Start syncing Microsoft Dynamics 365 and Batchbook two-way

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When a custom yes/no field in Microsoft Dynamics 365 is toggled on, merge their contacts data with those of Batchbook
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When contacts are not yet converted leads in Microsoft Dynamics 365, update a custom field in Batchbook
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When contacts are owned by a salesperson in Microsoft Dynamics 365, update their Batchbook contact details
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When contacts go through a conversion flow in Microsoft Dynamics 365, match them up to contacts in Batchbook
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When contacts have lead status 'New' in Microsoft Dynamics 365, keep them in sync with Batchbook
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When contacts in Microsoft Dynamics 365 have no owner, update their description in Batchbook
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When custom attributes are updated in Microsoft Dynamics 365, create them in Batchbook
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When phone numbers are added or updated in Microsoft Dynamics 365, change their contact owner in Batchbook
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When Microsoft Dynamics 365 contacts are from a certain location, make them a VIP in Batchbook
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When Microsoft Dynamics 365 contacts are from a certain region, opt them out for marketing in Batchbook
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When custom attributes are updated in Microsoft Dynamics 365, update a custom field in Batchbook
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When new contacts are added in Microsoft Dynamics 365, update their description in Batchbook
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Accurate & real-time data

PieSync will keep your customer data in sync across all your apps and devices. Two-way and in real-time.

Save time

No more manual exporting & importing of contact lists. No more inaccurate or missing data.

Easy & Secure

Intuitive and straightforward set-up in under 5 min. No coding required. Enterprise level security.

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