Two-way contact sync between Infusionsoft by Keap and Sage Financials (formerly Sage Live)
PieSync integrates Infusionsoft with other apps for an automatic 2-way leads or contacts sync. Every time you add or update a contact in Infusionsoft, it is automatically synced with the other app, and vice versa - eliminating import/export!
PieSync can apply or remove Infusionsoft tags based on how contacts behave in other apps. It can sync new leads directly to other apps and keep them in a two-way sync moving forward. PieSync comes with support for the many custom fields you’ve set up for contact management!
Want to win time by managing just one application? Set up PieSync for free today and start syncing your Infusionsoft by Keap and Sage Financials (formerly Sage Live) contacts.
It takes 5 minutes to start syncing Infusionsoft by Keap with Sage Financials (formerly Sage Live)
no-strings-attached 14-day free trial
Other available connections on PieSync
More connections with Infusionsoft by Keap and Sage Financials (formerly Sage Live) are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
About PieSync
PieSync works in the background and integrates your contacts two-way and in real time between your favorite cloud apps. This means you will have access to the most up to date customer information, no matter where you are or who entered the data.
About Infusionsoft by Keap
Infusionsoft by Keap offers your small business a range of automated sales and marketing solutions. Having tools like lead generation, marketing automation, and CRM functionality all in one place, allows your business to grow and succeed!
About Sage Financials (formerly Sage Live)
Sage Accounting (Sage Live) aligns your entire organization with business critical, real-time information, so you can take collaboration, and your business, to the next level. Sage Accounting delivers the convenience of the cloud with all the intelligence, scalability, and support you need to accelerate your business into the future.
We’re using PieSync to help a client of ours sync their contacts in two different CRM’s. In one CRM, contacts are signed up for a trial to use our client's software, and in the other CRM, this trial sign-up triggers an automated email workflow. Before PieSync, contacts would be sent from one CRM to the other upon creation. Later, if they signed up for a trial, their updated trial sign-up information wouldn’t be sent from one CRM to the other. This wouldn’t trigger the email automation campaign, and new trial users wouldn’t get the information they needed. Now we have PieSync, and that information is accurate, all the time. Let me know if you need some more information.
PieSync is an invaluable tool for our business. It was easy to set up and has saved us an enormous amount of time and energy in keeping all our data in-sync across the multiple platforms we use daily. The handy reporting feature really highlights the benefits for us on a regular basis and gives us confidence that everything is working the way it should.