Odoo CRM keeps track of opportunities in a Kanban pipeline view so your sales team can easily convert leads and close more deals! The powerful sales funnel, efficiënt marketing automation, relevant statistics, and accurate forecasting make this a fantastic tool.


odoo

Odoo

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

hubspot logo

HubSpot

HubSpot's software contains everything you need to do internet marketing. From blogging, to email and social - it's an all-in-one integrated solution.

HubSpot Marketing Hub

Customer service software that builds organization and efficiency into your customer ... Start providing better customer service right now with Service Hub.

HubSpot Service Hub

Office 365 is Microsoft’s App suite and cloud collaboration tool. This platform includes Office Online, OneDrive and Outlook.com. Outlook.com is a personal email service with a modern and intuitive interface, keeping your emails tidy and your contacts up to date!


outlook-office365

Outlook

<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** and **Outlook**. The first is a state of the art CRM & marketing beast, the second is the environment you spend most of your working day in. If you’re not properly connecting these two apps, you’re missing out. PieSync offers a connector for Outlook & HubSpot.

<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>

## Didn’t HubSpot already have a built-in connection with Outlook?

There are a couple of Outlook plugins available for HubSpot users. Whether it is a desktop tray application to install, or a web browser extension - these add-ons, among other things help transfer email conversations from Outlook to have them show up in HubSpot. Or they give you a handy access to look up HubSpot details right from within Outlook.

Essentially these **plug-ins** process data on **on-demand principle**. They will visualize actionable information, when, and only when you are working on a certain contact record.

None of these solutions actually process Outlook’s or HubSpot’s data in the background, and that could be an issue. HubSpot data is changing all the time, new contacts are being added through forms, you’re making minute changes to Outlook data,....

A true 2-way syncing solution for contacts is not what these extensions offer but PieSync does.

## When should you choose PieSync to sync HubSpot & Outlook?

On the HubSpot community forums it seems to be a source of some disappointment that a sync with Outlook contacts is not offered out of the box.

PieSync truly **strengthens the link between your contacts databases.** It will ensure contacts that you manage in HubSpot are available in Outlook and vice versa.

This consistency is required for various reasons. Think of email communication that takes place in Outlook: it can only be properly linked inside HubSpot if the contacts exist there in the first place.

> Sure, HubSpot has a fully functioning mobile app which gives you access to those contacts. But that’s not enough. You need HubSpot contacts to live inside Outlook, because your smartphone syncs natively to Outlook, it doesn’t sync natively to HubSpot. With PieSync, you’ll get the benefit to recognize incoming calls immediately, based on whatever info is found in HubSpot. Working caller ID. Finally.

All contact attributes will live in a perfect 2 way sync: up to date contacts all the time.

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

PieSync provides a solution to **2-way sync** contacts you would find in Microsoft Outlook, specifically inside personal contacts folders. A personal Outlook Contacts Folder is meant...

*   for personal use
*   that easily syncs with your [smartphone](/help/faq/get-your-phone-contacts-in-sync/)
*   sync compatible for PieSync (read how to for [Outlook](/help/connector-apps/outlook-office365/) / [Exchange](/help/connector-apps/msexchange/))

<TipBox>If you’re looking to sync other Outlook contacts, like those from a GAL or a Public Folder - [check out this article on CiraSync.](/help/want-to-learn-more/gal-public-folders-sync/). Shared folders cannot be synced.</TipBox>

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

If you haven't already, setting up a sync between Hubspot & Outlook is as easy [as following this link.](https://app.piesync.com/sync/hubspot/outlook) 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/R9qGaGY3NjNmwWdFv24S4/e762542cc551306f555767dd25a6e1ce/image.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 HubSpot as well as in Outlook. 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 Outlook will go into HubSpot, _so that may include personal contacts_.
*   All contacts in HubSpot will go into Outlook, _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. This quick video shows the various options:

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

## What are filters & actions?

**Filters & actions** allow you to really dial in the sync settings. For instance, consider the following example where contacts in an Outlook folder are matched up to an owner in HubSpot:

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 owner in Hubspot, some contacts will be synced to Outlook, 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. Usually, you let your CRM win, but of course, this is an individual choice.

![](//images.ctfassets.net/f2ysq090txql/5C2rLFHaqeuOcbdquEPsoI/e0a6d08ebe97198734aa293148f49227/image.png)

This toggle is very relevant if you are going to fire up an Outlook-HubSpot sync with lots of contacts already living on both sides. For example, John may exist in Outlook as well as in HubSpot, 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/4nKWh0EQbmWChnVaH15Mzv/28644c6b2cc68a496c95e87d1f32d3c9/image.png)

In the video below, you will see different possibilities to sync HubSpot.

<Embed src="https://www.youtube.com/embed/iQB5_IGATjo?feature=oembed" />

<TipBox>Want to discover more great tips for Outlook? Click [here](https://www.piesync.com/ebooks/outlook-people/) to download our ebook “The Ultimate Guide to Outlook People”  
More information about the two apps can be found here: [Office 365 Outlook.com](/help/connector-apps/outlook-office365/) & [HubSpot](/help/connector-apps/hubspot/).</TipBox>

HubSpot and Outlook  The first is a state of the art CRM   marketing beast  the second is the environment you spend most of your working day in  If you re not properly connecting these two apps  you re missing out  PieSync offers a connector for Outl…

Popular sync combinations

HubSpot and Outlook

#### What does the 'Avoid Duplicates' option do?

When 'Avoid Duplicates' is enabled in the configuration set-up, PieSync only syncs contacts that have an email address. We use the email address as the main identifier for a contact in order for us to prevent creating duplicates and to match and enrich contacts where possible in both applications.

![](//images.ctfassets.net/f2ysq090txql/6Y233jtNhZQphmahNGNAJX/74ce2980b5ad34fc4206915cb966a126/screenshot-2019-09-03-at-14-19-48.png)

#### What happens when the 'Avoid Duplicates' option is switched off

If the 'Avoid Duplicates' option is switched off we won't be able to double check if contacts that don't have an email address already exist in the receiving app, as such we might be creating duplicates.

That's why we would always recommended to keep this option switched on. If you do want to switch this option off then it is always recommend to first:

*   clean up your database
*   create a backup

#### How do I disable the 'Avoid Duplicates' option?

As a precaution we don’t allow users to disable this setting themselves because PieSync may not be able to reverse a sync and KWCommand does not have a way of restoring contacts either.

**If you read the above and you want to disable the 'Avoid Duplicates' option anyway then just send an email to support@piesync.com and we will disable this checkbox for you.**

What does the  Avoid Duplicates  option do   When  Avoid Duplicates  is enabled in the configuration set up  PieSync only syncs contacts that have an email address  We use the email address as the main identifier for a contact in order for us to prev…

Keller Williams

How do I disable the Avoid Duplicates option for my KW Command connection?

> Do you need to setup a sync from Salesforce data to another app and the data you need sits on the Account instead of the Contact?

The fields you can choose to sync to your other app with are only those from **the contact level.** Data you store on the account is not to be found in the PieSync rules or mappings. (We're working on improving this)

![](//images.ctfassets.net/f2ysq090txql/6cZkxLGnW8QF1BuCDx53NF/44ed5f500a4365045b0e8f1c4aa0c83d/ky-us-6-xh-te-p.gif)

There's a workaround to this if you need this today. This is valid to sync data **from Salesforce to your other app** (continuously). You cannot expect this workaround to update fields on the other object in Salesforce. Possible scenarios?

*   you only want to sync contacts whereby the **Account is from a certain Type**
*   you want to sync contacts but they don't have a **billing address** stored, instead it is stored on the Account
*   if no phone number on the contact is available, then and only then **copy over a phone number from the account**

Here's what you'll need to do.

## Step 1: Create fields on the contact that will take in the account data

The overall principle of this workaround is that we will set up formula fields on the Contact object that replicate the Account fields that we need. Go to the [Salesforce object manager](https://help.salesforce.com/apex/HTViewHelpDoc?id=extend_click_find_objectmgmt_parent.htm) and update the contacts object. Hit 'New'.

![](//images.ctfassets.net/f2ysq090txql/M9SHXs8SDfhlss12LI1Px/76a4ec17ecec24e25275e8ece6d51829/image.png)

You need to make this a formula field. It's a formula since we will rely on Salesforce formula's to take in information from another related object and copy it on the contact record.

![](//images.ctfassets.net/f2ysq090txql/6EUEQUImJBipWkc7qO3ZfL/aca47f62da9f6e0193f1536a8c22734b/image.png)

Choose the format the field will take on the contact level. When in doubt? Choose text. From a Salesforce POV it doesn't really matter that much, since we won't actually make this field visible on the contact layout. But you do want to keep in mind what PieSync rule you'll construct out of this.

![](//images.ctfassets.net/f2ysq090txql/3Oet6FankIHBjCPwSwm5Em/4df57b22b01d99c5ed302387707e6ce8/image.png)

You also need to give it a label. I would suggest you name it something like "Account ...." for easy reference.

![](//images.ctfassets.net/f2ysq090txql/4uvbcGIp8g4EEkGnSHu8YM/c3b967f8c3ed3bb67abf95bae88daa9b/image.png)

Now we get to defining a formula which is easier than you may think. Hit "Insert field".

![](//images.ctfassets.net/f2ysq090txql/37ZYq5AqUV1Fk5WLL44tDF/7a4f0850751d091f8920a85d56adc460/image.png)

Browse to the field on the Account that you need. In this example, I'm taking the industry which is a value stored on Account. Hit next.

![](//images.ctfassets.net/f2ysq090txql/2pf0HHekATjI7qKBeVLZGR/1568758b46e0c45d2c3105e51ce7cb06/image.png)

When Salesforce returns an error like ... Picklist fields are only supported in certain functions, you will need to tweak your formula by prefixing your formula with TEXT and putting the field in between round brackets.

![](//images.ctfassets.net/f2ysq090txql/3cRCuiFsVpggi3PlBbOfD0/e842539c011c65c2741de4c7111de9c3/duu-0-eu-pqbx.gif)

Need to copy over address fields? Those are composite fields and you can spread them out over different lines with BR() codes. For instance, if you want to bring the billing address down the contact level too, copy this text _Account.BillingStreet & BR() & Account.BillingCity & BR() & Account.BillingState & BR() & Account.BillingPostalCode & BR() & Account.BillingCountry_

![](//images.ctfassets.net/f2ysq090txql/5HPem6694DnAV5IvIezfJ4/d43136b498c514b8b84cd99dc77935d3/x-0-r-9-n-9-c-zyh.gif)

You can get creative with formulas. When you know certain contacts don't have a phone number referenced, but their account does, you can create a **fallback number**. The following formula is what I have behind a field named "Fallback Phone". IF( ISBLANK(Phone), Account.Phone , Phone )

This formula first looks at whether a specific phone number for the contact is available, and only if it isn't, it goes and fetches the general phone on the account instead. This way, when you sync Salesforce contacts to Google Contacts, you are more likely to have a phone number referenced.

![](//images.ctfassets.net/f2ysq090txql/2WJJNp0Cq4i2KChpArVD66/bce38f99c874a64c3372474fddd2b081/image.png)

## Step 2: Create a process flow

PieSync's engine relies on an update of the "last modified timestamp" on the contact. The information that we just copied over to the contact can now be read into by PieSync, however, updating it on the account level doesn't make PieSync detect those updates. In fact, PieSync's engine relies on an update of the "last modified timestamp" on the contact. That's where setting up a process flow with the [Process Flow Builder](https://trailhead.salesforce.com/en/content/learn/modules/business_process_automation/process_builder) comes in.

This is necessary so that any updates you make also give a little update - a nudge so you will - to the underlying contact. The Process Flow is going to be a very easy one.

Create a new process by giving it a name. You'll want to do this so you remember why you did this when in 2 years you stumble on this page again.

![](//images.ctfassets.net/f2ysq090txql/5boXJaYgjGhHy5cObqBXcc/26702adf9af6ad44d71ee0e3fd194454/image.png)

We're going to keep this process very simple. This process flow will run each time an Account is created or edited, so that's exactly what we're putting in the fields it's asking for.

![](//images.ctfassets.net/f2ysq090txql/76qfoLnzwMb98UmcqKCdk2/9fece0d6f9a34cf9571edbf57ae613bd/image.png)

Next step - criteria. We want this process flow to run whenever the fields that we are copying over actually change. You can potentially set this to "No criteria - just execute the actions" too.

![](//images.ctfassets.net/f2ysq090txql/2JIF4Bfod7VYTZSpye5HZu/c35cf1dbb27b663affc55bbbc078ef97/image.png)

Under action, we need to force a change on the contact. Choose the action "Update records" and refer to the Record type of Contacts. Here, since I'm never using the business fax number anyhow, I'm updating that fax value with a random number.

![](//images.ctfassets.net/f2ysq090txql/4KLWCumZZc23gV7EapvSiy/29f551423e76095c7b8c9aa8ea917d00/image.png)

Activate this process flow.

## Step 3: Now you can set up those field mappings in PieSync!

The rules will allow you to refer to filter out contacts that only have a certain value on the account. You refer to the field on the contact, but based on the steps you completed above the information is actually coming from the account.

![](//images.ctfassets.net/f2ysq090txql/2sYmLyo93GpZdHLxvox0Dt/ff77fa031f1040647a571346d81a6bc5/image.png)

And it also works in the mappings!

![](//images.ctfassets.net/f2ysq090txql/5LDVse7ESQFhUgdImh1p4n/3bc91eb915991e2fd0af234280f52e83/image.png)

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

Want to learn more?

Salesforce: Copying account data to contact level

Google Contacts is a free easy-to-use contact management tool that allows you to organize your contacts with fields and segmentation. It has native integrations to other Google products such as Google Calendar, Google Drive and Gmail.


google contacts logo

Google Contacts

<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>


[HubSpot](https://www.hubspot.com) is the marketer's number one inbound marketing tool. Your phone’s address book however runs on a different cloud. Google Contacts for instance.

To get these 2 apps to talk to one another, there are a couple of ways to add contacts in HubSpot. Either you copy paste contacts, you import a csv file, or you type them in manually. Yet all these methods have their disadvantages. There can be typos in the data, the information can be out-of-date and it’s just very time-wasting.

PieSync is the better way as it allows you to create a bidirectional contact sync that works in real time, all the time.

## What is the difference with the Gmail built in plugin?

This (free) add-on, among other things, helps transfer email conversations from Gmail to have them show up in HubSpot. While it will indeed create a contact record, it will only do when you send an email from a web browser that is equipped with the extension. 

Essentially it will process data on on-demand principle. It will visualize actionable information, when, and only when you are working on a certain contact record.

It doesn't actually process Google Contacts’ or HubSpot’s data in the background, and that could be an issue. HubSpot data is changing all the time, new contacts are being added through forms, you’re making minute changes to Google Contacts data,....

A true 2-way syncing solution for contacts is not what is offered by default - but PieSync does.

## What are the benefits of a 2-way contact sync?

Let’s focus on contact management, your contact data **needs** to be in check. PieSync helps to make an intelligent real time connection between HubSpot and Google Contacts, or one out of their 150+ other cloud-based apps.

Whenever there is a new or updated contact in HubSpot, it will transfer the information into your Google Contacts account and vice versa. Because of this sync, you now have a complete up-to-date database in 2 cloud apps.

Contacts created in HubSpot will be pushed to your Google Contacts, and that's what you phone reads into. In other words: you'll be getting "caller ID" for everyone calling you. Your phone won't mention a number, but will pop up a name when you get called. This gives you the opportunity to approach your caller in a personal way.

The 2-way sync works in real time which means that PieSync constantly searches for updates in the existing contacts. The updates are automatically changing in your database and the information merges together so that there won’t be any duplicates in your database.

![](//images.ctfassets.net/f2ysq090txql/mSlxUBLoQw9jx7B0W0t8a/c56eff397a279231adcb11b0cf89f4d1/gc-hs.gif)

## Sounds great! Let's get started!

### iPhone CRM Sync

Firstly, make sure you’ve got Google Contacts on your iPhone. If you don’t have it yet, [check out this help article](https://support.google.com/mail/answer/2753077?hl=en&amp;ref_topic=21369&amp;co=GENIE.Platform%3DiOS&amp;oco=1) on how to setup Google Contacts on your iPhone. Then go to your settings and make your “default account” to Gmail, as seen in the screenshot below. This ensures that new contacts are added to Google Contacts and synced to your CRM.

![](//images.ctfassets.net/f2ysq090txql/IDZ7hDOJzA2ywAGoCl92W/85aba13e8dabb6579ad67a4244a868a9/instellingen-3.png) 

### Tweaking the sync

Then, if you haven't already, setting up a sync between Hubspot & Google Contacts is as easy [as following this link.](https://app.piesync.com/sync/hubspot/googlecontacts) 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/1nQ82bxeqFvjc4POyYfK65/928654c369f77c34625d4725a3af2787/geplakte-afbeelding-12-04-19-10-25.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 HubSpot as well as in Google Contacts. 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 Google Contacts will go into HubSpot, _so that may include personal contacts_.
*   All contacts in HubSpot will go into Google Contacts, _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.

Not only PieSync creates new leads or contact in the connected app, but you can also use “if-this-then-that” rules and filter the sync to your liking.

You are in full control of your sync! Choose which field to sync and how. You’ll find your standard fields mapped by default, but you can map as many other customized fields as you wish. Afterwards, you can just let it work in the background. _Set it and forget it!_

#### 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 Google Contacts label are updated with a lead status in HubSpot:

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 lead status in Hubspot, some contacts will be labeled in Google Contacts, 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. Usually, you let your CRM win, but of course, this is an individual choice.

![](//images.ctfassets.net/f2ysq090txql/76sguUFD7fldSfCSc6H4i5/803b649f2c839c5756250fd2cc70dffe/image.png)

This toggle is very relevant if you are going to fire up an Google Contacts - HubSpot sync with lots of contacts already living on both sides. For example, John may exist in Google Contacts as well as in HubSpot, 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.

### Which email will PieSync match on?
In Google Contacts, a record can have multiple email addresses, which you then label accordingly with work, home, etc. In HubSpot, a contact record always has one primary email, with the ability to add secondary email addresses. 

Because of a known API limitation it's only possible to sync with this primary email address of HubSpot.

Keeping this in mind, it's helpful to [learn about PieSync's sync matching behavior in case contacts have multiple email addresses](https://www.piesync.com/help/faq/the-email-address-is-a-list-field-which-email-address-is-used-to-match-upon/
)


### Google storage limits

<WarningBox>The filters we offer in the PieSync interface can definitely come in handy in the case of large Hubspot databases. Google Contacts has a technical limit of 50K contacts, so if your Hubspot database is larger than that, you will need to include filters to trim down that number.</WarningBox>

In fact, you will want to trim down the number in any case since it’s not recommended to sync that many contacts to one single Google Contacts account anyhow, because your phone will not like having to load up tens of thousands of contacts in its native phone directory. Make a selection of those contacts that you know are likely to call you, or that you will need to call.

You can use Hubspot filters such as

*   Only the contacts that you own
*   Only the contacts that have a phone number
*   Only the contacts that came in over the past month

In the video below, you will learn how to set up a connection between your phone contacts and your CRM system. This principle works for any phone contact app with any CRM.

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

### Want to discover more?

<TipBox>Check out the help articles of [HubSpot](/help/connector-apps/hubspot/) and [Google Contacts](https://help.piesync.com/article/SHgxZBSTEt-connector-apps-google-contacts).  
You can also learn more about '[Setting up your iPhone to sync with Google Contacts](/help/want-to-learn-more/setting-up-your-iphone-to-sync-with-google-contacts/)' and '[Intelligent syncing for HubSpot](/help/want-to-learn-more/intelligent-syncing-for-hubspot/)'.  
If you don't want Google Contacts duplicates, make sure you check out [this article](https://www.piesync.com/blog/no-more-google-contacts-duplicates/).  
Do you want to make the most out of Google Contacts? Then check out our e-book: [‘The Ultimate Guide to Google Contacts’](https://www.piesync.com/ebooks/google-contacts/).  
Need help with GDPR? [Get some assistance](/help/want-to-learn-more/gdpr-assistance-through-hubspot-pie-sync/) through HubSpot.</TipBox>

HubSpot is the marketer s number one inbound marketing tool  Your phone s address book however runs on a different cloud  Google Contacts for instance   To get these 2 apps to talk to one another  there are a couple of ways to add contacts in HubSpot…

HubSpot and Google Contacts

<InfoBox>To calculate the total contact count , we add up the unique contacts in sync PER connection. If the contact is present in two connections, we count that contact twice as these are two separate syncs we perform (we scan every 2-3 minutes) to keep that contact in sync continuously between the two particular apps in each connection.</InfoBox>

Below you find an example: this user has the same ConnectWise Manage synced to 2 different apps. Some contacts might be syncing in these 2 connections. There's a 3rd connection too. We sum up all the contacts in each individual connection to get the total contact count of 129.

![](//images.ctfassets.net/f2ysq090txql/2QJ3kjlEXmvVOMFFH0NHy8/9a6b7479612a2ec6e9d5844a905c2e22/image.png)

  
You can control the number of contacts kept in sync by applying filters.

<Embed src="https://www.youtube.com/embed/M-r1ePv4JrY/" />

Below you find an example  this user has the same ConnectWise Manage synced to 2 different apps  Some contacts might be syncing in these 2 connections  There s a 3rd connection too  We sum up all the contacts in each individual connection to get the …

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

How does PieSync calculate the total contact count?

At PieSync we feel it is important that our end-users are aware of these attention points with regards to proper deployment of self-hosted applications.

## Terms & Conditions (T&C)

### Users connecting self-hosted applications agree to the following T&C:

*   The **version** of the self-hosted application will be kept up to date with the one of the partner-hosted application. PieSync will do its best to keep backward compatibility with older versions, but cannot be held accountable in case an old version leads to some unexpected API behavior.
*   The self-hosted domain will be exposed in a secure way. **Non-https domains will not be accepted**.
*   The infrastructure of the self-hosted application has to be able to deliver acceptable **API** **performance** (normal response times, limited time-outs, high availability, etc).  
    In the interest of maintaining stable syncs for all its users, PieSync has the right to stop - or at least reduce capacity for - a sync of a customer in case it is seriously underperforming. We will inform the customer when we do this and look for solutions.
*   As PieSync has no experience with - and cannot be fully aware of - the exact infrastructure setup of the self-hosted application, the PieSync **support** team cannot be held responsible for debugging basic connectivity issues with self-hosted applications.  
    We recommend an IT administrator of the self hosted application to set up PieSync in this case. The PieSync support team will obviously try to help out where possible (as we do for our other users).
*   Users cannot hold PieSync accountable if their data was sent to an unintended recipient due to **wrong input when specifying** **the target domain**.  
    PieSync will assure that some malicious domains are automatically being blocked, but cannot guarantee a full coverage against all malicious domains.

### Definitions

_**self-hosted application**_**:** Under self-hosted applications PieSync considers all applications that are not hosted directly on the domain of the partner application.

For example you want to integrate with the application "My Favorite CRM", which is on the domain myfavoritecrm.com. In that case all applications which are not hosted on myfavoritecrm.com are considered self-hosted applications by PieSync. This can be any of the following:

*   An application i**nstalled on your own PC** (but still connected to the internet)
*   An application **hosted by yourself on a cloud server** (for instance on Amazon Web Services)
*   An application **hosted by an external cloud hosting provider** (for instance on the domain myfavoritecrm-hosting.com)

_**partner-hosted application**_**:** Under partner-hosted applications PieSync considers all applications that are hosted directly on the domain of the partner application. These applications are considered stable by PieSync, and run the latest version of the software.

## FAQ

### Why does PieSync impose additional Terms & Conditions (T&C) for self-hosted applications?

A self-hosted application can work in exactly the same way as the application hosted by the partner but in practice there are often some differences:

*   Application version (and hence API versions) can differ with the parter-hosted application, which can lead to different sync functionality
*   The API performance of the self-hosted application - and hence of the sync - could be below the standard we're used to for the partner-hosted application
*   The IT infrastructure of the self-hosted application can prevent us from taking certain actions to improve service
*   There is a shift of liability in allowing an end-user to specify the domain that needs to be connected to. When an end-user enters the wrong domain, authentication data or customer data will be sent to potentially malicious recipients.

At PieSync we feel it is important that our end users are aware of these attention points with regards to proper deployment of self hosted applications    Terms   Conditions  T C    Users connecting self hosted applications agree to the following T C…

How to manage your PieSync account and set up billing

Account

Self-hosted applications - Terms & Conditions

It can happen that you created a connection but want to delete it because:

*   you want to decrease the contact count
*   the connection has become obsolete
*   it was just a test
*   ...

## The steps to delete a connection:

1. Go to '[My Connections](https://app.piesync.com/connections)' to see the overview of your connections.
2. Select the 'Settings' Icon of the connection you wish to delete.
![](//images.ctfassets.net/f2ysq090txql/5VSDiG5K7BTFHlYiI529vR/85d9a37801e2bb3a3f9531870da7562a/screenshot-2019-05-14-at-14-07-36.png)
3. You will see the setup of the connection. Scroll down and select 'Delete Connection'.  
![](//images.ctfassets.net/f2ysq090txql/5UqgjdhGm2lbhpnDwNIUaY/3efd4bbd13069266fce5f9e60040d566/screenshot-2019-05-14-at-14-06-48.png)
4. Select 'Delete Connection' in the pop-up screen.  
![](//images.ctfassets.net/f2ysq090txql/1hOtSlcGKjwy4sI8GfNn9B/d6d88bb427a16acf51a46230244ceeee/screenshot-2019-05-14-at-14-10-22.png)
5. Your connection has now been deleted.

It can happen that you created a connection but want to delete it because      you want to decrease the contact count    the connection has become obsolete    it was just a test          The steps to delete a connection   1  Go to  My Connections  to…

How do you delete a connection?

<InfoBox>To establish a sync, PieSync matches contacts between your two apps based on the email address field.</InfoBox>

**However, If the email address field has multiple values, there are a few scenarios:**

1.  If the contact only existed in app A prior to the sync, we will sync the contact with the first email value to app B.  **E.g. below _email \[work\]_** 
2.  If the contact existed in app A and B prior to the sync, and app A has multiple values for the email and app B just a single value, we will choose the matching email address only. **E.g. below if app B has the _email \[home\]_** **only, then we will match/sync on that email value.** 
3.  If the contact existed in app A and B prior to the sync and both apps have multiple values for the email, we will match and map all values (where possible). **E.g. below _email \[work\]_** -  **_email \[work\] / email \[personal\] -  email \[personal\]._** **etc.**

<InfoBox>Example of a contact with multiple values for the email address (in this case, the work email is the first value):</InfoBox>

![](//images.ctfassets.net/f2ysq090txql/2lhShFJEVKONQgO7rcqcTZ/f567e9234111d294335ab3022e888c0e/image.png)

However  If the email address field has multiple values  there are a few scenarios   1   If the contact only existed in app A prior to the sync  we will sync the contact with the first email value to app B   E g  below  email   work     2   If the co…

My contacts have multiple email addresses,  which one is used to match?

In case you couldn’t find the answer in our knowledge base, feel free to reach out via email at support@piesync.com or chat with us live! You can see the live chat option on the PieSync website or PieSync dashboard when you're logged in. **We love to help you out!**

<TipBox>**Live Support (chat) - CET from 9 AM to 5 PM**</TipBox>

<TipBox>**We reply within 24 hours via support@piesync.com from Monday to Friday** </TipBox>

<InfoBox>Book a call with us [here](https://calendly.com/piesync)</InfoBox>

In case you couldn t find the answer in our knowledge base  feel free to reach out via email at support piesync com or chat with us live  You can see the live chat option on the PieSync website or PieSync dashboard when you re logged in  We love to h…

I couldn't find my answer, how can I get support?

Outreach is an intuitive sales automation platform. It helps sales teams set up email campaigns & touch points based upon any number of criteria that they choose. Teams can create a sequence of emails & calls to put every single prospect through.


outreach

Outreach

[Outreach.io](/help/connector-apps/outreach/) comes with a very native integration with Salesforce, but what if you have your CRM database in Hubspot instead of Salesforce?

PieSync to the rescue! How should you setup this sync?

If you're new to PieSync, [this guide will you get started with the essentials.](https://www.piesync.com/help/features/getting-started/)

When you sync Outreach with HubSpot, you can customize the following three elements to your sync. 

1. Sync direction
2. Connection rules
3. Field mappings

There is no one typical use case, no one best practice that can be documented to sync HubSpot and Outreach. We'll provide various different tips, rules, and field mappings for you to draw inspiration from. You don't have to use them all!

## Sync direction
It starts by choosing the [direction of your sync](https://www.piesync.com/help/features/sync-direction/). Depending on how Outreach and HubSpot are implemented in your org, you can consider three different settings. 

1. Most customers opt for a two-way sync, allowing records to be modified by PieSync in either system. This is the setup we see most commonly as it would enable contacts to move from HubSpot into Outreach as well as the other way round.

![image14](//images.ctfassets.net/f2ysq090txql/x6IwrECgQcp5I09jXG08m/e6394e84df468863c27f81f7f029b4a9/image14.png)

2. You could choose for a strict one-way sync. Imagine you only wanto to sync certain Outreach contacts tagged in a certain way move into HubSpot, to have them assigned to the right owner in HubSpot. You
don't want data flowing back. Ever. 

![image13](//images.ctfassets.net/f2ysq090txql/7DzIxUsryyswMCpsuahzX4/9e80095abcf75da244b23197de7b91ae/image13.png)

3. Of course there's the opposite way too. For example, a HubSpot List can define which data can move into Outreach to become Accounts there. We will cover more possible filters in the next part on Rules.

![image11](//images.ctfassets.net/f2ysq090txql/6t1yNasw1g7qbSm61hORpr/1ab858b525ba0e061dafb8e7dd87c04b/image11.png)



## Connection rules
On to the [connection rules](https://www.piesync.com/help/features/multiple-rules/). These define which contacts are in scope of the sync. In a secondary use case, rules are capable of translating HubSpot states into Outreach states or vice versa. Rules come with filters and actions.

![image5](//images.ctfassets.net/f2ysq090txql/5uP5ERkgHD4VJUOhISpBMP/7e8dafcc8bd7f0cf2fad9e195ce4c890/image5.png)

With this setup, PieSync would create in Outreach any newly created HubSpot contacts (1), as well as in fact create any existing HubSpot contacts (2). Once they are created or identified, it would update and keep those contacts in continuous sync (3). It would do the same in the other way round, requiring PieSync to identify which contacts are potentially already present in both systems. 

__Only in a rare number of cases would you want to run these rules in unfiltered fashion__. Here are different rule examples - inspired by you, our customers!

*note: Regardless of what rules start out with, they can still see data sync two-way.*

### Active list syncing
Make syncing dependent from an Active List in HubSpot. These Active Lists in themselves contain __complex filters__. We argue this is a best practice setup. It enables you to keep the sync rule setup simple and constant inside of PieSync. Merely changing the active list in HubSpot would allow other contacts to start - or stop - syncing. 
![image12](//images.ctfassets.net/f2ysq090txql/2htsrwpxP6rSqCEbrJ6FG9/8cc4b56bec305871d78e9a9a5dfa5e2d/image12.png)


### Syncing stages with lead status or lifecycle stage
Some two-way rules here that can be read __in both directions__, indicating that there is sales outreach happening in both platforms, so Lead status (HubSpot) and Stage (Outreach) need to move in tandem!
![image15](//images.ctfassets.net/f2ysq090txql/46CQcJfQ5Jhumwd7LQr2NU/bd16f754aea30f4e1960c501a57ada61/image15.png)

### Opt outs
Aligning the __opt outs__ across the two systems - notice the "If in HubSpot CRM" filter to ensure you're not needlessly syncing contacts over.
![image3](//images.ctfassets.net/f2ysq090txql/2xPflCNIOCEhOg5ZqBmZ7N/8725a035f55fede4d7957ad519a6e270/image3.png)

### Lead qualification
Leads stay in Outreach __up until the moment that they hit the MQL stage.__ From that point onwards they start syncing, and they also set the right lifecycle stage in HubSpot!
![image4](//images.ctfassets.net/f2ysq090txql/1j9BYxTpAyD2tgii0WWqJJ/cd07469f5256ae586f1f3bb276fb46fb/image4.png)

### Landing page funnel
Contacts coming in through a HubSpot landing page get sent into Outreach, and directly into their respective stage, possibly triggering sequences in Outreach.
![image6](//images.ctfassets.net/f2ysq090txql/26Mo23OlCzUvR7X59sSkDA/ba745002a4174700d51b30adbe7fefe3/image6.png)

### Website visiting behavior
The “has visited website today” field is the __result of a HubSpot automation__ and triggers a sequence in Outreach.
![image16](//images.ctfassets.net/f2ysq090txql/71rerlv5bBrO6xAv8wfVzR/e31b1968118dea9fdfdd94e059052566/image16.png)

### A sync within a sync
Specifically syncing leads with Outreach if and only when when they were the result __of a certain Intercom integration__. This is in fact a sync within a sync! 
![image10](//images.ctfassets.net/f2ysq090txql/5HZyzybGC9V4WcIP7TiilF/09731f15e389cb349223da1a6e404bbf/image10.png)

## Field mappings
The field mapping defines how contacts will sync. A huge time & lifesaver in PieSync is that __most of these are automatically set__ for all basic contact fields that HubSpot & Outreach share by default. 

Typically it's best to keep these default field mappings all activated as they represent the essential contact attributes that you would not want to grow out of sync in any circumstance.

![image7](//images.ctfassets.net/f2ysq090txql/345KUXpeA2ccuEnmiDJ9Qm/9902b7922241d853265de2d530d9d21e/image7.png)

We do understand you could want to turn off the “job title” field mapping when you like to keep that information siloed and consciously different in both systems, as illustrated in this example. 

### Customizable field mappings
Field mapping also includes ability to__ custom map__ both text fields as well as date & checkboxes fields. This is fully customizable not only before setting up a new sync, but it can also be modified for an ongoing sync.

![image2](//images.ctfassets.net/f2ysq090txql/6K1tXUTIOm2q1uQ6p8TXtK/e8cf3f27d93d935251eafec1dae28514/image2.png)

Here's a comprehensive example of how you can leverage mappings. 
- __Both company properties as well as contact properties__ are being mapped. 
- __Growth metrics__, get directly synced onto the contact record in Outreach.
- General __opt out __preference (yes/no) gets synced directly into the opted out (yes/no) from Outreach, to ensure GDPR compliancy.
- __Address__ properties (Billing City & State) explicitly custom mapped to overwrite the normal Address mapping
- __Campaign name__ gets synced bidirectionally.
- An __MQL timestamp__ synced into Outreach, probably triggering an event in Outreach.


## PieSync is more than just a turnkey solution 

Being able to sync HubSpot Marketing Hub or CRM with Outreach aids in frictionless selling because it keeps the underlying contact data in sync, and saves time in manual import/export operations. 

That ease of use & data consistency comes in handy as well when syncing contacts to a billing app, or a secondary CRM, a VOIP system, or even another dedicated marketing platform. 

Here’s what this could look like  syncing not only HubSpot and Outreach, but Google Contacts and Chargebee as well.

![image8](//images.ctfassets.net/f2ysq090txql/3G2t0AA18iAm2aT8Ii53Qy/5cb3562febb09bc51f287d1043a376e6/image8.png)

PieSync is not only a turnkey solution to sync HubSpot and Outreach exclusively. In fact, __it solves a data problem that goes beyond these two apps__. On average, users tend to connect 3-4 applications all through PieSync. 

## Automate more and better
PieSync only handles a fraction of the entire sales process: it builds the data bridge between two systems HubSpot and Outreach. There's way more magic happening under the hood. 

In HubSpot, Active Lists contain complex filters. __HubSpot automations can make changes to contacts all the time.__

In Outreach, different triggers can be defined on the basis of custom properties. The sequences and stages can be configured __in many creative ways__ too. 

There's no one ideal way of selling, or we'd all be millionaires. PieSync lets you craft your own sync, for your business. We can't wait to see what you come up with.

<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>

Outreach io comes with a very native integration with Salesforce  but what if you have your CRM database in Hubspot instead of Salesforce   PieSync to the rescue  How should you setup this sync   If you re new to PieSync  this guide will you get star…

HubSpot and Outreach.io

_You've just pressed the 'Start Syncing Now' button, but at first glance it appears that nothing is happening? Or did you just add or update a contact, but the changes haven't yet been synced to the other app?_

If you've just activated PieSync or if you updated your configuration and you see the icon load with the text **Scanning your data - this might take some time...** then this means that PieSync is scanning all your contacts in both applications - even if you only choose to sync a subset. This initial scan is necessary to avoid duplicates. After this scan, the synchronization will start! 

Here you can read more about [the different dashboard states.](/help/faq/different-dashboard-states/)

<InfoBox>The larger your database, the longer the initial sync might take.</InfoBox>

Once the initial sync is done and the connection is active, PieSync will scan your databases every 4-5 minutes for updates and creations. This might be delayed if you have multiple connections set-up. To avoid conflicts, PieSync only activates one sync at a time so it might be waiting for the other to finish first. 

<TipBox>If any of these phases take longer than 3 hours be sure to contact PieSync Support!</TipBox>

You ve just pressed the  Start Syncing Now  button  but at first glance it appears that nothing is happening  Or did you just add or update a contact  but the changes haven t yet been synced to the other app    If you ve just activated PieSync or if …

How much time does it take to sync?

## Activating the sync for the first time

If you set up a new connection and start syncing for the first time then it can take a while before all the contacts are synced in between the two apps. The syncing time depends on which apps you are using and how many contacts you are syncing.

## Syncing new contacts and updates

Once your connection is active, our system checks for changes in the sync every 4-5 minutes. However if the change happens directly after our last check, it can take more than 4 minutes for us to check for changes.

<TipBox>If you would like to force a direct sync then you can always select  
'sync again now' in the top right corner of the dashboard.</TipBox>

![](//images.ctfassets.net/f2ysq090txql/rBEjUD1jl8hZ0T74nbQhi/18f12a01912021f0fe8d1fb330705763/screenshot-2019-01-29-at-15-28-33.png)

<InfoBox>Do bear in mind that it sometimes can take a bit longer for new contacts or updates to appear because of:  
\- a **huge new number of contacts** syncing within the same connection  
\- a **concurrent sync** is running for the same account  
\- the **rate limits** of one of the apps is being reached. More info [here](/help/faq/different-dashboard-states/).</InfoBox>

Activating the sync for the first time  If you set up a new connection and start syncing for the first time then it can take a while before all the contacts are synced in between the two apps  The syncing time depends on which apps you are using and …

How long does it take to sync contacts or updates?

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Start syncing your Odoo contacts
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HubSpot and Outlook

How do I disable the Avoid Duplicates option for my KW Command connection?

Salesforce: Copying account data to contact level

HubSpot and Google Contacts

How does PieSync calculate the total contact count?

Self-hosted applications - Terms & Conditions

How do you delete a connection?

My contacts have multiple email addresses, which one is used to match?

I couldn't find my answer, how can I get support?

HubSpot and Outreach.io

How much time does it take to sync?

How long does it take to sync contacts or updates?

Start syncing your Odoo contacts two-way with more than 230 other apps

Discover how PieSync can make your cloud apps work together

Accurate & real-time data

Save time

Easy & Secure

Free Trial

Start syncing Odoo with one of our 231 apps

Related Odoo resources

Announcing the new Odoo two-way sync!

Help Articles related to syncing Odoo

HubSpot and Outlook

How do I disable the Avoid Duplicates option for my KW Command connection?

Salesforce: Copying account data to contact level

HubSpot and Google Contacts

How does PieSync calculate the total contact count?

Self-hosted applications - Terms & Conditions

How do you delete a connection?

My contacts have multiple email addresses, which one is used to match?

I couldn't find my answer, how can I get support?

HubSpot and Outreach.io

How much time does it take to sync?

How long does it take to sync contacts or updates?

Start syncing your Odoo contacts
two-way with more than 230 other apps