Myphoner is the cloud solution for lead management and lead tracking, tailored to freelancers and teams doing B2B cold calling. With customizable workflows and access to the activity feed for tracking lead history you will never forget to follow-up on your leads.


myphoner logo

myphoner

[Pipedrive](https://www.pipedrive.com/) is an exciting and powerful CRM, providing a simple and effective way to manage and visualize your company's sales pipeline. As a sales-focused CRM tool, Pipedrive helps sales teams manage leads and deals, track communications, create automated workflows and tasks, and view insights and reports.

pipedrive

Pipedrive

<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>

**Myphoner** is a cloud-based, cold calling tool for one-man bands or teams. Lead tracking, smart queues, flexible scheduling and agent reminders allow for effective lead nurturing and prospect follow-ups. All this info is organized in lists which can easily be used as a sales funnel. Advanced sales reports will help you identify pain points and increase productivity.

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

## Supported Myphoner Integrations

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

## Authorizing Myphoner

We simply ask your login details and your permission. **For myphoner, we need you to authorize your account by entering your Subdomain name and API key and allow access to a certain List. When you click 'Authorize myphoner', a pop-up window will ask you to log in:**

![](//images.ctfassets.net/f2ysq090txql/4TosbSbMsNovGabopVfg6a/4d490acc750983213d9aec13ace56941/1.png)

**And then another window with your myphoner lists to choose from:**

![](//images.ctfassets.net/f2ysq090txql/3uvXns8TAlQmsU84kRL4mX/b6dc3a94eada8c5c7fe471832b8c9d07/2.png)

If you already authorized myphoner 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/67Kh3mj0TccejiUDeD8nx8/974a9c7c4b6238daecaa369f0eeaea12/3.png)

## \[IF\] Supported Conditions/Filters

*   STATE
*   HAS BEEN/NOT BEEN CLAIMED
*   FIELD VALUES (_INCLUDING CUSTOM FIELDS_)
*   ALREADY EXISTING IN APP YOU SYNC WITH 

![](//images.ctfassets.net/f2ysq090txql/5FVlDyvhC3KZAy3Mg4XUT3/16aab101c9a41daac7e35463ff7b99a2/4.png)

## \[THEN\] Supported Actions

*   UPDATING FIELD VALUES (_INCLUDING CUSTOM FIELDS_)

![](//images.ctfassets.net/f2ysq090txql/2d1XM6Z7u1pNYR2MrpCs9m/61ca68199d7f98a28dd4e3f1212c3bcc/5.png)

## Default Field Mapping

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

![](//images.ctfassets.net/f2ysq090txql/2bFgd5JD7AdJaOpLCkLRUs/4e151e42a353055c9f29a122021180e4/6.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 myphoner 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/IJWMuaSN4Zb9lEX7xsGhX/5bbd95bb6538721543782e6143333e67/7.png)

## Additional Options

### Syncing Unsubscribes/Deletions

In connections between Google Contacts and myphoner, you are able to [**SYNC DELETIONS**](/help/features/syncing-deletions/) **one-way**. When a contact gets deleted in myphoner, we add the tag 'PieSync Trash'  to that same contact in Google Contacts. You will be able to review this segment first before deleting or taking any other action in Google Contacts too. 

![](//images.ctfassets.net/f2ysq090txql/5yajpfs7inYT5L8G4FWtFn/098692ff732138d9651eabc6976b05ec/8.png)

Currently, there are no myphoner integrations on the PieSync platform that support our [Unsubscribes](/help/features/syncing-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>

GETTING STARTED GUIDE: How to set up a new connection? ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics. Myphoner is a cloud-based, cold calling tool for one-man bands or teams. Lead tracking, smart que...

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

Supported Apps

<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>

**Pipedrive** is an exciting and powerful CRM, managing and visualizing your company's sales pipeline in a simple way. A clear overview of your leads and outstanding deals will enable you to prioritize tasks efficiently and help you reach the targets you had in mind!

<Embed src="//www.youtube.com/embed/NQVS243klI0" />

<TipBox>Here are other Detailed Videos on some popular connections:    
[Hubspot & Pipedrive](https://youtu.be/rau7wePMetY)  
[Chargebee & Pipedrive](https://youtu.be/Q7YgT2c_ZQE)  
[Marketo & Pipedrive](https://youtu.be/dThr7cCN6WI)
</TipBox>

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

## Supported Pipedrive Integrations

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

## Authorizing PipeDrive

For Pipedrive, we need your API Key. If you aren't logged into your Pipedrive account just yet, we'll ask you to do so first.

![](//images.ctfassets.net/f2ysq090txql/72EZLhAEsJcCGGT8tMFjWB/d0ddc92c10ec4aadc7df3b002a67ec4f/image.jpeg)

If you already authorized Pipedrive account(s) 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/6NuwgLnrb693wAd4z9FxOp/207986da9a64e1987795995c8a29c8c1/image.png)

## Choose your contact type

Distinguish between Organisations and People before proceeding to the configuration page.

![](//images.ctfassets.net/f2ysq090txql/6Nyx21qbEtdZ9HQFZo2prs/ca186f55a5b624309f4eca4f10319269/screenshot-2019-09-19-at-14-40-51.png)

\- Learn about our **People sync below**.

\- 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

*   CONTACT OWNER
*   ACTIVITIES YES/NO
*   DEALS YES/NO
*   NOTES YES/NO
*   FIELD VALUES (INCLUDING CUSTOM FIELDS)
*   ALREADY EXISTING IN APP YOU SYNC WITH

![](//images.ctfassets.net/f2ysq090txql/7snLAkBkqHSwsbVbkBIIHG/34f972db0619d6f81546dfc9263e93b3/image.png)

## \[THEN\] Supported Actions 

*   SETTING CONTACT OWNER
*   UPDATING FIELD VALUES (INCLUDING CUSTOM FIELDS)

![](//images.ctfassets.net/f2ysq090txql/6DOUTp6gm5BC3QBgWwE8jJ/8e0c9807aa2d2512021a46665569b3c5/image.png)

## Default Field Mapping

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

![](//images.ctfassets.net/f2ysq090txql/6q6iexkFLuP8ZGnLgqIwdI/515abf31e653c8978392228212388d5d/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 one 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 Pipedrive 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/1SEfTBn3Ul75S8jqGDYn8p/def85745134b61fc2d34a964ca067a96/image.png)

<InfoBox>The availability of these options is app and connection dependent. If the feature box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect deletions and/or unsubscribes on one side and at the same time be able to create the tag 'PieSync Trash' or 'PieSync Unsubscribes' on the other side.  Unfortunately, neither are supported at this time in Pipedrive integrations. </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. Pipedrive is an exciting and powerful CRM, managing and visualizing your company's sales pipeline...

[Mailchimp](https://mailchimp.com/) is the gold standard for the marketing automation market as one of the most powerful and versatile tools out there. With Mailchimp, you can easily build targeted campaigns, newsletters, landing pages, complex automation workflows, and much more.

Mailchimp Logo-Vertical Black

Mailchimp

## Syncing Pipedrive with MailChimp

Are you using [Pipedrive](https://www.pipedrive.com/) & [Mailchimp](https://mailchimp.com/) 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 Pipedrive and Mailchimp… and nearly 200 other cloud-based apps in real time.

## Didn’t Pipedrive already offer a built in integration?

True. Pipedrive offers a built-in integration with MailChimp. Unfortunately, it can only accomplish so much.

You push data, only from Pipedrive into MailChimp, so the integration works one-way.

![](//images.ctfassets.net/f2ysq090txql/1oRhnHiJFSDTliDbCq1yEY/22dab83d959eaefdcef68c9a195d0485/image.png)

It’s possible to set up clever filters inside Pipedrive to facilitate in syncing that data to Mailchimp, which is good, but again these can just be set up in one direction.

Crucially, you cannot sync new or existing subscribers that you collect or have collected through Mailchimp's awesome landing pages into Pipedrive.

Some other limitations include not being able to control whatsoever how fields will sync from Pipedrive into Mailchimp. When a contact is sent over from Pipedrive, it just copies the default contact fields which are email & name. What about all the custom field data?

After you have this integration setup, Pipedrives interface also doesn’t show you which contacts have successfully moved into Mailchimp - you just have to assume it’s worked for certain contacts, while others may still be in limbo somewhere if they didn’t sync successfully.

## How does PieSync help?

Unlike Pipedrive's built-in integration, PieSync will check several things prior to moving contacts from one side to the other:

*   Who is in the Pipedrive database?
*   Who is on which Mailchimp list?
*   Who is in both apps?
*   Who should be subscribed? Who shouldn’t be subscribed at all?

This scan is needed so the sync can also act on historical data. Then, according to the sync rules you specify, PieSync will truly match up your Pipedrive’s database with the lists in Mailchimp. Furthermore, it’s not a one time thing. Contacts evolve constantly. PieSync keeps them in sync moving forward.

PieSync’s easy setup comes with a complete mapping interface to translate Pipedrive properties to Mailchimp fields & tags. Manage group membership in Mailchimp, change labels or custom fields in Pipedrive based on Mailchimp behavior, etc.

> “PieSync will update both databases when you have a new subscriber in either system, and it will constantly check for updates to overwrite the information whenever a change is made.”

This means you won’t have to worry about manually import/export data ever again or about having duplicates or outdated data!

### How to setup PieSync?

[Click on the following link](http://app.piesync.com/sync/pipedrive/mailchimp) to set up the sync, or choose the two apps of your choice in the PieSync app.

A one time operation involves authorizing both apps at this stage, which is super easy. A popup will open inside PieSync and you just log in to both platforms respectively. For MailChimp, you have to set up a sync one list at a time. This brings you to the sync setup, where you can leave everything to its default settings, or really dial in some custom syncs.

The connection can be adjusted in several ways. The default setting of a sync is always a 2-way sync. This means you allow PieSync to transfer changes you make to contacts in Pipedrive as well as in MailChimp. We recommend you to keep this 2-way setting. However make sure you understand the two rules that you start off with by default.

*   All contacts in Pipedrive will go into MailChimp, so that may include contacts or leads who don’t want to receive email marketing.
*   All contacts in MailChimp will go into Pipedrive, so you're running the risk of making this sync very heavy depending on your database.

To avoid those unwanted scenarios, use the filters, or you can turn off any of these two rules if they don't fit your workflow.

## What are filters & actions?

Filters & actions allow you to really dial in the sync settings. For instance, consider the following example where contacts with a Pipedrive label are matched up to a tag in MailChimp:

There is a toggle at the bottom of this rule meaning you can also consider the rule in the other way around. Depending on the tag in MailChimp, some contacts will be synced to Pipedrive, and others will be kept out of scope. These IF-THEN rules are easy to create and the above is just an example. There are endless possibilities.

## Sync Pipedrive automatically into Mailchimp

### Link custom fields to Mailchimp tags

![](//images.ctfassets.net/f2ysq090txql/GE4I2Bgz65OQA14GjzyVG/791227f727e07872ceb43b108dcf04db/r-9-fb-snwx-7.gif)

### Cleverly respect opt-in & opt-out #GDPR

Making the sync into your Mailchimp audience dependent from a custom field

![](//images.ctfassets.net/f2ysq090txql/4Rq8b0HC2211pQB0pGUGlQ/90f6fff0393077ee40e225894e331240/image.png)

Specifically for the European audiences, if you truly want some help in obtaining GDPR compliancy, check out the following example rule. As your signup forms include [different GDPR boxes](https://mailchimp.com/help/collect-consent-with-gdpr-forms/#Set_Up_Your_GDPR-Friendly_Signup_Form), you can start capturing these in your sync to have them update a label, or a custom field in Pipedrive. The opposite is true as well - if you happen to capture GDPR opt in through a different system, you can have PieSync set set up the permission properly for your subscribers in Mailchimp.

![](//images.ctfassets.net/f2ysq090txql/3qrwTO2uML28eyafmv7sLy/1b59b6cba631594c221210a69aa990ee/image.png)

## Link Pipedrive owners 2-way with Mailchimp groups

![](//images.ctfassets.net/f2ysq090txql/1taiC0utYuDOVgwuJ4KWnT/2820234c6403a9309b4dbf09afa32bf7/image.png)

## Routing Mailchimp leads into Pipedrive

### Keeping track of unsubscribes through labels

![](//images.ctfassets.net/f2ysq090txql/4KEww5vgnexNumP2RfVY8P/2596037d2883940f236661de7f3bf8d3/image.png)

### Tracking bounced emails

Note: this can also be accomplished through field mappings - see below.

![](//images.ctfassets.net/f2ysq090txql/7rwQzP9GLyfjXmKGzCp99y/a2a7bca6823b51c05e564ddfc5dd5945/image.png)

## Complete custom mapping

### Tracking core activity metrics & subscriber status (subscribed, unsubscribed, cleaned)

![](//images.ctfassets.net/f2ysq090txql/3yDaf1nMGlZBsrbgSQwS9B/b9555983f92414a1792432774564b61c/image.png)

### Capture form responses directly into Pipedrive fields

![](//images.ctfassets.net/f2ysq090txql/AkMKyYcZLReMkOKCcFikE/c28f0fa8c3c4172508ed15ab7dadc792/image.png)

## What about Zapier?

Zapier is a well known web automation app often used to hook up Pipedrive to Mailchimp. Compared to Hubspot’s native integration, Zapier does indeed provide more flexibility. In Zapier you can set up tasks based on any kind of trigger happening either in Pipedrive or in Mailchimp.

For instance, a very straightforward zap could be one where when somebody fills out a form in Pipedrive, the zap subscribes that person to a list. Or in the other way round, when someone subscribes to a list in Mailchimp, a new contact is created in Pipedrive.

Yet, here too, these zaps only work one-way, and if you need a straightforward connection, it may do the trick. But if you need various workflows, it gets convoluted.

> “We often realize that getting simple scenarios built out in Zapier is less than straightforward.”

Ever had these requirements?

*   Certain contacts need to go on one Mailchimp list, others should go to a different list
*   Mailchimp Groups need to be set according to what lead status they are in Pipedrive
*   Tags in Mailchimp need to be pulled from a custom attribute in Pipedrive
*   Unsubscribes in Pipedrive need to sync to Mailchimp…But also the other way round!

Zapier may be flexible, but it takes a lot of trial & error to set up your zaps the right way.

Again, like the native integration, Zapier will only work for new contacts or new subscribers… So anyone that’s already in either system won’t be part of the automation you’ve setup.

## What about … PipeChimp?

There are actually some dedicated solutions out there that, if they fit your requirements, will work really well. An example is Pipechimp.

Pipechimp is an app which copies your Pipedrive contacts into MailChimp, so your email marketing lists are up-to-date. Thereby, also the custom fields you made are copied into MailChimp. These can be used to make campaigns with specific data from custom fields. Because of the use of a Pipedrive ID into MailChimp, the customer's action is synchronized back into the right contact in Pipedrive.

Updates in Pipedrive are automatically detected and added or updated in MailChimp. Next, Pipechimp scans email campaigns according to what you normally see in MailChimp.  An optional choice in Pipechimp is to add certain notes about sent campaigns, such as clicks, opens etcetera. Another optional choice is to make deals in Pipedrive from your contact clicks in MailChimp.

But, PipeChimp is not a bidirectional sync, and there’s no rule engine which you can use to specify your needs. In addition, the data is just pushed into the other app, so there’s no way of merging data.

Finally, at the time of this writing, it is mid 2019 but their website's last update is from early 2018 and mentions a big update in 2018...

### Conclusion

||PieSync|PipeChimp|Built-in integration|Zapier|
|--- |--- |--- |--- |--- |
|Support|Yes|Unsure|Yes|Yes|
|No code solution|Yes|Yes|Yes|Almost|
|Set-up in minutes|Yes|Yes|Yes|No|
|Pricing|$|$|Free|$$|
|Rule engine|Yes|No|No|Yes|
|Smart merging and matching|Yes|No|No|No|
|Full 2-way sync|Yes|No|No|No|
|Amount of supported applications|180+ supported apps|Only Pipedrive + MailChimp|Only Pipedrive & MailChimp|1000+ supported apps|
|Updates|Every 5 minutes|Every 15 minutes, but later on, every 2h|Manual|Every 5-15 minutes (depending on your plan)|

### Still have a question?

<TipBox>You can find more information about [Mailchimp](/help/connector-apps/mailchimp/) and [Pipedrive](/help/connector-apps/pipedrive/) on their respective support articles. Read the blog article '[Do More With Pipedrive CRM Through Google Contacts and MailChimp](https://www.piesync.com/blog/do-more-with-pipedrive-crm-through-google-contacts-and-mailchimp/)'. Or you can read other interesting blogposts like [Optimizing syncing with Mailchimp](https://www.piesync.com/blog/optimize-syncing-with-mailchimp/) and '[4 Awesome PieSync Syncs](https://www.piesync.com/blog/4-awesome-piesync-syncs/)'</TipBox>

Syncing Pipedrive with MailChimp  Are you using Pipedrive & Mailchimp 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 Pipedrive and Mailchimp… a...

Popular sync combinations

Pipedrive and Mailchimp

Zendesk, a customer service software streamlines your support with time-saving tools like ticket views, triggers, and automation. This helps you get straight to what matters most! Better customer service and more meaningful conversations.


Customer Care

Sync Customer Care apps you use everyday to automate your business and be more productive. {{ connectorCount }}+ Customer Care sync integrations currently available. Click on your favorite app to get started.

zendesk

Zendesk

**Pipedrive** is an exciting and powerful CRM, managing and visualizing your company's sales pipeline in a simple way. A clear overview of your leads and outstanding deals will enable you to prioritize tasks efficiently and help you reach the targets you had in mind!

**Zendesk** streamlines your support with time-saving tools like ticket views, triggers, and automation. This helps you get straight to what matters most! Better customer service and more meaningful conversations.

## Keep your contact count down

### Only sync Clients to Zendesk

Stay in control over whether contacts get pushed into Zendesk

![](//images.ctfassets.net/f2ysq090txql/66hXvTHRm2JvSpZ3d8gwWp/42a6ecafe9c515a9ce8b3ca213ec893d/image.png)

### Only sync end-users into Pipedrive

Otherwise you'd be creating a person in Pipedrive for any random ticket you're getting in.

![](//images.ctfassets.net/f2ysq090txql/58kOy0gcmqpVjSV63inq9n/c11c76520bdd0592fd19f2b99d387b4d/image.png)

## Complete the custom mappings

Create a series of custom fields in Zendesk & Pipedrive so that you can exchange information.

**Fast end-to-end resolution is only possible** when the support staff has **all customer information** at hand. Does your ticketing tool show all attributes to that corresponding customer?

Maximize the [custom mappings](/help/features/new-customizable-field-mapping/) in PieSync to send across as much information as possible from your CRM into your support's toolset: 

![](//images.ctfassets.net/f2ysq090txql/1PpSDI3haimH5yS2mFZaih/01292fdef80c647c131eaf2d3a95c6b8/blob)

__Mailinglist status__. Your support team has to share the e-mail channel with whatever marketing is already sending to the customers. Yet sometimes, support tools are also used to mass broadcast... Respect your audience's subscription status! 

__Customership__. It's so straightforward yet often overlooked. Whether or not someone reaching out for help is actually a paying customer is not often something your support tool can be natively made aware of. This attribute helps you set up dedicated support for paying customers, to distinguish it from your visitors. 

__Sales rep/Customer success contact__. Who should Support reach out to when things need escalating? This is information that should be available at a glance.

<InfoBox>Depending on the properties of these fields, the information can sometimes only go in one way. Make sure you label those fields as such by naming them "Read-Only". This way, your sales reps / support staff are less inclined to manually change data that would otherwise get overwritten by PieSync.</InfoBox>

Pipedrive is an exciting and powerful CRM, managing and visualizing your company's sales pipeline in a simple way. A clear overview of your leads and outstanding deals will enable you to prioritize tasks efficiently and help you reach the targets ...

Pipedrive and Zendesk

[Keap Max Classic](https://keap.com/keap-max) is an all-in-one marketing and sales automation platform. With this product, you can create customized campaigns, capture leads with built-in landing pages and smoothly run your e-commerce operations. Because of its flexibility, Keap Max Classic is a great tool to scale up your business. 

keap_logo

Keap Max Classic

### Syncing Pipedrive with Infusionsoft

[Pipedrive](https://www.pipedrive.com/) & [Infusionsoft](https://keap.com/) both can be used as CRM’s, but Infusionsoft is a powerhouse as it’s both a CRM as well as a marketing automation platform.

When they are used side by side it’s because businesses prefer Pipedrive to be their powerful, yet straightforward CRM, while Infusionsoft by Keap is their marketing engine bringing in leads into Pipedrive. Infusionsoft is also fueling drip campaigns to those leads.  

PieSync’s sync engine helps you create an intelligent connection between Pipedrive and Infusionsoft's contact databases… and hundreds of other cloud-based apps are also supported.

### What about Zapier to connect these 2 platforms?

Zapier is a well known web automation app often used to hook up Pipedrive to Infusionsoft. In Zapier you can set up tasks based on any kind of trigger happening either in Pipedrive or in Infusionsoft.

Yet, these zaps only work one-way, and if you need a straightforward connection, it may do the trick. But if you need various workflows, it gets convoluted.

> “We often realize that getting simple scenarios built out in Zapier is less than straightforward. “

Ever had these requirements?

*   Certain contacts already exist in Pipedrive but need to flow into Infusionsoft campaigns, with Infusionsoft simultaneously bringing in fresh leads into Pipedrive
*   Infusionsoft tags need to be set according to what kind of status they are in Pipedrive
*   Tags need to be sync 2-way with a custom attribute in Pipedrive

Zapier may be flexible, but it takes a lot of trial & error to set up your zaps the right way. Annoyingly, Zapier will only work for new contacts or new subscribers… So anyone that’s already in either system won’t be part of the automation you’ve setup.

### How does PieSync help?

Unlike Zapier's one-way sync, PieSync will check several things prior to moving contacts from one side to the other:

*   Who is in the Pipedrive database?
*   Who is already stored inside the Infusionsoft database?
*   Who is in both apps?
*   Who should be attached to a campaign? Who shouldn’t be at all?

This scan is needed so the sync can also act on historical data. Then, according to the sync rules you specify, PieSync will truly match up your Pipedrive’s database with the one from Infusionsoft. Furthermore, it’s not a one time thing. Contacts evolve constantly. PieSync keeps them in sync moving forward.

PieSync’s easy setup comes with a complete mapping interface to translate Pipedrive properties to Infusionsoft attributes.

> “PieSync will update both databases when you have a new subscriber in either system, and it will constantly check for updates to overwrite the information whenever a change is made.”

This means you won’t have to worry about manually import/export data ever again or about having duplicates or outdated data!

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

If you haven't already, setting up a sync between Pipedrive & Infusionsoft is as easy [as following this link.](https://app.piesync.com/sync/pipedrive/infusionsoft) A one time operation involves authorizing both apps at this stage, which is super easy. A popup will open inside PieSync and you just log in to both platforms respectively. This brings you to the sync setup, where you can leave everything to its default settings, or really dial in some custom syncs.

![](//images.ctfassets.net/f2ysq090txql/7r8dl60YSyNexMf26KReoO/90110b76e5bc3375cff5b4447347f649/pipe-drive-infusionsoft.png)

The connection can be adjusted in several ways. The **default setting** of a sync is always a **2-way sync**. This means you allow PieSync to transfer changes you make to contacts in Pipedrive as well as in Infusionsoft. We recommend you keep this 2-way setting. However make sure you understand the two rules that you start off with by default.

*   All contacts in Pipedrive will go into Infusionsoft.
*   All contacts in Infusionsoft will go into Pipedrive. 

So you're running the risk of making this sync very heavy depending on your database.

To avoid those unwanted scenarios, use the filters, or you can turn off any of these two rules if they don't fit your workflow.

#### What are filters & actions?

**Filters & actions** allow you to really dial in the sync settings. For instance, consider the following example where contacts in Pipedrive with 'Won deals count' greater than 0 will go into Infusionsoft with the tag 'Deal won in Pipedrive'. Contacts with 'lost deals count' greater than 0 in Pipedrive will go into Infusionsoft with the tag 'Not interested 2019'.

![](//images.ctfassets.net/f2ysq090txql/1HjcjUaCGXpgu0uVbmBLw1/d87a5d1e21331373b90b8de7b57e193e/image.png)

![](//images.ctfassets.net/f2ysq090txql/2HbLheIHbFHWBynfhEhf3l/a1992a56a698ee1c0a474fdf90854616/image.png)

There is a toggle at the bottom of this rule meaning you can also consider the rule in the other way around. Depending on the deals won or lost in Pipedrive, some contacts will be tagged, and others will be kept out of scope. These IF-THEN rules are easy to create and the above is just an example.

There are endless possibilities.

#### More settings!

In addition, PieSync gives you some **pre programmed options** to manage the sync. For example, making a choice of which application would ‘win’ when a conflicting change is detected.

![](//images.ctfassets.net/f2ysq090txql/31rpaDG7jBUAnJZ6pSq9JS/d2c706ee753e4355647203be2341d3fa/image.png)

This toggle is very relevant if you are going to fire up an Pipedrive-Infusionsoft sync with lots of contacts already living on both sides. For example, John may exist in Pipedrive as well as in Infusionsoft, with a mobile phone number in both systems. In that situation, PieSync needs to know once which of the two phone numbers to keep moving forward.

Once the sync is running, every contact that you add or edit that matches your filters, will get synced to the other side in no more than 5 minutes.

The progress of your sync can be followed on your dashboard as shown below:

![](//images.ctfassets.net/f2ysq090txql/5l7vH75Z79riTbKdc8N6ax/55943460082a0b5bd68c65f3a204a554/pipedrive-infusionsoft-dashboard.png)

_Happy syncing!_

### Want to discover more?

<TipBox>Learn more about syncing [Infusionsoft](/help/connector-apps/infusionsoft/), or about [Pipedrive](/help/connector-apps/pipedrive/) in their respective support articles.</TipBox>

Syncing Pipedrive with Infusionsoft  Pipedrive & Infusionsoft both can be used as CRM’s, but Infusionsoft is a powerhouse as it’s both a CRM as well as a marketing automation platform.  When they are used side by side it’s because businesses prefe...

Pipedrive and Infusionsoft

The PieSync Health dasboard shows the following error: 

![Screen Shot 2020-09-14 at 09 56 48](//images.ctfassets.net/f2ysq090txql/6uEl2fX9Oack1g7WCbV993/f2fbe43b931bff4c1f1d453f360b334b/Screen_Shot_2020-09-14_at_09_56_48.png)

## What is the problem? 

Mailchimp does not allow emails to re-subscribe over the API once they have been deleted or unsubscribed. 

It means the email address was removed or unsubscribed from Mailchimp at a certain point in time. 
Mailchimp doesn't allow a contact to be re-subscribed through the API once it has been deleted or unsubscribed. 

## Solution

Manually add the contact in Mailchimp again. Once this has been done, it will be kept in sync, just like your other contacts. 


The PieSync Health dasboard shows the following error:  What is the problem?  Mailchimp does not allow emails to re-subscribe over the API once they have been deleted or unsubscribed.  It means the email address was removed or unsubscribed from Ma...

Mailchimp - contact is already a list member in compliance state due to unsubscribe, bounce, or compliance review.

[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.

hubspot logo

HubSpot

Are you using [HubSpot](https://www.piesync.com/help/connector-apps/hubspot/) & [Pipedrive](https://www.piesync.com/help/connector-apps/pipedrive/) 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 Pipedrive… 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 Pipedrive and HubSpot

![HS Pipedrive select](//images.ctfassets.net/f2ysq090txql/63pck22U8CmDao29VuUqBv/16f77636c882b3b38f5ec0d4460dcc4a/Screen_Shot_2020-08-17_at_16.48.04.png)

## Step 2: Authorize Pipedrive

For Pipedrive, we need your API Key. If you aren't logged into your Pipedrive account just yet, we'll ask you to do so first.

![API key pipedrive](//images.ctfassets.net/f2ysq090txql/5xs1JXdH4k6WhosSb11e4t/025f957697335366ffe86c31782e7c86/Screen_Shot_2020-08-17_at_16.55.16.png)

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

![Pipedrive choose account](//images.ctfassets.net/f2ysq090txql/Qa4mQGr1Be7pUlQEEcEA2/3d93d374df00cc6e205b3b85d36351b7/Screen_Shot_2020-08-17_at_16.58.00.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

PieSync supports Contacts/People sync and a Company/Account sync. Distinguish between Accounts and People before proceeding to the configuration page.

If you would like to connect both, simply set up a new connection with the other Data Type.

![contact types Pipedrive HS](//images.ctfassets.net/f2ysq090txql/11XiEC7y1nUh8rSvVhKbRj/6e7b72be4801ea07d9bcc1b83ed8d5c2/Screen_Shot_2020-08-17_at_17.03.12.png)

More information about our Accounts to Accounts sync can be found [here](/help/faq/can-i-sync-company-account-information/).

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

Once you authorized  Pipedrive 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/)).

![Pipedrive - HS 2way sync](//images.ctfassets.net/f2ysq090txql/7maeVpIkZdedxWodHwLC1u/1d29341d1db89b627204670a5e1a737e/Screen_Shot_2020-08-17_at_17.06.19.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](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.

![HS Pipedrive rules all to all](//images.ctfassets.net/f2ysq090txql/33Wl0i7Zkc6MtXMlPNg3tu/5e274aec4f21a252f7f4d227727f5608/Screen_Shot_2020-08-17_at_17.07.32.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. 

![HS Pipedrive rules](//images.ctfassets.net/f2ysq090txql/4r5ogLZ3og1Drvt2if72Ag/ca1975c96828fc599cf89751edd78adf/Screen_Shot_2020-08-17_at_17.09.31.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.


##### Connection Field Mapping
![HS Pipedrive field mapping](//images.ctfassets.net/f2ysq090txql/TqjKK4iiuRA8tsmcIxstP/63bf7400b4123f9ba125e76e2906d859/Screen_Shot_2020-08-17_at_17.12.09.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".

![HS Pipedrive custom fields](//images.ctfassets.net/f2ysq090txql/5DPXTLhl6fS7phlpIi9Km2/d9d3ed75c1417fd182c5481bd2ed0c96/Screen_Shot_2020-08-17_at_17.14.02.png)


## 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 & Pipedrive 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 Pipedrive… and more than 240+ other cloud-based ap...

HubSpot and Pipedrive

## 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

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