Marketo is a powerful marketing automation tool that helps marketers with digital marketing techniques to drive measurable results. Features include: email marketing and marketing analytics. Drive engagement with this solid marketing automation platform.


marketo

Marketo

Rex is the platform powering Australia and New Zealand's leading real estate agencies that helps you to manage and sell more properties. 

<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>

**Marketo** is a powerful marketing automation tool that helps marketers with digital marketing techniques to drive measurable results. Features include: email marketing and marketing analytics. Drive engagement with this solid marketing automation platform.. **Below you'll find detailed information, specifically for Marketo integrations.**

## Video

<Embed src="//www.youtube.com/embed/dThr7cCN6WI" />

## Supported Marketo integrations

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

## Authorizing Marketo

<InfoBox>Make sure your Marketo account has Admin rights. More information about Marketo roles and permissions can be found [here](https://docs.marketo.com/display/public/DOCS/Managing+User+Roles+and+Permissions). </InfoBox>

1.  To authorize your Marketo account, we need your Client ID, Client Secret. These can be found by selecting **the Custom Service** (shown below). Each integration should use a separate **Custom Service**. The steps on how to complete this can be found [here](https://docs.marketo.com/display/public/DOCS/Create+a+Custom+Service+for+Use+with+ReST+API).  
2.  To finalize, enter your Identity URL Subdomain.

![](//images.ctfassets.net/f2ysq090txql/1IKQDqs76voKow3WQl9Xbr/494d31129410d0654520fbd64b303454/marketo-authorise.png)

<WarningBox>Make sure your Marketo account has the correct permissions to lists contacts. It's important to enable "Read-Write Activity" and "Read-Write Lead". These can be found under Settings -> Users and Roles</WarningBox>

![](//images.ctfassets.net/f2ysq090txql/6NgLAQ0YpagT3H57RhjpM7/555e243810c20c544848cbcf51226ce4/screen-shot-2018-09-25-at-11-03-48.png)

If you already authorized Marketo accounts 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/1pEw0EkkvswklqaCcB2Lqm/1469f3a07de1d41428fad10bc510c28d/marketo-connected-accounts.png)

## Supported Conditions/Filters \[IF\]

**You can sync one LIST per connection - PieSync needs you to authorize each Marketo LIST separately.**

*   LEAD SOURCE
*   LEAD SCORE
*   SUBSCRIBED YES/NO
*   URGENCY
*   PRIORITY
*   VALID EMAIL YES
*   RELATIVE SCORE
*   FIELDS _(INCLUDING CUSTOM FIELDS)_
*   ALREADY EXISTING IN APP YOU SYNC WITH

![](//images.ctfassets.net/f2ysq090txql/3g32UjiZ3U67y5ZsJNNKGZ/d76604c2adb5cd25fdacad3eb218d6e2/marketo-if-2.png)

![](//images.ctfassets.net/f2ysq090txql/1du6P0gU8ORqU4xlZGzToM/5a68eba73ca10d67a0588ddb75e72fd2/marketo-if-1.png)

## Supported Actions \[THEN\]

*   UPDATING LEAD SOURCE
*   UNSUBSCRIBING/SUBSCRIBING
*   MARKING EMAIL AS VALID/INVALID
*   UPDATE FIELDS _(INCLUDING CUSTOM FIELDS)_

![](//images.ctfassets.net/f2ysq090txql/6M0FiqDbCr93s4NQ9ZAcIB/8e1b67d6c582551d986df2972a5dcf04/marketo-then.png)

## Default Field Mapping 

Depending on the other app you're syncing with, you'll see a number of standard Marketo fields being mapped. For instance, a connection with Vtiger will look something like this:  

![](//images.ctfassets.net/f2ysq090txql/2esVUIb0bwWYuNYwxjMQL7/55c256d4035104123117e8fe82d3da73/marketo-default-mappings.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 Marketo 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.

![](//images.ctfassets.net/f2ysq090txql/6VOZhk9znbbqlVUTPV2qHL/125868c5b86f9701021ed7c9260d9cbf/screenshot-2017-08-02-21-53-23.png)

## Additional Options

[Syncing Unsubscribes](/help/features/syncing-unsubscribes/) and [Deletions](/help/features/syncing-deletions/) are not supported for Marketo integrations.

<InfoBox>The availability to sync Unsubscribes and Deletions is app and connection dependent. If the feature box 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 a segment 'PieSync Trash' or 'PieSync Unsubscribes' on the other side_._ More Information on Syncing Unsubscribes here or on Deletions here.</InfoBox>

## Start syncing

[![](//images.ctfassets.net/f2ysq090txql/6qQ7g70eRBOWAzA1V8Jgmw/85743825a62f1ea57fed6326e74d7900/screen-shot-2018-09-13-at-13-50-46.png)](https://www.piesync.com/marketo/)

Hit the "start syncing now" button once you have finalized your configuration. PieSync will first scan all your contacts in both applications, even if you only choose to sync a subset. This initial scan is necessary to [avoid duplicates](/help/features/avoid-duplicates/). After this scan, the synchronization will start! If you have a lot of contacts, this can take a bit longer. 

Have a look at the [PieSync dashboard](/help/features/pie-sync-dashboard-logging/) for an overview of your syncing activity. 

<WarningBox>Is your connection active but not showing activity feed, have a look at your [troubleshooting](/help/faq/troubleshooting/) to make sure everything is correctly set up. Reach out to **support@piesync.com** in case you have further questions.</WarningBox>

<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>

Marketo is a powerful marketing automation tool that helps marketers with digital marketing techniques to drive measurable results  Features include  email marketing and marketing analytics  Drive engagement with this solid marketing automation platf…

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

Supported Apps

msexchange

Microsoft Exchange

Access business email, calendar, and contacts on your PC, phone, and web browser with Exchange Online, hosted email that’s easy to use and easy to manage. Maintain control over your environment while gaining the advantage of hosting your email on Microsoft servers. Exchange Online helps protect your information with advanced capabilities. Anti-malware and anti-spam filtering protect mailboxes.

<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>

Access business email, calendar, and contacts on your PC, phone, and web browser with Exchange Online, hosted email that’s easy to use and easy to manage. Maintain control over your environment while gaining the advantage of hosting your email on Microsoft servers. Exchange Online helps protect your information with advanced capabilities. Anti-malware and anti-spam filtering protect mailboxes.

<Embed src="https://www.youtube.com/embed/5simHAnF7p8/" />

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

## Supported Microsoft Exchange Integrations

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

## Authorizing Microsoft Exchange

To authorise, simply follow the steps as described below and make sure you meet the requirements to be able to sync. When you click 'next', a pop-up window appears asking you to log in and allow access.

The Exchange connector can be used to connect to:  

1.  Exchange Online
2.  Exchange on-premise as long as the hybrid deployment requirements are met. We can't connect to a fully on-premise Exchange (isolated from everything) 

<TipBox>Be sure to meet all hybrid deployment requirements mentioned**[in this article](http://developer.microsoft.com/en-us/graph/docs/concepts/hybrid_rest_support)**. More general information about hybrid deployments can be found** [here](http://support.office.com/en-us/article/exchange-online-setup-with-an-exchange-hybrid-deployment-87c4eac6-f7fa-42c5-b449-efb1311f9fe4). **</TipBox>

![](//images.ctfassets.net/f2ysq090txql/2BY0uNlbKr93BDXph5y15n/8732cc4221622ca22f956509b870616d/screen-shot-2018-03-07-at-16-46-31.png)

<InfoBox>**For Microsoft Exchange, we need authorization per FOLDER. This means you need to set up a new connection for each FOLDER you want to keep in sync.** You can choose from all your existing FOLDERS in the authorization step after entering your login details.  
</InfoBox>

![](//images.ctfassets.net/f2ysq090txql/21ykmO2AnafPXZ4AxyGibE/a9840003a3849a549506518885fcfd71/screen-shot-2018-03-07-at-17-17-53.png)

Make sure the correct permissions are enabled in your Microsoft Exchange account:

1.  _offline\_access_
2.  _openID  
    _
3.  _User.Read  
    _
4.  _Contacts.ReadWrite  
    _

<InfoBox>A detailed explanation of these permissions can be found [here](https://docs.microsoft.com/en-us/graph/permissions-reference).</InfoBox>

### Authorisation is failing. 

<WarningBox> I'm seeing the following message: "Resource could not be discovered" </WarningBox>

This error indicates that the API cannot reach your mailbox/contacts. Typically this means you do not have an Exchange Online mailbox or you did not properly finalise the Hybrid setup for local Exchange servers (as linked in the auth popup).

-> Double check every setting and try again. 


If you already authorized Microsoft Exchange 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/1rZ4P3QCmOcWrC7NqEFkN3/60af0fc7a3b42a1b600ccd11fef9fec5/screen-shot-2018-03-07-at-17-19-32.png)

## \[IF\] Supported Conditions/Filters

*   In Category
*   Already existing in the app you sync with
*   Field values

![](//images.ctfassets.net/f2ysq090txql/1aoWTe6s1Meryyxxzr9CLY/185c08d19479c92b4d919ec01ccaff63/screen-shot-2018-03-07-at-16-54-59.png)

## \[THEN\] Supported Actions

*   Add to Category
*   Remove from Category
*   Updating field values

![](//images.ctfassets.net/f2ysq090txql/6twViMpaRBhvH1siJjTg2m/b68e0c5358fc77651c07e154fa8adba2/screen-shot-2018-03-07-at-16-55-19.png)

## Default Field Mapping

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

![](//images.ctfassets.net/f2ysq090txql/3TkBaX84wJNUnOC6vAbvbx/78fb11b748d43bb2036d65ab931e8a24/screen-shot-2018-03-07-at-16-55-38.png)

![](//images.ctfassets.net/f2ysq090txql/1GSzDRrW4c6X57MoYEl4V1/ecde3d88fb89b1349a3f86d810d73152/screen-shot-2018-03-07-at-16-55-48.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** Microsoft Exchange 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/19Ym9HOGlupvInQBhy6FAE/d1be703bb7fb2d2efed7dd97c31a8f56/screen-shot-2018-03-07-at-17-34-12.png)

<InfoBox>Notice the direction of the arrow between the 'Birthday' mapping is pointed in one direction. [Why is that?](/help/faq/why-can-my-fields-only-be-mapped-one-way/)</InfoBox>

## Additional Options

### Syncing Deletions

Currently, there are no Microsoft Exchange integrations on the PieSync platform that support our [deletions sync](/help/features/syncing-deletions/).  

### Syncing Unsubscribes

Currently, there are no Microsoft Exchange integrations on the PieSync platform that support our [unsubscribes sync](/help/features/syncing-unsubscribes/).

<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>

Access business email  calendar  and contacts on your PC  phone  and web browser with Exchange Online  hosted email that s easy to use and easy to manage  Maintain control over your environment while gaining the advantage of hosting your email on Mic…

_You're slightly panicking. Why is the contact count that PieSync is showing not the same as the amount of contacts that you have in your app?_ _It's always possible that PieSync isn't syncing all your contacts. Let's go over some of the most frequent reasons why that might happen:_

<TipBox>Does PieSync show a higher contact count? Go to this article: [**When PieSync shows a higher contact count**](/help/faq/why-pie-sync-might-show-a-higher-contact-count/)</TipBox>

## 1. Is the check box '[Avoid Duplicates](/help/features/avoid-duplicates/)' on?

If you have a lot of **contacts without an email address**, this might be the reason why PieSync's contact is lower than you expected.

This setting ensures that no duplicate contacts get created. It's is done by looking at the email address of each contact and using that to identify and match contacts across apps. This setting also disables the sync for contacts without an email address.

<TipBox>This setting also prevents duplicate contacts from being synced. If you have two contacts with the same email address in your app, then PieSync will only sync one of those.</TipBox>

## 2. Do you have any _sensitive_ [filters](/help/features/conditions-and-actions/)?

Some filters require you to fill in a text box. **These text boxes are very sensitive**.

For the filter to work properly, the values in the text box have to correspond 100% with the values in your app's field. A wrongly capitalised letter, an accidental typo or a railing space can cause the filter to deliver nothing.

![](//images.ctfassets.net/f2ysq090txql/2qA0brhLpY6hDWIYMfpC2z/5ba2a121cc34be107c2d92f936e9b30d/screenshot-2019-02-15-at-14-34-06.png)

## 3. Did you just start a new sync?

You might only be looking at the contacts PieSync has _created_, not at the ones PieSync actually put _in sync_. To see your overall contact contact count go to [your homepage](https://app.piesync.com/connections) or [billing page](https://app.piesync.com/team/billing).

Are you sure the sync is active? The sync might still be in progress or halted unexpectedly. You are able to confirm the sync status by going over to the [dashboard](/help/faq/different-dashboard-states/) of your sync. If the status is anything other than 'Synchronization Active', then the sync is not ready yet.

4.  ##### **Maybe your apps require certain fields to be filled?**
    

Check if your app has any **specific requirements to allow for contact creation**. Some apps require contacts to have some required fields to be populated in order for a contact to be created. In most cases it's either First Name and/or Last Name or Email Address.

We recommend visiting our [help page for your apps](/help/connector-apps). App specific requirements are in most cases mentioned there.

![](//images.ctfassets.net/f2ysq090txql/16bCYmBa8ZI4yz0CZQkDOK/e74ecfe6f7e25014811645bf5321f846/screenshot-2019-02-20-at-16-10-46.png)

<InfoBox>If you checked all of the above and you still don't know why the contact count doesn't match, then just write a quick email to [support@piesync.com](/help/faq/i-didn-t-find-the-answer-i-was-looking-for-here-how-can-i-get-in-touch/) stating what's happening. There might be some other error blocking your contacts to sync. Our support heroes will gladly figure this out for you! If you have a specific contact, don't hesitate to add their email address.</InfoBox>

You re slightly panicking  Why is the contact count that PieSync is showing not the same as the amount of contacts that you have in your app    It s always possible that PieSync isn t syncing all your contacts  Let s go over some of the most frequent…

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

Why PieSync's contact count might be lower than you expect

_Seeing a higher contact count than you thought you might have? Here are some possible reasons why:_

<TipBox>Does PieSync show a lower contact count? Go to this article: [**When PieSync shows a lower contact count**](/help/faq/why-pie-sync-s-contact-count-doesn-t-match-the-contacts-count-in-your-app/)</TipBox>

## 1. Did you disable some rules or delete a connection?

Even though PieSync syncs contacts in real-time, **the contact counter is only every hour.** If you just disabled some rules or deleted a connection, we recommend revisiting PieSync after an hour to see if your contact count has gone down.

<InfoBox>A pauzed or frozen sync will not reduce your contact count. Even though the sync isn't active, our app still keeps a history on all recorded changes. To reduce your contact count, delete the connections.</InfoBox>

## 2. Did you delete some contacts in your app?

In most of the supported apps, [**PieSync is unable to recognise deletions**](/help/features/syncing-deletions/). As such, when you delete a contact, PieSync still thinks the contact is in sync. Deletion will still have to be performed manually on both sides and won't affect the contact count at all.

<TipBox>This is why we always advise to [prepare your data before initiating PieSync](/help/want-to-learn-more/preparing-your-data/). As PieSync cannot delete or merge contacts, cleaning up your data whilst PieSync is active can lead to unpredictable results.</TipBox>

## 3. Do you have multiple connections syncing the same contacts?

To calculate the total [contact count](/help/faq/how-does-pie-sync-calculate-the-total-contact-count/), we add up the u**nique contacts in sync PER connection**. If a contact is present in two connections, we count that contact twice as these are two separate syncs we perform to keep that contact in sync continuously between all the apps.

Seeing a higher contact count than you thought you might have  Here are some possible reasons why       1  Did you disable some rules or delete a connection   Even though PieSync syncs contacts in real time  the contact counter is only every hour  If…

Why PieSync's contact count might be higher than you expect

ERPNext logo

ERPNext

ERPNext is a full featured business management solution that helps SMEs to record all the business transactions in one system. Further, SMEs can use it to make informed, fact based, timely decisions & remain ahead of the competition. It serves as the backbone of a business to add strength, transparency and control to your growing enterprise.

<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>

**ERPNext** is a full featured business management solution that helps SMEs to record all the business transactions in one system. Further, SMEs can use it to make informed, fact based, timely decisions & remain ahead of the competition. It serves as the backbone of a business to add strength, transparency and control to your growing enterprise.

Watch a [video](https://www.youtube.com/watch?v=9D52akx_-O8&feature=youtu.be).

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

## Supported ERPNext Integrations

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

## Authorizing ERPNext

**To authorize, follow the instructions as shown below. We need your subdomain, Client ID and Client Secret.**

<TipBox>We also support self-hosted ERPNext deployments.</TipBox>

![](//images.ctfassets.net/f2ysq090txql/7bnNfJIoL5Tx9VzNwxgxCd/d5c95f5b9b130fd306fb7f2372bf1b7a/screenshot-2019-07-03-at-11-18-00.png)

![](//images.ctfassets.net/f2ysq090txql/5MN0VXNb00Es9lXEd0y1u9/5332d8d4fb140d676a9f7a16a3b0965d/screenshot-2019-07-03-at-11-18-16.png)

![](//images.ctfassets.net/f2ysq090txql/6HQDWtldk5qB84fcNwwDfw/b065753b8034d780f6c59ca5ba85a9df/screenshot-2019-07-03-at-11-18-24.png)

<TipBox>The terms and conditions with regards to self-hosted apps can be found [here](/help/account/self-hosted-applications-terms-conditions/).</TipBox>

If you already authorized ERPNext 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/7AV4ALLMc4DPS74A3Huuk3/ebcab0ee42dbad76e556cf72bd5203d1/screen-shot-2019-01-30-at-09-20-54.png)

## Choose your contact type

Distinguish between Contacts, Customers or Leads before proceeding to the configuration page.

![](//images.ctfassets.net/f2ysq090txql/2idnC234DwGa39XyQWWbjw/8d12c712d6157157bde1da59302416fd/screen-shot-2019-01-30-at-09-21-39.png)

<InfoBox>Learn more about syncing Leads [here](/help/faq/syncing-leads/).</InfoBox>

## \[IF\] Supported Conditions/Filters

*   Has Tag
*   Unsubscribed
*   User ID
*   Status
*   Has been Liked
*   Field values (_INCLUDING CUSTOM FIELDS_)
*   Already existing in the app you sync with

![](//images.ctfassets.net/f2ysq090txql/5skXCgSzLAKc4SVQsec2Br/bf460e08a2653ba8c557d51237e61130/screen-shot-2019-01-30-at-09-27-02.png)

## \[THEN\] Supported Actions

*   Add / Remove Tag
*   Update Status
*   Update Unsubscribed
*   Update User ID
*   Updating field values (_INCLUDING CUSTOM FIELDS_)

![](//images.ctfassets.net/f2ysq090txql/3paIdjF4t8xtztTHHLcFJo/afa3d5446c4d1758aaedc04c635ce5bb/screen-shot-2019-01-30-at-09-27-20.png)

## Default Field Mapping

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

![](//images.ctfassets.net/f2ysq090txql/7434QBAGhrNA4KUragh16B/dbe46af1cb36e957ae2a2ae73cb1511b/screen-shot-2019-01-30-at-09-27-53.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 ERPNext 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/3cDutRSnRJNCAxad6jckbB/241c28e6c090f2b93467cd4e8b5af4a0/screen-shot-2019-01-30-at-09-37-10.png)

## Additional Options

### Syncing Deletions

Currently, there are no ERPNext integrations on the PieSync platform that support our [deletions sync](/help/features/syncing-deletions/).

### Syncing Unsubscribes

You are able to [sync unsubscribes](/help/features/syncing-unsubscribes/) one-way. When a contact gets unsubscribed in ERPNext, 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/3WzpSZ1FLBpkLw1rvUpKBJ/b6a5fdd33f8326d71fc799a70bb057dd/screen-shot-2019-01-30-at-09-37-34.png)

<InfoBox>The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box (screenshot 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>

ERPNext is a full featured business management solution that helps SMEs to record all the business transactions in one system  Further  SMEs can use it to make informed  fact based  timely decisions   remain ahead of the competition  It serves as the…

cxsocial

Clarabridge Engage

[Clarabridge Engage](https://www.clarabridge.com) is a powerful customer service software that lets you connect with customers and resolve issues quickly. The tool uses analytics and social listening capabilities to improve customer satisfaction and enable you to engage with your client base efficiently.


<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>

[Clarabridge Engage](https://cxsocial.clarabridge.com/)  (formerly CX Social) is a powerful customer service software for social media that lets you connect with customers and resolve issues quickly. The tool uses analytics and social listening capabilities to improve customer satisfaction and enable you to engage with your client base efficiently.[](http://piesync.com/connections)

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

## Supported Clarabridge Engage Integrations

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

## Video

<Embed src="//www.youtube.com/embed/ByOOygl4QwE" />

## Authorizing Clarabridge Engage

To authorize, simply follow the steps as described below. When you click 'Authorize Clarabridge Engage', a pop-up window appears asking you to log in and allow access.

If you manage multiple accounts, select the account you wish to keep in sync and hit 'Next'.

If you already authorized Clarabridge Engage 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**.

## What data will be synced in & out of CX Social?

Engage holds mentions inside their inbox & smart folders. Each mention is linked to a social profile, or contact. PieSync will be able to read into Engage's contact database if contacts are enriched with an e-mail address, as illustrated on this screenshot.

<InfoBox>Contacts that have no e-mail address filled out in their CX Social contact sheet will not be synced. We hope to improve this in the future.</InfoBox>

![](//images.ctfassets.net/f2ysq090txql/5vRE6pSwmZWotRkrnsOsNT/611b63078022ff4ed5894573ec83ca65/image-png)

When syncing data from a different app, PieSync will not create new contacts in CX Social. Only existing contacts will be kept in sync and this happens through the presence of an e-mail address on the contact sheets.  
  

## \[IF\] Supported Conditions/Filters

*   HAS CONTACT TAG (not to be confused with mention tags)
*   FIELD VALUES (_INCLUDING CUSTOM FIELDS_)
*   ALREADY EXISTING IN APP YOU SYNC WITH 

![](//images.ctfassets.net/f2ysq090txql/2GKplXBRuWhRDGULkxNnbj/1535e50c7b02054750f716e7d01bc3a9/screen-shot-2018-06-19-at-14-32-46-png)

## \[THEN\] Supported Actions

*   ADD TAG (not to be confused with mention tags)
*   REMOVE TAG
*   UPDATING FIELD VALUES (_INCLUDING CUSTOM FIELDS_)

![](//images.ctfassets.net/f2ysq090txql/63pe1OWVM6MYPFWEDRebwl/41ad0ba40a004566500f6e067851c7aa/screen-shot-2018-06-19-at-14-33-12-png)

## Default Field Mapping

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

![](//images.ctfassets.net/f2ysq090txql/6To7eR1tKUpOMTZtVKl0pr/78af35fef31be1440476e3ac80921aa4/screen-shot-2018-06-19-at-14-33-32-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 Clarabridge Engage 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/4szrhZTHhhPnZrZ4lpCQ5P/9050f56c2d22c5bd69d66ab5b1ee480d/screen-shot-2018-06-19-at-14-47-34-png)

## Additional Options

### Syncing Deletions

In connections between [Google Contacts](/help/connector-apps/google-contacts/) and Clarabridge Engage, 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 Clarabridge Engage. You will be able to review this segment first before deleting or taking any other action in Clarabridge Engage too.  

![](//images.ctfassets.net/f2ysq090txql/VBWugxbxmFEsVQTQpLfbv/cbe59e3e7b9d34b40851cc3757ee5a77/screen-shot-2018-06-19-at-14-49-40-png)

### Syncing Unsubscribes

In connections between Clarabridge Engage 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 Clarabridge Engage. You will be able to review this segment first before taking any action in Clarabridge Engage too.

![](//images.ctfassets.net/f2ysq090txql/2swFruQOxpLzWhdKNNVCJE/69de28bbe4965c05a6703572ddc4e6c3/screen-shot-2018-06-19-at-14-51-42-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>

Clarabridge Engage   formerly CX Social  is a powerful customer service software for social media that lets you connect with customers and resolve issues quickly  The tool uses analytics and social listening capabilities to improve customer satisfact…

Clarabridge Engage (CX Social)

<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>

Rex is the platform powering Australia and New Zealand's leading real estate agencies that helps you to manage and sell more properties.

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

## Supported Rex Integrations

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

## Authorizing Rex

To authorise your Rex account, we need your domain and login details (email & password). Afterwards, choose the Rex account you wish to keep in Sync.

![](//images.ctfassets.net/f2ysq090txql/aoyirrFZYmPUiL7IpFXTs/104f54c4463dcd2bd55c189a4702f92b/screen-shot-2018-08-07-at-14-03-36.png)

![](//images.ctfassets.net/f2ysq090txql/6u9M5l6iBfSyUWcHBDHIsf/1b5cb06ed37c99ef6a45bd3078e38564/screen-shot-2018-08-07-at-14-04-27.png)

If you already authorized Rex 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/4DxO3UXSvM0siLKImfTBYd/383aca75f59dd423fc55327fd889d1ce/screen-shot-2018-08-07-at-14-05-00.png)

## \[IF\] Supported Conditions/Filters

*   OWNER
*   TAG
*   ENQUIRY METHOD / SOURCE
*   FIELD VALUES (_INCLUDING CUSTOM FIELDS_)
*   ALREADY EXISTING IN APP YOU SYNC WITH 

![](//images.ctfassets.net/f2ysq090txql/1ttdUB8aosVVyu3SflGury/6d4ef2ef11d5b5a46054e809d4c69548/screen-shot-2018-08-07-at-14-11-12.png)

## \[THEN\] Supported Actions

*   ADD / REMOVE TAG
*   (UN)SUBSCRIBE FROM MAILING LIST
*   SET OWNER TO
*   UPDATING FIELD VALUES (_INCLUDING CUSTOM FIELDS_)

![](//images.ctfassets.net/f2ysq090txql/5LlcHXRqaMoghZC39t6Zgh/34bc26b2a8f58c4e724f8152e51709b7/screen-shot-2018-08-07-at-14-11-30.png)

## Default Field Mapping

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

![](//images.ctfassets.net/f2ysq090txql/ePEzy1OGT4H2gpekWgaRQ/c094eba94679eb28f89a28969fa9d6aa/screen-shot-2018-08-07-at-14-12-06.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 Rex 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/1fKdR5WYQKrNSk40FD1DMY/98becb1e5b5af4f878972d248620adf5/screen-shot-2018-08-07-at-14-18-24.png)

## Additional Options

### Syncing Deletions

In connections between [Google Contacts](/help/connector-apps/google-contacts/) and Rex, 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/10zuXzLcjJiQTKmSk4g8m8/790b169dbd7449f4278373c5f92d2957/screen-shot-2018-08-07-at-14-19-31.png)

### Syncing Unsubscribes

In connections between Rex 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 Rex. You will be able to review this segment first before taking any action in Rex too.

![](//images.ctfassets.net/f2ysq090txql/48pJ0IwXWAiA2Joy8XBRLQ/2090e19743fcb2c2b32accea6fa2fab5/screen-shot-2018-08-07-at-14-20-59.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>

Rex is the platform powering Australia and New Zealand s leading real estate agencies that helps you to manage and sell more properties   Below you ll find detailed information  specifically for Rex integrations    Supported Rex Integrations     Cust…

reg fox logo

RegFox

Home of the 99 cent registration! RegFox is a flexible registration system, simple, intuitive yet incredibly powerful. You get total branding control so the registration forms look like your organization. You set whatever convenience/processing fee you'd like, and then you keep 100% of it. RegFox is packed with features like conditional logic, deposits, badge printing and more.

<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>

<Embed src="https://www.youtube.com/embed/fYhMBrSk9pw?feature=oembed" />

**RegFox** is a flexible registration system, simple, intuitive yet incredibly powerful. You get total branding control so the registration forms look like your organization. You set whatever convenience/processing fee you’d like, and then you keep 100% of it. RegFox is packed with features like conditional logic, deposits, badge printing and more.

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

## Supported RegFox Integrations

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

## Authorizing RegFox

1.  To authorise, we need your RegFox API Key.

![](//images.ctfassets.net/f2ysq090txql/20gzDKV4dOijiFbQd2pP4k/01820bf9dab6b86e9a2eaea0d2f1f227/screenshot-2019-04-23-at-12-16-20.png)

2.  Finish by choosing the RegFox Campaign you wish to sync with.

![](//images.ctfassets.net/f2ysq090txql/73Zc3ao7WcjSfJPKgGmhve/62b0b4f4acaee81c3ed70156c12e7db7/screenshot-2019-04-23-at-12-17-40.png)

<InfoBox>We need authorization per **Campaign.** This means you need to set up a new connection for each Campaign you want to keep in sync.</InfoBox>

If you already authorized RegFox 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/2Ssph0Q0eC8TcVR4XxI6U8/266ae3abb3963ad712314ec71251333f/screenshot-2019-04-23-at-12-17-50.png)

<InfoBox>When setting up a connection with RegFox, the direction of the sync is set to one way. Therefore, we only have IF conditions.</InfoBox>

![](//images.ctfassets.net/f2ysq090txql/3uQTY3WGdJlW9Tfcy5T3VZ/c6bdc1bb5665270719798e8195ed5802/screenshot-2019-04-23-at-12-21-45.png)

## \[IF\] Supported Conditions/Filters

*   Status
*   Has Checked In
*   Field values (_INCLUDING CUSTOM FIELDS_)
*   Already existing in the app you sync with

![](//images.ctfassets.net/f2ysq090txql/5aN917JJIYvvCrARc6tAYl/f9e8d0f89819f9b809c58a315b5902be/screenshot-2019-04-23-at-12-22-04.png)

## Default Field Mapping

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

![](//images.ctfassets.net/f2ysq090txql/3wjWqj20PBC0vPT7Os4F1/21751a62fe9f94a78d5f1772fdcd5965/screenshot-2019-04-23-at-12-34-24.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 RegFox 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/5cpjhqEX27dqL2ehZKcdCj/562c324c86e6d01ef4e8d1c81e023c68/screenshot-2019-04-23-at-12-35-23.png)

## Additional Options

### Syncing Deletions

Currently, there are no RegFox integrations on the PieSync platform that support our [deletions sync](/help/features/syncing-deletions/).

### Syncing Unsubscribes

Currently, there are no RegFox integrations on the PieSync platform that support our [unsubscribes sync](/help/features/syncing-unsubscribes/).

<InfoBox>The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box 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>

If you already authorized RegFox 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            IF   Supported Conditions Filters     Status   …

tractionnext

TractionNext

With TractionNext, you can automate campaign workflows, accelerate conversions, and trigger conversations all from one, unified platform. The software provides visibility across multiple channels, including SMS, email, surveys, promotions, and online campaigns.


<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>

With **TractionNext**, you can automate campaign workflows, accelerate conversions, and trigger conversations all from one, unified platform. The software provides visibility across multiple channels, including SMS, email, surveys, promotions, and online campaigns.

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

## Supported TractionNext Integrations

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

## Authorizing TractionNext

We need permission to access both your accounts, this is necessary to keep your accounts in sync. To Authorize your TractionNext account, you need to allow access by choosing your TractionNext account's site host (either _tractionnext.com_ or _beginsend.com_) and API token. The latter can be retrieved from the Settings menu in your TractionNext account details. You'll also have to indicate which TractionNext list you'd like to sync with.  

![](//images.ctfassets.net/f2ysq090txql/24160fOQvJsxdAR5AMZ4qi/c82d5b7c72f1d83286510adfa0db2533/image.gif)

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

  

## \[IF\] Supported Conditions/Filters

When syncing contacts from TractionNext to your other app, you can choose to limit the contacts involved if you don't need all contacts, or set up various rules with filters. These are the filters you can use

*   Subscribed/Not Subscribed
*   Default fields on a contact
*   Custom fields you may have setup

  

  

![](//images.ctfassets.net/f2ysq090txql/1q0zHjoEAmbxMGNwYLNjMH/15ee39ef790ebd70ca2d6237e0795cf3/blob)

  

## \[THEN\] Supported Actions

Alternatively, when syncing contacts into TractionNext, you can apply actions as these contacts are moved into, or impacted by the sync. These are the actions you can choose from

*   Subscribed/Not Subscribed
*   Modify (set fixed value for) default fields on a contact
*   Modify (set fixed value for) custom fields you have setup

![](//images.ctfassets.net/f2ysq090txql/5yKNKVIm4kLx10Pqf0Nr7Z/7b50a8dd4bffa1b75279a56315d22f63/blob)

  

## Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard TractionNext fields being mapped. For instance, a connection to Office 365 Outlook.com will look something like this:  

![](//images.ctfassets.net/f2ysq090txql/4j6LjnD5nep4k4mFabgQO/1301f68b97acc31e5bad3ea7bd381cc1/screenshot-2017-11-20-dashboard-pie-sync-1.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 TractionNext 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. More information on Customizable Field Mapping [here](/help/features/new-customizable-field-mapping/).   

![](//images.ctfassets.net/f2ysq090txql/6XFqKw552PeAGdqaNnRqq4/89f07c58651437b133254a1e8fce778d/screenshot-2017-11-20-dashboard-pie-sync.png)

  

## Additional Options

### Syncing Unsubscribes/Deletions

**There are no supported TractionNext integrations on the PieSync platform, that support our Deletions/Unsubscribes Sync.**

<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>

With TractionNext  you can automate campaign workflows  accelerate conversions  and trigger conversations all from one  unified platform  The software provides visibility across multiple channels  including SMS  email  surveys  promotions  and online…

[HubSpot CRM](http://hubspot.com/piesync) arms your sales team with the information and the tools needed for today's modern sales process. HubSpot Marketing, meanwhile, is the marketer's number one inbound marketing tool that can help with landing page creation, email campaigns, social media scheduling and blogging. PieSync supports both Hubspot CRM as well as Hubspot Marketing.

hubspot logo

HubSpot

Are you using [HubSpot](https://www.piesync.com/help/connector-apps/hubspot/) & [Microsoft Exchange](https://www.piesync.com/help/connector-apps/msexchange/) side by side? Did you wish they play nice with each other? You’re not alone.

PieSync’s sync engine helps you create an __intelligent connection__ between HubSpot and Microsoft Exchange… and more than 240+ other cloud-based apps in __real time__.

<InfoBox>All HubSpot customers (including free users) are eligible for a 25% discount on any PieSync plan. [Sign up for a free trial](https://app.piesync.com/auth/sso?app=hubspot) to receive your discount.</InfoBox>

<InfoBox>Curious to read more about what objects PieSync can sync? [Click here](https://www.piesync.com/help/faq/what-does-piesync-sync/).</InfoBox>

## Step 1: Select Microsoft Exchange and HubSpot
![Pasted Image 24 06 2020 13 54](//images.ctfassets.net/f2ysq090txql/73RbPuw2gdGcvggN82fzOD/536be3bb287cccd067cdffb4c88e758e/Pasted_Image_24_06_2020__13_54.png)

## Step 2: Authorize Microsoft Exchange

When you click **'**Authorize Microsoft Exchange**',** a pop-up window appears asking you to make sure you meet the requirements to be able to sync. 

The Exchange connector can be used to connect to:

1. Exchange Online
2. Exchange on-premise as long as the hybrid deployment requirements are met. We can't connect to a fully on-premise Exchange (isolated from everything) 

In case you would like to connect your __on-premise Exchange Server__, be sure that you meet all __hybrid deployment requirements__ as mentioned in [this article](https://developer.microsoft.com/en-us/graph/docs/concepts/hybrid_rest_support). Please pay special attention to these two:
- Your on-premise Active Directory must be in sync with the Azure Active Directory
- All Exchange 2016 servers must be upgraded to CU3 or later (earlier versions are not supported).

Some more general information about hybrid deployments can be found [here](https://support.office.com/en-us/article/exchange-online-setup-with-an-exchange-hybrid-deployment-87c4eac6-f7fa-42c5-b449-efb1311f9fe4).

When you click 'next', a pop-up window appears asking you to log in and allow access.

<InfoBox>**For Microsoft Exchange, we need authorization per FOLDER. This means you need to set up a new connection for each FOLDER you want to keep in sync.** You can choose from all your existing FOLDERS in the authorization step after entering your login details.  
</InfoBox>

![](//images.ctfassets.net/f2ysq090txql/21ykmO2AnafPXZ4AxyGibE/a9840003a3849a549506518885fcfd71/screen-shot-2018-03-07-at-17-17-53.png)

Make sure the correct permissions are enabled in your Microsoft Exchange account:

1.  _offline\_access_
2.  _openID  
    _
3.  _User.Read  
    _
4.  _Contacts.ReadWrite  
    _

<InfoBox>A detailed explanation of these permissions can be found [here](https://docs.microsoft.com/en-us/graph/permissions-reference).</InfoBox>

If you already authorized Microsoft Exchange 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/1rZ4P3QCmOcWrC7NqEFkN3/60af0fc7a3b42a1b600ccd11fef9fec5/screen-shot-2018-03-07-at-17-19-32.png)

## Step 3: Authorize HubSpot

<InfoBox>All HubSpot plans are able to set up a PieSync connection.</InfoBox>

For HubSpot CRM, we need you to first log in to your HubSpot CRM account in a separate window or tab, and copy your "Hub ID", to be found in the top right corner. When you click 'Authorize HubSpot CRM', a pop-up window appears with a request to enter this ID, followed by a window asking you to authorize your account.

![](//images.ctfassets.net/f2ysq090txql/5ORq6c4w1bz4W3AvyMTx3H/b44437898cf5d0387fce2fe16e14e749/image.png)

If you already authorized HubSpot CRM 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/3LfOMHUiQp3uzETQXxkc6h/b39b4ee88a9699daae7427c5c50d9af5/screenshot-2019-10-04-at-13-31-41.png)

## Step 4: Select your Customer Data Type

Microsoft Exchange only support contacts. Therefore this step will be automatically skipped.

When should I select a data type? Some applications support multiple contact objects or company objects. In that case, we'll ask you to select the right object.

## Step 5: Configuration
##### Connection Rules

Once you authorized  Microsoft Exchange and HubSpot, 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/)).

![Pasted Image 24 06 2020 14 09](//images.ctfassets.net/f2ysq090txql/6Aa3HbMxbk8uNEQdxL2cUl/3d941f1a06ea967993d1d1dbec660ba6/Pasted_Image_24_06_2020__14_09.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](http://help.piesync.com/faq/what-will-happen-during-the-initial-sync), so you can define exactly what data needs to move from one side to the other.

![Pasted Image 24 06 2020 14 14](//images.ctfassets.net/f2ysq090txql/5vDSz5fCUN9jvei2yUMDKD/9d760deac52330b01e1e9ce5eb1184d8/Pasted_Image_24_06_2020__14_14.png)

If you need a simple all-to-all sync, this is all you need to set up (ie. don't change anything to the default setup). Starter plans are limited to two of these rules, but **the Pro plan allows for more**.

However, through PieSync you can and you should tweak the sync so that not only contacts get synced, but you also respect the segmentation, tags, owners, person stages, 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. 

![Pasted Image 24 06 2020 14 19](//images.ctfassets.net/f2ysq090txql/3HdvANeQAvzNhHblR8r3O3/6f9cb069415eacdc063cd376748ab684/Pasted_Image_24_06_2020__14_19.png)

What you can do [depends from app to app](/help/faq/which-connectors-do-you-support/). Typically, in the if-clause you define a segment of your contacts. In the then-clause, you perform actions such as adding the contacts to the counterpart of that same segment in the other app. Combine this with other actions you can perform as a result of a sync, and the possibilities are truly endless.

###### \[IF\] Supported Conditions/Filters

*   In Category
*   Already existing in HubSpot
*   Field values

![Pasted Image 24 06 2020 14 22](//images.ctfassets.net/f2ysq090txql/5totNx7fFbWrRcZSzNWFT6/c8b9cae456f34dd8423a54ef8e0af0cf/Pasted_Image_24_06_2020__14_22.png)

###### \[THEN\] Supported Actions

*   Add to Category
*   Remove from Category
*   Updating field values

![Pasted Image 24 06 2020 14 24](//images.ctfassets.net/f2ysq090txql/6Q07DTa2aZ7mxq3an3Knky/e16c8d58b9eb98b68653829051e1dbf6/Pasted_Image_24_06_2020__14_24.png)

##### Connection Field Mapping
![Pasted Image 24 06 2020 14 26](//images.ctfassets.net/f2ysq090txql/5yiJsoOw0FF2eXnR7pGytp/4ce29b286ebea5d92a0c8c91e9585f49/Pasted_Image_24_06_2020__14_26.png)

Two fields that are kept in sync by PieSync, without explicitly requiring the user to choose them. These are built-in mappings between standard fields that exist in both applications you are keeping in sync, usually fields such as name, phone or email address.

As of the Pro Plan, you are able to customize the default field mappings and you are also able to add your own field mappings. Any user-created mapping is also often referred to as the "Custom (Field) Mapping".

## More questions?

<InfoBox>Don't hesitate to let us know if you have any further questions. Reach out to [support@piesync.com](mailto:support@piesync.com)</InfoBox>

Are you using HubSpot   Microsoft Exchange side by side  Did you wish they play nice with each other  You re not alone   PieSync s sync engine helps you create an intelligent connection between HubSpot and Microsoft Exchange  and more than 240  other…

Popular sync combinations

HubSpot and Microsoft Exchange

## What is possible? 

### Contacts 

The beating heart of our syncing engine can help you with keeping your contact information in sync, at all times. 

Depending on the app you're using, you might see alternative names such as Audiences, Customers, Users, etc.
The basic principle is that we display the same name as the entity the app uses as its contact repository. 

In the example below, we are syncing contacts between HubSpot and QuickBooks. In this case, the respective contact repositories are called "Contacts" and "Customers":
![Screen_Shot_2020-06-17_at_18_54_14.png](//images.ctfassets.net/f2ysq090txql/6QtXWvDkZby3VGbRueaieA/b1869c44db996b8e5b63234cfa6f5760/Screen_Shot_2020-06-17_at_18_54_14.png)

### Leads

Similar to our contact sync, our engine is also able to sync the leads entity in your apps. 

<InfoBox> Learn more about our Leads sync [here](https://www.piesync.com/help/faq/syncing-leads/ "Syncing Leads"). </InfoBox>

#### Some key take aways: 

- Some applications have a standalone Leads entity. PieSync is able to incorporate that in the sync. You can choose which contact type you wish to sync during the 3rd step of the configuration process, as shown in the example below for Microsoft Dynamics 365:
![Screen Shot 2020-06-17 at 20 09 24](//images.ctfassets.net/f2ysq090txql/7LMmtESf1P17iJx6aqGPId/fc8ee1f5f550b1cb8b04ff6a42a13654/Screen_Shot_2020-06-17_at_20_09_24.png)

- It might be that your application doesn't have a leads entity, while you can see leads in your account. In such cases, the leads are stored within the Contacts section and distinguished by a particular field (e.g "Status"). We are able to incorporate those in the sync as well. 


### Companies

Also known as "Accounts" or "Organizations", this is the third entity that PieSync is able to sync. It does come with a nuance though.

- Our companies sync is only available for a limited number of applications. A full overview of the supported apps can be found at the bottom of [this page](https://www.piesync.com/help/faq/can-i-sync-company-account-information/ "Syncing Company / Account info").

- PieSync only offers a company to company sync. This means companies or accounts can't be synced to a contact entity. Doing so will result in the following error message: "The selected combination of entities cannot be synced"
![Gif KB](//images.ctfassets.net/f2ysq090txql/6g2SKlBqZ5ohwXATA8uYX1/77dea4fe62601ad7c3984637d9e1d0d0/Gif_KB.gif)

- For some integrations, PieSync is able to expose Company related fields when syncing Contacts. This allows you to sync company related information on the contact level. 
More information on this can be found [here](https://www.piesync.com/help/faq/syncing-company-related-information-on-contact-level/)

When available, these fields will be visible in the sync configuration as shown in the example below:
![Screen Shot 2020-06-17 at 21 11 39](//images.ctfassets.net/f2ysq090txql/nkle72OLNjoqH01AmkKCj/2119244dc2be432fe3ff011dd5ff046e/Screen_Shot_2020-06-17_at_21_11_39.png)
<InfoBox> Learn more about the possibilities of our Companies sync [here](https://www.piesync.com/help/faq/can-i-sync-company-account-information/ "Syncing Company / Account info"). </InfoBox>


## What PieSync doesn't sync today 


- Deals / Opportunities. 
- Tasks
- Notes / Logs / Activities
- Orders / Products
- Emails
- Invoices / Quotes
- Campaigns
- Custom Objects

At this point, we focus on syncing your contact data. The entities listed above cannot be synced at the moment. However, this doesn't mean we won't support them in the future. On the contrary! Our developers are currently working on ways to implement some of these features as well.

Feel free to share what you'd like to sync through [this small survey](https://piesyncforms.typeform.com/to/Erb2jN "typeform").
It only takes a few minutes and allows us to capture valuable feedback regarding the priority of these features. 

Additionally, by filling in this survey, you’ll automatically receive a notification when the feature you’re looking for is being launched.


What is possible     Contacts   The beating heart of our syncing engine can help you with keeping your contact information in sync  at all times    Depending on the app you re using  you might see alternative names such as Audiences  Customers  Users…

What does PieSync sync? 

## 5 quick steps to do before you hit "Sync!"

![](//images.ctfassets.net/f2ysq090txql/54ScpBCj0sW99qoJjUfpuR/86ae7b3b17adbd3463fd0bf62dc4f5d4/larry.gif)

<InfoBox>Hesitant to "Start syncing now" after you configured a sync?  
Follow these steps to gain peace of mind! </InfoBox>

**1) Pause other syncs to your apps**

Turn off or pause any existing integrations in parallel (other PieSyncs, Zapier, Fullcontact, etc). Leaving these syncs on can lead to unpredictable results. Check your CRM's account settings, you may already be syncing some data (one way).

**2) Back up your data**

In the next step, we'll give you some tips on cleaning up your data. That's why it's wise to make a backup first should you be too enthusiastic in cleaning contacts. [Google Contacts, Icloud, ContactsPlus save a temporal state of your Contacts so you can always go back to a state prior to a sync](/help/want-to-learn-more/revert-a-sync/). Have contacts on your phone? [Here's a checklist.](/help/faq/get-your-phone-contacts-in-sync/)

**3) Time to clean**

Delete contacts you won't ever need anymore. You may want to empty Google's ["Other Contacts" folder](https://support.google.com/mail/answer/1069522?hl=en&visit_id=1-636459121173695326-1876924094&rd=1) filled with legacy contacts. Make sure your source & target data is rid of duplicates. Use the “find & merge duplicates” features of Google/iCloud/Outlook or from your CRM. 

*   [Instructions for Google Contacts](https://support.google.com/mail/answer/1069522?hl=en) (+ [9 extra tips provided by FullContact](https://www.fullcontact.com/blog/clean-up-google-contacts/))
*   [Instructions for iCloud](https://support.apple.com/en-us/HT203565)
*   [Instructions for Outlook.com](http://ccm.net/faq/39487-outlook-com-how-to-remove-duplicate-contacts)
*   [Instructions for CRM, for example Pipedrive](https://www.google.com/search?q=dedupe+pipedrive+contacts)

Once the sync is started, you can continue performing these clean up operations. PieSync [can detect cleaning](/help/want-to-learn-more/cleaning-up-duplicates-in-your-crm/) up contacts.

**4) Do a sanity check**

Perform a human check on whether the find&merge duplicates did its job. Merge whichever duplicates that weren’t detected automatically, delete old contacts or old addresses. By default, PieSync will only sync contacts that have an e-mail address, which is what we then use on the other side of the sync to keep your contacts unique. 

**5) Run a test sync**

If you want to test PieSync on a limited dataset, you can apply some intelligent rules to narrow down the sync. 

<Embed src="//www.youtube.com/embed/Bk_OSkK-JvQ" />

  

*   For instance, adapt rules to only sync contacts with a specific dedicated test-tag, and have it update a specific field on the other side as extra proof. If you only tag one contact in your CRM with this very specific tag, only this contact will sync. The other contacts remain untouched.![](//images.ctfassets.net/f2ysq090txql/4H8IOtuSEcAwFFWpEMv4A4/4315bb78f5091ac100c72fcc71ac5f69/blob)
*   Don't have tags in your app? Consider creating a test contact with a dummy or test e-mail address and only leave this rule enabled. Works just as well. Just know that sometimes a dummy e-mail address won't get created inside your ESP client.
    
    ![](//images.ctfassets.net/f2ysq090txql/3B3AD2S36pvyK2G2UtmyfS/b460cd55b694b72ea77f9a1f4e57f04e/blob)
    
*   Furthermore, you can always disable rules to prevent contacts from being created into an environment where you want to avoid unexpected contacts from being pushed towards! 
    
    ![](//images.ctfassets.net/f2ysq090txql/2HCSnFK21Pn9hVNi3Q1yTV/99282c381394ca36cbfc1bc7e6e1e1d1/screen-flow.gif)
    

[What are you waiting for? Start syncing! ](/help/features/getting-started/)

<TipBox>Still in doubt? Feel free to [schedule a call](https://calendly.com/piesync) with our support team.</TipBox>

5 quick steps to do before you hit  Sync        1  Pause other syncs to your apps  Turn off or pause any existing integrations in parallel  other PieSyncs  Zapier  Fullcontact  etc   Leaving these syncs on can lead to unpredictable results  Check you…

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