Two-way contact sync between OroCRM and DocSend
PieSync integrates OroCRM with DocSend for an automatic 2-way contacts sync. Every time you add or update a contact in OroCRM, it is automatically synced with DocSend, and vice versa - eliminating import/export!
Syncing OroCRM with DocSend is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.
Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing OroCRM with DocSend.
Other available connections on PieSync
More connections with OroCRM and DocSend are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
About PieSync
PieSync works in the background and integrates your contacts two-way and in real time between your favorite cloud apps. This means you will have access to the most up to date customer information, no matter where you are or who entered the data.
About OroCRM
OroCRM is a flexible open-source Customer Relationship Management (CRM) solution that offers a 360-degree view of the customer. Whether a business sells online, through brick-and-mortar stores, or both, get a single account view across sales, marketing, and customer support teams for business intelligence insights.
About DocSend
DocSend is a (sales and marketing) document management solution which enables sales and marketing teams to access, share, track and present content efficiently through a single, centralized platform.
We’re using PieSync to help a client of ours sync their contacts in two different CRM’s. In one CRM, contacts are signed up for a trial to use our client's software, and in the other CRM, this trial sign-up triggers an automated email workflow. Before PieSync, contacts would be sent from one CRM to the other upon creation. Later, if they signed up for a trial, their updated trial sign-up information wouldn’t be sent from one CRM to the other. This wouldn’t trigger the email automation campaign, and new trial users wouldn’t get the information they needed. Now we have PieSync, and that information is accurate, all the time. Let me know if you need some more information.
Your approach is not only safe, but puts the power in our hands. I used to be in the data business many years ago, so your solution makes perfect sense. It helps me develop an approach to keep my information up to date and synchronized.