You run your business hands on. Let's make marketing hands-free.
OutboundEngine is super simple marketing software combined with a team of experts who make it work for you. We'll help you keep your customers and generate new ones, effortlessly.

90ffecc391d679dd1e8241bdd8d1e140a23558aefd19a3f4a21d70eb

OutboundEngine

BoomTown is an end-to-end web marketing system for real estate professionals with a highly effective mix of technology and services.

boomtown

BoomTown

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 OutboundEngine with BoomTown, you can customize the following three elements to your sync. 

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

## Authorizing BoomTown

<InfoBox>PieSync is accessible for BoomTown users on the **Grow** and **Advanced** plan. Users on the **Core** plan can **request access** directly via [BoomTown support](https://boomtownroi.com/company/contact-us/).</InfoBox>

To authorize BoomTown, we need your Email Address and Password.

![](//images.ctfassets.net/f2ysq090txql/3FiMo9xF4UwVk4cJYcqCzS/f5e77a582a2c3321e60215138d3abdd4/screen-shot-2019-02-26-at-10-12-39.png)

If you already authorized BoomTown 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/2QQqardbjNn951KXRhfHL/47dba0ca9864d323c9dc9baeae610d7f/screen-shot-2019-02-26-at-10-13-17.png)

Learn how to authorize OutboundEngine [here](https://www.piesync.com/help/connector-apps/outboundengine/).

## Sync direction
Start by choosing the [direction of your sync](https://www.piesync.com/help/features/sync-direction/). You can consider three different settings. 

1. Most agents 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 OutboundEngine into BoomTown as well as the other way round.

![Pasted Image 17 08 2020 10 47](//images.ctfassets.net/f2ysq090txql/6Q8HNkEDRGXRSrKIdRIuR5/5bdfc0bbb67e97ea03cf3e244e4c59f3/Pasted_Image_17_08_2020__10_47.png)

2. You could choose for a strict one-way sync from BoomTown into OutboundEngine. You could for instance only sync certain BoomTown contacts into OutboundEngine in a certain way. And you don't want OutboundEngine to be touching your BoomTown contacts ever.

![Pasted Image 17 08 2020 10 48](//images.ctfassets.net/f2ysq090txql/1in9cHd7szCa0cB90HXJYR/cdea96010c0aaab1ea6f53e9cb4240bb/Pasted_Image_17_08_2020__10_48.png)

3. Of course, there's the opposite way too. Through PieSync you define which data can move into BoomTown. We will cover more possible filters in the next part on Rules.

![Pasted Image 17 08 2020 10 47 3](//images.ctfassets.net/f2ysq090txql/7iDopqaIhAIwDkyw1fNFWX/b3456fef3e9a4b76030f8d1104ac2b89/Pasted_Image_17_08_2020__10_47_3.png)

Learn how to authorize OutboundEngine [here](https://www.piesync.com/help/connector-apps/outboundengine/).

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

![Pasted Image 17 08 2020 10 58](//images.ctfassets.net/f2ysq090txql/4SqMscGmBwWqjWEFigsHAd/ec32b6504cce6f01bd7b74dfd550bf98/Pasted_Image_17_08_2020__10_58.png)

With this setup, PieSync would create in BoomTown any newly created OutboundEngine contacts (1), as well as in fact create any existing OutboundEngine 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. 

## Connection Settings
Underneath the rules, we give you some easy toggles to play around with to tweak your connection even more.

### Only sync contacts with an email address
'Avoid Duplicates' is enabled in the configuration set-up so that PieSync will only sync 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. 

![outboundengine outlook extra rules](//images.ctfassets.net/f2ysq090txql/4Jm8VpVy8tukbsRCqoRqTo/6b99b550f7140b94d2cd6988afe8656a/Screen_Shot_2020-07-29_at_16.09.31.png)


## Field mappings
### Default 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 OutboundEngine & BoomTown 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.

![Pasted Image 17 08 2020 11 02](//images.ctfassets.net/f2ysq090txql/74VuKg5etpIEdTvdJcGPZQ/e401e35832bffbe0e44e9488947d5f2e/Pasted_Image_17_08_2020__11_02.png)

### 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.

![Pasted Image 17 08 2020 11 02 2](//images.ctfassets.net/f2ysq090txql/1xmC41BuwZP0vtNuq7f7xS/0829d2d4bbd909434fd8b2203da3e169/Pasted_Image_17_08_2020__11_02_2.png)
 
## PieSync syncs more than just BoomTown
Being able to sync OutboundEngine with BoomTown 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 CRM, a VOIP system, or even another dedicated marketing platform. 

PieSync is not only a turnkey solution to sync OutboundEngine and BoomTown 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. 



If you're new to PieSync, this guide will you get started with the essentials.  When you sync OutboundEngine with BoomTown, you can customize the following three elements to your sync.  Sync direction Connection rules Connection settings Field map...

Popular sync combinations

OutboundEngine and boomtown

With Apple's iCloud, you'll always have up-to-date versions of all your photos, notes, documents, contact lists, and more. The service keeps all your devices in sync, allowing you to share information between your computer and other mobile devices at home or office.


icloud

iCloud

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 OutboundEngine with iCloud, you can customize the following three elements to your sync. 

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

## Authorizing iCloud

When authorizing iCloud, we need your iCloud username (email address) and an App-specific Password (single-use passwords generated by Apple).

![](//images.ctfassets.net/f2ysq090txql/2IJAuA2nnbr78lQSQJYmHC/319da6bbb5bd85d7d654247d716cc3ae/pasted-image-12-03-2019-16-44.png)

Instead of using your login password, we require an app-specific password. This is a password generated by apple that you can only use once. So let met explain you how you can do this.

1\. Make sure to have two factor authentication **_enabled_**. [More info here.](https://support.apple.com/en-ca/HT204915)

2\. Once you've enabled two factor authentication. Login into [appleID.apple.com](https://appleid.apple.com/)

3\. Under the security section, you can generate an app-specific password. [More info here.](https://support.apple.com/en-us/HT204397)​

![](//images.ctfassets.net/f2ysq090txql/40DpKdHwb8rpfcFu6YzTZ4/01e72cce66168ba6c4fbc742a98972bc/pasted-image-12-03-2019-17-00.png)

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

![](//images.ctfassets.net/f2ysq090txql/3MeUutuhKFNFup5wci8GKs/75e23550ea37ba036cbced2a2039fca4/screen-shot-2017-07-27-at-09-36-47.png)

Learn how to authorize OutboundEngine [here](https://www.piesync.com/help/connector-apps/outboundengine/).

## Sync direction
Start by choosing the [direction of your sync](https://www.piesync.com/help/features/sync-direction/). You can consider three different settings. 

1. Most agents 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 OutboundEngine into iCloud as well as the other way round.

![Pasted Image 17 08 2020 10 14](//images.ctfassets.net/f2ysq090txql/2ejK2Xqouajn0Y2gT0ABmY/38d2f144873e6bda2f259ba3c5b978e8/Pasted_Image_17_08_2020__10_14.png)

2. You could choose for a strict one-way sync from iCloud into OutboundEngine. You could for instance only sync certain iCloud contacts into OutboundEngine in a certain way. And you don't want OutboundEngine to be touching your iCloud contacts ever.

![Pasted Image 17 08 2020 10 14 2](//images.ctfassets.net/f2ysq090txql/eirdFkDmTOoztay4KRmdO/a2d29856026165b33c111baa5103ecb8/Pasted_Image_17_08_2020__10_14_2.png)

3. Of course, there's the opposite way too. Through PieSync you define which data can move into iCloud. We will cover more possible filters in the next part on Rules.

![Pasted Image 17 08 2020 10 15](//images.ctfassets.net/f2ysq090txql/BMmw3inePdE8emRyMRrbf/0789a80452b94f8db828658f7788fd3c/Pasted_Image_17_08_2020__10_15.png)

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

![Pasted Image 17 08 2020 10 20](//images.ctfassets.net/f2ysq090txql/4KWSIM4o3KG2skwWiT7X1C/8c22cc6385da30e72cefd65ed673eb28/Pasted_Image_17_08_2020__10_20.png)

With this setup, PieSync would create in iCloud any newly created OutboundEngine contacts (1), as well as in fact create any existing OutboundEngine 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. 

## Connection Settings
Underneath the rules, we give you some easy toggles to play around with to tweak your connection even more.

### Only sync contacts with an email address
'Avoid Duplicates' is enabled in the configuration set-up so that PieSync will only sync 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. 

![outboundengine outlook extra rules](//images.ctfassets.net/f2ysq090txql/4Jm8VpVy8tukbsRCqoRqTo/6b99b550f7140b94d2cd6988afe8656a/Screen_Shot_2020-07-29_at_16.09.31.png)


## Field mappings
### Default 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 OutboundEngine & iCloud 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.

![Pasted Image 17 08 2020 10 23](//images.ctfassets.net/f2ysq090txql/2qBpASfrCb2HKYRPQxw9gy/d2d05fca72c7e59c1308fe305e50b2f0/Pasted_Image_17_08_2020__10_23.png)

### 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.

![Pasted Image 17 08 2020 10 23 2](//images.ctfassets.net/f2ysq090txql/3VRRtGzVyKmqRwViI8q6wa/6013b5020ca33bfe001dce74d28575b9/Pasted_Image_17_08_2020__10_23_2.png)
 
## PieSync syncs more than just iCloud
Being able to sync OutboundEngine with iCloud 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 CRM, a VOIP system, or even another dedicated marketing platform. 

PieSync is not only a turnkey solution to sync OutboundEngine and iCloud 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. 



If you're new to PieSync, this guide will you get started with the essentials.  When you sync OutboundEngine with iCloud, you can customize the following three elements to your sync.  Sync direction Connection rules Connection settings Field mappi...

OutboundEngine and iCloud

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

__OutboundEngine__ makes businesses look great online &amp; keep them in front of their networks to build stronger relationships, uncover new opportunities and drive referrals.

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

## Supported OutboundEngine Integrations

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

## Authorizing OutboundEngine

To connect your OutboundEngine account, we need your domain, username and password.

![Pasted Image 29 07 2020 12 43](//images.ctfassets.net/f2ysq090txql/2ba4fgLP0SLz6loicI3K1G/b0e5541bc26cdfb945e5e9cb687f4b72/Pasted_Image_29_07_2020__12_43.png)

If you already authorized OutboundEngine 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**.


## \[IF\] Supported Conditions/Filters

OutboundEngine only comes with a few built-in fields. These can be used to exclude or include contacts by adding them as filters to your connection rules. The fields listed below are supported. We unfortunately can't detect changes to other fields.

*   has Tag
*   gets Deleted
*   default fields

![Pasted Image 29 07 2020 12 46](//images.ctfassets.net/f2ysq090txql/5x4xTkWCOqwNJuEGKBNs7S/b848d5d9235f0bf2817e11ada895a120/Pasted_Image_29_07_2020__12_46.png)

## \[THEN\] Supported Additional Actions

*   add Tag
*   remove Tag
*   Update field values

![Pasted Image 29 07 2020 12 47](//images.ctfassets.net/f2ysq090txql/1KWypuaLQzeah4zSdVfykk/e530f0d525fe76213c081d47ad01df27/Pasted_Image_29_07_2020__12_47.png)

## Default Field Mapping

When connecting OutboundEngine to any other app, the default field mapping will automatically try to default map certain fields, note that this will be different for each application.

![Pasted Image 29 07 2020 12 49](//images.ctfassets.net/f2ysq090txql/3v07PiavTXdeZO3bSYvSkp/005a8242a375f29b9ee4078764a73e47/Pasted_Image_29_07_2020__12_49.png)

<InfoBox>You have the ability to disable default mappings and reuse them in the [custom mappings](/help/features/new-customizable-field-mapping/) section.</InfoBox>

## Customizable Field Mapping

You are able to customize the default field mappings and you are also able to add your own field mappings. Any user-created mapping is also often referred to as the "Custom (Field) Mapping".

![Pasted Image 29 07 2020 12 51](//images.ctfassets.net/f2ysq090txql/1KwoZx4jos0Z16yUR0IcgY/1c173758e97981ad28a2b459066eb5d7/Pasted_Image_29_07_2020__12_51.png)

<InfoBox>More information on [Customizable Field Mapping](https://www.piesync.com/help/features/new-customizable-field-mapping/)</InfoBox>

## Frequently Asked Questions

__1.  What fields are we able to sync? __

Name fields (first and last name), company name, email, address, phones, Birthday, home purchase date, last updated, source, tags and notes. 

__2.  Is the sync bi-directional?  __

Yes, for any sync between Outbound Engine and another solution, there is a bidirectional sync available (unless the other app is read-only, such as Eventbrite or Facebook Lead Ads). The bidirectional sync can also be turned off, or through the rules it can be set up in a way that existing contacts do sync two-way, but that new contacts are only created on one side of the sync. 

__3.  How often does it sync? __

Depends on the direction:

- for changes from Outbound Engine to the other app, we check for changes every 5 minutes (near real-time)

- for changes from other apps to Outbound Engine, it depends. If these other apps have webhooks, then it's real-time. Otherwise, we check for changes every 5 minutes (near real-time)

a.  Is this editable? Can we adjust how often? 

The sync frequency can not be changed. If the user needs more control over when the sync runs, the user can essentially pause their current sync, and only resume the sync when they deem fit, though this is far from recommended PieSync use. We recommend to let the sync just run in the background.

b.  Is there a button to push to say SYNC NOW? 

When setting up the sync you'll need to explicitly push "start syncing now" for the sync to get started. After that, PieSync will work in the background keeping your data in sync without any user interaction needed.

PieSync also offers a `Sync again now` button, that allows users to force a sync. As the sync is near real-time, this button is not being used frequently.

__4. Can I sync tags? __

Yes, there are two ways you can sync tags depending on the field type. For example, in Outbound Engine, we can easily write and read tags. However, this isn't always the case.

a. You can sync fields via field mapping. Note that this will only work one way from Mailchimp to Outbound Engine. 

![Pasted Image 29 07 2020 11 41](//images.ctfassets.net/f2ysq090txql/3VO1L5XxPNEFITYfFePAoz/2e4f0d6597d4d981d7b1080bafcc5021/Pasted_Image_29_07_2020__11_41.png)

b. You can match tags in the connection rules. This will allow you to keep tags in a bidirectional sync. However, you will need to set this up for every tag you would like to keep in sync. 

![Pasted Image 29 07 2020 11 38](//images.ctfassets.net/f2ysq090txql/5XcsWeT9xsPq2eTa649Aad/9f8681636c091aa07ad4e2085f36e4c4/Pasted_Image_29_07_2020__11_38.png)

__5.  Can we sync leads? / Opportunities? / account level data? Or just Contact Level Data? __

PieSync is focussed on contact level data. So we won't be able to access deal/opportunity data. Right now, we work with leads, contacts, customers, subscribers,..

__6.  Where will the client contact for support if they run into issues with the sync? Piesync? __

PieSync support - there's a live chat available for all users. You can also reach out to support@piesync.com

__7.  What are the most popular combinations with Outbound Engine? __

a. [Outbound Engine and HubSpot](https://www.piesync.com/help/usecases/hubspot-and-outboundengine/)

b. [Outbound Engine and Google Contacts](https://www.piesync.com/help/usecases/outboundengine-and-google-contacts-1/)

c. [Outbound Engine and Outlook](https://www.piesync.com/help/usecases/outboundengine-and-outlook/)

d. [Outbound Engine and Keller Williams](https://www.piesync.com/help/usecases/kw-command-and-outboundengine/)

e. Outbound Engine and Mailchimp

__9.  What does the pricing look like? __

Our pricing plans are based on the [amount of contacts](/help/faq/how-does-pie-sync-calculate-the-total-contact-count/)​ and features.

At the top of [**the page**](https://www.piesync.com/pricing/), there's an adjustable slider which correlates with the amount of contacts you wish to keep in sync.

![](//images.ctfassets.net/f2ysq090txql/YKcxkFCLdTYdPZ0kPenBg/abe56ffb4dca86a988959d1132b48914/nov-04-2019-13-55-04.gif)

**The Starter Plan**

1.  Entitled to use two [rules](/help/features/multiple-rules/) per connection.
2.  Custom mappings are not included.

**The Pro Plan**

1.  [Unlimited Rules](/help/features/multiple-rules/) 
2.  [Custom Mappings including Custom Fields](/help/faq/can-i-sync-custom-fields/)

You can always choose between a Monthly and Yearly plan. Shift the toggle on the pricing page to see the differences. 

<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.</InfoBox>

GETTING STARTED GUIDE: How to set up a new connection?  OutboundEngine makes businesses look great online &amp; keep them in front of their networks to build stronger relationships, uncover new opportunities and drive referrals.  Below you'll find...

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

Supported Apps

Mailchimp is an extensive email marketing tool, and probably the most versatile out there! Targeted campaigns, newsletters, and automated messages together with a broad range of excellent and customizable templates and pre-made campaigns will make this a breeze!


Mailchimp Logo-Vertical Black

Mailchimp

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 OutboundEngine with Mailchimp, 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 Mailchimp and OutboundEnging. 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 OutboundEngine and Mailchimp 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 Mailchimp into OutboundEngine as well as the other way round.

![Pasted Image 31 07 2020 14 36](//images.ctfassets.net/f2ysq090txql/XBDIHrVI5ckbEk3gO9x5K/66647279d795b2bc1fd5fbf1df7f627c/Pasted_Image_31_07_2020__14_36.png)

2. You could choose for a strict one-way sync. Imagine you only wanto to sync certain OutboundEngine contacts tagged in a certain way move into Mailchimp. You don't want data flowing back. Ever. 

![Pasted Image 31 07 2020 14 36](//images.ctfassets.net/f2ysq090txql/2SotEqkjXoZmhWRDoCNZvl/4735ca28c68a85a043b9aa8d29673484/Pasted_Image_31_07_2020__14_36.png)

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

![Pasted Image 31 07 2020 14 37](//images.ctfassets.net/f2ysq090txql/6xtKheVzH4QvcrwZFjDPki/6a8413a3404a69298d774116e1a6c95e/Pasted_Image_31_07_2020__14_37.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 Mailchimp states into OutboundEngine states or vice versa. Rules come with filters and actions.

![Pasted Image 31 07 2020 14 38](//images.ctfassets.net/f2ysq090txql/OJFa8K7eVPaA9a9EryjyF/1cb50bb6ca06db2517811e09ae156a31/Pasted_Image_31_07_2020__14_38.png)

With this setup, PieSync would create in OutboundEngine any newly created Mailchimp contacts (1), as well as in fact create any existing OutboundEngine 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. 

## Connection Settings
Underneath the rules, we give you some easy toggles to play around with to tweak your connection even more.

### Only sync contacts with an email address
'Avoid Duplicates' is enabled in the configuration set-up so that PieSync will only sync 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. 

## Field mappings
### Default 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 Mailchimp & OutboundEngine 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.

![Pasted Image 31 07 2020 14 42](//images.ctfassets.net/f2ysq090txql/1EkGAApNFVAkU9U7LWvMOQ/9668febd61476e4ff502d0d584e5efc8/Pasted_Image_31_07_2020__14_42.png)

### Customizable field mappings
Field mapping also includes ability to include the mapping of Number of children, a field that can be created in OutboundEngine as well. Mappings are fully customizable not only before setting up a new sync, but it can also be modified for an ongoing sync.

![Pasted Image 31 07 2020 14 43](//images.ctfassets.net/f2ysq090txql/4dFk18Olf5qAgSWS6VL3C6/11010cb2c5b3633d29edb67580c71a77/Pasted_Image_31_07_2020__14_43.png)
 
## PieSync syncs more than just OutboundEngine
Being able to sync Mailchimp with OutboundEngine 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. 

PieSync is not only a turnkey solution to sync Mailchimp and OutboundEngine 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. 


If you're new to PieSync, this guide will you get started with the essentials.  When you sync OutboundEngine with Mailchimp, you can customize the following three elements to your sync.  Sync direction Connection rules Field mappings  There is no ...

OutboundEngine and Mailchimp

KW Command allows you to optimize, manage, and run your real estate business with unprecedented simplicity and insight, inside Keller Cloud. It is the centralized environment for everything a Keller Williams agent and their team must accomplish during any given day.

kw logo

KWCommand

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

PieSync will sync the contacts of OutboundEngine with KW Command's Contacts database. 

When you sync Command with OutboundEngine, you can customize the following four elements to your sync. 

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

There is no one typical use case, no one best practice that can be documented to sync Command and OutboundEngine. 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
Start by choosing the [direction of your sync](https://www.piesync.com/help/features/sync-direction/). You can consider three different settings. 

1. Most agents 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 and be modified through Command into OutboundEngine as well as the other way round.

![KW outbound 2way arrows](//images.ctfassets.net/f2ysq090txql/1dAauSg3y411OAl9vH7QaA/5b9a18fba6da1f10b5ebe52498328f6c/Screen_Shot_2020-07-30_at_15.24.34.png)

2. You could choose for a strict one-way sync from OutboundEngine into Command. You don't want Command to be touching your OutboundEngine ever.

![KW outbound arrows one way](//images.ctfassets.net/f2ysq090txql/1oOtBt7dQiVfu2DMTbBXSF/6fce91aa14a7188b72e01a57da7a97f1/Screen_Shot_2020-07-30_at_15.25.41.png)

3. Of course, there's the opposite way too. Through PieSync's rules you define which data can move into OutboundEngine. 

![KW outbound arrow one way](//images.ctfassets.net/f2ysq090txql/5gJr6FI0kqt3ocL3BLSOsg/0cb1e7b5233b680b66025709af6d88d9/Screen_Shot_2020-07-30_at_15.30.28.png)


## Connection rules
On to the [connection rules](https://www.piesync.com/help/features/multiple-rules/). These define which contacts are in the scope of the sync. Rules come with filters and actions which will prove tremendously useful in syncs with other apps such as CRMs or marketing platforms.

![KW outbound rules](//images.ctfassets.net/f2ysq090txql/6bpEZMjfZHzMn2n71KdUCr/269fa5bf1e222164c16aedc9a5c875a7/Screen_Shot_2020-07-30_at_15.32.24.png)

Leaving the default setup, PieSync would create in OutboundEngine any newly created Command contacts (1), as well as in fact create any new OutboundEngine contacts in Command (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. 

__PieSync matches contacts on the basis of their email address exclusively__

This default setup works perfectly for most agents. PieSync will make sure the addressbook in OutboundEngine stays in sync with the contacts data in KW Command. 

### Stage & Tag syncing 
If you like a bit more control, and don't want to overload either system with contacts, you could filter the rules. For instance, filter KW Command's rule to only sync contacts in a certain stage. In the following two rules, we only allow PieSync to start syncing Clients or Qualified leads.  

![KW outbound tags stages](//images.ctfassets.net/f2ysq090txql/2S6tIKtCzOFlQAsS0UcJnW/a016c74b18cca7cffefb7ca9550b4642/Screen_Shot_2020-07-30_at_15.33.53.png)


## Connection Settings
Underneath the rules, we give you some easy toggles to play around with to tweak your connection even more.

### Only sync contacts with an email address
'Avoid Duplicates' is enabled in the configuration set-up so that PieSync will only sync 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. [Read more about this](https://www.piesync.com/help/keller-williams/how-do-i-disable-the-avoid-duplicates-option-for-my-kw-command-connection)

![KW Outbound extra settings](//images.ctfassets.net/f2ysq090txql/5aPZrTK5xxLwrZj5zT6uoH/93949df8652e1f0a3fb0d8a7b2c3097e/Screen_Shot_2020-07-30_at_15.35.37.png)


## Field mappings
### Default 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 Command & OutboundEngine 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.

![KW Outbound default mapping](//images.ctfassets.net/f2ysq090txql/4ilszXd7zDedqTvv0tk9Dc/83855f89a4a0606f563a1887a8c8900e/Screen_Shot_2020-07-30_at_15.36.27.png)


### Customizable field mappings
Field mapping also includes ability to include the mapping of Number of children, a field that can be created in OutboundEngine as well. Mappings are fully customizable not only before setting up a new sync, but it can also be modified for an ongoing sync.

![KW outbound custom mapping](//images.ctfassets.net/f2ysq090txql/1tHYMtt5yfsiK9wPRgnPIG/145fa4e69e7b0dd13a9dcae799bbfd1f/Screen_Shot_2020-07-30_at_15.37.48.png)

If your tags in Command are used in the same way as OutboundEngine, consider setting up a mapping for tags.

![KW outbound mapping tags](//images.ctfassets.net/f2ysq090txql/2K3J9JH6cdBDPLPm794gZk/441a8752ed138f9062e6703028c85fe1/Screen_Shot_2020-07-30_at_15.38.47.png)
 
## PieSync syncs more than just OutboundEngine
Being able to sync Command with OutboundEngine 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. 

PieSync is not only a turnkey solution to sync Command and OutboundEngine 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. 


If you're new to PieSync, this guide will you get started with the essentials.  PieSync will sync the contacts of OutboundEngine with KW Command's Contacts database.  When you sync Command with OutboundEngine, you can customize the following four ...

KW Command and OutboundEngine

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

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 OutboundEngine with Outlook, you can customize the following three elements to your sync. 

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

There is no one typical use case, no one best practice that can be documented to sync OutboundEngine and Outlook. 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
Start by choosing the [direction of your sync](https://www.piesync.com/help/features/sync-direction/). You can consider three different settings. 

1. Most agents 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 OutboundEngine into Outlook as well as the other way round.

![OutboundEngineOulook 2way arrows](//images.ctfassets.net/f2ysq090txql/zTalaN37khGMRI41cD4z7/63fe3285ae4759da357ee80eacbb8d3a/Screen_Shot_2020-07-29_at_15.39.40.png)

2. You could choose for a strict one-way sync from Outlook into OutboundEngine. You could for instance only sync certain Outlook contacts into OutboundEngine in a certain way. And you don't want OutboundEngine to be touching your Outlook contacts ever.

![Outlook outbound one way arrow](//images.ctfassets.net/f2ysq090txql/2HQPDzzOd7R2C9LgLfBq2s/e37c3d371c138beb8f10eb5b74ad7828/Screen_Shot_2020-07-29_at_15.42.19.png)

3. Of course, there's the opposite way too. Through PieSync you define which data can move into Outlook. We will cover more possible filters in the next part on Rules.

![Outboundengine-outlook one way arrow](//images.ctfassets.net/f2ysq090txql/4bKPpkCzSGpFQP2qAegbgE/ec765c514a81c12c80dd990bf3672dc5/Screen_Shot_2020-07-29_at_15.47.53.png)


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

![outboundengine outlook rules all to all](//images.ctfassets.net/f2ysq090txql/2WGyvCjOvl1TYakbBzZ0yc/ddad1cced81c4ba390fc3575ae651f80/Screen_Shot_2020-07-29_at_15.49.28.png)

With this setup, PieSync would create in Outlook any newly created OutboundEngine contacts (1), as well as in fact create any existing OutboundEngine 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.*

### Tag syncing
Make syncing dependent from a tag in OutboundEngine. We argue this is the best practice setup. It enables you to keep the sync rule setup simple and constant inside of PieSync. Merely applying (or removing) the tag in OutboundEngine would allow contacts to start (or stop) syncing. 

![Outboundengine outlook tag syncing](//images.ctfassets.net/f2ysq090txql/33vC1FgkzwTnVIISh5JX8h/83c9611480792303cc4ff82c0882a9fa/Screen_Shot_2020-07-29_at_16.04.56.png)


### Stages syncing 
Some two-way rules here that can be read __in both directions__, indicating that there is sales outreach happening in both platforms, so the Tag (OutboundEngine) and Category (Outlook) need to move in tandem!

![outboundengine outlook tag syncing](//images.ctfassets.net/f2ysq090txql/13Q7BaX2i0lV5FW9rguqEm/e73f8c96577ea7f200b3d33138c6ad4d/Screen_Shot_2020-07-29_at_16.01.10.png)

## Connection Settings
Underneath the rules, we give you some easy toggles to play around with to tweak your connection even more.

### Only sync contacts with an email address
'Avoid Duplicates' is enabled in the configuration set-up so that PieSync will only sync 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. 

![outboundengine outlook extra rules](//images.ctfassets.net/f2ysq090txql/4Jm8VpVy8tukbsRCqoRqTo/6b99b550f7140b94d2cd6988afe8656a/Screen_Shot_2020-07-29_at_16.09.31.png)


## Field mappings
### Default 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 OutboundEngine & Outlook 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.

![outboundengine outlook default fields](//images.ctfassets.net/f2ysq090txql/4NUgh7LeCcrUez8JYRDWsb/5c4b1a0991553dd170d76488078f4f57/Screen_Shot_2020-07-29_at_16.10.27.png)


### 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.

![outboundengine outlook custom fields](//images.ctfassets.net/f2ysq090txql/52x24FZzfDI3lvEIgmrPfh/5c4dcb67d1ebdd3f2862a871763181dc/Screen_Shot_2020-07-29_at_16.11.56.png)

 
## PieSync syncs more than just Outlook
Being able to sync OutboundEngine with Outlook 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 CRM, a VOIP system, or even another dedicated marketing platform. 

PieSync is not only a turnkey solution to sync OutboundEngine and Outlook 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. 

## Do I need to sync iCloud, Google Contacts, Outlook, or all three at once?
They are all contacts management clouds. You've probably got data in all three clouds, but __you don't need to keep all these accounts in sync.__  

Whatever you do: you choose one account and stick with it. [Watch this PieSync Tutorial Series on 'Contacts Management'](https://www.youtube.com/watch?v=rfBbhXyHdLI "youtube series") to become an expert.

## Setting up your iPhone?
Go to your settings and make Outlook your “default account”, as seen in the screenshot below. This ensures that new contacts are added to Outlook and synced to your CRM.
![Outlook on phone as default](//images.ctfassets.net/f2ysq090txql/1o21RvOm3Y3Ye8WP6tn8Zk/08c48100732f0664be60dda39c034b9e/image__6_.png)



If you're new to PieSync, this guide will you get started with the essentials.  When you sync OutboundEngine with Outlook, you can customize the following three elements to your sync.  Sync direction Connection rules Connection settings Field mapp...

OutboundEngine and Outlook

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

OutboundEngine is an all-in-one 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 OutboundEngine. 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 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 OutboundEngine and Google Contacts, or one out of their 230+ other cloud-based apps.

Whenever there is a new or updated contact in OutboundEngine, 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 OutboundEngine 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.

## 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 OutboundEngine & Google Contacts is very easy. 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.

![OutboundEngineGoogleContacts2wayarrows](//images.ctfassets.net/f2ysq090txql/417PbxvMsi1U65uyy3U8Ga/ef770c66aff2aa67456a669a84ffca19/Screen_Shot_2020-07-29_at_14.34.51.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 OutboundEngine 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 OutboundEngine, _so that may include personal contacts_.
*   All contacts in OutboundEngine 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 tag in OutboundEngine:

![outboundenginegooglelabletags](//images.ctfassets.net/f2ysq090txql/4b4NPIp92p1CUXCdngQwTY/b7a0ffce4caa5ef00f213978b7148aae/Screen_Shot_2020-07-29_at_14.42.57.png)

There is a toggle at the bottom of this rule meaning you can also consider the rule in the other way around. Depending on the tag in OutboundEngine, 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.

![OutboundEngineGoogle win toggle](//images.ctfassets.net/f2ysq090txql/gss0fXVnbVxMCBKsRkrsK/acc389ffc600cd24a75fb63d581405ba/Screen_Shot_2020-07-29_at_14.45.51.png)

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

### Google storage limits

<WarningBox>The filters we offer in the PieSync interface can definitely come in handy in the case of large OutboundEngine databases. Google Contacts has a technical limit of 50K contacts, so if your OutboundEngine 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 OutboundEngine filters such as

*   Only the contacts that have a last name
*   Only the contacts that have a home purchase date
*   Only the contacts that have a source


### Want to discover more?

<TipBox>Check out the help articles about '[Setting up your iPhone to sync with Google Contacts](/help/want-to-learn-more/setting-up-your-iphone-to-sync-with-google-contacts/)'.  
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/). </TipBox>

OutboundEngine is an all-in-one 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 OutboundEngine. E...

OutboundEngine and Google Contacts

[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

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 OutboundEngine 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 OutboundEnging. 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 OutboundEngine 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 OutboundEngine as well as the other way round.

![HS outboundengine](//images.ctfassets.net/f2ysq090txql/3OP9XBtFlj6HH3giVFt34W/de9ede2b712f595cf905eea452fcf3e7/Screen_Shot_2020-07-29_at_13.38.24.png)

2. You could choose for a strict one-way sync. Imagine you only wanto to sync certain OutboundEngine 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. 

![HS outboundengine arrows one way](//images.ctfassets.net/f2ysq090txql/51V0S2HlRKRiiLM0BIVXz2/57013ba439e2241d8f555757293c9c58/Screen_Shot_2020-07-29_at_13.40.30.png)

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

![HS outboundengine oneway arrow](//images.ctfassets.net/f2ysq090txql/5Viv53zb3TXhideAU22GEs/22cd14f6cc64fb75245d0a13a24d7a21/Screen_Shot_2020-07-29_at_13.42.06.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 OutboundEngine states or vice versa. Rules come with filters and actions.

![HS outboundengine rules all to all](//images.ctfassets.net/f2ysq090txql/1YgPGCueOIPy8TnlI3VRgU/ea02347efaa9dc71a6bd5184cacb560c/Screen_Shot_2020-07-29_at_13.45.30.png)

With this setup, PieSync would create in OutboundEngine 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. 

![HS Outboundengine list syncing](//images.ctfassets.net/f2ysq090txql/3QCvsDKsET6Z3ARbClbEpJ/649d374fa374082115ff23c35cf1c3d7/Screen_Shot_2020-07-29_at_13.55.53.png)


### Syncing stages with tags
Some two-way rules here that can be read __in both directions__, indicating that there is sales OutboundEngine happening in both platforms, so Lead status (HubSpot) and Tags (OutboundEngine) need to move in tandem!
![HS Outboundengine leadstatus](//images.ctfassets.net/f2ysq090txql/7vFSsn2JvrCkoXLNaDsiCl/e3b0c6b79eda734254b507bee58c0446/Screen_Shot_2020-07-29_at_14.02.02.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 & OutboundEngine 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.

![HS Outboundengine default fields](//images.ctfassets.net/f2ysq090txql/3orhnFer8k9zrRK4ZCwZ4u/7274e548560e94fcee928cdef8bb99d1/Screen_Shot_2020-07-29_at_14.04.48.png)


### 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.

![HS Outboundengine custom field mapping](//images.ctfassets.net/f2ysq090txql/1Hf948DeRJ2sj1cjdPnfin/df8ff598fe9db09a31572e559c146fb0/Screen_Shot_2020-07-29_at_14.08.03.png)


## PieSync is more than just a turnkey solution 

Being able to sync HubSpot Marketing Hub or CRM with OutboundEngine 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. 


PieSync is not only a turnkey solution to sync HubSpot and OutboundEngine 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. 


<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>

If you're new to PieSync, this guide will you get started with the essentials.  When you sync OutboundEngine with HubSpot, you can customize the following three elements to your sync.  Sync direction Connection rules Field mappings  There is no on...

HubSpot and OutboundEngine

## What is possible? 

### Contacts 

The beating heart of our syncing engine can help you with keeping your contact information in sync, at all times. 

Depending on the app you're using, you might see alternative names such as Audiences, Customers, Users, etc.
The basic principle is that we display the same name as the entity the app uses as its contact repository. 

In the example below, we are syncing contacts between HubSpot and QuickBooks. In this case, the respective contact repositories are called "Contacts" and "Customers":
![Screen_Shot_2020-06-17_at_18_54_14.png](//images.ctfassets.net/f2ysq090txql/6QtXWvDkZby3VGbRueaieA/b1869c44db996b8e5b63234cfa6f5760/Screen_Shot_2020-06-17_at_18_54_14.png)

### Leads

Similar to our contact sync, our engine is also able to sync the leads entity in your apps. 

<InfoBox> Learn more about our Leads sync [here](https://www.piesync.com/help/faq/syncing-leads/ "Syncing Leads"). </InfoBox>

#### Some key take aways: 

- Some applications have a standalone Leads entity. PieSync is able to incorporate that in the sync. You can choose which contact type you wish to sync during the 3rd step of the configuration process, as shown in the example below for Microsoft Dynamics 365:
![Screen Shot 2020-06-17 at 20 09 24](//images.ctfassets.net/f2ysq090txql/7LMmtESf1P17iJx6aqGPId/fc8ee1f5f550b1cb8b04ff6a42a13654/Screen_Shot_2020-06-17_at_20_09_24.png)

- It might be that your application doesn't have a leads entity, while you can see leads in your account. In such cases, the leads are stored within the Contacts section and distinguished by a particular field (e.g "Status"). We are able to incorporate those in the sync as well. 


### Companies

Also known as "Accounts" or "Organizations", this is the third entity that PieSync is able to sync. It does come with a nuance though.

- Our companies sync is only available for a limited number of applications. A full overview of the supported apps can be found at the bottom of [this page](https://www.piesync.com/help/faq/can-i-sync-company-account-information/ "Syncing Company / Account info").

- PieSync only offers a company to company sync. This means companies or accounts can't be synced to a contact entity. Doing so will result in the following error message: "The selected combination of entities cannot be synced"
![Gif KB](//images.ctfassets.net/f2ysq090txql/6g2SKlBqZ5ohwXATA8uYX1/77dea4fe62601ad7c3984637d9e1d0d0/Gif_KB.gif)

- For some integrations, PieSync is able to expose Company related fields when syncing Contacts. This allows you to sync company related information on the contact level. 
More information on this can be found [here](https://www.piesync.com/help/faq/syncing-company-related-information-on-contact-level/)

When available, these fields will be visible in the sync configuration as shown in the example below:
![Screen Shot 2020-06-17 at 21 11 39](//images.ctfassets.net/f2ysq090txql/nkle72OLNjoqH01AmkKCj/2119244dc2be432fe3ff011dd5ff046e/Screen_Shot_2020-06-17_at_21_11_39.png)
<InfoBox> Learn more about the possibilities of our Companies sync [here](https://www.piesync.com/help/faq/can-i-sync-company-account-information/ "Syncing Company / Account info"). </InfoBox>


## What PieSync doesn't sync today 


- Deals / Opportunities. 
- Tasks
- Notes / Logs / Activities
- Orders / Products
- Emails
- Invoices / Quotes
- Campaigns
- Custom Objects

At this point, we focus on syncing your contact data. The entities listed above cannot be synced at the moment. However, this doesn't mean we won't support them in the future. On the contrary! Our developers are currently working on ways to implement some of these features as well.

Feel free to share what you'd like to sync through [this small survey](https://piesyncforms.typeform.com/to/Erb2jN "typeform").
It only takes a few minutes and allows us to capture valuable feedback regarding the priority of these features. 

Additionally, by filling in this survey, you’ll automatically receive a notification when the feature you’re looking for is being launched.


What is possible?  Contacts  The beating heart of our syncing engine can help you with keeping your contact information in sync, at all times.  Depending on the app you're using, you might see alternative names such as Audiences, Customers, Users,...

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

What does PieSync sync? 

## 5 quick steps to do before you hit "Sync!"

![](//images.ctfassets.net/f2ysq090txql/54ScpBCj0sW99qoJjUfpuR/86ae7b3b17adbd3463fd0bf62dc4f5d4/larry.gif)

<InfoBox>Hesitant to "Start syncing now" after you configured a sync?  
Follow these steps to gain peace of mind! </InfoBox>

**1) Pause other syncs to your apps**

Turn off or pause any existing integrations in parallel (other PieSyncs, Zapier, Fullcontact, etc). Leaving these syncs on can lead to unpredictable results. Check your CRM's account settings, you may already be syncing some data (one way).

**2) Back up your data**

In the next step, we'll give you some tips on cleaning up your data. That's why it's wise to make a backup first should you be too enthusiastic in cleaning contacts. [Google Contacts, Icloud, ContactsPlus save a temporal state of your Contacts so you can always go back to a state prior to a sync](/help/want-to-learn-more/revert-a-sync/). Have contacts on your phone? [Here's a checklist.](/help/faq/get-your-phone-contacts-in-sync/)

**3) Time to clean**

Delete contacts you won't ever need anymore. You may want to empty Google's ["Other Contacts" folder](https://support.google.com/mail/answer/1069522?hl=en&visit_id=1-636459121173695326-1876924094&rd=1) filled with legacy contacts. Make sure your source & target data is rid of duplicates. Use the “find & merge duplicates” features of Google/iCloud/Outlook or from your CRM. 

*   [Instructions for Google Contacts](https://support.google.com/mail/answer/1069522?hl=en) (+ [9 extra tips provided by FullContact](https://www.fullcontact.com/blog/clean-up-google-contacts/))
*   [Instructions for iCloud](https://support.apple.com/en-us/HT203565)
*   [Instructions for Outlook.com](http://ccm.net/faq/39487-outlook-com-how-to-remove-duplicate-contacts)
*   [Instructions for CRM, for example Pipedrive](https://www.google.com/search?q=dedupe+pipedrive+contacts)

Once the sync is started, you can continue performing these clean up operations. PieSync [can detect cleaning](/help/want-to-learn-more/cleaning-up-duplicates-in-your-crm/) up contacts.

**4) Do a sanity check**

Perform a human check on whether the find&merge duplicates did its job. Merge whichever duplicates that weren’t detected automatically, delete old contacts or old addresses. By default, PieSync will only sync contacts that have an e-mail address, which is what we then use on the other side of the sync to keep your contacts unique. 

**5) Run a test sync**

If you want to test PieSync on a limited dataset, you can apply some intelligent rules to narrow down the sync. 

<Embed src="//www.youtube.com/embed/Bk_OSkK-JvQ" />

  

*   For instance, adapt rules to only sync contacts with a specific dedicated test-tag, and have it update a specific field on the other side as extra proof. If you only tag one contact in your CRM with this very specific tag, only this contact will sync. The other contacts remain untouched.![](//images.ctfassets.net/f2ysq090txql/4H8IOtuSEcAwFFWpEMv4A4/4315bb78f5091ac100c72fcc71ac5f69/blob)
*   Don't have tags in your app? Consider creating a test contact with a dummy or test e-mail address and only leave this rule enabled. Works just as well. Just know that sometimes a dummy e-mail address won't get created inside your ESP client.
    
    ![](//images.ctfassets.net/f2ysq090txql/3B3AD2S36pvyK2G2UtmyfS/b460cd55b694b72ea77f9a1f4e57f04e/blob)
    
*   Furthermore, you can always disable rules to prevent contacts from being created into an environment where you want to avoid unexpected contacts from being pushed towards! 
    
    ![](//images.ctfassets.net/f2ysq090txql/2HCSnFK21Pn9hVNi3Q1yTV/99282c381394ca36cbfc1bc7e6e1e1d1/screen-flow.gif)
    

[What are you waiting for? Start syncing! ](/help/features/getting-started/)

<TipBox>Still in doubt? Feel free to [schedule a call](https://calendly.com/piesync) with our support team.</TipBox>

5 quick steps to do before you hit "Sync!"  Hesitant to "Start syncing now" after you configured a sync? Follow these steps to gain peace of mind! 1) Pause other syncs to your apps  Turn off or pause any existing integrations in parallel (other Pi...

Want to learn more?

Preparing your data for PieSync

<Embed src="https://www.youtube.com/embed/mwH6sLjgIVg/" />  

By default, an iPhone will store contacts on iCloud, or, if you've opted out from iCloud, it will store them locally on your phone. How do you get these contacts synced up to other services? It all depends on where they are now! 

*   If your iPhone contacts are stored in iCloud, you can choose to [sync your contacts from iCloud directly to many of PieSync's other supported apps](http://www.piesync.com/icloud/).
*   If you're not using iCloud, you should consider moving your contacts to a cloud service, as only then will PieSync work.

**But even if your contacts are currently stored in iCloud**, and [PieSync supports iCloud](http://www.piesync.com/icloud/), you may want to make sure your iPhone uses Google Contacts instead, especially if the rest of your business runs on Google apps.

## Managing multiple contact lists on an iPhone

A quick way to find out which contacts are currently loaded up on your iPhone, is by going inside the **Contacts app**, or the **Phone app** of your iPhone.

By tapping the **Groups** icon on the top left, you'll understand that an iPhone is capable of visibly merging different databases into one single contact list.

While in some cases it is handy to have your iPhone consolidate contact lists, in most cases it actually leads to **confusion.** Because everything is neatly merged, there is no easy way to recognize in which cloud database a specific contact is being stored.![](//images.ctfassets.net/f2ysq090txql/3R930qCIp77bn5CBEqOTug/e4937fa14b75e0b5e8fda7df552698f1/image.gif)

  
<InfoBox>Where is your mom's contact stored? Is it in iCloud? Google Contacts? Your SIM card? Worse yet, is it in all three of them simultaneously? Your iPhone actually dedupes them & merges identical contacts visually!  
  
The idea is ultimately that your phone merely acts as a window into contacts databases, so we suggest you visit [contacts.google.com](http://contacts.google.com) or [icloud.com/contacts](https://www.icloud.com/contacts) respectively to see & manage these lists.</InfoBox>

## Where are your contacts stored?

So how does your iPhone manage contacts? This help article can't possibly cover all possible scenarios, but here's how you can easily find out how your iPhone is setup currently.  
  
Go to **Settings -> Contacts -> Accounts** to find out which services are allowed to manage/add contacts on your phone. In the example shown to the left, there are three accounts moving contacts into this iPhone:  

1.  iCloud
2.  Personal gmail.com
3.  G-suite-domain

It's very likely you will see something different on your phone: you may or may not have iCloud, you could have an [Outlook](http://www.piesync.com/outlook-office365/) account, and so on.

![](//images.ctfassets.net/f2ysq090txql/4dGQCrcQjhwMJIrw3KAawL/d3544012e3d0b59539ad6b96943bd33b/image.gif)

<InfoBox>**Did you know?** Connecting a Google account to an iPhone will **import** your Google Contacts. However, the contacts that you had on your phone before **are not moved to Google**. They remain stored on iCloud or on your phone! Follow these instructions to back up those contacts to Google.</InfoBox>

The next steps will help you consolidate your contacts into Google's ecosystem instead. **Wherever your contacts are,** with the [**Google Drive app**](https://itunes.apple.com/be/app/google-drive-secure-online-file-storage/id507874739), you can push your Contacts data from your iCloud or those that are locally stored  to the Google Drive and into Google Contacts.

## Move your iPhone Contacts to Google Contacts with the Google Drive app

1. [Download Google Drive](https://drive.app.goo.gl/?link=https://drive.google.com/_/backup/ios&ibi=com.google.Drive&ius=googledrive&isi=507874739) to your iPhone and sign in with your Google account. If you don’t have a Google Account, you can create one when you sign-in to Google Drive. Already have Google Drive? Make sure it’s up to date.  

![Install Google Drive Google Contacts iPhone](//images.ctfassets.net/f2ysq090txql/6q1Oh3EUTKzpAGTWVZEGEB/d5c95a281c8ee1566fda9cd877aaaaa7/image.jpeg)

2. Now it’s time to backup your content. Open Google Drive and go to the backup wizard in Menu > Settings > Backup. You can select which content you want to backup or simply backup everything. Then hit “Start”.

3. Sign-in to your Google Account on your iPhone.  

![](//images.ctfassets.net/f2ysq090txql/6jkNFu6BAaqQcxVkxn2jpi/fea21e5327c83dfab643d375e4aacbdd/image.jpeg)

4. Go to your iPhone settings and **make sure your default account is the selected** **Gmail account**.This ensures that new contacts are added to Google Contacts and can then be synced to your cloud apps such as your CRM.

<InfoBox>Don't forget to set up the "Default account" to be Google! Merely connecting a Google account isn't sufficient, you also need to make sure new contacts you create on your phone are immediately created inside Google via this setting.</InfoBox>

<Embed src="https://www.youtube.com/embed/VlMm4q1wIn0/" />


  By default, an iPhone will store contacts on iCloud, or, if you've opted out from iCloud, it will store them locally on your phone. How do you get these contacts synced up to other services? It all depends on where they are now!  If your iPhone ...

Setting up your iPhone to sync with Google Contacts

Where possible, PieSync offers bidirectional field mappings (two-way). However, there are **some exceptions** where a mapping can only be set up one-way:  

*    When a **field cannot be modified** in the application you are syncing.

*   When a **field only allows some specific values**. In that case we do not allow writing to the field because we cannot guarantee the new value is allowed by the field. For example: dropdown, (multi)-select, status,... fields.

*   When **two mapped fields have different types** such as text, number, date,... In some of those cases we cannot guarantee a correct conversion in both sync directions. For example: the data in a number field can easily be converted to a text field, but not all text values can be synced back to the number field.

![](//images.ctfassets.net/f2ysq090txql/66hjCGL1zMNRiVjyVDJ1us/d5747886fa0d3aa4542c88c72e246cb6/image.png)
  
Bear in mind that the **general direction** of your connection affects your syncing behavior. When you have configured your connection as a one way sync in the other way (→), the following message will pop up.  

![](//images.ctfassets.net/f2ysq090txql/74uOD8xabUStQVtQHdm3MT/3c20b4f263730bd08520da5c66a942fd/image.png)

Where possible, PieSync offers bidirectional field mappings (two-way). However, there are some exceptions where a mapping can only be set up one-way:  When a field cannot be modified in the application you are syncing.  When a field only allows so...

Why can my fields only be mapped one-way?

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Bill.com

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BT Cloud Phone

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Campaign Monitor

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