts - HubSpot sync with lots of contacts already living on both sides. For example, John may exist in Google Contacts as well as in HubSpot, with a mobile phone number in both systems. In that situation, PieSync needs to know once which of the two phone numbers to keep moving forward.

Once the sync is running, every contact that you add or edit that matches your filters, will get synced to the other side in no more than 5 minutes.

The progress of your sync can be followed on your dashboard as shown below:

![](//images.ctfassets.net/f2ysq090txql/3247QAhNG85wwWozmxI6Nb/03c44a1cfc3525bc1a71daa50f6ac1e8/geplakte-afbeelding-12-04-19-10-30.png)

## Google storage limits

<WarningBox>The filters we offer in the PieSync interface can definitely come in handy in the case of large Hubspot databases. Google Contacts has a technical limit of 50K contacts, so if your Hubspot database is larger than that, you will need to include filters to trim down that number.</WarningBox>

In fact, you will want to trim down the number in any case since it’s not recommended to sync that many contacts to one single Google Contacts account anyhow, because your phone will not like having to load up tens of thousands of contacts in its native phone directory. Make a selection of those contacts that you know are likely to call you, or that you will need to call.

You can use Hubspot filters such as

*   Only the contacts that you own
*   Only the contacts that have a phone number
*   Only the contacts that came in over the past month

In the video below, you will learn how to set up a connection between your phone contacts and your CRM system. This principle works for any phone contact app with any CRM.

<Embed src="https://www.youtube.com/embed/hfKBJhvcXgQ?feature=oembed" />

### Want to discover more?

<TipBox>Check out the help articles of [HubSpot](/help/connector-apps/hubspot/) and [Google Contacts](https://help.piesync.com/article/SHgxZBSTEt-connector-apps-google-contacts).  
You can also learn more about '[Setting up your iPhone to sync with Google Contacts](/help/want-to-learn-more/setting-up-your-iphone-to-sync-with-google-contacts/)' and '[Intelligent syncing for HubSpot](/help/want-to-learn-more/intelligent-syncing-for-hubspot/)'.  
If you don't want Google Contacts duplicates, make sure you check out [this article](https://www.piesync.com/blog/no-more-google-contacts-duplicates/).  
Do you want to make the most out of Google Contacts? Then check out our e-book: [‘The Ultimate Guide to Google Contacts’](https://www.piesync.com/ebooks/google-contacts/).  
Need help with GDPR? [Get some assistance](/help/want-to-learn-more/gdpr-assistance-through-hubspot-pie-sync/) through HubSpot.</TipBox>

HubSpot is the marketer s number one inbound marketing tool  Your phone s address book however runs on a different cloud  Google Contacts for instance   To get these 2 apps to talk to one another  there are a couple of ways to add contacts in HubSpot…

Google Contacts & HubSpot

<InfoBox>To establish a sync, PieSync matches contacts between your two apps based on the email address field.</InfoBox>

**However, If the email address field has multiple values, there are a few scenarios:**

1.  If the contact only existed in app A prior to the sync, we will sync the contact with the first email value to app B.  **E.g. below _email \[work\]_** 
2.  If the contact existed in app A and B prior to the sync, and app A has multiple values for the email and app B just a single value, we will choose the matching email address only. **E.g. below if app B has the _email \[home\]_** **only, then we will match/sync on that email value.** 
3.  If the contact existed in app A and B prior to the sync and both apps have multiple values for the email, we will match and map all values (where possible). **E.g. below _email \[work\]_** -  **_email \[work\] / email \[personal\] -  email \[personal\]._** **etc.**

<InfoBox>Example of a contact with multiple values for the email address (in this case, the work email is the first value):</InfoBox>

![](//images.ctfassets.net/f2ysq090txql/2lhShFJEVKONQgO7rcqcTZ/f567e9234111d294335ab3022e888c0e/image.png)

However  If the email address field has multiple values  there are a few scenarios   1   If the contact only existed in app A prior to the sync  we will sync the contact with the first email value to app B   E g  below  email   work     2   If the co…

Get personalized help for all kinds of errors as well as unexpected behavior in your syncs

My contacts have multiple email addresses,  which one is used to match?

constantcontact

Constant Contact

Constant Contact is a marketing platform, giving your team the tools to create highly effective email marketing, social media campaigns, online surveys, and event marketing. Availability of hundreds of templates and extensive resources will make your lists grow!


<InfoBox>[**GETTING STARTED GUIDE**](/help/features/getting-started/)**: How to set up a new connection?**</InfoBox>

<InfoBox>[**ALL FEATURES EXPLAINED**](/help/features): **All our features/functionality explained in detail - no app-specifics.**</InfoBox>

Constant Contact is a marketing platform, giving your team the tools to create highly effective email marketing, social media campaigns, online surveys, and event marketing. Availability of hundreds of templates and extensive resources will make your lists grow!

**Below you'll find detailed information, specifically for Constant Contact integrations:**

## Supported Constant Contact Integrations

<Widget src="https://cdn.piesync.com/widget.js" left="constantcontact" />

## Authorizing Constant Contact

For **Constant Contact**, We need you to log in and allow access to your account. **When you click 'Authorize Constant Contact', a pop-up window appears to request this information.** 

![](//images.ctfassets.net/f2ysq090txql/7xrJWHsvLo5LO8cBkPoFJW/03c9133aeb0647880f0bfe3a6be126d8/screen-shot-2018-05-15-at-12-14-00-png)

  

If you already authorized Constant Contact 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**.

![](//images.ctfassets.net/f2ysq090txql/4EaU4XM6nHuMhwtfJskT0M/73180253b549b42bc74c3272fe5bae7e/screen-shot-2018-05-15-at-12-13-24-png)

## \[IF\] Supported Conditions/Filters

*   IN LIST
*   GETS DELETED
*   STATUS
*   FIELD VALUES
*   ALREADY EXISTING IN APP YOU SYNC WITH 

![](//images.ctfassets.net/f2ysq090txql/2qToJQttdfUmbm240bMC4W/17edce7ecaa3c8699ef6b882fd10aa72/image.png)

## \[THEN\] Supported Actions

*   ADD TO LIST
*   REMOVE FROM LIST
*   UPDATING FIELD VALUES

![](//images.ctfassets.net/f2ysq090txql/6w1EbOs0ABFidXaH9xJzoQ/6ecbeba928480fc486f85dafa321bfdf/image.png)

<InfoBox>Note: Contacts with the **Opt-Out status** have unsubscribed from all contact lists, and are on the **Unsubscribed list**. Contacts on this list cannot be subscribed to any list by a Constant Contact account owner, even if the account owner unsubscribed the contact (accidentally or purposefully). **The contact must re-subscribe themselves** to a contact list in order to be removed from the Unsubscribed list.</InfoBox>

## Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard Constant Contact fields being mapped by default. For instance, in a connection with SalesForce, the default field mapping looks like this:

![](//images.ctfassets.net/f2ysq090txql/6K9I2i2GzwkiW01tSWBPKw/9f6b5637b0fd3ef54605044d5b290bde/image.png)

<InfoBox>PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B.</InfoBox>

## Customizable Field Mapping

For now, we **don't support** Constant Contact customizable contact fields. Therefore, you can only custom map any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping [here](/help/features/new-customizable-field-mapping/).

![](//images.ctfassets.net/f2ysq090txql/5k4c1pRttvup4ua4cG9hbU/56931d1c185573f2681fbac824a69b73/image.png)

## Additional Options

### Piesync Unassigned

Contacts in Constant Contact cannot be created without being assigned to a list (but contacts without a list can exist in the app and we can access them). The option below provides you with an opportunity to add new contacts to a "PieSync Unassigned" list if the PieSync [rules](/help/features/multiple-rules/) don't put them in any other list (= no action has been selected).

![](//images.ctfassets.net/f2ysq090txql/2DV141YqbTYLxAVAG8FJtW/1a55e2d4da255bab623a2005662b6a86/screen-shot-2018-05-15-at-13-45-13-png)

<TipBox>This setting is disabled by default. </TipBox>

<InfoBox>Result: If you sync towards constant contact, a new contact will only be created if it's assigned to a list (example below) OR by enabling the "PieySync Unassigned" feature. </InfoBox>

![](//images.ctfassets.net/f2ysq090txql/583sM3VTYluFrkmgMmLBZ6/60da42f64cb341842414153a874c139c/image.png)

### Syncing Deletions

In connections between [Google Contacts](/help/connector-apps/google-contacts/) and Constant Contact, you are able to [sync deletions](/help/features/syncing-deletions/) one-way. When a contact gets deleted in Google Contacts, we add the tag 'PieSync Trash' to that same contact in Google. You will be able to review this segment first before deleting or taking any other action in Google too.  

![](//images.ctfassets.net/f2ysq090txql/4hvcd5QNQYiIQilzRml1sa/b8f8ecc83bb2d6a1ffd8e71f75f5ac84/screen-shot-2019-01-31-at-16-06-37.png)

### Syncing Unsubscribes

 You are able to [sync unsubscribes](/help/features/syncing-unsubscribes/) one-way. When a contact gets unsubscribed in your marketing tool, we add the tag 'PieSync Unsubscribes' to that same contact in Google. You will be able to review this segment first before taking any action in Google too.

![](//images.ctfassets.net/f2ysq090txql/3YrEMzEVA7kFPOIQ5RReZY/4b955a34ba18fda79c4467e55b26d884/screen-shot-2019-01-31-at-16-09-31.png)

<InfoBox>The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes [here](/help/features/syncing-unsubscribes/) or on Deletions [here](/help/features/syncing-deletions/).</InfoBox>

<TipBox>Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By [voting them up in our pipeline](http://www.piesync.com/connections/#vote), YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - [support@piesync.com](mailto:support@piesync.com).  **Don't forget to read our** [**blog**](http://blog.piesync.com/) **for the latest in productivity, apps, and technology!**</TipBox>

Constant Contact is a marketing platform  giving your team the tools to create highly effective email marketing  social media campaigns  online surveys  and event marketing  Availability of hundreds of templates and extensive resources will make your…

#### ADDITIONALLY SYNC YOUR CONTACTS TO 'MY CONTACTS'

When you have a connection setup with Google Contacts, you can additionally sync your contacts to the Google Contacts group 'My Contacts’. This feature is especially useful for iPhone users, as your iPhone [contacts get synced to 'my contacts' in Google Contacts by default](https://support.google.com/mail/answer/2753077?co=GENIE.Platform%3DiOS&hl=en).  
![](//images.ctfassets.net/f2ysq090txql/3SlHL0JNLaMgGNNI2Xnwm7/782efa95e5e02f2f8c68accfa0f9a028/image.png)

<InfoBox>**Also see this related article:** [Setting up your iPhone to sync with Google Contacts](/help/want-to-learn-more/setting-up-your-iphone-to-sync-with-google-contacts/)</InfoBox>

ADDITIONALLY SYNC YOUR CONTACTS TO  MY CONTACTS   When you have a connection setup with Google Contacts  you can additionally sync your contacts to the Google Contacts group  My Contacts   This feature is especially useful for iPhone users  as your i…

The essentials of setting up a two-way or one-way sync between your apps.

Getting started

My Contacts

**Google Contacts** is the easy-to-use (free) contact management tool that is part of the Google Apps Suite. While its web interface (contacts.google.com) is less known, it’s the fact that smartphones natively pull in Google Contacts that is the main benefit here. Google Contacts is your phone’s address book.

**Copper**, which you may remember from its previous name Prosperworks, is the CRM optimized for a Gsuite environment. It delivers a native sync to your Google assets such as Meetings, Mails & Contacts.

So let’s focus on contact management, because not having the right contact data at hand means all else will fail. Meetings are held with contacts. Invoices are addressed to contacts. Emails are sent to contacts. Incoming calls on your phone get proper caller-id because of your phone knowing them as… contacts.

Your contact data needs to be in check.

Copper comes with a handy browser plugin that sits inside Gmail, allowing you to push contacts you are interacting with in Gmail directly in Copper. Copper then also makes sure this data syncs back to your Google Contacts. And since your phone reads into Google Contacts, your CRM data is always there close to you.

So how do you connect the two apps? Because let’s not forget, they are two separate databases and deserve a foundational connection between the two.

## Well… Isn’t there a built-in integration in Copper?

Indeed, there is a native integration between Copper & Google. The setup is really easy since the integration is built right inside Copper’s settings. The sync is perfect if you only need to sync new or updated contacts from Copper to Google Contacts, but that’s also its most obvious shortcoming. The sync does not work in the other way, from Google to Copper. What about the changes that you’ve made in Google Contacts, or better put: on your phone? Some things you do quite often:

*   adding a phone number that recently dialed you to an existing contact in your phone.
*   removing an old email address because they've left their company
*   subsequently adding a new email address and changing their company info because they're telling you
*   adding new contacts on the go

None of these tweaks you're doing on your phone will sync back into Copper. But they will if you use PieSync.

## When should you choose PieSync to sync Google Contacts & Copper?

Instead, a true 2-way sync with PieSync respects existing data, and makes the data richer on both sides. Two-way means the sync simultaneously reads & writes data in both directions. Any changes, whether they happen within a single field, or multiple fields at the same time, are all picked up by PieSync’s synchronization engine.

With PieSync, contact sheets in Copper & Google Contacts are truly merged, resulting in 2 databases that are always up to date, and complete.

You would have an identical contact sheet for all of your contacts on both sides. All the time.

In the video below, you will learn how to set up a connection between your phone contacts and your CRM system. This principle works for any phone contact app with any CRM.

<Embed src="https://www.youtube.com/embed/hfKBJhvcXgQ?feature=oembed" />

## PieSync: How do you get started?

First off, inside Copper’s settings, you’ll want to turn off their one-way sync, since PieSync is going to take care of syncing Copper data & Google data in the two directions.

Then, if you haven’t done so already, [setting up a new PieSync account is super easy.](https://app.piesync.com/sync/googlecontacts/prosperworks)

In setting up a sync with Google  & Copper, you have to choose whether to sync Copper Leads, or People. These represent the [two stages that Copper contacts](https://support.copper.com/hc/en-us/sections/115000914592-Leads-People-Companies-Opportunities-and-your-Pipeline) can be in. As the typical sales process dictates, as soon as successful contact has been established, Leads should convert into People along with an Opportunity and an Account.

Technically, leads & contacts exist as separate databases inside Copper, while Google just works off the one single database. This means you have to set up separate syncs that run concurrently if you need both objects to be kept in sync with Google:

*   A first sync from Google to Copper Leads,
*   A second sync from Google to Copper People

Take your pick, and then, you’ll be greeted by sync rules.

It’s through these rules that you define how you want your two databases to talk to one another. Here's a combination of rules that show off the 2-way sync between Copper and Google Contacts.

Contacts that have the label ‘Buyers’ in Google Contacts, will seamlessly sync with your Copper database. Not only will contacts be created or kept in sync with existing data in Google Contacts, it will also update a critical attribute on those contacts inside Copper: the switches. This registers whether or not you want your contact to sync in the other way as well.

Possibilities with rules are [endless](/help/features/conditions-and-actions/).

How the data will be exchanged is not something to worry about: PieSync’s smart merge algorithms ensure no data gets lost in the sync. On the contrary, all the data is mutually enriched, leaving you in full control with [custom mappings](/help/features/new-customizable-field-mapping/).

Once the sync runs, it will keep up with changes on both sides [every 5 minutes](/help/faq/how-long-does-it-take-to-sync-contacts-or-updates/).

## More information

<TipBox>Learn more about syncing [Google Contacts](/help/connector-apps/google-contacts/), or about [Copper](/help/connector-apps/copper/), in their respective support articles.  
Download our ebook ['The ultimate guide to Google Contacts'](https://www.piesync.com/ebooks/google-contacts/).  
Watch the webinar ['3 steps to cleaner CRM Data - Copper (Prosperworks)](https://www.piesync.com/blog/3-steps-to-cleaner-crm-data-prosperworks-webinar/)</TipBox>

Google Contacts is the easy to use  free  contact management tool that is part of the Google Apps Suite  While its web interface  contacts google com  is less known  it s the fact that smartphones natively pull in Google Contacts that is the main ben…

Google Contacts and Copper

Podio helps create long-lasting relationships with your customers as a CRM it forms a complete up-to-date database of all the leads and contacts of your company. The source of truth.

Your phone’s address book however runs on a different cloud. Google Contacts for instance.

To get these 2 apps to talk to one another, there are a couple of ways to add contacts in Podio. Either you copy paste contacts, you import a csv file, or you type them in manually. Yet all these methods have their disadvantages. There can be typos in the data, the information can be out-of-date and it’s just very time-wasting.

PieSync is the better way as it allows you to create a bidirectional contact sync that works in real time, all the time.

## What are the benefits of a 2-way contact sync?

Whenever there is a new or updated contact in Podio, it will transfer the information into your Google Contacts account and vice versa. Because of this sync, you now have a complete up-to-date database in 2 cloud apps.

Contacts created in Podio will be pushed to your Google Contacts, and that's what you phone reads into. In other words: you'll be getting "caller ID" for everyone calling you.

The 2-way sync works in real time which means that PieSync constantly searches for updates in the existing contacts. The updates are automatically changing in your database and the information merges together so that there won’t be any duplicates in your database. You can set up connection rules to your own needs and there you go.

## How to set up this sync with Podio and Google Contacts?

In Podio side, you need to make sure your contacts are stored in the default Podio ‘Contact App’. PieSync can only sync contacts in and out of this particular app. If you have data in a custom table stored, you should convert the data first.

The Contact App exists out of several fixed fields, some of which you can’t delete (but you can hide them if you like).!

Then, fire up your sync ([follow this link to create an account](https://app.piesync.com/sync/podiov2/googlecontacts) and prepare your sync). You will need to select the Podio workspace you want to work with. If your Podio Workspace doesn’t appear here, your app is not a Podio Contacts app and you should first convert it.

The connection can be adjusted in several ways. The default setting of a sync is always a 2-way sync. This means you allow PieSync to transfer changes you make to contacts in Podio as well as in Google. We recommend you keep this 2-way setting. However make sure you understand the two rules that you start off with by default.

*   All contacts in Google will go into Podio, so that may include personal contacts.
*   All contacts in Podio will go into Google, so you're running the risk of making this sync very heavy depending on your database.

To avoid those unwanted scenarios, use the filters, or you can turn off any of these two rules if they don't fit your workflow. This quick video shows the various options:

<Embed src="https://www.youtube.com/embed/hfKBJhvcXgQ?feature=oembed" />

## What are these filters & actions?

Filters & actions allow you to really dial in the sync settings. For instance, consider the following example where contacts with a Google Contacts label are matched up to a tag in Podio:

Note that there is a toggle at the bottom of this rule so that when a contact has the tag “Coworker” in Podio, the contact will be also be given the label “Coworker” in Google. If the contact didn’t exist yet, it will be created. It’s a true 2-way sync.

These IF-THEN rules are easy to create and the above is just an example. There’s endless possibilities.

## More settings!

In addition, PieSync gives you some pre programmed options to manage the sync. For example, making a choice of which application would ‘win’ when a conflicting change is detected. Usually, you let your CRM win, but of course, this is an individual choice.

This toggle is very relevant if you are going to fire up a Google Contacts - Podio sync with lots of contacts already living on both sides. For example, John may exist in Google Contacts as well as in Podio, with a mobile phone number in both systems. In that situation, PieSync needs to know once, which of the two phone numbers to keep moving forward.

Once the sync is running, every contact that you add or edit that matches your filters, will get synced to the other side in no more than 5 minutes.

The progress of your sync can be followed on your dashboard as shown below:

When the initial sync is completed, your dashboard will say ‘Synchronization is active’. Every contact that you add or edit that matches your filters, will get synced to the other side in no more than 5 minutes.

For more detailed instructions on how to set up your Podio and PieSync account, read this article on our Help Center.

If you have any questions, please reach out to support@piesync.com and we’ll gladly help out.

Happy syncing!

<TipBox>If you want to learn more, watch a [video about Podio and Google Contacts](https://youtu.be/2gpmWEL-44k), or any additional information about [Google Contacts](/help/connector-apps/google-contacts/) and [Podio](/help/connector-apps/podio/).</TipBox>

Podio helps create long lasting relationships with your customers as a CRM it forms a complete up to date database of all the leads and contacts of your company  The source of truth   Your phone s address book however runs on a different cloud  Googl…

Google Contacts and Podio

### Why are my contacts not syncing? Why is my sync not working? Why am I seeing duplicates?

These are questions you might have if you see anything unusual happen with your contacts or sync(s) and you're wondering 'why?' Our troubleshooting tips below can provide an answer to questions about commonly encountered events and might help you fix them. 

<InfoBox>_If troubleshooting does not clarify your experience, we require temporary access to your app-data to investigate why your contacts are not syncing. Email support@piesync.com & provide the email address of one or two contacts that aren't syncing correctly._</InfoBox>

<TipBox>We're working hard on the PieSync Health Dashboard, this is on our 2019 roadmap and will make the below-described troubleshooting more transparent.</TipBox>

## 1\. Do your contacts have an email address? Is [_Avoid Duplicates_](/help/features/avoid-duplicates/) enabled? 

The algorithm of PieSync is based on the allocation of an existing email address. **Contacts will only be synced if an email address is included**.  With some applications this setting is mandatory, with others you're able to determine yourself. When mandatory, you can always contact us, we just want to make sure you are aware of possible implications before doing so. 

![](//images.ctfassets.net/f2ysq090txql/7x6rwssht5hF7B7SKf0D4X/aff2aa9c6c64a889d04fd9ed61b54a07/screen-shot-2017-11-03-at-14-55-36.png)

![](//images.ctfassets.net/f2ysq090txql/3TyOE6g50RnxCe3G7yOVAm/8c73d094d1cac2bb35f4f700cc6f258f/screen-shot-2017-11-10-at-10-34-45.png)

## 2. Are your contacts part of the rules (IF/THEN) you have configured?

Through PieSync you can and you should tweak the sync so that not only contacts get synced, but you also respect the segmentation, tags, groups, categories, custom attributes, subscription status, ... of the apps that the contacts live in. In a PieSync [rule](/help/features/multiple-rules/), you can choose to add a filter, and add actions to syncs. 

**It’s crucial to know the distinction between adding additional filters (IF) within a rule (AND) or creating a completely new rule per filter (IF).**

For each filter you add within a rule, you establish an extra **requirement**. A contact will only be synced when it fulfills **ALL** of the requirements. In the example below, a contact needs to have the status "Subscribed" **and** "Cleaned" **and** "Pending" in order for it to be synced.

![](//images.ctfassets.net/f2ysq090txql/5vyxyQhlttGlTXiC8saM3z/12b710313d7c152989615815fadb720f/shot-2.png)

Creating separate rules for each filter allows you to sync contacts that are in **ANY** of the filters (IF) you choose rather than having to be present in **ALL** before it will sync. 

![](//images.ctfassets.net/f2ysq090txql/5WvhkgaiTMPJ3TgUqZIY1S/d5e82e92ade83788e7b2640bf2347cf9/shot-1.png)

<WarningBox>Disclaimer: This is a fabricated example, solely used for educational purposes.</WarningBox>

## 3. Does PieSync still have access to your app-accounts? _(Access Revoked/Authentication Failed)_?

Due to long inactivity, changes in your login details or changes in the API restrictions, it might happen that PieSync loses access to your applications. 

Rauthenticate your account via the **red banner**, visible on your configuration page. 

1.  Log in on the [**PieSync platform**](https://app.piesync.com/signin)
2.  Click the **"connections" tab** and access your connection
3.  Click the **configuration** button at the top right of the page.

<InfoBox>More information about _(re-)authorisation_ can be found [here](/help/faq/why-am-i-seeing-authentication-failed/).</InfoBox>

## 4. Do your contacts meet the app-requirements?

Whether or not a contact is being kept in sync between two applications can also be dependent on the requirements of the applications itself. 

The example below shows a contact in _Capsule CRM_ which can only be created after providing a first or last name. Therefore, a contact will not be synced if this requirement is not met. Another example, for instance: a contact in HubSpot be created with only an email address. In a connection with Capsule, this contact will not be synced to Capsule until the first or last name is added there first. 

![](//images.ctfassets.net/f2ysq090txql/50tMU7ZgLZKtsLy7L4zjuA/64151c3a1e0f2ba0d98b4f9ddd6e5673/gif-2.gif)

<TipBox>Some applications have strict requirements such as e.g [EZ texting](/help/connector-apps/eztexting/), [Drip](/help/connector-apps/drip/),…</TipBox>

## 5. Am I trying to sync CONTACT/LEADS information?

We only sync **contact & leads** information. 

Depending on the apps you have connected, you might be looking for data that you believe to be part of the contacts in that app. However, it might actually be part of a different entity we don't sync (just) yet. In the example below, we only sync **People & Leads.**

![](//images.ctfassets.net/f2ysq090txql/d1LMgPyflYaAE4X6Zg6Yq/5fd83e02ee48257da8f5bb79762ff642/screen-shot-2017-11-10-at-15-09-04.png)

<TipBox>More in-depth info about syncing Leads can be found [here](/help/faq/syncing-leads/).</TipBox>

<TipBox>More in-depth info about our Company to Company sync can be found [here](/help/faq/can-i-sync-company-account-information/).</TipBox>

## 6. Is there a third party or native integration _in parallel with PieSync_ active?

Before activating PieSync, you want to make sure there is no other native or third-party integration **running in parallel**. Some applications come with their own integrations. Other/parallel integration(s) will also have access to your data and the ability to manipulate which could cause large numbers of duplicates & loops. That's why we ask you to use PieSync and nothing else to keep your data in sync between two apps. 

<InfoBox>A native integration differs tremendously from PieSync. More info can be found [here](/help/faq/why-prefer-pie-sync-over-other-native-free-integrations/).</InfoBox>

## 7. Did you make an adjustment to a field that is mapped?

It's important to check the default field mappings between a connection. If you update a contact field in application A and you notice it's not syncing to application B, this field might not be part of the default mappings. In some cases, this can be solved by adding a [custom field mapping](/help/features/new-customizable-field-mapping/).  

## 8. Case sensitivity

The screenshot below shows an example of a rule to create segmentation based on the Company Name.   

The value of these fields are **case sensitive**. This means that contacts with the allocated "**p**ie**s**ync" name in QuickBooks will **NOT** sync.   

![](//images.ctfassets.net/f2ysq090txql/5WbSGeLu6yaQWWl4dvgPJu/84c8ec88e477f72ec245975cdc5c2104/screen-shot-2018-09-13-at-15-45-59.png)

#### Make sure the distinction between upper-and-lower cases is correct!

## 9. Are you experiencing Duplicates? This might be why.

*   [I am experiencing a small number of duplicates](/help/faq/how-come-i-am-getting-a-small-amount-of-duplicates/)
*   [I am experiencing a large number of duplicates](/help/faq/why-am-i-getting-a-large-number-of-duplicates/)

## 10. Still experiencing issues? 

If the aforementioned topics are not helping, it's always possible to reach out to us. 

<InfoBox>For us to investigate this issue further, we would require temporary access to your app data. If this is ok for you, would you mind providing us with the ID (Copy URL when opening the contact) or email address of a contact that is not syncing? Please send us an email via **support@piesync.com**.</InfoBox>

Why are my contacts not syncing  Why is my sync not working  Why am I seeing duplicates   These are questions you might have if you see anything unusual happen with your contacts or sync s  and you re wondering  why   Our troubleshooting tips below c…

Troubleshooting - My contacts are not syncing

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