HubSpot

Salesforce

Pipedrive

Zoho CRM

Microsoft Dynamics 365

![stats crm 2019 2020](//images.ctfassets.net/f2ysq090txql/piJBwyCJAdEnfMJcBgLPT/d71693b22b3b29244e72bb16c9550e20/linkedin-sales-navigator-YDVdprpgHv4-unsplash.jpg)

Every year, more and more businesses are realizing the benefits of customer relationship management (CRM). With a crowded space [valued at $120 billion](https://www.forbes.com/sites/bobevans1/2018/05/31/crm-showdown-salesforce-booms-sap-looms-in-battle-for-120-billion-market/#211c6f78bfe5) and with around [381 CRM software platforms](https://www.g2.com/categories/crm) on the market, there is a huge range of tools to choose from.

The stats show that 13 percent of companies chose investing in a CRM as [a top sales priority](https://www.stateofinbound.com/) for 2019, while another 23% were planning on improving existing sales technologies. As we head into 2020, we predict this trend continuing as more businesses across all industries understand how CRM can impact their bottom line.

One thing is for sure: CRM isn't just for large businesses: **"Even the smallest operation needs a CRM,"** shared Rashan Dixon, Co-founder of Techincon and Senior Business Consultant for Microsoft, on [Entrepreneur.com.](https://www.entrepreneur.com/article/336364)

As we move through the year, here's our round-up of the most telling CRM statistics for 2019 and 2020.


----
## Statistics about CRM for 2019 and predictions for 2020

### Market share among the most popular CRM systems

[According to G2 Crowd](https://www.g2.com/categories/crm?utf8=%E2%9C%93&order=popular), these are the ten most popular CRMs in 2019 based on their number of reviews:

* Salesforce (8,702 reviews, 4.2 / 5 average rating)
* HubSpot CRM (3,143 reviews, 4.2 / 5)
* Zoho CRM (1,229 reviews, 3.9 / 5)
* Microsoft Dynamics 365 for Sales (1,119, 3.7 / 5)
* Pipedrive (1,087, 4.3 / 5)
* PipelineDeals (795, 4.3 / 5)
* Nimble (774, 4.5 / 5)
* Freshsales (558, 4.7 / 5)
* Insightly CRM (475, 4.1 / 5)
* SugarCRM (457, 3.7 / 5)
* Copper (410, 4.6 / 5)

It's worth noting that despite there being 381 CRM systems listed on G2 Crowd, only 18 percent have a 4 or 5-star rating. We predict the **top five CRMs above will continue to dominate in 2020**, although there may be some merges and new players in the market.

For more recommendations on choosing the best CRM for you, check our blog post: [The best CRMs for small businesses in 2019: pros, cons, and what you need to know](https://www.piesync.com/blog/the-best-crms-for-small-businesses-pros-cons-and-what-you-need-to-know/)

----
### Stats on CRM adoption in 2019

* Over 50 percent of CRM buyers are in **one of four markets**: real estate, consulting, distribution, and insurance [(Software Advice, 2019)](https://www.softwareadvice.com/resources/crm-trends-2019/). "A great deal of new CRM growth will come from industry CRM aimed at vertical markets like healthcare, finance, insurance, manufacturing and the like," [predicts Denis Pombriant](https://msdynamicsworld.com/story/what-are-biggest-trends-crm-market-heading-2020s) as we head into the 2020s.

*  **More than half of sales professionals** (64%) use CRM applications. CRM adoption has grown 113% since 2016 and 28% since 2017.  [(LinkedIn State of Sales, 2018)](https://business.linkedin.com/sales-solutions/b2b-sales-strategy-guides/the-state-of-sales-2018)

* Twenty-eight percent of millennials think CRM applications are **“extremely critical” to their success**, compared to 18% of Generation X and 9% of Baby Boomers.  [(LinkedIn State of Sales, 2018)](https://business.linkedin.com/sales-solutions/b2b-sales-strategy-guides/the-state-of-sales-2018)

* [Salesforce's share of the CRM market is now over 19%](https://www.forbes.com/sites/louiscolumbus/2019/06/22/salesforce-now-has-over-19-of-the-crm-market/), wrote Forbes in January 2019.

* 46% of sales teams reported widespread use of CRM systems in the 2018 Sales Operations Optimization Study from [CSO Insights](https://www.csoinsights.com/).

* 18% of salespeople **still don't know what a CRM is**. This has improved from 22% in 2016. [(HubSpot, 2017)](https://www.hubspot.com/marketing-statistics) Are you one of them? Don’t worry, [here’s everything you need to know to get started.]( https://www.piesync.com/blog/beginners-guide-to-crm-customer-relationship-management/)

* 65 percent of companies adopt a CRM system within the first five years of business. 18% adopt a CRM within the first year. [(Capterra, 2015)](https://www.capterra.com/customer-relationship-management-software/user-research-infographic)


----
### Top benefits of CRM software

* Three-quarters of sales professionals (73%) use technology to close more deals. Of this group, **97% consider sales technology “very important”** or “important.” [(LinkedIn State of Sales, 2018)](https://business.linkedin.com/sales-solutions/b2b-sales-strategy-guides/the-state-of-sales-2018)

* Businesses that leverage CRM software see sales increase by 29%, sales productivity increase by 34%, and sales forecast accuracy increase by 42%. [(Salesforce)](https://www.salesforce.com/hub/business/how-salesforce-improves-business-performance/)

* Because CRM software greatly improves data accessibility, sales reps at companies using a CRM can **shorten their sales cycles** by 8-14%. [(Nucleus Research, 2015)](https://nucleusresearch.com/research/single/data-accessibility-for-sales-teams-shortens-the-sales-cycle/)

----
### Top barriers to adopting a CRM system in 2019 and 2020

As client relationship management is such a powerful tool for businesses, why are some salespeople not using a CRM tool yet? Here's what the data says.

Common **obstacles to adopting a CRM in 2019** – which are likely to continue into 2020 – include:

* **Cost**: The CRM tool [Workbooks](https://www.workbooks.com/resource-documents/state-crm-market-2018-industry-report-whitepaper/?utm_referrer=https%3A%2F%2Fwww.google.com%2F) found that 38% of UK SMEs cite cost as an obstacle to CRM adoption. While traditional methods might look cheaper than a CRM subscription at first glance, the time and efficiency cost can be a different story.
* **Set-up**: 40% of SMEs without a CRM say they lack the resources to implement one. 38% also say they lack the required IT skills. [(Workbooks, 2018)](https://www.workbooks.com/resource-documents/state-crm-market-2018-industry-report-whitepaper/)
* **Resistance to change**: 34% of SMEs without a CRM cite resistance to change as an obstacle. Often it's top-level management who are reluctant to adopt new tools. [(Workbooks, 2018)](https://www.workbooks.com/resource-documents/state-crm-market-2018-industry-report-whitepaper/)
* **Adoption**: Between 18% and 69% of CRM implementation projects fail, according to [CIO Digital Magazine](https://www.cio.com/article/2381909/what-to-do-when-your-crm-project-fails.html). [Entrepreneur.com shared in 2018](https://www.entrepreneur.com/article/317934) that CRM investments fail to deliver because "CRM is focused on executives, not sellers." CRM is exceptionally good at giving management teams better visibility to data and pipeline revenue, but users on the front line of sales can find the CRM experience less rewarding. Only 47% of businesses with an implemented CRM have an adoption rate of over 90% in the business. [(CSO Insights, 2019)](https://www.csoinsights.com/wp-content/uploads/sites/5/2018/08/2018-Sales-Operations-Optimization-Study.pdf)
* **Lack of integration**: 17% of salespeople cite lack of integration with other tools as the biggest challenge using their existing CRM. [(HubSpot, 2017)](https://www.hubspot.com/marketing-statistics)

[See all the CRMs you can keep in sync via PieSync](https://www.piesync.com/connections/crm/) 

----
### Sales team statistics

* Sales development reps use on average six tools. [(Sales For Life, 2017)](https://www.salesforlife.com/blog/how-900-companies-build-and-execute-successful-sales-development-teams)

* 40% of salespeople still use informal means such as Microsoft Excel or Outlook to store lead and customer data. [(HubSpot, 2016)](https://www.hubspot.com/marketing-statistics)

* 27% of salespeople are spending **an hour or more on data entry** each day. [(HubSpot, 2018)](https://www.hubspot.com/marketing-statistics)

* The most popular sales tools include CRM, social prospecting, data and list services, email engagement, phone, and sales cadence. [(Hubspot, 2018)](https://www.hubspot.com/marketing-statistics)



----
### Top benefits of CRM for end customers

* 69% of customers **expect a connected experience** when they engage with a company. This means that their preferences are known across touchpoints and interactions, and any required information about transactions or inquiries can be quickly accessed [(Salesforce, 2019)](https://www.salesforce.com/blog/2019/07/customer-experience.html). Having a CRM and [connected tech stack](https://www.piesync.com) is the best way to enable this.

* 78% of customers now expect consistent interactions across departments. [(Salesforce, 2019)](https://www.salesforce.com/blog/2019/07/customer-experience.html)

* 47 percent of CRM users said that their CRM had a significant impact on customer retention. [(Capterra, 2015)](https://www.capterra.com/customer-relationship-management-software/user-research-infographic)

* 47 percent of CRM users said that their CRM had a significant impact on customer satisfaction. [(Capterra, 2015)](https://www.capterra.com/customer-relationship-management-software/user-research-infographic)

* 74 percent of CRM software users said that their CRM system gave them improved access to customer data. [(Capterra, 2015)](https://www.capterra.com/customer-relationship-management-software/user-research-infographic)


----
### Most important CRM features for SMEs

* 81% of marketers now **operate their CRM platform from multiple devices**. [(Algoworks, 2018)](https://www.algoworks.com/infographics/crm-2019-facts-stats-predictions/)

* The most important factors in CRM purchase are functionality (24%), ease of use (20%), price (14%), company reputation (9%), support (8%), implementation training (8%), software popularity (6%), reviews and recommendations (6%). [(Capterra, 2015)](https://www.capterra.com/customer-relationship-management-software/user-research-infographic)

* Top-requested CRM software features are basics like contact management (94%), interaction tracking (88%), and schedule/reminder creation (85%). [(Software Advice, 2019)](https://www.softwareadvice.com/resources/crm-trends-2019/)

* About a quarter of buyers want sales pipeline and funnel monitoring, and a fifth want sales automation, a central database, email marketing, customization, and reporting/analytics—slightly more advanced CRM functionality. [(Software Advice, 2019)](https://www.softwareadvice.com/resources/crm-trends-2019/)

----


### CRM stats for 2020: what's important

#### Your CRM needs to help your business provide great customer experience
 
* Past prediction: In 2013, Walker's [Customer 2020 study](https://www.walkerinfo.com/Portals/0/Documents/Knowledge%20Center/Featured%20Reports/WALKER-Customers2020.pdf) predicted that by 2020 **customer experience will be the leading brand differentiator** when it comes to a buying decision, leaving behind such criteria as product and price.

* Still relevant? Yes: 84% of customers believe the experience a company provides is as important as its products and services. [(Salesforce, 2019)](https://www.salesforce.com/blog/2019/07/customer-experience.html)


#### The best CRMs use automation to give customers direction and provide quick solutions

* Past prediction: In 2011, Gartner predicted that by 2020 a customer will manage 85% of the relationship with an enterprise **without interacting with a human**.

* Still relevant? Yes: "The AI in CRM market is pegged at ~$50B by 2020," says Martech Advisor's 2018 report [*Is Your CRM Ready for 2020?*](https://www.martechadvisor.com/white-paper/crm/evaluate-your-crm-readiness-for-2020-and-beyond/). By combining AI with CRM, companies can automate routine tasks to speed up sales cycles, automatically send personalized marketing messages, and proactively resolve customer service cases.

----
### Looking forward to 2020

36% of sales professionals are still yet to adopt a CRM solution [(LinkedIn State of Sales, 2018)](https://business.linkedin.com/sales-solutions/b2b-sales-strategy-guides/the-state-of-sales-2018), but [Denis Pombriant predicts on MSDynamicsWorld this will change](https://msdynamicsworld.com/story/what-are-biggest-trends-crm-market-heading-2020s) as we head into 2020: 

> "There is a great deal of white space in CRM to be claimed and this will be where humans will add the greatest value as we continue to bring CRM to businesses that were once completely manual."

----
When done well, CRM should take your business further and raise the bar for success. To maximize your results, make sure that **your CRM system is configured to complement the rest of your tech stack**. 

With PieSync, you can [use our connections between 180+ apps](https://www.piesync.com/connections) to keep your contacts data perfectly in sync across all systems. As soon as something changes in one tool, you'll see it reflected in your other go-to apps. It's the most powerful power-up for your CRM system.




64% of sales professionals use CRM tools, says LinkedIn. We’ve compiled 40+ stats to show why CRM is so beneficial – and why the remaining 36% should catch up.

40+ stats about CRM for 2019 and predictions for 2020

Outlook

![Salesforce-Outlook](//images.ctfassets.net/f2ysq090txql/8DhizQu9BjNi4PwlevIgU/24c303a30387614fb89b99c0533bf1b1/Salesforce-Outlook.png)

Are you using both [Salesforce](https://www.salesforce.com/eu/?ir=1) and [Outlook](https://outlook.live.com/owa/)? The first is a state-of-the-art CRM and marketing beast, the second is the environment you spend most of your working day in.  

If you’re not properly connecting these two apps, you’re missing out. PieSync helps you create an intelligent connection between Outlook and Salesforce… and nearly 200 other cloud-based apps in real time!

- Doesn't Salesforce already offer a built-in integration?
- Why PieSync?
- Just to be clear: which contacts will be synced by PieSync?
- Sounds great! How do I set up this sync?
- What are filters and actions?

## Doesn't Salesforce already offer a built-in integration?

Yes, that's true. Salesforce has developed the [Lightning sync](https://help.salesforce.com/articleView?id=lightning_sync_admin_overview.htm&type=5). We'll be honest: in itself, Salesforce Lightning is a very complete syncing solution and covers the needs of a lot of businesses. It does a full calendar sync, it syncs your contacts two-way, it's available out-of-the-box, and it's included in your Salesforce subscription.

Furthermore, there's also a plug-in which nests itself right into Outlook to give you a very native integration experience.

## Why PieSync?

So why should you use PieSync? 

Well, PieSync offers you two main advantages over Salesforce's built-in sync:

#### A better configuration to send new and existing Outlook contacts upstream into Salesforce

PieSync comes with the ability to sync Outlook folders and categories to regular custom attributes on Salesforce leads and contacts. This means our sync helps in new implementations of Salesforce if, for example, the contacts are already well-structured in Outlook. Setting up the sync rules in PieSync is easy - it's something anyone can pull off, not only a Salesforce admin.


#### An improved and complete configuration of the field mapping

Mappings (such as how the data syncs between Outlook and Salesforce) are highly configurable on PieSync, which isn't the case in Salesforce's built-in sync. For instance, on PieSync you can set up a sync between all your contacts information, but keep the "Notes" field private to your Outlook, instead of it being broadcast to the CRM for everyone to see.


> Compared to the Lightning connector, PieSync offers unique abilities to configure the sync of Outlook contacts into Salesforce, and Salesforce contacts into Outlook. 

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

## Just to be clear: which contacts will be synced by PieSync?

PieSync provides a solution to two-way sync __contacts you would find in Microsoft Outlook, specifically inside personal contacts folders__. A personal Outlook Contacts folder is:

- meant for personal use
- a folder that easily syncs with your smartphone
- compatible with PieSync (read how to for [Outlook](https://help.piesync.com/connector-apps/office-365-outlook-com) / [Exchange](https://help.piesync.com/connector-apps/microsoft-exchange))

If you’re looking to sync other Outlook contacts, like those from a GAL or a public folder, we also have you covered. [Check out this article on CiraSync.](https://help.piesync.com/want-to-learn-more/gal-public-folders-sync)

## Sounds great! How do I set up this sync?

Setting up a sync between Salesforce and Outlook is super easy! 

A popup will open inside PieSync, so just log in to both platforms respectively. This will bring you to the sync setup, where you can leave everything in its default settings, or create some custom syncs. The default setting of a sync is always a two-way sync. This means you allow PieSync to transfer changes you make to contacts in Salesforce as well as in Outlook. 

We recommend you keep this two-way setting. Make sure you understand the two rules that you start off with by default:

- All contacts in Outlook will go into Salesforce, so that may include personal contacts.
- All contacts in Salesforce will go into Outlook, so there is the risk of making this sync very heavy depending on your database.

To avoid unwanted scenarios, [you can apply filters](https://www.piesync.com/blog/segment-filter-syncs/) or turn off any of these rules if they don't fit your workflow.

<Button text="Start syncing now!" href="https://www.piesync.com/outlook-office365/salesforce/" />

## What are filters and actions?

Filters and actions allow you to really customize your sync settings. It brings more nuance to the sync, and allows you to scope with laser precision which contacts should be part of the sync. Consider the following example, where contacts in an Outlook folder are matched up to an owner in Salesforce:

![Outlook-Salesforce](//images.ctfassets.net/f2ysq090txql/2P4P45EGpJJsTGJau6iWHb/c7c0b1efa41684e35bc2b2378e023444/Outlook-Salesforce.png)

There is a toggle at the bottom of this rule, meaning you can also consider the rule in the other way around. Depending on who the owner is in Salesforce, some contacts will be synced to Outlook, and others will be kept out of scope.

Here's another rule to prevent contacts from Outlook to sync into Salesforce if they are just simple contacts. However, if you fill out a company name for them, then and only then will they sync with Salesforce. Contacts that you already had in Salesforce will sync with their company names attached to them so they will also sync two-way.

![salesforce-outlook](//images.ctfassets.net/f2ysq090txql/46k4Lwn6EtlYV1Nbayn9vd/ca26792a6bb2a6f143bc6ecf5ddfdd37/salesforce-outlook.png)

These are just a few examples - these 'if-then' rules are easy to create, and you can shape them to do exactly what you need. You decide how the data will sync: you can validate the existing mappings, toggle them on or off, and include new fields.

![field mapping](//images.ctfassets.net/f2ysq090txql/7uXjFTS22OldEb0bpRd7gF/6b0bb358c2f63bd3b0f926496503426b/field_mapping.gif)

We hope you're all set now! If you have any questions, don't hesitate to reach out to us at our [Help Center](https://help.piesync.com).

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




Are you using both Salesforce and Outlook? If you’re not properly connecting these two apps, you’re missing out. PieSync helps you create an intelligent connection between Outlook and Salesforce… and nearly 200 other cloud-based apps in real time.

Contact Management

Sales

Use PieSync to sync Outlook with Salesforce!

ActiveCampaign

![acpiesync-s](//images.ctfassets.net/f2ysq090txql/5v7eWpBzUZqTlDAuvZ5QZ5/324689b984551a0bde07dc7379dd7794/acpiesync-s.gif)

Everyone likes to work with the best of breed apps. For example, marketing wants to use ActiveCampaign and sales choose to work with Salesforce. Each app has their specific qualities that work well for those teams. Even though both platforms share CRM capabilities, ActiveCampaign provides complete marketing automation at a reasonable cost, while Salesforce’s overal CRM capabilities are undisputed. PieSync can integrate these apps so that together they form a killer lead gen stack.

If you haven’t done so already, [setting up a new PieSync account](http://app.piesync.com/sync/salesforce/activecampaign) is super easy. After you’ve authorized both Salesforce and ActiveCampaign, you’ll be greeted by sync rules.

## Rules & mappings for Salesforce & ActiveCampaign
Every sync in PieSync is a combination of a set of rules and a series of mappings. They both control the dynamic of the sync.

- [Rules](https://help.piesync.com/features/multiple-rules) let you define how you want your two databases to talk to one another.
- [Mappings](https://help.piesync.com/features/new-customizable-field-mapping) show how the information flows across

In this article, we will illustrate a couple of ways to craft rules & mappings to let ActiveCampaign & Salesforce truly work in tandem.

![ezgif-com-resize](//images.ctfassets.net/f2ysq090txql/2BYkMrXpZqyJ2b3rbJfDsN/7d05d04777ab34ce9c93ee641e3363e4/ezgif-com-resize.gif)

## Sending new ActiveCampaign subscribers into Salesforce

Contacts that are subscribed in ActiveCampaign will seamlessly sync with your Salesforce database. Not only will contacts be created, or kept in sync with existing data in SF, it will also update a critical attribute on those contacts inside Salesforce: the opt-in/opt-out switch. This registers whether or not your contact opted in for marketing.

If you don't want to create new contacts, but only want to update existing contacts, check out the help article [Sync without creating new contacts](https://help.piesync.com/want-to-learn-more/sync-without-creating-new-contacts).

Since you're using ActiveCampaign to register opt-in & opt-out's, you are probably not even using the "Email opt out" value in Salesforce. But through PieSync, you can easily have ActiveCampaign control that toggle. No more excuses. You cannot exclusively store marketing preferences in your ActiveCampaign silo. They need to sync to Salesforce too. Here's the rule you need:

![pasted image 0](//images.ctfassets.net/f2ysq090txql/kwzvmKu91pNlcFfl7FwcZ/c7178fbe331e24d61b3f860c8518263c/pasted_image_0.png)

This rule would also work if it's not the default Opt-out field you are using, but rather a custom field in your Salesforce.

[How is PieSync different](https://help.piesync.com/want-to-learn-more/salesforce-active-campaign) from Zapier in integrating Salesforce & ActiveCampaign?

## Sync more than just contact information
How the data will be exchanged between Salesforce & ActiveCampaign is not something to worry about: PieSync’s smart merge algorithms ensure no data gets lost in the sync. On the contrary, most of the default contact data is mutually enriched, leaving you in full control with [custom mappings](https://help.piesync.com/features/new-customizable-field-mapping).

Mapping Salesforce fields to ActiveCampaign fields will allow you to leverage live CRM data in your ActiveCampaign mailings. In the other way round, data you are capturing through ActiveCampaign landing pages can now be sent directly into existing or newly created custom fields in your CRM.

Consider the following example where not only the standard contact fields are being exchanged, but several proprietary AC fields are being mapped with SF fields.

![tvIJrURbIG](//images.ctfassets.net/f2ysq090txql/1qfe9CTF647ED0PigKma7G/13a1e45da193f3b1e786589bf7fda8d9/tvIJrURbIG.gif)

Once the sync runs, it will keep up with changes on both sides [every 5 minutes](https://help.piesync.com/article/smfbbgl187-how-long-does-it-take-to-sync-contacts-or-updates).

__Did you know? You can [run a test sync](https://help.piesync.com/want-to-learn-more/running-a-test-sync) on a limited set of contacts.
__
## Leads converting into contacts
If you are using Salesforce to its fullest potential, your sales flow sees leads convert into opportunities & sales contacts.

This process is important to keep in mind while you are setting up your sync with ActiveCampaign. Salesforce has 2 separate databases: one for leads & one for contacts. In contrast, ActiveCampaign just has the one single contacts database, that would both store leads as well as contacts.

It's likely that you want to both Salesforce databases to stay in sync with ActiveCampaign. To do this you need to set up two syncs that stay out of each other way. Not setting up these rules correctly would cause already converted contacts to be recreated as leads in Salesforce.

How this will exactly play out is going to be different for each business, but the following two examples of a leads sync and a contact sync illustrate the logic. 

![screen-shot-2019-04-03-at-13-59-23 (1)](//images.ctfassets.net/f2ysq090txql/6S8W29nAZtkLPrCHJc9pRJ/fb4e5ac18dfa8033434ebced5373bf38/screen-shot-2019-04-03-at-13-59-23__1_.png)

Leads sync only when they are tagged "Lead". This tag is e.g. applied automatically in an automation. When leads are added in Salesforce directly, they sync into ActiveCampaign but not without attaching the same tag "Lead".

The active undo-toggle will automatically take away the tag as soon as the leads get converted to a sales opportunity, preventing the leads from syncing back into Salesforce.

In short, ActiveCampaign now knows how to distinguish "Leads" from converted "Contacts".

![screen-shot-2019-04-03-at-14-02-40 (1)](//images.ctfassets.net/f2ysq090txql/4H60sRm6dUnRzLzg2tguZ1/cf4e29882d3bca4fa195c63715fb1056/screen-shot-2019-04-03-at-14-02-40__1_.png)

Contacts sync from Salesforce with ActiveCampaign, but with a rule to ensure that contacts are tagged accordingly in ActiveCampaign. This also prevents contacts from leaking back into Salesforce as leads.

A contact in Salesforce should no longer be labeled as a Lead in ActiveCampaign so this rule makes sure that this never is the case.

These two examples build off contacts carrying "Lead" and "Contact" tags in ActiveCampaign though you may just as well work on the basis of lists or even custom fields that you set up in ActiveCampaign.

## Clever filters to keep the contact count down
Filters can keep your contact count down. If your underlying idea of a sync is to get leads to be called in Salesforce, maybe you don't need to sync all contacts, but only those that have an actual phone number filled out in ActiveCampaign? This example rule shows how you only sync the contacts which phone number is filled in.

![image](//images.ctfassets.net/f2ysq090txql/HoSUI925s1W4nM71yEdW1/8ef0e92847d41997e9f53046bd2c0dbb/image.png)

If you want to be careful not to inadvertently create leads or contacts in Salesforce, make sure to include a filter that blocks contacts from being created altogether. In the following rule, the opt out toggle will only be changed for contacts that already existed.

![image (1)](//images.ctfassets.net/f2ysq090txql/5XgUiqZPBrxt5lyhxw1oIr/cd9d65edb6d86a3a6d646a429742592e/image__1_.png)

## Personalized mailings by including sales contacts
In Salesforce, each contact would come with its respective owner. From a customer's perspective, that could be their trusty sales contact. In ActiveCampaign, there is no such notion of an owner. With Piesync, it is a piece of cake to send the owner across to ActiveCampaign. The field "contact owner" in the example below is a custom text field that was created to store exactly this piece of information.

![image (2)](//images.ctfassets.net/f2ysq090txql/3gL76x2J424JHV321LuORD/f10c443216c232c24865ed0cb2a8a22a/image__2_.png)

## Enriched UTM tracking
Attribution is an ActiveCampaign feature that allows you to measure *conversions* and the *touchpoints* leading up to a conversion. If you have this option activated, you unlock some extra fields in your contacts database. Using the field mapping inside PieSync, you can easily have this synced across to Salesforce.

You can add field mappings to your own needs. The only thing you need to do in advance is to make custom fields in your Salesforce account to store these respective UTM's. This is a perfect use case for a 2-way sync, since it may well be possible to now directly populate the UTM values within Salesforce too, for those leads that aren't necessarily active in ActiveCampaign's tracking. Two-way enrichment of these values is a solution to this.

![image (3)](//images.ctfassets.net/f2ysq090txql/4DPOsQIjBtMZQMimxVzANH/c7877fc9c41943047da930758fd8b47d/image__3_.png)

## GDPR compliance
The general data protection regulation, GDPR, makes a lot of sense, but it's hard to stay compliant if your customer data is all over the place. [Using PieSync](https://help.piesync.com/faq/piesync-and-gdpr) is actually perfectly in line with what GDPR dictates:

- Through PieSync, you treat your customer's contact data with respect. You are keeping the customer's details consistent regardless of the app it is in. When a customer says he wants to receive the X & Y newsletter, but not the Z? PieSync will make sure every app knows.
- Under GDPR, your customers have the right to change their own contact information at any time. And they actually can! On an ActiveCampaign landing page you can include a form to allow customers to change their contact information. Through PieSync, those changes will immediately propagate to the rest of Salesforce.
- When customers want to get out, let them get out. Storing marketing opt-in preferences makes sense on the CRM level. Here's one rule which creates an easy way to immediately unsubscribe any contact from any future correspondence.

![image (4)](//images.ctfassets.net/f2ysq090txql/2buGFS4RzOWYc61BybBrbC/a1bdc95982349299e09d544b04aa8347/image__4_.png)

<RelatedPost slug="/salesforce-active-campaign/" />

__Learn more about syncing [Salesforce](https://help.piesync.com/connector-apps/salesforce), or about [ActiveCampaign](https://help.piesync.com/connector-apps/activecampaign), in their respective support articles.__

Everyone likes to work with the best of breed apps. Each app has their specific qualities that work well for those teams. PieSync offers an ActiveCampaign Salesforce integration so that together they form a killer lead gen stack.

Marketing 

Combine the power of Salesforce and ActiveCampaign

Marketing automation

INinbox is an email marketing service provider that enables businesses around the globe to easily create, send & track emails. At the same time it automates time consuming tasks via 200+ connections with other well known business applications.


ininbox

INinbox

Salesforce is one of the largest CRM solutions on the market. Main features such as lead scoring, forecasting tools, and team collaboration will help reach your goals. Get your marketing and sales departments aligned with better sales leads and quality pipelines.


salesforce

JUMP ON A CALL Book a time with Frans our Solutions Engineer GETTING STARTED GUIDE How to set up a new connection? ALL FEATURES EXPLAINED All our features functionality explained in detail no app s...

Popular sync combinations

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…

iContact and Salesforce

GETTING STARTED GUIDE : How to set up a new connection?. ALL FEATURES EXPLAINED : All our features/functionality explained in detail - no app-specifics.. Salesforce and Outlook. PieSync is available…

Outlook and Salesforce

PieSync is available for ALL SALESFORCE PLANS. Everyone likes to work with the best of breed apps. For example, marketing wants to use ActiveCampaign and sales choose to work with Salesforce. Each ap…

Salesforce and ActiveCampaign

Want to learn more?

When we look at the popular combinations on the PieSync platform, it is no wonder Salesforce & ActiveCampaign are a match made in heaven. But how do you connect the two platforms? Should you use Zapi…

Should you use Zapier or PieSync to connect Salesforce & ActiveCampaign? 

Do you need to setup a sync from Salesforce data to another app and the data you need sits on the Account instead of the Contact? The fields you can choose to sync to your other app with are only tho…

Salesforce: Copying account data to contact level

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.. SalesforceIQ is the simplified CRM solution i…

SalesforceIQ

A connection is any pair of apps you link up to sync contact data. A connection may sync contacts 2-way or 1-way. Some important side notes: As you need to allow PieSync to sync across your contact d…

What is a connection?

In short, no. PieSync currently syncs CONTACTS only. Syncing Deals, Tasks, Invoices, Opportunities,... (app-dependent) is not yet available as these are different objects/entities from a syncing pers…

Can I sync objects such as Deals/Tasks/Invoices/Opportunities/Notes/... ?

Outreach.io is an excellent platform to help you efficiently and effectively engage prospects which should drive more pipeline and close more deals. It comes with a very native integration with Sales…

Hubspot and Outreach.io

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