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<InfoBox>Your phone merely acts as a window into contacts databases, so we suggest you visit [contacts.google.com](http://contacts.google.com/) / [iCloud.com/contacts](https://www.icloud.com/contacts)  / [outlook.com](http://outlook.live.com/owa/) respectively to see & manage your phone's contact lists on your computer. </InfoBox>

<WarningBox>**First step**: back up & pause other syncs!</WarningBox>

1) **Export** contacts from your various accounts - this could serve as your **backup** should you make a mistake in cleaning contacts.

2) **Turn off** or **pause** any existing integrations in parallel (PieSync, Zapier, Fullcontact, etc). Leaving syncs on will interfere with cleaning in the next step!

<WarningBox>**Second step**: time to clean!</WarningBox>

3) Use the “**find & merge duplicates**” features of Google/iCloud/Outlook

*   [Instructions for Google Contacts](https://support.google.com/mail/answer/1069522?hl=en)
*   [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)

4) **Manually review your contacts** and merge those duplicates that weren’t detected automatically, delete old contacts or old addresses.

<WarningBox>**Third step:** start syncing!</WarningBox>
    
5) Consider designating one account as your **master central database** for contacts. Your phone should be able to read from, and store new contacts to this account. [How to do this?](/help/want-to-learn-more/setting-up-your-iphone-to-sync-with-google-contacts/)

You are now **ready to set up** one or more syncs through PieSync. [Get started](/help/features/getting-started/)!

1  Export contacts from your various accounts   this could serve as your backup should you make a mistake in cleaning contacts   2  Turn off or pause any existing integrations in parallel  PieSync  Zapier  Fullcontact  etc   Leaving syncs on will int…

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

Prepare your phone contacts to remote control your apps

<InfoBox>[Zoho's CRM](https://www.zoho.com) makes sure your sales team stays focused on their targets. Lead generation from existing websites, lead activity tracking, email integration, task management and complete sales cycle views are just some of Zoho's many features. PieSync allows you to connect Zoho CRM to over [90 other cloud apps](https://www.piesync.com/zoho/).</InfoBox>

## Zoho CRM and Google Contacts (G Suite)

Google Contacts and G Suite, don't have their own team contacts manager. This is a huge headache for administrators who want to be able to manage contacts on a team based level.  That's why businesses choose to use Zoho CRM in conjunction with Google Contacts or G Suite because it allows administrators to manage contacts on a team based level. 

![](//images.ctfassets.net/f2ysq090txql/5V6iHIYHdaJHlIzDuShDLl/d168cdb419c71fbc779c550f9c112fb5/image.png)

### Let's get started!

1.  In the PieSync dashboard, choose Google Contacts and Zoho CRM

![](//images.ctfassets.net/f2ysq090txql/7IdnYCHls24gPAdo5IlM8P/f9d09adb4c1e2562373e6ff599d174b7/image.png)

2.  Authorize your apps. 

![](//images.ctfassets.net/f2ysq090txql/2CaKdwueM8sHXYEYOPUxzl/234f5aa881c143e39036b894e8a32f65/image-3.png)

3.  Configure your sync. A two-way real time sync requires two rules which are preconfigured for you.  They read "IF a contact is in Google Contacts THEN sync the contact between Google Contacts and Zoho CRM" and "IF a contact is in Zoho CRM THEN sync the contact between Google Contacts and Zoho CRM" this means all contacts in Google Contacts will be synced over to Zoho CRM and all contacts in Zoho CRM
    
![](//images.ctfassets.net/f2ysq090txql/6MKmW2cHjLeh3EoirRvFDx/76d5ae3be8d8977b1d14326eac36e00f/image-4.png)

A lot of people don't want to sync all contacts, or they want to segment the contacts into lists or groups. This can be done by configuring rules. For instance, you can filter your contacts based on their tags in Zoho CRM.  Perhaps you want to segment contacts who have the tag "Prospects" in Zoho CRM into a Group called "Prospects" in Google Contacts (you will need to create this group in Google Contacts if you don't already have one). Create a rule that reads "IF a contact is in Zoho CRM and has the tag "Prospects" THEN sync the contact between Google Contacts and Zoho CRM and add to Group "Prospects'" At the bottom of this rule activate the toggle which reads "Undo if tag does not equal Prospects, then remove from Group Prospects in Google Contacts". This will ensure your list is kept up to date.   

![](//images.ctfassets.net/f2ysq090txql/7vaw0xcROkTVwudfmsSSZt/341a08b924c704da834dd6872e105c48/image-5.png)

Thanks to PieSync's [team](/help/account/teams/) features, you and your colleagues can sync contacts in Google Contacts or G Suite into Zoho CRM. Duplicates (where the same contact is synced multiple times) are prevented because PieSync first checks to see if no similar contacts have been synced based on email addresses.  

<TipBox>**What happens to deletions?** If you delete a contact in either app, PieSync will label the deleted contacts as "trash" in the other app so you can manually check and then delete them there too ([explanation video](/help/features/syncing-deletions/))</TipBox>

## Zoho CRM and HubSpot

Everyone likes to work with **the best of breed apps.** Marketeers love Hubspot's rich web analytics & nurturing methods. Meanwhile, other sales operations prefer to stay in Zoho for its robust CRM approach. **PieSync can integrate both these apps so that together they form a killer lead gen stack and sales machine.**

![](//images.ctfassets.net/f2ysq090txql/10VJzXzEa0nC5Aa93w6m52/3f50e1921606cf40c67aca32f5cc1d66/image.png)

<TipBox>Everyone likes to work with **the best of breed apps**. For example, marketing wants to use HubSpot and sales choose to work with Zoho CRM. Each app has their specific qualities that work well for those teams. **PieSync can integrate these apps so that together they are a killer lead gen stack.** This recipe is especially useful for CRMs that don't treat leads differently from prospects or other contacts.  
</TipBox>

### Send Marketing Qualified Leads to Zoho CRM

<InfoBox> This recipe aims to showcase the power of PieSync for streamlining the marketing lead qualification process. We invite you to [get in touch](https://calendly.com/piesync) if you want to explore some options.</InfoBox>

### Let's get started!

1.  Start your sync through PieSync between HubSpot and [Z](/help/connector-apps/pipedrive/)oho CRM (here's [how](/help/features/getting-started/).)
2.  Then create this rule to make up this sync:   
    1) **IF a contact in HubSpot is greater than 5 THEN sync the contact to Zoho CRM and add Tag "MQL"**.  In essence this reads when a HubSpot contact's lead score goes over a certain threshold (in this case 5, but you can choose), then PieSync syncs this contact to Zoho CRM and adds a tag indicating that it is a marketing Qualified lead. 

![](//images.ctfassets.net/f2ysq090txql/5C2zrB2tBRfa0KCbVahls/a39cec8ac487ee20a6c70dd69fe78d1e/image-7.png)

<TipBox>⬅️  **You can also** assign those Marketing Qualified Leads to a dedicated Zoho  CRM sales rep through a filter. Instead of choosing "add a tag" select "set Owner to" and choose your rep from the drop down menu.  </TipBox>

### Sync based on opt-in and opt-out preferences

You can also keep your email lists sparkling clean by syncing based on your subscriber's opt-out and opt-in preferences.

In the following example, customers who have not opted out are subscribed to a list:

![](//images.ctfassets.net/f2ysq090txql/1ZGydmetNOd9DTo8LiIlVx/9008ed9b795c20a76e5498a3a44609bc/pasted-image-at-2019-03-08-4-36-pm.png)

<InfoBox>Keeping [GDPR](https://www.eugdpr.org/) in mind, syncing & storing opt-out preference on a CRM level is a **must**. </InfoBox>

### Sync HubSpot Analytics to Zoho CRM

With the Hubspot to Zoho CRM sync, you're able to sync HubSpot's analytics to Zoho CRM through [PieSync's customizable field mapping.](/help/features/new-customizable-field-mapping/) First, create the custom fields you need within Zoho CRM, such as when did they last visit your website, and what was the last marketing e-mail they opened from you.

![](//images.ctfassets.net/f2ysq090txql/3fjCjbbWPT3DGr4njabdSK/877a76f987f2292c07503d9c8f49364d/pasted-image-at-2019-03-08-4-50-pm.png)

On the PieSync dashboard you can map those custom fields between HubSpot and Zoho CRM, so that this information is synced to Zoho CRM from HubSpot. You only need to link these fields once, and you're all setup! 

![](//images.ctfassets.net/f2ysq090txql/5Jl947y9W3DZliUS0wwPPL/5981366004eb631605e0f468a50a4073/image-8.png)

<InfoBox>Good to know: setting up a sync between HubSpot and Zoho CRM **syncs historical website activity** too! Learn more on syncing with Hubspot in our [PieSync Recipe](/article/Kn1gzO3582-sync-recipe-translate-lead-scoring-intelligence-into-your-crm), which uses Pipedrive as an example but the underlying idea remains the same.  
</InfoBox>

## Zoho CRM and MailChimp

### Sync Email Subscribers

One of the most popular PieSync integrations is keeping selected (marketing opted-in) Zoho CRM contacts in sync with a MailChimp list.

![](//images.ctfassets.net/f2ysq090txql/4ApSo7RnenOhdBQ0DgKiPO/263a73f639a614aef875eb8017f15831/pasted-image-at-2019-03-29-1-37-pm.png)

Businesses that use this sync notice an **increase in productivity** because they no longer have to manually keep email lists up to date in either app. It is also easier to implement email marketing campaigns knowing that all your **subscriber information is up to date.**

Correct subscriber information is paramount these days, with strict data protection laws such as **GDPR**. You don't want to be hit with a fine because you accidentally sent out a bunch of emails to subscribers who are no longer opted-in!

This sync helps you send out timely campaigns to interested subscribers in email marketing lists with the most up to date information.

### Let’s get started!

Authorise your apps on the PieSync dashboard. [Click here to find out how to authorize Zoho CRM](/help/connector-apps/zoho-crm/).For MailChimp, you can only sync one MailChimp list per connection slot. If you want to sync more MailChimp lists, you have to create more syncs. [Click here to find out how to authorize MailChimp.](/help/connector-apps/mailchimp/)  
  

>  MailChimp advocates using one master list, as opposed to many small lists. [Read this best practices guide to find out more](https://kb.mailchimp.com/lists/growth/requirements-and-best-practices-for-lists)  

Then it’s time to set up a two-way sync between Zoho CRM and MailChimp.

![](//images.ctfassets.net/f2ysq090txql/2guLLPuWX1mYfvqHF3liCf/b61dd84d16f0e729097c638598e69e2c/image-1.png)

This reads that **all contacts in Zoho CRM will be synced to MailChimp and all contacts in MailChimp List (List Name) will be synced to Zoho CRM.** Because syncing ALL contacts between the two is usually not what we’re after, you can **add some nuance** to the sync.

### Filter Based on Tags

You can filter contacts using **Zoho CRM tags**. To do this add a filter under Zoho CRM on both rules.

I have added the additional filter that the contact has the tag “Newsletter” then it will be synced to MailChimp.

![](//images.ctfassets.net/f2ysq090txql/2Cf0oBFfQxVI3pv8Kw4ngd/e4c2b00c822073b31ca275ffd2ae24d3/image-2.png)

  
If someone subscribes to the MailChimp List (via a form on your website), their information will be synced to Zoho CRM and the tag "Newsletter" will be added.

### Sync based on opt-in and opt-out preferences

You can also keep your email lists sparkling clean by syncing based on your subscriber’s opt-out and opt-in preferences.

In the following example, customers who have not opted out are subscribed to a list:

![](//images.ctfassets.net/f2ysq090txql/7WHnbfpQ0FbBAbo3HTI5A/4bb0c05ecfb988a7e9f81610e8f3a436/pasted-image-at-2019-03-12-11-17-am.png)

*   If a customer unsubscribes from your mailing list, this information gets picked up by PieSync and is reflected in Zoho CRM.

<TipBox>Bonus tip: if your contacts opt-in for your subscriptions on a **Shopify** checkout page, you can choose to automatically opt in these contacts in Zoho CRM! [Here's how](/article/8m4vBymOGa-sync-recipe-shopify-your-crm).</TipBox>

## Zoho CRM and Quickbooks

By creating a sync between Zoho CRM and Quickbooks, colleagues in accounting can count on the addresses in Quickbooks to be correct and up to date.  It can also automatically send through customer information from Zoho CRM to Quickbooks when a deal is closed so that invoicing can begin. Through the power of syncing, your business has only **one address book** to maintain: Zoho CRM's... Or Quickbooks! Whichever you want.

![](//images.ctfassets.net/f2ysq090txql/3hBLiJrnVDH63VrPWs5Pg6/9f5a9693be0ccc7bbee3774caee961ca/image.png)

<InfoBox>After closing a deal, sales staff typically identifies to whom invoices should be sent. They will create this contact in Zoho CRM. Through PieSync, the contacts of the invoice recipient can be synced to your accounting team in Quickbooks.  
</InfoBox>

### Let's get started!

1.  **Authorise your apps** on the PieSync dashboard. 
2.  **Setup a two-way sync** between your Quickbooks and your Zoho CRM. 
3.  Set up a rule in PieSync to sync contacts from Zoho CRM to Quickbooks using tags such as "invoice recipient". This way, colleagues in accounting can rely on recipients' address information to be correctly pre-filled out in Quickbooks, no more double checking. **Smooth handover!**
4.  Maybe sales forgot to handover to accounting. No worries: even when accounting creates new contacts in their own invoice app, they will be synced to and **identified as invoice recipients** in Zoho CRM. So make sure you set up a rule that stipulates that PieSync sync contacts from Quickbooks to Zoho CRM if they carry a specific tag such as "invoice recipient"
5.  The cherry on top: Quickbooks can track whether a contact **still has open invoices  or not to their name.**  Since PieSync works 2-way, as soon as the invoice gets paid and is logged in Quickbooks, the tag disappears in Zoho CRM. Make sure you switch on the toggle next to "Undo" for this - this toggle is located under the rule on the PieSync dashboard. 

![](//images.ctfassets.net/f2ysq090txql/rctnzm6ZoJfbXw4r2eThG/73a746fb96620646f5c37e81d574db0d/image-9.png)

⬅️  **Quickbooks to Zoho CRM.** When accounting creates **new** contacts in Quickbooks, they will be synced to Zoho CRM, along with the information about their payment status (handy for sales and customer care teams who are in contact with contacts). For this latter feature, you simply create a custom field in Zoho so it can store Quickbooks' information.

Using custom fields in Zoho CRM you can create more nuances:

![](//images.ctfassets.net/f2ysq090txql/RLyiM5I2Ym4u9fyseeaXd/49d99a87fc44e1d4e635eb3f7acaaeb0/image-10.png)

Zoho CRM and Google Contacts  G Suite   Google Contacts and G Suite  don t have their own team contacts manager  This is a huge headache for administrators who want to be able to manage contacts on a team based level   That s why businesses choose to…

Want to learn more?

PieSync Guidelines for Zoho CRM Users

When we look at the popular combinations on the PieSync platform, it is no wonder [Salesforce](https://www.salesforce.com) & [ActiveCampaign](https://www.activecampaign.com/) are a match made in heaven. But how do you connect the two platforms? Should you use Zapier, or PieSync? Or both?

The biggest difference between Zapier and PieSync is that PieSync provides a continuous two-way sync of your contacts, whereas [Zapier only supports one-time one-way pushes without handling historical data](https://zapier.com/help/common-problems/). 

## Using PieSync & Zapier together

Two-way syncing and trigger-action workflows [are fundamentally different](/help/faq/what-s-the-difference-between-piesync-and-zapier/). But that doesn't mean you can't use PieSync & Zapier together. In fact, while Zapier is not ideal to sync contacts two-way (or even one-way), it still is a good platform to move & prepare data inside of your apps, which makes your syncs better!  

<Embed src="https://www.youtube.com/embed/1fW_T1kekcM" />

## Using Zapier for contact syncing: problematic

Connecting Salesforce & ActiveCampaign through Zapier can be challenging.

Both platforms contain actual rich contacts databases that ultimately need to run in tandem, and [Zapier cannot handle this properly](/help/faq/what-s-the-difference-between-piesync-and-zapier/). As contacts constantly evolve, zaps simply cannot keep up with the changes on either side.

Let’s consider a simple form of sales & marketing working together. There's two kinds of data flows here:

*   **AC -> SF.** Leads fill out an ActiveCampaign form, and you need to have that information in Salesforce.
*   **SF -> AC.** You have leads in Salesforce that need to receive a newsletter sent out via ActiveCampaign.

Zapier performs a 1-way sync, which can be helpful to push data from one app to another. So in other words, if you want to execute this integration, you'll need to set up 2 separate zaps that run in opposite directions.

On a more problematic note, however, because of how zaps work, you run the risk of overwriting existing data in Salesforce, or even create duplicates in your contact database. We'll visit an example later in this article.

Finally, Zapier just takes effect from the moment you set up those zaps. In other words, it may create those contacts in the future, but it leaves the existing data untouched.

## Limited in configuration

When you set up a zap, you have to choose a trigger. Those triggers are technically tied to one single ActiveCampaign list.

So with multiple forms, multiple lists,... already you may be forced into setting up multiple zaps. And as we’ve pointed out, it will ignore all previous form submissions and only start from the moment you set up this zap.

Actually building out the zap can be time consuming since it requires that you spell out the mapping in the configuration of your zap. Which field on the form corresponds to which field in Salesforce?

## Syncing through Zapier: doesn't work 2-way, overwrites data 1-way

Admittedly, when you exclusively collect fresh leads all the time, zaps may end up working well. After all, it’s simple one-way traffic from ActiveCampaign into Salesforce.

In our simple example, we also want contacts pushed from Salesforce into ActiveCampaign, so there’s increased chance of having identical contacts existing on both sides. That’s a risk because zaps are executed blindly - they don’t take into account that data may already exist.

That brings with it an ugly side effect to see some fields get overwritten as shown in the example below. Here’s Brian's contact sheet in Salesforce… And along comes new information from the webform in ActiveCampaign. It also includes some relevant information on Brian's marketing journey, as well as more details that he left on the form.

![](//images.ctfassets.net/f2ysq090txql/3aLTBz4GNCSibtknhVQ0nK/d4a6f7ce262cfc18ec8dc363a0bef036/acto-s.gif)

Relying on the 1-way zap from ActiveCampaign → Salesforce has your data in Salesforce run the risk of being overwritten or simply erased all together. In the above example, you had some address information - but now it’s gone! Zaps strictly execute what they are told; so when empty information needs to be carried over, it will carry over.

What about syncing data the other way? A 1-way zap from Salesforce → ActiveCampaign, for instance to subscribe Brian to the newsletter, would also see some information be lost with the sync. The phone number that Brian had left in his original contact form gets overwritten.

## Syncing through PieSync: a true 2-way sync

In contrast, a true 2-way sync with PieSync respects existing data, and makes it better on both sides. Two-way means the sync simultaneously reads & writes data in both directions. Any changes, whether they happen within a single field, or multiple fields at the same time, are all picked up by PieSync’s synchronization engine.

With PieSync, contact sheets are truly merged, resulting in 2 databases that are always up to date, and complete.

You would have an identical contact sheet for Brian on both sides. All the time.

![](//images.ctfassets.net/f2ysq090txql/7EhouGNQ3jjgbaq3gQjQrL/7d62173c68e8c8a50f9eda9e92964323/acpiesync-s.gif)

## PieSync: How do you get started?

If you haven’t done so already, [setting up a new PieSync account is super easy.](http://app.piesync.com/sync/salesforce/activecampaign) After you’ve authorized both Salesforce and ActiveCampaign, you’ll be greeted by sync rules.

It’s through these rules that you define how you want your two databases to talk to one another. Here's a combination of rules that show off the 2-way sync between ActiveCampaign and Salesforce.

Contacts that are subscribed in ActiveCampaign will seamlessly sync with your Salesforce database. Not only will contacts be created, or kept in sync with existing data in SF, it will also update a critical attribute on those contacts inside Salesforce: the opt-in/opt-out switch. This registers whether or not your contact opted in for marketing.

Since you're using ActiveCampaign, you're probably not even using that value in Salesforce anyhow. But through PieSync, you can easily have ActiveCampaign control that toggle! You cannot exclusively store marketing preferences in your ActiveCampaign silo. They need to sync to Salesforce too. Here's the rule you need:

It's important to store marketing opt-in preferences on a CRM level too. Ever since [GDPR](/help/faq/piesync-and-gdpr/) came into play, you need to have access to one easy way to immediately unsubscribe a contact from any future correspondence. Here's a PieSync rule that will do exactly that:

Possibilities with rules are [endless](/help/features/conditions-and-actions/).

How the data will be exchanged is not something to worry about: PieSync’s smart merge algorithms ensure no data gets lost in the sync. On the contrary, all the data is mutually enriched, leaving you in full control with [custom mappings](/help/features/new-customizable-field-mapping/).

Consider the following example where not only the standard contact fields are being exchanged, but several proprietary AC fields are being mapped with SF fields.

Once the sync runs, it will keep up with changes on both sides [every 5 minutes](/help/faq/how-long-does-it-take-to-sync-contacts-or-updates/).

<InfoBox>Learn more about syncing [Salesforce](/help/connector-apps/salesforce/), or about [ActiveCampaign](/help/connector-apps/active-campaign/), in their respective support articles.</InfoBox>

<InfoBox>To get into the nitty-gritty of zapping vs. syncing you can have a look [here](http://www.piesync.com/piesync-vs-zapier/)</InfoBox>

<InfoBox>Related articles:[Why prefer PieSync over other (native/free) integrations?](/help/faq/why-prefer-pie-sync-over-other-native-free-integrations/)</InfoBox>

When we look at the popular combinations on the PieSync platform  it is no wonder Salesforce   ActiveCampaign are a match made in heaven  But how do you connect the two platforms  Should you use Zapier  or PieSync  Or both   The biggest difference be…

Should you use Zapier or PieSync to connect Salesforce & ActiveCampaign?

PhoneBurner is a power dialer and sales acceleration solution that greatly increases productivity over the phone. Outbound call centers, inside sales teams, and sales professionals can use the sales acceleration features to enhance productivity.

phoneburner

PhoneBurner

Zoho's CRM makes sure your sales team stays focused on their targets. Lead generation from existing websites, lead activity tracking, email integration, task management and complete sales cycle views are just some of Zoho's many features.


zohocrmlogo

Zoho CRM

![](//images.ctfassets.net/f2ysq090txql/64p6E9xgwUxGX3a2JELcU0/011ff1e40a9418d30dc47ba6da2290ee/sAgBw4d8U6UClOv5XDkhT0oW3y2ytEQp7vrlsASyMyYAQzzKM5Ce5DTJsTrKWOk7FdeKVEJXCMFJYzvumbUPYClVkHzIC0bgH3P9T8j-dqqYvjQrDxyOijhdtiKEg1HT)

## Setting up Piesync

<Widget src="https://cdn.piesync.com/widget.js" left="phoneburner" right="zohocrm" size="compact" />

In order to set up the PieSync make sure you have a PieSync account. You are able to [sign up for free here](https://app.piesync.com/signup/). Once you are signed in, you need to select Phoneburner and ZohoCRM or [click here to get started](https://app.piesync.com/sync/phoneburner/zohocrm). You will be asked you authorize both business applications. Next, you can configure your connection and you start syncing. 

This step-by-step guide will help you getting started.

## Step 1: Choose your apps

After you login into PieSync for the first time, you will be prompted with an application directory overview. Select Phoneburner and ZohoCRM or [click here to get started](https://app.piesync.com/sync/phoneburner/zohocrm). If you have already created a connection before, simply click the “New connection” button on the top left of the page, Select Phoneburner and ZohoCRM.

![](//images.ctfassets.net/f2ysq090txql/6iZJClStUBdxjaUMcp1gss/81406b110152bc1463b9be125f822a4e/Gjdc2doUf_zHPGDzwPCwyy8dcs3cDKggr-k4sMhn5yfU0f-3ub-eqkiOIX-N-TwdmNShC0jH53yWlgIIRuiTK4UU4A4v47Gay7BwujZhbBYHDt7_hFgHVQqRoaKYERGE)

## Step:2 Authorize your apps

### Authorize PhoneBurner

When you click **'**Authorize PhoneBurner**',** a pop-up window appears asking you to log in and allow access. Finalize by choosing the account you wish to keep in sync.

![](//images.ctfassets.net/f2ysq090txql/3dvg37tMNnKlFLynpGl2W0/d03dbec255ac2535b47c7f7dc4a9f6af/screen-shot-2018-10-09-at-12-38-48.png)

![](//images.ctfassets.net/f2ysq090txql/2H3vheV7hIb6buMz7mUXBQ/1ca6348d61c504cb6ae60a597768f3b0/screen-shot-2019-07-10-at-10-54-08-am.png)

If you have previously set up a connection with PhoneBurner, you do not need to authorize PhoneBurner again, unless you need a different account.

### Authorizing ZohoCRM

1.  To be able to connect to your Zoho CRM account, we need your ZohoCRM domain. This you can find in your browser and is either 'zoho.com' or 'zoho.eu'.
2.  You will be redirected to Zoho where you would need to login and accept PieSync.

![](//images.ctfassets.net/f2ysq090txql/4XnG3trdh2xJvCe0otbnUl/a7e153485a06c0da088fbcbafc939c83/image.png)

![Screen Shot 2019-07-10 at 10.49.03 AM](//images.ctfassets.net/f2ysq090txql/4oKJIrOks8dkajdrEFbAd2/b4c5c2b686a215ca46c2a6b1762067c8/Screen_Shot_2019-07-10_at_10.49.03_AM.png)

If you have previously set up a connection with ZohoCRM, you do not need to authorize ZohoCRM again, unless you need a different account.

<WarningBox>**In case you are using 2-factor authentication, please create an Application Specific Password as described**  [**here**](https://www.zoho.com/crm/help/api/using-authentication-token.html)**.**</WarningBox>

## Step 3: Choose your contact type

After you have authorized both application, you would need to choose the contact type would you like to sync. Choose whether you want to sync Zoho Contacts or Zoho Leads . The availability to sync Leads depends on whether your app supports multiple contact entities (e.g. Salesforce, Copper, ZohoCRM,..).

If you want to sync multiple contact types, you can do this by setting up another connection with the same applications.

![](//images.ctfassets.net/f2ysq090txql/2A4DedmIVFpeledb9pd2BI/b45663324be224b4876ef9e093898216/WXt9c1KNhYWPfQBlvh7mRv81EMywfFaUT0sYz1N3XeR6t1hvOMy6cOR0BfF8kHt1QTfsX9GDIYIkC_KWBTahLf9lyVmKIRh_x-SKRmkTl5tyPWeDXcUdAIyN6uFB9aiC)

## Step 4: Configure your sync

Next, you can configure your connection. You can either customize the settings accordingly or simply get started with the default all-to-all settings. We always recommend to tweak the integration to your needs.

By default, Piesync has the two way syncing mode. However, you can choose to move your data in one direction. To know more about the sync direction, please [click here.](/help/features/sync-direction/) 

![](//images.ctfassets.net/f2ysq090txql/3m9aASL6HrcxNSBSlGQNZt/05f918368dea0574d72f7b086c6ecf15/iNFJkoeqr-T1kwCTBxINSrC2tGYt4Jjmem6GLK3mE4Awt7u3CSRJspDlRUwy_5Nh-JKhhcfA5UssOEuXMOCa4KGn4Dj398hMgTzjGonAxHUbgS0SU_3qS8do_gwWF1vN)

Piesync initially has two connection rules but you can always add more rules. Each rule fulfils the conditions of each side of the sync. PieSync looks at all the data stored on each side, so you can define exactly what data needs to move from one side to the other.

![](//images.ctfassets.net/f2ysq090txql/aavpGb1TWbmqKs63ye2tH/b79ac0aeb6fd97e3e58c5d46f41f4a5d/image.png)

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, folders, 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. Similarly, you can add more filters and actions according to your needs. With the mix between the filters and the action you are able to make the sync of your choice.

![](//images.ctfassets.net/f2ysq090txql/7Gns8kNDsDva7BWIs0HzZB/16fa51208070c8f79cf795cc55c5eea3/image.png)

### (If) supported conditions/filters

*   In Folder
*   Dial Session Status
*   Email Status
*   Owned By
*   Default Field values
*   Custom Field values
*   Already existing in ZohoCRM

![](//images.ctfassets.net/f2ysq090txql/6TSMyEpfL3dX91hLypz54d/21cf8437046ee8fe7d2e8f290cda66a0/image.png)

*   Has tag
*   Owned by
*   Lead Source
*   Has (not) opted out from emails
*   Default Field values
*   Custom Field values
*   Already existing in PhoneBurner

![](//images.ctfassets.net/f2ysq090txql/7jeh01BEVG1h4TigNOpd2D/da034d2e35bdfb3a2d183ac9517d5f74/image.png)

### (Then) Supported Actions

*   Move to Folder
*   Update default fields
*   Update custom fields

![](//images.ctfassets.net/f2ysq090txql/2G8wu8dja2Evfjrq5kkzvL/72e5f6152ed9616096a52828b0d6c342/image.png)

*   Add/Remove tag
*   Opt In/Out from Emails
*   Set Owner to
*   Update Lead Source
*   Update default fields
*   Update custom fields

![](//images.ctfassets.net/f2ysq090txql/283C18ovHBF9Fx8K8l4wD6/b902a63bc5fb4527b495a8767c254439/image.png)

### Sync Options

#### **Avoid Duplicates**

By default PieSync will only sync contacts with email address. You are able to turn off this setting but it's not recommended. [More info on how this works can be found here.](/help/features/avoid-duplicates/)

#### **Master App and Conflicts**

PieSync also requires you to select a master application so that during the initial sync, conflicting changes can be resolved. This is important when syncing a contact for the first time so we can correctly match and merge data if it already exists. [More info here.](/help/features/master-app/)

#### **Additional Options**

ZohoCRM also has a Zoho Flow solution, if you want PieSync to trigger Zoho Flows when updating or creating data, you may enable this setting.

### **Field Mapping**

There are more fields in a contact than just a name and an email address. Field mapping allows you to share data between the right fields. There are many other attributes that can be carefully mapped with one another in a sync.

#### **Default Field Mapping**

PieSync will automatically map default fields as shown below. If you want to change this, you can perfectly do so. [More info here.](/help/features/new-default-field-mapping/)

![](//images.ctfassets.net/f2ysq090txql/45KFkKtnIpMaavTUGmCaeq/2801c1fb71892b6ca72abf3d46d60bfb/image.png)

#### Customizable field mapping

In many cases, the fields provided by the Piesync are not just enough. If you have custom fields in both PhoneBurner and ZohoCRM, you may need to add some extra field mappings. Just below default field mapping, you can find a “Add field mapping” option where you can add an unlimited amount of custom field mappings. [More info here.](/help/features/new-customizable-field-mapping/)

![](//images.ctfassets.net/f2ysq090txql/1sEiQRi2EiaqfTiMYHpUGu/35e9b479e992787eb5470bae63e6a21e/image.png)

## Step 5: Start Syncing Now

**If you already use a built-in or third party integration** between these two apps, please disable it before continuing. Otherwise, contacts could be duplicated!

**It's also important that you remove duplicates** before proceeding with the synchronization. This will prevent duplicates from being synced from one system to the other.

During the initial (first) sync, if you have a larger database size, it may take some time to sync. PieSync needs to load, scan and process all the contacts. Once it’s done, the sync will run every 5 minutes.

<Widget src="https://cdn.piesync.com/widget.js" left="phoneburner" right="zohocrm" size="compact" />

## PieSync Health

A detailed overview will help you to get an overview of your synced contacts as well as debug any contact dat failed to sync.

![](//images.ctfassets.net/f2ysq090txql/1TZHA8VNbjz6Z7yFJMrgAf/6c45b14c8b3422c1a14f13cc7b81fd2f/image.png)

## Why Piesync?

Piesync’s sync engine lets you have a real bi-directional between ZohoCRM and Phoneburner and other more than 180 apps in real time. Piesync removes the data gaps between sales, marketing and customer care such that you get the most out of your customer or lead data. Align audiences and stay in control of your data. It will constantly update both databases and update accordingly.

Setting up Piesync     Step 3  Choose your contact type  After you have authorized both application  you would need to choose the contact type would you like to sync  Choose whether you want to sync Zoho Contacts or Zoho Leads   The availability to s…

Popular sync combinations

PhoneBurner and ZohoCRM

<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>

[OroCRM](https://oroinc.com/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.

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

## Supported OroCRM Integrations

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

## Authorizing OroCRM

To connect your OroCRM account, we need your domain, username and API key.

![](//images.ctfassets.net/f2ysq090txql/3Uhkr7zQIE4dYOrI2PjPxM/aed8f7b8ef122723ca4b57d31c2ca335/screen-shot-2018-08-07-at-14-27-57.png)

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

![](//images.ctfassets.net/f2ysq090txql/2mC2K9OuInwrmQIkS5bpnP/cc03cde8c9f80dd880fad3b50075786b/screen-shot-2018-08-07-at-14-31-51.png)

## \[IF\] Supported Conditions/Filters

*   IN GROUP
*   SOURCE
*   FIELD VALUES (_INCLUDING CUSTOM FIELDS_)
*   ALREADY EXISTING IN APP YOU SYNC WITH 

![](//images.ctfassets.net/f2ysq090txql/7xmsqRiNrmRlMtoYYBDhUk/ad2f67d88225b4b0d0bc76d247c6e5fa/screen-shot-2018-08-07-at-14-35-03.png)

## \[THEN\] Supported Actions

*   ADD TO / REMOVE FROM GROUP
*   UPDATE SOURCE
*   UPDATING FIELD VALUES (_INCLUDING CUSTOM FIELDS_)

![](//images.ctfassets.net/f2ysq090txql/c7GmxlLKe1r2UpuK0lGJj/46283edb8cae5c6b5ba578fe9c2a10b9/screen-shot-2018-08-07-at-14-35-17.png)

## Default Field Mapping

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

![](//images.ctfassets.net/f2ysq090txql/1e2SypW6ixwH4wGoyG3oEz/cd389d125e008ffbf01175bca90b9b62/screen-shot-2018-08-07-at-14-37-42.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 OroCRM 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/77kqUa7xtPB882w4O8TaAc/1ce154ab7927438466e635dfe672a55a/screen-shot-2018-08-07-at-14-38-01.png)

## Additional Options

### Syncing Deletions

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

### Syncing Unsubscribes

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

<InfoBox>The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box (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](mailto:support@piesync.com).  **Don't forget to read our** [**blog**](http://blog.piesync.com/) **for the latest in productivity, apps, and technology!**</TipBox>

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  marketi…

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

Supported Apps

Thank you so much for your interest in PieSync. We're certain this is the start of a meaningful partnership.

Please find below the next steps to go live with our platform:

1.  [Complete this partnership form](https://piesyncforms.typeform.com/to/kBDvyZ).
2.  Send us your complete **API** **Documentation** and provide credentials to a **Sandbox Account**
3.  PieSync will then build the **integration and liaise with your team if necessary**.
4.  Once finished, we will organize a **training session & demonstration** of the integration (either live or online).
5.  We will then prepare customer resources for **a shared announcement.**

When it comes to technical aspects PieSync will need to rely on your API Documentation. Please make sure to setup a sandbox account and let us know how we can access it so will be able to play with it and test.

Regarding marketing initiatives, please see below

## Marketing initiatives

**Integration launch co-announcement**

*   Blog post announcement
*   Direct Email announcement
*   Newsletter Email announcement
*   Social Campaigns
*   Community announcements
*   In-app announcement
*   Co-marketing with other PieSync apps

**PieSync content on (y)our site and app**

*   PieSync and Partner landing page on (y)our website
*   PieSync Widget embedded inside your app's UI
*   PieSync integration featured in your on boarding sequence
*   PieSync listing in (y)our partner/integrations page or directory
*   PieSync help docs on (y)our website

**Continious promotion**

*   Webinars
*   Ebook
*   Social campaigns (Facebook, Twitter, LinkedIn)
*   Customer Case Studies
*   Guest Blogging
*   Blog posts around specific use cases and user stories

**TRAINING RESOURCES**

*   Training session w/ PieSync Expert
*   Training documentation for internal use. 

We keep our integrations partner close so we can continue our co-Marketing initiatives to continually improve our partnership.

## PieSync CDN

If you are not a developer, or are not familiar with a CDN. A CDN (Content delivery network) is a system that allows for the quick transfer of assets needed for loading Internet content including HTML pages, javascript files, stylesheets, images, and videos.

In this case, PieSync provides you with a CDN to get all the available integrations. This allows you to [easily create a marketplace like PhoneBurner did.](https://www.phoneburner.com/integrations/)

URL: [`https://cdn.piesync.com/providers/[id]/connectable_apps`](https://cdn.piesync.com/providers/wildix/connectable_apps)

You would need to replace **`ID`** with your app name. If not sure, don't hesitate to reach out.

## PieSync app Widget

We offer the possibility to dynamically show all available connections on the PieSync platform. This way, your visitors will have the ability to immediately see whether or not their app is supported by PieSync. There are two versions to our widget. 

### Widget Attributes

data-left (optional)  
data-right  (optional)  
data-size  (optional)  
data-filters  (optional)  
  
data-medium (optional)  
data-campaign (optional)  
data-source (optional)

##### **Option 1: Full Size widget with no selected app**

You do not have to use any additional attributes - just copy the code below.

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

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

##### **Option 2: Full Size widget with 1 selected app**

Make sure to populate the `data-left` attribute in the code below.

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

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

##### **Option 3: Full Size widget with 2 selected app**

Make sure to use the `data-left` and `data-right` attributes.

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

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

##### **Option 4: Compact Size widget with no selected app**

Make sure to populate the `data-size` attribute with `"compact"`

```<Widget src="https://cdn.piesync.com/widget.js" size="compact" />```

<Widget src="https://cdn.piesync.com/widget.js" size="compact" />

##### **Option 5: Compact Size widget with 1 selected app**

Make sure to use the `data-size` attribute as well as the `data-left` attribute.

```<Widget src="https://cdn.piesync.com/widget.js" left="mailchimp" size="compact" />``` 

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

##### **Option 6: Compact Size widget with 2 selected apps**

Make sure to use the `data-size` attribute as well as the `data-left` and `data-right` attributes.

```<Widget src="https://cdn.piesync.com/widget.js" left="pipedrive" right="mailchimp" size="compact" />```

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

##### **Option 7: Exclude integrations**

We understand you may want to exclude certain integrations, e.g. because they are direct competitors of yours and you don't like to include their branding on your website. In this case you can use the data attribute `data-filter`, this will prevent integrations that are technically available to be visible in the widget.

```<Widget src="https://cdn.piesync.com/widget.js" left="mailchimp" data-size="full" data-filters="constantcontact, activecampaign, hubspot" />```

<Widget src="https://cdn.piesync.com/widget.js" left="mailchimp" data-size="full" data-filters="constantcontact, activecampaign, hubspot" />

## PieSync Providers API

In addition to the widget, we also expose the long list of PieSync's available connectors in real time on an open endpoint. You can leverage this information to build out your own app's marketplace. Amend [`[dashboard_id]`](https://cdn.piesync.com/providers/[dashboard_id]/connectable_apps) inside this URL with the name of your application.

[`https://cdn.piesync.com/providers/[dashboard_id]/connectable_apps`](https://cdn.piesync.com/providers/[dashboard_id]/connectable_apps)

For Example:

[`https://cdn.piesync.com/providers/intercom/connectable_apps`](https://cdn.piesync.com/providers/intercom/connectable_apps)

[`https://cdn.piesync.com/providers/mailchimp/connectable_apps`](https://cdn.piesync.com/providers/mailchimp/connectable_apps)

[`https://cdn.piesync.com/providers/fullcontact/connectable_apps`](https://cdn.piesync.com/providers/fullcontact/connectable_apps)

## PieSync Brand assets

A logo & icon package can be [downloaded from our website](https://www.piesync.com/press/assets/PieSync%20logo%20package.zip).

The official PieSync colors are #07f, #f60 #ffcd1a, #b0f, #36e292, and #232E33.

![](//images.ctfassets.net/f2ysq090txql/4n4ybppQ1b9dTUwuTdXCm1/2ec61f59392e08771d2af8c5664f55b1/image.png)

## Partner Page

We’ve created a dedicated partner page for you and your team for internal use.

`http://piesync.com/partner/[id]`

## Partner Discount

There is a 50$ discount code for your customers that can be found here: [https://app.piesync.com/referrals](https://app.piesync.com/referrals)

## About PieSync
#### Blurb

PieSync provides a seamless 2-way contact sync between #APPNAME and your favorite apps.

#### Meet PieSync

PieSync provides a no-code data bridge between business applications to sync contacts and/or leads. You can personalize the synchronization by making the sync go two-way or one-way, applying filters, and customizing the field mapping. 

Since most apps are not natively integrated, you have to work out a way to get contact data from one app to another. A lot of businesses use the time-wasting import/export method, but your apps are never really up-to-date. Others use one-way pushes, but that often results in duplicates and historical data is not pushed.With PieSync you can connect over 160+ applications to #APPNAME without the need of a developer. Applications are added every week so you can focus on your business while PieSync does all the data management for you.

#### Benefits of the integration

##### Obtain a true 360° customer view

Align customer audiences in all your SaaS applications so you know you’re working with the most up to date data. 

##### Consistent data across all your apps

Surface relevant customer details from your customers and sync them 2-way all across your SaaS stack. Share accurate contact information across your marketing, sales and customer service platforms.

##### 2-way syncs real-time, all the time

A two-way sync means data is kept identical in a smart way. This is different from how traditional integrations claim to sync data across apps, but only pushing data from one app to the other, back & forth. This comes with a high risk of overwriting data or creating duplicates.

##### Stop manual import/exports

Use PieSync to sync your contacts data seamlessly into existing databases, never overwriting data, only enriching it. Save time on data entries, prevent manual errors and focus on what matters.

#### Features of the integration

✓ Set up a sync in 4 easy steps

A very simple 4 step process to achieve a full 2-way sync. Select your apps, authorize them, and configure the sync. Choose between 2-way or 1-way syncing, or trigger off the 2-way sync based on contacts already existing on either side and much more. No surprises.

![](//images.ctfassets.net/f2ysq090txql/4YiNgAWP4i7sq1mu7d1AxS/db366a6b0a7b5ff9683c24f239a5e441/Z2cwXtVAQgFH48pT8SBPt8iV31bKtxXVASs15wV5tYBMwC7nwX3rNvYvwfvnWcUGUJ70ZJBNqSTKOx-Cmf66U9EkGFRBu1ByMKAQb2pehkltqGQNZpoPxXe3gW9PazXw)

✓ Bidirectional Sync

PieSync is a bidirectional sync that allows you to create and/or update contacts in all your applications to prevent data loss. Truly sync up your #APPNAME database with your other apps through intelligent sync rules. Sync only a subset of contacts, and include actions so you know where contacts are coming from inside your other app. 

![](//images.ctfassets.net/f2ysq090txql/1vy8eUxop0Nfe6NY95r7et/3ffa8cab30d14ad4e851414f1c347bb7/mclOJu7OSl8f9IjMt1c0gRZjiyys4AqMI-lQY66wYy3_COhHsfhVUG6U_I9OCOPmBkCLdZj2vioGum4RNCoPV2FQoBGxmjnkft0ELorOiR45b8oyzVOp4WbuduXKZQOG)

✓ Filters & mappings

Rich filters and customizable field mapping give you full control over how the sync will run in both directions. All data of contacts will be intelligently matched merged so you end up with richer data after the sync. 

![](//images.ctfassets.net/f2ysq090txql/WkVGqBeiyn4qJmmo6JJJW/83228a07302fca61f09d234bd3e23bbe/yKMdT9yylIZoEOS5ur_JXObJ34vk7xISl5z5yrNnLj2252Zdj_mm_FCEOr_mECL2baTcMizjsjJvirwWgQtKc-twbKJ6i8VQqzAErLijpT9oR58mEopTZXYl6vi7b9dP)

✓ Duplicate prevention

PieSync's 2-way syncing technology is fundamentally different from integrations that rely on a trigger-action principle. PieSync processes not only new but also existing contacts and looks at the e-mail address to smart match contacts. This is crucial to avoid duplicates from syncing over.

![](//images.ctfassets.net/f2ysq090txql/2aXOf0FmgBaF78VAUfDn0n/8e679c0643f0b59275145bd31e002fcf/rE0cDwcTpuBNPiM169viDZqhRFdS5pAtp7qud567Z-2HlKThYsCCV2vOgM8AVWi-kUcWqk-Z0cz7coWI-AZHqTyowgWrKB-D-1tJFeUTxWssYZLPNZ3dIdjXS_Pszylj)

#### Pricing

The PieSync Pricing plans start at 9$/month and depending on the number of contacts in sync and features used pricing will go up.

<InfoBox>More about our current pricing page can be found [here]( https://help.piesync.com/account/billing).</InfoBox>

#### **PieSync vs Zapier**

**Can you fully sync the data between two apps?**

**Zapier:** Currently Zapier doesn't offer two-way syncing features like version merging or version conflict resolution. Most supported apps don't have triggers for updated data.

**PieSync:** Yes, in both directions. Conflicting data is merged in a controlled way – fields will never be overwritten.

**If I update information in one app, will that change be reflected in the other app?**

**Zapier:** Not in most cases. However, some supported apps have updating capabilities, which will be stated in the trigger or action descriptions.

**PieSync:** Yes, PieSync constantly monitors the records in both web apps, and when it detects changes, it updates the data in the other app too, keeping everything in sync.

**What about my historical data. Would it be in sync?**

**Zapier:** The data created before your Zap was turned On will not be acted upon.

**PieSync:** Yes, during the initial sync we match the existing, historical data between the two systems.

<InfoBox>More info on the main differences between PieSync and Zapier can be found [here](https://www.piesync.com/piesync-vs-zapier/)</InfoBox>

## Helpful resources

*   [Partner Overview](https://drive.google.com/file/d/1qUBcCJg8Sjitd4EpIObFEue5i4v2fsEF/view)
*   [PieSync API](https://drive.google.com/file/d/0B2kz4FxXzhrbdG95bng3MUY5MUU/view)

<TipBox>Don't hesitate to reach out to [aron@piesync.com](mailto:aron@piesyn.com) if you have any more questions.</TipBox>

Thank you so much for your interest in PieSync  We re certain this is the start of a meaningful partnership   Please find below the next steps to go live with our platform   1   Complete this partnership form  2   Send us your complete API Documentat…

Partners FAQ

Steps to partner launch your application on the PieSync platform.

## 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…

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        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 you…

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/" />


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    Acc…

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 all…

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 Dashboard

Once the connection is running, the activity monitor will be your real-time view into PieSync's operations. It provides insight into: 

*   new contacts being created from your first app to your second app that didn't exist yet
*   new contacts being created from your second app to your first app that didn't exist yet (if you did a 2-way sync)
*   updates made to contacts that had been synced & matched up before: the update is now also synced up
*   whether your synchronization is active or not - you can pause the connection should you so wish

![](//images.ctfassets.net/f2ysq090txql/6sSzj03PVg91eb7tWh0LM/6e45073632cc0fcfaa72b696de1bf6c4/screenshot-2019-05-20-at-16-40-35.png)



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

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

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

Getting started

Getting started with PieSync

microsoftdynamics

Microsoft Dynamics 365

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


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

<InfoBox>[**ALL FEATURES EXPLAINED**](/help/features): **All our features/functionality explained in detail - no app-specifics.** </InfoBox>

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

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

## Supported MS Dynamics 365 Integrations

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

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

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

## Authorizing MS Dynamics 365

We simply ask your login details and your permission. **To Authorize your MS Dynamics 365 account, we need:**

1.  **Your Microsoft Dynamics 365 'Root Service Address', to be found in the URL of your application, it should end in** **_dynamics.com_.**
2.  **Your Microsoft Dynamics API version - you can retrieve this in the settings 'About' / The first 2 numbers represent the API version.**

![](//images.ctfassets.net/f2ysq090txql/7sI1xJX9Mz7VnkpymlI0w/617b7e80ad08b6f77e26ecaa49f71ce9/screen-shot-2018-04-24-at-12.57.02.png)

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

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

## Choose your contact type

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

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

Learn about our contact sync below.

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

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

## \[IF\] Supported Conditions/Filters

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

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

## \[THEN\] Supported Actions

*   UPDATE (CUSTOM) FIELD VALUES 

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

## Default Field Mapping

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

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

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

## Customizable Field Mapping

You can custom map your Microsoft Dynamics 365 Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping [**HERE**](/help/features/new-customizable-field-mapping/). 

![](//images.ctfassets.net/f2ysq090txql/1C36efxvVHD4Jj6hivmy9J/60d775b9fdc632a0e2c59c33dc6a31de/image.png)

## Additional Options

### Syncing Unsubscribes/Deletions

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

<InfoBox>The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes [here](/help/features/syncing-unsubscribes/) or on Deletions [here](/help/features/syncing-deletions/).</InfoBox>

<TipBox>Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By [voting them up in our pipeline](http://www.piesync.com/connections/#vote), YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - support@piesync.com.  **Don't forget to read our** [**blog**](http://blog.piesync.com/) **for the latest in productivity, apps, and technology!**</TipBox>

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

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