Manage your customers and leads with Maximizer CRM, a fully integrated solution designed to boost productivity and increase sales. This all-inclusive tool lets you deliver personalized experiences and build better relationships with customers using a single CRM.


maximizercrm

Maximizer CRM

## 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,...

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

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!"  Hesitant to "Start syncing now" after you configured a sync? Follow these steps to gain peace of mind! 1) Pause other syncs to your apps  Turn off or pause any existing integrations in parallel (other Pi...

Want to learn more?

Preparing your data for PieSync

<Embed src="https://www.youtube.com/embed/mwH6sLjgIVg/" />  

By default, an iPhone will store contacts on iCloud, or, if you've opted out from iCloud, it will store them locally on your phone. How do you get these contacts synced up to other services? It all depends on where they are now! 

*   If your iPhone contacts are stored in iCloud, you can choose to [sync your contacts from iCloud directly to many of PieSync's other supported apps](http://www.piesync.com/icloud/).
*   If you're not using iCloud, you should consider moving your contacts to a cloud service, as only then will PieSync work.

**But even if your contacts are currently stored in iCloud**, and [PieSync supports iCloud](http://www.piesync.com/icloud/), you may want to make sure your iPhone uses Google Contacts instead, especially if the rest of your business runs on Google apps.

## Managing multiple contact lists on an iPhone

A quick way to find out which contacts are currently loaded up on your iPhone, is by going inside the **Contacts app**, or the **Phone app** of your iPhone.

By tapping the **Groups** icon on the top left, you'll understand that an iPhone is capable of visibly merging different databases into one single contact list.

While in some cases it is handy to have your iPhone consolidate contact lists, in most cases it actually leads to **confusion.** Because everything is neatly merged, there is no easy way to recognize in which cloud database a specific contact is being stored.![](//images.ctfassets.net/f2ysq090txql/3R930qCIp77bn5CBEqOTug/e4937fa14b75e0b5e8fda7df552698f1/image.gif)

  
<InfoBox>Where is your mom's contact stored? Is it in iCloud? Google Contacts? Your SIM card? Worse yet, is it in all three of them simultaneously? Your iPhone actually dedupes them & merges identical contacts visually!  
  
The idea is ultimately that your phone merely acts as a window into contacts databases, so we suggest you visit [contacts.google.com](http://contacts.google.com) or [icloud.com/contacts](https://www.icloud.com/contacts) respectively to see & manage these lists.</InfoBox>

## Where are your contacts stored?

So how does your iPhone manage contacts? This help article can't possibly cover all possible scenarios, but here's how you can easily find out how your iPhone is setup currently.  
  
Go to **Settings -> Contacts -> Accounts** to find out which services are allowed to manage/add contacts on your phone. In the example shown to the left, there are three accounts moving contacts into this iPhone:  

1.  iCloud
2.  Personal gmail.com
3.  G-suite-domain

It's very likely you will see something different on your phone: you may or may not have iCloud, you could have an [Outlook](http://www.piesync.com/outlook-office365/) account, and so on.

![](//images.ctfassets.net/f2ysq090txql/4dGQCrcQjhwMJIrw3KAawL/d3544012e3d0b59539ad6b96943bd33b/image.gif)

<InfoBox>**Did you know?** Connecting a Google account to an iPhone will **import** your Google Contacts. However, the contacts that you had on your phone before **are not moved to Google**. They remain stored on iCloud or on your phone! Follow these instructions to back up those contacts to Google.</InfoBox>

The next steps will help you consolidate your contacts into Google's ecosystem instead. **Wherever your contacts are,** with the [**Google Drive app**](https://itunes.apple.com/be/app/google-drive-secure-online-file-storage/id507874739), you can push your Contacts data from your iCloud or those that are locally stored  to the Google Drive and into Google Contacts.

## Move your iPhone Contacts to Google Contacts with the Google Drive app

1. [Download Google Drive](https://drive.app.goo.gl/?link=https://drive.google.com/_/backup/ios&ibi=com.google.Drive&ius=googledrive&isi=507874739) to your iPhone and sign in with your Google account. If you don’t have a Google Account, you can create one when you sign-in to Google Drive. Already have Google Drive? Make sure it’s up to date.  

![Install Google Drive Google Contacts iPhone](//images.ctfassets.net/f2ysq090txql/6q1Oh3EUTKzpAGTWVZEGEB/d5c95a281c8ee1566fda9cd877aaaaa7/image.jpeg)

2. Now it’s time to backup your content. Open Google Drive and go to the backup wizard in Menu > Settings > Backup. You can select which content you want to backup or simply backup everything. Then hit “Start”.

3. Sign-in to your Google Account on your iPhone.  

![](//images.ctfassets.net/f2ysq090txql/6jkNFu6BAaqQcxVkxn2jpi/fea21e5327c83dfab643d375e4aacbdd/image.jpeg)

4. Go to your iPhone settings and **make sure your default account is the selected** **Gmail account**.This ensures that new contacts are added to Google Contacts and can then be synced to your cloud apps such as your CRM.

<InfoBox>Don't forget to set up the "Default account" to be Google! Merely connecting a Google account isn't sufficient, you also need to make sure new contacts you create on your phone are immediately created inside Google via this setting.</InfoBox>

<Embed src="https://www.youtube.com/embed/VlMm4q1wIn0/" />


  By default, an iPhone will store contacts on iCloud, or, if you've opted out from iCloud, it will store them locally on your phone. How do you get these contacts synced up to other services? It all depends on where they are now!  If your iPhone ...

Setting up your iPhone to sync with Google Contacts

Where possible, PieSync offers bidirectional field mappings (two-way). However, there are **some exceptions** where a mapping can only be set up one-way:  

*    When a **field cannot be modified** in the application you are syncing.

*   When a **field only allows some specific values**. In that case we do not allow writing to the field because we cannot guarantee the new value is allowed by the field. For example: dropdown, (multi)-select, status,... fields.

*   When **two mapped fields have different types** such as text, number, date,... In some of those cases we cannot guarantee a correct conversion in both sync directions. For example: the data in a number field can easily be converted to a text field, but not all text values can be synced back to the number field.

![](//images.ctfassets.net/f2ysq090txql/66hjCGL1zMNRiVjyVDJ1us/d5747886fa0d3aa4542c88c72e246cb6/image.png)
  
Bear in mind that the **general direction** of your connection affects your syncing behavior. When you have configured your connection as a one way sync in the other way (→), the following message will pop up.  

![](//images.ctfassets.net/f2ysq090txql/74uOD8xabUStQVtQHdm3MT/3c20b4f263730bd08520da5c66a942fd/image.png)

Where possible, PieSync offers bidirectional field mappings (two-way). However, there are some exceptions where a mapping can only be set up one-way:  When a field cannot be modified in the application you are syncing.  When a field only allows so...

Why can my fields only be mapped one-way?

## Step 1: Choosing your apps

In setting up a sync connection, you first choose [the apps](/help/faq/which-connectors-do-you-support/) that contain the contacts data you need synced. We have provided a handy search bar to quickly get to the apps you're looking for. After you select the first app, you immediately proceed to select the second app. We will connect to these apps in a second step.  

![](//images.ctfassets.net/f2ysq090txql/3KxQtwOhw5ZSMt8fYYXTfz/ee3e8abcd18d5947d5b84b9168a9ace3/screenshot-2019-05-20-at-15-18-15.png)

> We add new apps [every week!](http://www.piesync.com/connections/) 

Please reach out to us if you're not able to set up the combination you need - we might be able to help.

## Step 2: Authorize your apps

In order to use PieSync, you need to have registered accounts with the apps you selected. At this point, you'll need to connect PieSync to these apps so we can fetch the contacts data configuration. You do this for both apps. While the screenshots below are some examples, [the instructions for your app are listed separately on this page](/help/connector-apps). If it is the first time using PieSync, you will need to authorize both apps, one after the other.

![](//images.ctfassets.net/f2ysq090txql/1yIcstEdqicA8OeMVfSaUI/428747f5c872177d0df7e2eea579634b/image.jpeg)

If you have previously set up a connection with any of these apps, you can choose to re-purpose that authorization. Of course, you can also choose to login to your apps with a separate account too.

![](//images.ctfassets.net/f2ysq090txql/2reZkRSo7ZAWia7MPDV88B/04af9415b8c8fe7660a6e6c6996b651b/screenshot-2019-05-20-at-15-19-31.png)

## Step 3: Choose your contact type

Choose whether you want to sync Contacts or Leads. The availability to sync Leads depends on whether your app has a Leads entity

![](//images.ctfassets.net/f2ysq090txql/7Ak44LlJd6uTiQPVjMkPBu/2fd9180354747b46255728c013542995/screenshot-2019-05-20-at-15-30-18.png)

<InfoBox>This step will only appear if the applicable app has Leads available.</InfoBox>

## Step 4: Configure your sync

### 4.1 A two-way sync is made up by at least two rules

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

![](//images.ctfassets.net/f2ysq090txql/7FOQ10iMP8cUSoUsuyH4oZ/a41f6387ed9676de2ec541d5f6074725/screenshot-2019-05-20-at-15-47-19.png)

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

![](//images.ctfassets.net/f2ysq090txql/4WXwFvxUcgeOUEBZ17ujQu/d70d784e556e5bd2b797d3c583e78628/screenshot-2019-05-20-at-15-51-54.png)

> _In this  example, rule 1 dictates that for every contact that PieSync finds in Google Contacts, PieSync will update or create one in Copper in case it didn't exist already there. Rule 2 completes this 2 way sync: for each contact that exists in Copper, a counterpart will be updated or created in Google Contacts. For instance, if you don't need all of your Copper contacts into Google Contacts, simply remove this rule!_

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 and onward allow for more**. Why would you need more than 2 rules? Read on!

### 4.2) Adding conditions & actions

Your contacts don't behave the same way across apps:

*   In your marketing tool, customers are recipients that move across distribution lists and change subscriber status
*   in your invoicing tool, they have carefully kept address & contact information
*   In your contacts management tool linked to your phone, you expect to have their phone numbers and benefit from caller ID
*   In your e-commerce platform, new buyers become customers
*   ..And in your CRM, your customers should consolidate all of this information into a single view

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

![](//images.ctfassets.net/f2ysq090txql/7d7LBTtReimN4YR9MFzbVV/3c8dd3ac16c3881a11e57b45b95604bd/screenshot-2019-05-20-at-15-56-27.png)

> Good to know; in a two-way sync, PieSync will suggest to optionally undo & revert the actions so you can sync datasets in unison. In the above example, all of the contacts in Google Contacts label "Coworkers" are those that are in HubSpot's static list. If you remove contacts from the Hubspot list, they also get their Google Contacts label removed.

What you can do [depends from app to app](/help/faq/which-connectors-do-you-support/). Typically, it is in the if-clause that you'll be able to define a segment of your contacts. In the then-clause, you can 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.

![](//images.ctfassets.net/f2ysq090txql/3pP2FN1NfJywOj07n89CWM/82bd11ed58dd49d4365684b1f3cfc726/screenshot-2019-05-20-at-16-18-46.png)

![](//images.ctfassets.net/f2ysq090txql/UR3fAVJo4MTSfRS4eojEg/dcc7b5e6a64730b63ac251bc1197ddc8/screenshot-2019-05-20-at-16-25-59.png)

> Our customers have come up with so many creative use-cases that help them maximize the benefits of their cloud-stack. 

### 4.3) Connection settings

In addition to setting up sync rules, PieSyncs presents a series of app-dependent options. These include: 

*   a toggle to help [AVOID DUPLICATES](/help/features/avoid-duplicates/) - possibly hard-coded by default
*   handy ways to have PieSync [SYNC DELETIONS](/help/features/syncing-deletions/) or [SYNC UNSUBSCRIBES](/help/features/syncing-unsubscribes/) across datasets
*   you should [CHOOSE YOUR MASTER APP ](/help/features/master-app/)so that during the initial sync and afterwards, conflicting changes can be resolved
*   in connections that include Google Contacts, we suggest you [ADDITIONALLY SYNC TO THE GOOGLE CONTACTS GROUP 'MY CONTACTS'](/help/features/my-contacts/), especially useful for iPhone users, as your iPhone contacts get synced to 'my contacts' in Google by default.

![](//images.ctfassets.net/f2ysq090txql/g07Md3qATNeSngQ4vptIj/d459cbab4f02c1268e13d4fdb9d1c3e6/image.jpeg)

> Options available under a Google-Mailchimp connection. The options under "connection settings" are app-dependent. If you do not see a particular option, the app does not support it unfortunately.

### 4.4) Field mapping

A contact is more than just a name. All your contacts attributes need to be carefully mapped with one another in a sync. 

*   PieSync's [DEFAULT FIELD MAPPING](/help/features/new-default-field-mapping/) shows you those default fields we will always keep in sync and details how we mapped them between the two apps you have connected. You cannot change these fields.
*   In the [CUSTOMIZABLE FIELD MAPPING](/help/features/new-customizable-field-mapping/), you'll be able to map fields stored in your apps that we didn't find logical counterparts for. This includes default fields as well as custom fields. The customizable field mapping is set up and shown in the white part below the default field mapping in the configuration. You can add an unlimited amount of mappings and remove, enable/disable them anytime. 

<InfoBox>Custom Mappings are available from the Pro Plan onward. More information on why you should upgrade to a Pro Plan [HERE](/help/faq/why-should-i-upgrade-to-medium-as-a-small-or-micro-subscriber/).</InfoBox>

![](//images.ctfassets.net/f2ysq090txql/6TYE1HpRDGiXLR90yDVcRy/2734fd39119f00201fa161b31d2af3f7/screenshot-2019-05-20-at-16-36-41.png)

### 4.5) Start syncing!

![](//images.ctfassets.net/f2ysq090txql/6CZH8gP8SUoaMOKgdB1lHD/bed220e9ac6040ae417e4bd3330c2631/image.png)

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

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

## Step 5: Monitor your connection in the Health Dashboard

Once the connection is running, the [health dashboard](https://www.piesync.com/help/features/health-beta/) will be your real-time view into PieSync's operations. It provides insight into: 

*   Contacts in Sync
*   Contacts excluded from the sync
*   Duplicate Contacts
*   Summary of Performed Actions
*   Summary of Failure Reasons
*   Activity Timeline

![Screen Shot 2020-10-07 at 3.21.51 PM](//images.ctfassets.net/f2ysq090txql/AVEHCLXBoctcjptEbjJW0/831af01b027ac275ee1d2673d2e20c8e/Screen_Shot_2020-10-07_at_3.21.51_PM.png)

## Optional: Want to become an expert in PieSync?
Follow Frans & Jan along [a one hour deep-dive](https://app.hubspot.com/academy/tracks/86/) on all things PieSync on the HubSpot Academy. 
[![Gif of the HubSpot Academy](//images.ctfassets.net/f2ysq090txql/5V3TGS0putUt844bcBLM6C/209bf5106150370d83c2f8d68274bade/ezgif.com-gif-maker.gif)](https://app.hubspot.com/academy/tracks/86/)

In setting up a sync connection, you first choose the apps that contain the contacts data you need synced. We have provided a handy search bar to quickly get to the apps you're looking for.

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

Getting started

Getting started with PieSync

microsoftdynamics

Microsoft Dynamics 365

Microsoft Dynamics 365 is a cloud-based CRM that focuses on intelligent customer engagement, and allows companies to market and sell more productively and smarter to their customers.  Native integrations to other Microsoft products make this a powerful CRM.


<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>

**Microsoft Dynamics 365** is a cloud-based CRM that focuses on intelligent customer engagement and allows companies to market and sell more productively and smarter to their customers. Native integrations to other Microsoft products make this a powerful CRM. Office 365 is Microsoft’s App suite and cloud collaboration tool and includes Microsoft Dynamics 365.

**Below you'll find detailed information, specifically for Microsoft Dynamics 365 integrations:**

## Supported MS Dynamics 365 Integrations

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

This video sets up a 2-way sync between Microsoft Dynamics 365 and Chargebee.

<Embed src="//www.youtube.com/embed/0BsnntPXr9w" />

## Authorizing MS Dynamics 365

We simply ask your login details and your permission. **To Authorize your MS Dynamics 365 account, we need your Microsoft Dynamics 365 'Root Service Address', to be found in the URL of your application, it should end in** **_dynamics.com_.**

![Screen Shot 2020-10-02 at 11.10.29](//images.ctfassets.net/f2ysq090txql/3DBLupCJLAjzdR3PcvnA2q/31d459c20c0aaae1034201b1cb42af53/Screen_Shot_2020-10-02_at_11.10.29.png)

If you already authorized Microsoft Dynamics 365 account(s) in the past or in any other PieSync integration, you'll be able to the first part of the authorization and choose from your **CONNECTED ACCOUNTS**.

![](//images.ctfassets.net/f2ysq090txql/4ZPxvZI7fzN25q2GYKTuDY/21035ee991952b38aff628f905006823/2.png)

## Choose your contact type

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

![](//images.ctfassets.net/f2ysq090txql/J8O5ply6UCdgDOUWADNAG/94648eadbd8f0c7957a6325d242eee3f/screenshot-2019-09-19-at-11-51-37.png)

Learn about our contact sync below.

<TipBox>[Incorporate Company related information in a connection between Contacts.](/help/faq/syncing-company-related-information-on-contact-level/)</TipBox>

* More in-depth info about syncing Leads can be found [here](/help/faq/syncing-leads/).
* More in-depth info about our Company to Company sync can be found [here](/help/faq/can-i-sync-company-account-information/).

## \[IF\] Supported Conditions/Filters

*   OWNERSHIP
*   EMAIL OPT-IN/OPT-OUT STATUS
*   ACTIVE/INACTIVE STATUS
*   ALREADY EXISTING IN APP YOU SYNC WITH 
*   STATUS
*   CONTACT FIELDS (phone, address, ....)
*   CUSTOM FIELDS

![](//images.ctfassets.net/f2ysq090txql/3KvMf6itAsiSbG3TuaB7QQ/aee8e894df037ed7b8d1ab935bfd4d54/image.png)

## \[THEN\] Supported Actions

*   UPDATE (CUSTOM) FIELD VALUES 

![](//images.ctfassets.net/f2ysq090txql/7gbikvMZYKqbLXkp0oXdoV/a5bc9237df5200d84fa167fd41d85f85/image.png)

## Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard Microsoft Dynamics 365 fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:

![](//images.ctfassets.net/f2ysq090txql/QlV3gitBnFStAq6uU7sLs/5b1836dc3888b75c1e6d827850db310b/image.png)

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

## Customizable Field Mapping

You can custom map your Microsoft Dynamics 365 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/1C36efxvVHD4Jj6hivmy9J/60d775b9fdc632a0e2c59c33dc6a31de/image.png)

## Additional Options

### Syncing Unsubscribes/Deletions

Currently, there are no MS Dynamics 365 integrations on the PieSync platform that support our [Unsubscribes](/help/features/syncing-unsubscribes/)/[Deletions](/help/features/syncing-deletions/) 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>

GETTING STARTED GUIDE: How to set up a new connection? ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics. Microsoft Dynamics 365 is a cloud-based CRM that focuses on intelligent customer engagement and a...

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

Supported Apps

MS Dynamics 365

<Embed src=" https://www.youtube.com/watch?v=04xRku0dQcs"/>

The field mappings allow you to decide which contact data should be synced for each contact. Every connection comes equipped with a predefined list of mapped contact fields, which we call the "[Default Field Mapping](/help/features/new-default-field-mapping/)". This a list of the default contact fields that PieSync was already able to map. 

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. This is what we will discuss in this article. Any user-created mapping is also often referred to as the "**Custom (Field) Mapping"**.  

_Below you see an example of the field mapping between Pipedrive and ActiveCampaign. Of course, the list of default mapped fields is dependant on the apps you have connected and which (custom) fields you have available on both sides._

![](//images.ctfassets.net/f2ysq090txql/46XBGtEPZpRT2zCS9hrBjM/5fa119e33488e4d9bc769aac35a00717/screenshot-2019-05-15-at-21-20-17.png)

<TipBox>If you've just added a field in your app and it hasn't popped-up yet in the dropdown, then just press 'refresh field list' in the bottom right corner</TipBox>

### Changing the Default Field Mapping

As the default field mapping is a predefined list of mappings, some of the field mappings might not suit your use case. In that case, you are able to change that field mapping by:

1.  Disabling the mapping by setting the toggle to 'off'
2.  Adding a field mapping and selecting the two fields you want to connect instead.

_In the example below we wanted to remap the default mapping for 'Phone' <=> 'Work Phone' to 'Phone' <=> 'Home Phone' and 'Mailing Address' <=> 'Work Address' to 'Mailing Address' <=> 'Home Address':_

![](//images.ctfassets.net/f2ysq090txql/2qEbpfOnUAlYQnHoVw2qqn/49bff488ae2d340fe61e992de9f92711/screenshot-2019-07-12-at-15-33-15.png)

### Adding Custom Mappings

To add your own field mapping, simply click 'Add field mapping' below the Default Field Mapping. 

By default the custom mappings will sync in the direction you have set up in the configuration of your connection, so this could be either two-way or one-way. However, you are often able to change the sync direction of your custom field mappings.  

![](//images.ctfassets.net/f2ysq090txql/5mEsmPqVaLrsussQY8ZPNv/1be51718034ccba7380ddcd3eef52607/screenshot-2019-05-15-at-21-24-51.png)

### Custom mapping restrictions

[We've created an in-dept article to provide more information on this. ](https://www.piesync.com/help/faq/why-cant-i-custom-map-my-custom-fields-greyed-out/)



<TipBox>**Don’t forget to read our [Blog Post](http://blog.piesync.com/custom-fields/) about our Customizable Field Mapping feature!** </TipBox>

  The field mappings allow you to decide which contact data should be synced for each contact. Every connection comes equipped with a predefined list of mapped contact fields, which we call the "Default Field Mapping". This a list of the default c...

Customizable Field Mapping

kw logo

KWCommand

KW Command is a contact management system designed specifically for Keller Williams agents. It allows them to easily add contacts and capture leads on the same place, and organize them in a way that allows agents to easily identify opportunities. KW Command works inside the Keller Cloud, which makes it part of a centralized environment that contains everything a Keller Williams agent or team needs to accomplish daily tasks.

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

**KWCommand** allows you to optimize, manage, and run your real estate business with unprecedented simplicity and insight, inside Keller Cloud. It is the centralized environment for everything a Keller Willliams agent and their team must accomplish during any given day.

<WarningBox> KWCommand separates your personal contacts from your team contacts. __PieSync will only sync your personal KWCommand contacts__.</WarningBox>

## Keller Williams Use Cases

Sync KWCommand with other **CRM's**

<Embed src="https://www.youtube.com/embed/dSA7Jz5aVKs?feature=oembed" />

Sync KWCommand with **marketing platforms**

<Embed src="https://www.youtube.com/embed/3Hwrva3taCw?feature=oembed" />

Sync KWCommand with **your phone**

<Embed src="https://www.youtube.com/embed/X4_qmmT79sM?feature=oembed" />

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

## Supported KWCommand Integrations

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

## Authorizing KW Command

### Via Your KWCommand Portal
Here's how to authorize KWCommand through your KWCommand Portal.

1. Click on the arrow next to your avatar and name in the upper right-hand corner of your screen.
2. Click __Settings__ from the dropdown menu.
3. Scroll down to the sub-heading __Productivity__ and click __Connect Account__ next to __PieSync__.

![1 KWCommand Authorization Portal Connect PieSync Account in Settings](//images.ctfassets.net/f2ysq090txql/2M1SRdZYmRiWg3DtBQtf5P/19e7ddbfe3a93c1a506d21123157d91e/1_KWCommand_Authorization_Portal_Connect_PieSync_Account_in_Settings.png)

4. On the small pop-up that arises called __PieSync Connection__, click the blue __Sign in to PieSync__ button.

![2 KWCommand Authorization Portal Sign into PieSync](//images.ctfassets.net/f2ysq090txql/1NiZCAE1ufyGUKZNJ5jezM/35bb1c8181014a8a5e61018f7b3e1f79/2_KWCommand_Authorization_Portal_Sign_into_PieSync.png)

5. Follow the prompts that arise to authorize KWCommand and connect directly to other apps through PieSync!

<WarningBox> If you log in to PieSync through your KWCommand Portal, it will log you into a PieSync account associated with your "__email@kw.com__" email address. If you're using a PieSync account associated with a different email address, reach out to us at [support@piesync.com](mailto:support@piesync.com) and ask us to add your "__email@kw.com__" email address as an additional identity on your account so that you can log in to your correct PieSync account through your KWCommand Portal.</WarningBox>

### Via PieSync's Website
If you're authorizing KWCommand out of an existing PieSync account, we require your username and password.

![](//images.ctfassets.net/f2ysq090txql/2aUTokSLUGwysSLwxwrf8O/fc5c32da3c24a502b8a054f77cecf788/screen-shot-2019-02-11-at-10-17-10.png)

If you already authorized KWCommand 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**.

![Screen Shot 2020-10-21 at 2.08.41 PM](//images.ctfassets.net/f2ysq090txql/474OdrsCKXT5fdUumKpRWN/979ae044b209c6dbfbbdd895f0ecad1a/Screen_Shot_2020-10-21_at_2.08.41_PM.png)

## \[IF\] Supported Conditions/Filters

*   has Tag
*   Notes
*   Preferred Method of Contact
*   Stage
*   ...
*   Field values (_INCLUDING CUSTOM FIELDS_)
*   Already existing in the app you sync with

![Screen Shot 2020-10-21 at 2.13.49 PM](//images.ctfassets.net/f2ysq090txql/68AlZPOQ262fQVtuk429qo/494d9a8e4d7160011f04a4277938a6f7/Screen_Shot_2020-10-21_at_2.13.49_PM.png)

## \[THEN\] Supported Actions

*   Add Tag / Remove Tag
*   Update Notes
*   Update Preferred Method of Contact
*   ...
*   Updating field values (_INCLUDING CUSTOM FIELDS_)

![Screen Shot 2020-10-21 at 2.14.52 PM](//images.ctfassets.net/f2ysq090txql/2FBzTpKZnZx4uuNBSADVNj/2501b6332efca5914056f4326c68872b/Screen_Shot_2020-10-21_at_2.14.52_PM.png)

## Default Field Mapping

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

![Screen Shot 2020-10-21 at 2.17.59 PM](//images.ctfassets.net/f2ysq090txql/1CmksCuqGxKiJxMe20SkEe/7b65492fafcf3b5144d5c064041ddede/Screen_Shot_2020-10-21_at_2.17.59_PM.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>

<WarningBox>Please note if the address mapping of a contact does not have the fields "street", "number" and "city" filled out, the address will not sync.</WarningBox>

## Customizable Field Mapping

You can custom map your KWCommand 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/).

![Screen Shot 2020-10-21 at 2.19.16 PM](//images.ctfassets.net/f2ysq090txql/2MqKkK8gArNCGPDm12Y57M/ac9bec61dec6ab9b20c5b529f285f976/Screen_Shot_2020-10-21_at_2.19.16_PM.png)

## Additional Options

### Syncing Deletions

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

### Syncing Unsubscribes

Currently, there are no KWCommand 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>

## Start Syncing

![](//images.ctfassets.net/f2ysq090txql/3nQhYJUmRlclrJ569OtsZG/b33520f099584b1dc75e38e3508981a2/screen-shot-2019-02-11-at-10-36-29.png)

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.</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](mailto:support@piesync.com).  **Don't forget to read our** [**blog**](http://blog.piesync.com/) **for the latest in productivity, apps, and technology!**</TipBox>

GETTING STARTED GUIDE: How to set up a new connection?  KWCommand allows you to optimize, manage, and run your real estate business with unprecedented simplicity and insight, inside Keller Cloud. It is the centralized environment for everything a ...

<Embed src="https://www.youtube.com/watch?v=Mn_MQWjYXh0&feature=emb_rel_pause"/>

With the IF/THEN rules you can dictate which contacts need to sync. Henceforth, we shall refer to these IF/THEN sentences as _rules_. 

By default PieSync will set you up with a two-way and all-to-all sync, which consists of a rule for each app without any [filters or actions.](/help/features/conditions-and-actions/)  

1. **TWO-WAY SYNC:** A two-way sync starts off with two rules by default. Each rule fulfils the conditions of each side of the sync. PieSync looks at all the data stored on each side, so you can define exactly what data needs to move from one side to the other and vice versa.

![](//images.ctfassets.net/f2ysq090txql/7yjUx0GH8GxbjMqSY0gkCm/8f7b4d93342592ab6a4738d14353e417/screenshot-2019-04-12-at-15-14-20.png)

In this example, the first rule dictates that for every contact that PieSync finds in Google Contacts, PieSync will update or create one in ActiveCampaign in case it didn't exist already there. The second rule completes this two-way sync: for each contact that lives in ActiveCampaign, a counterpart will be updated or created in Google Contacts. For instance, if you don't need all of your ActiveCampaign contacts into Google Contacts, simply remove this rule!  
If you need a simple all-to-all sync, this is all you need to set up (i.e., don't change anything to the default setup).

2. **ONE-WAY SYNC:** In a one-way sync, a rule based on the other direction won’t do anything. Hence it will be ignored.

![](//images.ctfassets.net/f2ysq090txql/2Q41mRPnivcuTt1ZRF7Y6f/eda6a2a950f7d282c2f40ac4c4005602/screenshot-2019-04-12-at-15-14-41.png)

3. **UNLIMITED RULES / SETTING UP MORE THAN 2 RULES:** [The starter](https://www.piesync.com/pricing/) plan is limited to two of these rules, but the [Pro plan](https://www.piesync.com/pricing/) allows unlimited rules. Why would you need more than two rules?  
Your contacts don't behave the same way across apps:

*   In your marketing tool, customers are recipients that move across distribution lists and change subscriber status.
*   In your invoicing tool, they have carefully kept address & contact information.
*   In your contacts management tool linked to your phone, you expect to have their phone numbers and benefit from caller ID.
*   In your e-commerce platform, new buyers become customers.
*   ...And in your CRM, your customers should consolidate all of this information into a single view.

Through PieSync you can, and you should tweak the sync so that not only contacts get synced, but you also respect the segmentation, tags, groups, categories, custom attributes, subscription status, ... of the apps that the contacts live in. In a PieSync rule, you can choose to add a filter and add actions to syncs. More information on conditions and actions [here](/help/features/conditions-and-actions/).  
**Where can I set up a new rule?** Simply click "+ Add another rule ..." on the left, underneath the existing ones:  

![](//images.ctfassets.net/f2ysq090txql/799j5xgkM9zh9i5lRox5e3/b2b5cb9330c60733ad57cbc424d857f7/screenshot-2019-04-12-at-15-15-45.png)

<InfoBox>_Have more questions about Rules? Just drop us a line at [support@piesync.com](mailto:support@piesync.com), happy to help!_   
**Don't forget to read our [blog](http://blog.piesync.com/) for the latest in productivity, apps, and technology!**</InfoBox>

  With the IF/THEN rules you can dictate which contacts need to sync. Henceforth, we shall refer to these IF/THEN sentences as rules. By default PieSync will set you up with a two-way and all-to-all sync, which consists of a rule for each app with...

Connection Rules: IF/THEN

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

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

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

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

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

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

![Screen Shot 2020-10-07 at 3.45.27 PM](//images.ctfassets.net/f2ysq090txql/68xVggsELNZ7ls03ZYO7nF/bf25d3f46f213e7c12e9c20679009903/Screen_Shot_2020-10-07_at_3.45.27_PM.png)

![Screen Shot 2020-10-07 at 3.44.32 PM](//images.ctfassets.net/f2ysq090txql/6GQfG9HMEBVF8exn6AzMEh/e24c3833530e3d6dfb6b0bc0c3cba618/Screen_Shot_2020-10-07_at_3.44.32_PM.png)

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

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

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

For each filter you add within a rule, you establish an extra **requirement**. A contact will only be synced when it fulfills **ALL** of the requirements. In the example below, a contact needs to have the birthday equal 10/20/2020 **and** is not starred **and** company equals PieSync in order for it to be synced.

![Screen Shot 2020-10-07 at 3.49.31 PM](//images.ctfassets.net/f2ysq090txql/7ocgnUr5cpF5f5Xx2aucCt/5d3363a06ca895e335041fd0ce378562/Screen_Shot_2020-10-07_at_3.49.31_PM.png)

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

![Annotation on 2020-10-07 at 15-57-29](//images.ctfassets.net/f2ysq090txql/1j2tcNkvrCI7bpD1j0B2dz/f78ef3583eeac750288d638221d7dde8/Annotation_on_2020-10-07_at_15-57-29.png)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

## 8. Case sensitivity

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

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

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

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

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

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

## 10. Still experiencing issues? 

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

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

Why are my contacts not syncing? Why is my sync not working? Why am I seeing duplicates?  These are questions you might have if you see anything unusual happen with your contacts or sync(s) and you're wondering 'why?' Our troubleshooting tips belo...

Troubleshooting - My contacts are not syncing

<TipBox>The possibility to sync Company information depends on whether your app has a Company entity. Below you can see an example of HubSpot's Company entity.</TipBox>

![](//images.ctfassets.net/f2ysq090txql/5nMaCUnQR8T9IZLYEicmk8/7c7a717d61a0f05c9702054ff067025a/screenshot-2019-09-17-at-14-59-29.png)

<TipBox>A full overview of all apps for which we currently support Company/Account information syncs, can be found at the bottom of this article.</TipBox>

## How to sync Company or Account information

1.  When setting up a new connection, we distinguish 4 steps. The third step allows you to choose your contact type.

![](//images.ctfassets.net/f2ysq090txql/5S2Ojh5lnRhzwGfHrhncOu/015352c449ab5e5a0c14cbc2a805fca8/screenshot-2019-09-17-at-15-01-41.png)

<InfoBox>Interested in learning more about step 1 & 2? More info can be found  [here](/help/features/getting-started/).</InfoBox>

2.  You are able to select the 'Companies' entity on both sides. (eg. Zendesk Sell & HubSpot)

![](//images.ctfassets.net/f2ysq090txql/5RJb8vECFsdGbUtCw1ouzS/75b44da7e4520df6bf2b9bc0c2569f93/sep-17-2019-15-07-50.gif)

## Important remarks

__1.__ Syncing Company information can only be done between two Company entities. Selecting the wrong entity will result in an error. ![](//images.ctfassets.net/f2ysq090txql/1Vq8EmOeW9dyuSrtmu1nUf/6946f8fb2a548cac0097b9ed7a812065/screenshot-2019-09-17-at-15-12-21.png)

__2.__ This sync will **match your records based on Company name or the email address, without precedence.**

<InfoBox>This is different with a Contacts or Leads sync. In these cases, we will solely use the email address as identifier to [avoid duplicates](/help/features/avoid-duplicates/).</InfoBox>

![Screen Shot 2020-06-25 at 15.28.15](//images.ctfassets.net/f2ysq090txql/7EuRksN05gl4FUw1Ue8VNG/d48ff1367faa66aaaf9489199193a125/Screen_Shot_2020-06-25_at_15.28.15.png)

This implies the importance of a preliminary check to make sure your company records contain the correct names.

<TipBox>If the company record in app A states "PieSync Inc" and in app B "PieSync", this will result in a duplicate record.</TipBox>

<WarningBox> For __HubSpot, Insightly, Nimble, Outreach, Copper, Salesloft, Vtiger and Zendesk__, we can allow matching on the company domain as well. For these apps, records will be matched based on Company name or the email address or Company domain, without precedence. If one of these items is the same, we’ll match the companies. Note that, we’ll also match two companies called “PieSync” even if their domains are different.</WarningBox>

![Screenshot 2020-06-25 at 14 57 05](//images.ctfassets.net/f2ysq090txql/nz9vdBJeOqlZzZQlgTFUH/bd740d4c3c1c6c24075c13609571d0dc/Screenshot_2020-06-25_at_14_57_05.png)

__3.__ This sync is restricted to Company information, without keeping the relationship between Contacts.

__4.__ Even in a contact-to-contact sync, you can still fetch Company information.

## Video

<Embed src="https://www.youtube.com/embed/SkKcW1OR9Uc" />


## Supported apps

We currently support the synchronization of Company or Account information for the following apps:

*   [1CRM](https://www.piesync.com/help/connector-apps/1crm/)
*   [Acumatica CRM](https://www.piesync.com/help/connector-apps/acumatica/)
*   [bexio](https://www.piesync.com/bexio/)
*   [Bitrix24 CRM](https://www.piesync.com/bitrix-crm/)
*   [Bpm'online](https://www.piesync.com/bpmonline/)
*   [Bullhorn](https://www.piesync.com/bullhorn/)
*   [Capsule CRM](https://www.piesync.com/capsule/)
*   [Clio](https://www.piesync.com/clio/)
*   [Close](https://www.piesync.com/close/)
*   [Companyhub](https://www.piesync.com/help/connector-apps/companyhub/)
*   [ConnectWise Manage](https://www.piesync.com/connectwise-manage/)
*   [Copper](https://www.piesync.com/copper/)
*   [Current RMS](https://www.piesync.com/current-rms/)
*   [Daylite](/help/connector-apps/daylite/)
*   [Freshsales](https://www.piesync.com/freshsales)
*   [HubSpot](https://www.piesync.com/hubspot/)
*   [Infusionsoft by Keap](https://www.piesync.com/infusionsoft/)
*   [Insightly](https://www.piesync.com/insightly/)
*   [JobAdder](https://www.piesync.com/jobadder/)
*   [lexoffice](https://www.piesync.com/lexoffice/)
*   [Membrain](https://www.piesync.com/membrain/)
*   [Microsoft Dynamics 365](https://www.piesync.com/microsoft-dynamics/)
*   [NetSuite](/help/connector-apps/netsuite/)
*   [Nimble](https://www.piesync.com/nimble)
*   [Nutshell](https://www.piesync.com/nutshell/)
*   [Odoo](https://www.piesync.com/odoo/)
*   [OnePageCRM](https://www.piesync.com/onepage-crm/)
*   [ONTRAPORT](https://www.piesync.com/ontraport/)
*   [Outreach](https://www.piesync.com/outreach/)
*   [Pipedrive](https://www.piesync.com/pipedrive/)
*   [PipelineDeals](https://www.piesync.com/pipelinedeals/)
*   [Salesforce](https://www.piesync.com/salesforce/)
*   [SalesLoft](https://www.piesync.com/salesloft/)
*   [Salesmate](https://www.piesync.com/help/connector-apps/salesmate/)
*   [Sellf](/help/connector-apps/sellfapp/)
*   [SharpSpring](https://www.piesync.com/sharpspring/)
*   [Sugar CRM](https://www.piesync.com/sugarcrm/)
*   [Teamleader](https://www.piesync.com/teamleader/)
*   [Teamwork Projects](https://www.piesync.com/teamworkprojects/)
*   [Teamwork CRM](/help/connector-apps/teamworkcrm/)
*   [Vtiger](https://www.piesync.com/vtiger/)
*   [Zendesk](https://www.piesync.com/zendesk/)
*   [Zendesk Sell](https://www.piesync.com/basecrm/) (formerly Base CRM)
*   [Zoho CRM](https://www.piesync.com/zoho-crm/)

The possibility to sync Company information depends on whether your app has a Company entity. Below you can see an example of HubSpot's Company entity.  A full overview of all apps for which we currently support Company/Account information syncs, ...

Can I sync Company/Account information?

hubspot logo

HubSpot

[HubSpot CRM](http://hubspot.com/piesync) is an all-round customer relationship management tool that offers an incredible range of features for all businesses, from small startups to large enterprises. This complete CRM platform helps companies increase leads, accelerate sales, streamline customer service, and much 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>

**HubSpot CRM** is part of the HubSpot family and is a highly efficient CRM tool, allowing you to stay on top of your customer relations. Automation and detailed customer information are vital features that eliminate manual work, so you and your team can save a lot of time and focus on important goals! Did we already mention this CRM is free?

<TipBox>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.</TipBox>

<Embed src="//www.youtube.com/embed/iQB5_IGATjo" />

## Supported HubSpot CRM Integrations

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

## Authorizing HubSpot CRM

<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)

## Choose your contact type

Distinguish between Contacts and Companies before proceeding to the configuration page.

![](//images.ctfassets.net/f2ysq090txql/5UykiPyvXojHLu3lsAaHi1/e09c29fdb1af25f1f7c177720efc022d/image.png)

Learn about our contact sync below.

<TipBox>[Incorporate Company related information in a connection between Contacts.](/help/faq/syncing-company-related-information-on-contact-level/)</TipBox>

* More in-depth info about syncing Leads can be found [here](/help/faq/syncing-leads/).
* More in-depth info about our Company to Company sync can be found [here](/help/faq/can-i-sync-company-account-information/).

## \[IF\] Supported Conditions/Filters

*   Ownership
*   In Active List
*   In Static List
*   Is a Marketing Contact (Check [this link](https://www.piesync.com/product-updates/hubspot-marketing-contacts-available-in-filters-and-mappings/) for more info on Marketing Contacts)
*   Legal Basis for Processing Contact's Data
*   Opt in/out from emails
*   Fields (including custom fields)
*   Already existing in app you sync with
*   Hubspot Score
*   Lead Status
*   Lifecycle stage
*   Predictive lead score
*   Custom fields

![Screen Shot 2020-11-16 at 09.07.14](//images.ctfassets.net/f2ysq090txql/1IMuB4llsQlPV4gPuMRfHu/a9bd21552f0cdd0bd8a3c40445827c4d/Screen_Shot_2020-11-16_at_09.07.14.png)

## \[THEN\] Supported Actions

*   Adding/removing from list
*   Updating status
*   Update fields (including custom fields)
*   Update Lifecycle stage

![Screen Shot 2020-11-16 at 09.07.35](//images.ctfassets.net/f2ysq090txql/75AgOwdtfGyn98Is5GfSba/f11c92012b0419ec0f05b5f74e48fd9d/Screen_Shot_2020-11-16_at_09.07.35.png)

<TipBox>Get inspired by this recipe that [exchanges marketing qualified leads between Hubspot and Pipedrive CRM](http://blog.piesync.com/hubspot-pipedrive-recipe/)</TipBox>

## Default Field Mapping

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

![](//images.ctfassets.net/f2ysq090txql/5ZjCoTs3sWa1zSizg4V2JY/725140a583a0320bfa57238df93ba459/image.png)

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

## Customizable Field Mapping

You can custom map your HubSpot CRM 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/3jinqJ3P2g2JNOP3oCv58C/3335416cf4991dd039e3f2a31ef898fd/image.png)

## Additional Options

### Syncing Unsubscribes

You have the ability to opt contacts out of marketing emails via PieSync by applying the rule below:

![](//images.ctfassets.net/f2ysq090txql/2Di1ekireNCmGB8x4GRGwh/4270b9a7ed7f0b3075549438242ef7dd/screen-shot-2020-01-06-at-14-58-07.png)

<TipBox>More information about this can be found [here](https://knowledge.hubspot.com/contacts/how-do-i-unsubscribe-or-opt-out-contacts-from-email).</TipBox>

Important:

1. This action can't be undone. 
2. Marketing permissions for your HubSpot account need to be enabled. 

<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>

GETTING STARTED GUIDE: How to set up a new connection? ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics. HubSpot CRM is part of the HubSpot family and is a highly efficient CRM tool, allowing you to sta...

HubSpot CRM

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123FormBuilder

1CRM-logo-box

1CRM

logo-3dcart

3dcart

act!

Act! 365

actpremium

Act! Premium

apps.41598.37145b45-309a-44d2-8a3a-8ef5dd923138.b03415bf-0d24-4925-924c-d111c87e195a.e4b8a9d0-ed9e-44f4-81d3-524fbe3257b6

Actionstep

activecampaign

ActiveCampaign

activedemand

ActiveDEMAND

activetrail-1502192111-logo

ActiveTrail

Acumatica

Acumatica CRM

agendor_logo

Agendor

agilecrm

Agile CRM

aircall-icon@2x (1)

Aircall

airtable

Airtable

allclients

AllClients

amocrm

amoCRM

apollo.io logo 

Apollo

apptivo

Apptivo

aproplan

Aproplan

f9024f3d389cdaa8f764d49ed5fedd002e6387b7

Apto

Aritic-Logo

Aritic PinPoint

Aritic Sales CRM

AT & T

AT&T Office@Hand

autoklose logo png 

Autoklose

autopilot

Autopilot

aweber

AWeber

benchmark

Benchmark

bexio

bigcommerce

BigCommerce

bigcontacts

BigContacts

bill.com logo

Bill.com

bitrix

Bitrix24 CRM

bombbomb

BombBomb

bookeo

Bookeo

boomtown

BoomTown

Brivity CRM

btcloudphone

BT Cloud Phone

bubble_piesync

Bubble

bullhorn

Bullhorn

campaignmonitor

Campaign Monitor

campaigner

Campaigner

capsulecrm

Capsule

cats-logo

CATS

chargebee

Chargebee

chargeover (1)

ChargeOver

Chime-Logo (1) (1)

Chime

cin7_logo_piesync

Cin7

cxsocial

Clarabridge Engage

Classy-icon-coral

Classy

click-send_logo_piesync

ClickSend

cliniko_logo

Cliniko

clio

Clio Manage

closeio

Close

companyHub

CompanyHub

connectwisemanage

ConnectWise Manage

constantcontact

Constant Contact

Contactlab Marketing Cloud

Contacts+ Logo Mark (1)

Contacts+

contactually

Contactually

convergehub

ConvergeHub

Seva (formerly ConvertKit)

ConvertKit

Copper-icon-circle-pink

Copper

bpmonline

Creatio

Crisp

currentrms

Current RMS

datavalidation

DataValidation

daylite

Daylite

d-logo-L-transparent

Debitoor

Delivra

desk

Desk

Dialpad_logo

Dialpad

logo-digitaleo

Digitaleo

directmailmac

Direct Mail for Mac

DD-roundel-512x512

dotdigital Engagement Cloud

dotloop

Dotloop

drift_logo

Drift

drip

Drip

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