Office 365 is Microsoft’s app suite and cloud collaboration tool. This platform includes Office Online, OneDrive and Outlook.[Outlook](https://outlook.live.com/owa/) is a popular email service with a modern and intuitive interface, with features such as simple contact management, email organization, calendar scheduling and task management.

outlook-office365

Outlook

Bigcontacts is an easily accessible CRM for small businesses. Start by using just the basic contact-organizing functionality and move forward with a more advanced toolset including task and campaign management, lead tracking and 360° contact view.


bigcontacts

BigContacts

<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>

**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 by linking with Social Media such as Facebook and Twitter. Important integrations, such as with Skype and the Windows phone, make it easy to switch to a call with one of your Office 365 contacts and make changes on the go. Find out [here](/help/want-to-learn-more/sync-your-apps-with-skype-and-windows-phones-via-office-365-outlook-com/) how to use these native integrations to your benefit while using PieSync, we also have an interesting read on our [blog](http://blog.piesync.com/sync-crm-office365-outlookcom-skype/) about this!

We sync with Outlook 365, which is the cloud-based version of Outlook. Please check if your local Outlook is in sync with [Outlook 365](http://outlook.live.com). If your local Outlook contacts are [available here](http://outlook.live.com), you can start using PieSync!

**Due to different or lacking API’s we don’t sync with following Microsoft accounts:**

*   Non-Migrated Outlook.com accounts (Hotmail/Live/Msn or no REST API).

<TipBox>What about **GAL** & **Public** **folders** / **Shared** **folders**?  You're able to incorporate these in your Piesync connection via Cirasync. More in-depth info can be found [here](/help/want-to-learn-more/gal-public-folders-sync/).</TipBox>

## Video (example of sync with Salesforce)

<Embed src="//www.youtube.com/embed/_faQ5hoxo8M" />

## Supported Outlook Integrations

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

## Authorizing Outlook

For **Outlook** we need you to log in to your account and validate permissions. 

![](//images.ctfassets.net/f2ysq090txql/6mKKAKwloVr48XXjix42W5/86a7febbc1a86ee78da6eb37818b5c12/image.jpeg)

<InfoBox>We need authorisation per **FOLDER.** This means you need to set up a **new connection** for every **FOLDER you want to keep in sync.** You can choose from all your existing folders in the authorisation step after entering your login details.</InfoBox>

![](//images.ctfassets.net/f2ysq090txql/4zUbSCDWGfO56eDKUugIWa/2af77636533759c16d16bf3bbcfccc73/screenshot-2019-07-03-at-10-24-24.png)

Make sure the correct permissions are enabled in your Outlook account:

1.  _offline\_access_
2.  _openID_
3.  _User.Read_
4.  _Contacts.ReadWrite_

<InfoBox>A detailed explanation of these permissions can be found [here](https://docs.microsoft.com/en-us/graph/permissions-reference).</InfoBox>

If you already authorized Outlook 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/4mltGVjKyE0FPoCBu5mwrV/cd436ccdb37cef8d116413469c5e329d/screenshot-2019-07-03-at-10-35-59.png)

## \[IF\] Supported Conditions/Filters

*   Either IN or NOT IN a CATEGORY (for local Outlook installs)
*   Field values

![](//images.ctfassets.net/f2ysq090txql/14ine7Pog4M2vScQ9vfpYV/e77e7ba853899eaad3801e08444d27c1/screenshot-2019-07-03-at-10-26-25.png)

## \[THEN\] Supported Actions

*   Add to / Remove from Category (for local Outlook)
*   Update field values

![](//images.ctfassets.net/f2ysq090txql/4qX0aSYy7C6E1W9NgxrSj5/564fde4dff870465a25aaa647bffa59b/screenshot-2019-07-03-at-10-26-38.png)

## Default Field Mapping

Outlook's contact records are very data rich and offer ample fields to store contact information. Depending on the other app you're syncing with, a default mapping is proposed. This could look like this, if you want to make a sync with Hubspot. If you're expecting Outlook fields to appear here and they are not, it is likely the other app does not support this field by default. 

![](//images.ctfassets.net/f2ysq090txql/7hSz08s9dNtlnIUQ4WGrVc/1da96b149934c9c50f443cbc85fece6f/screenshot-2019-07-03-at-10-26-03.png)

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

## Customizable Field Mapping

Our Outlook intergration does not support custom fields. So you will not be able to sync your custom Outlook fields. [More information](/help/features/new-customizable-field-mapping/) on Customizable Field Mapping.

![](//images.ctfassets.net/f2ysq090txql/3MlVG9qXfMRFyB3iDFLvO1/cd58a4689ec9c6cac919e93d8ab08b97/screenshot-2019-07-03-at-10-51-59.png)

## Additional Options

### Syncing Unsubscribes/Deletions

The availability of this feature is app and connection dependent. Unfortunately we do not support syncing deletions/unsubscribes at this time for Outlook. 

<InfoBox>[JUMP ON A CALL](https://calendly.com/piesync/demo/):  [Book a time](http://calendly.com/piesync/support/) with Frans, our Solutions Engineer</InfoBox>

GETTING STARTED GUIDE: How to set up a new connection? ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.  Office 365 is Microsoft’s App suite and cloud collaboration tool. This platform includes Office ...

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

Supported Apps

[HubSpot CRM](http://hubspot.com/piesync) is an all-round customer relationship management tool that offers an incredible range of features for all businesses, from small startups to large enterprises. This complete CRM platform helps companies increase leads, accelerate sales, streamline customer service, and much more.

hubspot logo

HubSpot

[HubSpot Marketing Hub](https://www.hubspot.com/products/marketing) is a world-class marketing automation software that helps marketers attract the right audience, convert visitors into customers, and run comprehensive marketing campaigns at scale — all with one powerful, easy-to-use platform. Its features include blogging, social media scheduling, landing page creation, workflow automation, and more.

HubSpot Marketing Hub

[HubSpot Service Hub](https://www.hubspot.com/products/service) is a customer service management software that enables businesses to scale customer support efforts, have a simple overview of customer interactions, and provide proactive service that delights and retains customers. Its range of features include conversational tools, help desk automation, knowledge base functionality, customer feedback surveys, reporting, and more.

HubSpot Service Hub

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

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

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

<TipBox>All HubSpot customers (including free users) are eligible for a 25% discount on any PieSync plan. [Sign up for a free trial](https://app.piesync.com/auth/sso?app=hubspot) to receive your discount.</TipBox>

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

![](//images.ctfassets.net/f2ysq090txql/R9qGaGY3NjNmwWdFv24S4/e762542cc551306f555767dd25a6e1ce/image.png)

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

*   All contacts in Outlook will go into HubSpot, _so that may include personal contacts_.
*   All contacts in HubSpot will go into Outlook, _so you're running the risk of making this sync very heavy depending on your database._

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

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

## What are filters & actions?

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

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

## More settings!

In addition, PieSync gives you some **pre programmed options** to manage the sync. For example, making a choice of which application would ‘win’ when a conflicting change is detected. Usually, you let your CRM win, but of course, this is an individual choice.

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

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

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

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

![](//images.ctfassets.net/f2ysq090txql/4nKWh0EQbmWChnVaH15Mzv/28644c6b2cc68a496c95e87d1f32d3c9/image.png)

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

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

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

GETTING STARTED GUIDE: How to set up a new connection? ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.  HubSpot and Outlook. The first is a state of the art CRM & marketing beast, the second is the en...

Popular sync combinations

HubSpot and Outlook

Access business email, calendar, and contacts on your PC, phone, and web browser with Exchange Online, hosted email that’s easy to use and easy to manage. Maintain control over your environment while gaining the advantage of hosting your email on Microsoft servers. Exchange Online helps protect your information with advanced capabilities. Anti-malware and anti-spam filtering protect mailboxes.

msexchange

Microsoft Exchange

[Salesforce](https://www.salesforce.com/) is one of the largest and most comprehensive CRM solutions in the world. With Salesforce, businesses have ample scope for complexity and personalization; and it helps sales, marketing and service teams work better together by providing them with a single, shared view of customers.

Finance

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

Billing and Invoicing

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

Management & HR

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

Document signing

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

Lead Generation

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

Event planning

Sync Event Planning apps you use everyday to automate your business and be more productive. {{ connectorCount }}+ Event planning & lead generation sync integrations currently available. Click on your favorite app to get started.

Forms & Surveys

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

Fundraising

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

Inventory

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

Manufacturing & Distribution

Payment Gateway

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

Project Management

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

VoIP

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

salesforce

Salesforce

<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>

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

#### Didn’t Salesforce already have a built-in connection with Outlook & Exchange?

Yes - Salesforce has developed the so-called [Lightning sync](https://help.salesforce.com/articleView?id=lightning_sync_admin_overview.htm&type=5). We'll be honest: in itself, Salesforce Lightning is a very complete syncing solution and covers the needs of a lot of businesses. If you're using it, you're not wrong. It does a full calendar sync, it syncs your contacts two-way, it's available out-of-the-box, and best of all it's included in your Salesforce subscription.

Furthermore, there's also [plugin](https://help.salesforce.com/articleView?id=app_for_outlook_overview.htm&type=5) which nests itself right into Outlook to give you a very native integration experience.

But if you are reading this article, there is probably still something missing to the Lightning sync.

#### So what's different about PieSync's Outlook connector for Salesforce?

At its core, PieSync strengthens the link between contacts databases**.** It's all that PieSync's been focused on for several years now. Our two-way sync engine [supports an ever-growing list of apps](https://www.piesync.com/connections). In fact, Salesforce & Outlook were among the first of the apps we released two-way sync support for.

Who should care about this sync? At PieSync, we've spoken to a lot of **lawyers**, **real estate agents, brokers**, ... their Outlook database is nicely structured and really a true goldmine of contacts. Their CRM though? Often underused and giant mess.

That's where PieSync helps. To take an organized Outlook database, to make the CRM just as organized. And keep it like that.

With PieSync, you get two main advantages over Salesforce's built-in sync:

*   A better configuration of how you send **new and existing Outlook contacts upstream into Salesforce**
*   An improved and complete configuration of the **field mapping**

<TipBox>Compared to the Lightning connector, PieSync offers unique abilities to configure the sync of Outlook contacts into Salesforce, and Salesforce contacts into Outlook. We'll list some configuration options down below.</TipBox>

PieSync comes with the ability to sync Outlook folders & categories to regular custom attributes on Salesforce leads & contacts. This makes our sync suitable to aid in new implementations of Salesforce if e.g. the contacts structure is already well structured in Outlook. Setting up the sync rules in PieSync is easy - it's by no means something only a Salesforce admin can pull off.

Mappings, i.e. how the data syncs between Outlook & Salesforce, is highly configurable too. This is not the case in Salesforce built-in sync. For instance, within PieSync you can have all information sync for contacts, but keep the "Notes" field private to your Outlook, instead of it being broadcast to the CRM for everyone to see.

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

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

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

If you’re looking to sync other Outlook contacts, like those from a GAL or a Public Folder - we also have you coverd. [Check out this article on CiraSync.](/help/want-to-learn-more/gal-public-folders-sync/)

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

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

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 Salesforce as well as in Outlook. We recommend you keep this 2-way setting. However make sure you understand the two rules that you start off with by default.

*   All contacts in Outlook will go into Salesforce, _so that may include personal contacts_.
*   All contacts in Salesforce will go into Outlook, _so you're running the risk of making this sync very heavy depending on your database._

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

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

#### What are filters & actions?

**Filters & actions** allow you to really dial in the sync settings. It brings more nuance to the sync, and also allows you to scope with laser precision which contacts should be part of the sync. For instance, consider the following example where contacts in an Outlook folder are matched up to an owner in Salesforce:

![](//images.ctfassets.net/f2ysq090txql/6o6XqUGyUdI038UCqpNJNb/43b97773592cef6efc23b6643c4cba0f/image.png)

There is a toggle at the bottom of this rule meaning you can also consider the rule in the other way around. Depending on the owner in Salesforce, some contacts will be synced to Outlook, and others will be kept out of scope.

Here's another rule to prevent contacts from Outlook to sync into SF if they are just simple contacts. Yet if you fill out a company name for them, then and only then will they sync with Salesforce. Contacts that you already had in Salesforce will sync with their company names attached to them so they will also sync 2-way.

![](//images.ctfassets.net/f2ysq090txql/PBGi8SU478MMBP8WzG5O4/2b67a32110dee16869b7cc645c02b981/image.png)

These IF-THEN rules are easy to create and the above were just examples. How will the data sync? Up to you to decide. You can validate the existing mappings, toggle them off or on, and include new fields.

![](//images.ctfassets.net/f2ysq090txql/2WmMyUbcNebOmojsumNag2/36b22743df602bc95d07d9441b5cb6c7/h-d-8-zf-r-3-t-i-3.gif)

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

GETTING STARTED GUIDE: How to set up a new connection? ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.  Salesforce and Outlook. PieSync is available for ALL SALESFORCE PLANS. The first is a state of t...

Outlook and Salesforce

<InfoBox>**How to use the Office 365 Outlook.com integration with Skype to your advantage, when syncing with PieSync**</InfoBox>

Did you know Office 365 Outlook.com has an [integration with Skype?](https://www.skype.com/en/features/skype-outlook-integration/) It syncs contacts _(with an email address)_ between them, two-way.

**Great news!** This means that**,** when setting up a (Pie)sync with Office 365 Outlook.com, the CRM, Marketing or Accounting app you chose will automatically be in sync with your Skype account.

This can be especially useful when having a connection set up between Office 365 Outlook.com and your CRM. PieSync will Connect your CRM contacts directly to your Skype account, reducing your data entry once more :)

<InfoBox>**Syncing your contacts to your Windows Phone via Office 365 Outlook.com with PieSync**  
</InfoBox>

Do you have an Office 365 Outlook.com account and a Windows phone as well? Then you might already knowhow to keep your contacts in sync between them both. If not, you can find out more about it [here](https://support.microsoft.com/en-us/kb/2844991). You can make this even more powerful with PieSync! Access your CRM/Marketing or Accounting app contacts directly from your Windows Phone, and sync your changes on the go.

<TipBox>Don’t forget to read our blogpost [“How to Sync Your CRM, Office 365 Outlook.com and Skype”](http://blog.piesync.com/sync-crm-office365-outlookcom-skype/) !</TipBox>

How to use the Office 365 Outlook.com integration with Skype to your advantage, when syncing with PieSync  Did you know Office 365 Outlook.com has an integration with Skype? It syncs contacts (with an email address) between them, two-way.  Great n...

Want to learn more?

Sync your apps with Skype & Windows Phones via Office 365 Outlook.com

KW Command is a contact management system designed specifically for Keller Williams agents. It allows them to easily add contacts and capture leads on the same place, and organize them in a way that allows agents to easily identify opportunities. KW Command works inside the Keller Cloud, which makes it part of a centralized environment that contains everything a Keller Williams agent or team needs to accomplish daily tasks.

kw logo

KWCommand

<WarningBox> KWCommand separates your personal contacts from your team contacts. __PieSync will only sync your personal KWCommand contacts__.</WarningBox>

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 Command 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 Command 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 Command into Outlook as well as the other way round.

![KW- Outlook 2way arrows](//images.ctfassets.net/f2ysq090txql/4MgHgDurjWYIV3e4hhCFl0/bf6b8f3a0d1e1267310055330e066bf3/Screen_Shot_2020-06-16_at_13.34.16.png)

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

![KW-Outlook one-way arrow](//images.ctfassets.net/f2ysq090txql/5krdYDkwpDhci4RgeaCiRD/cbe8bc4c20445984fde3de7b9f761b17/Screen_Shot_2020-06-16_at_13.36.32.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.

![Kw-Outlook oneway arrow](//images.ctfassets.net/f2ysq090txql/2lNVxtLreKAElsQ4VLFwys/99339c6d6c903557af013735d0af5851/Screen_Shot_2020-06-16_at_13.38.32.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 Command states into Outlook states or vice versa. Rules come with filters and actions.

![KW-Outlook all to all sync](//images.ctfassets.net/f2ysq090txql/7eMh53wwziPIkSOaAx93Pw/766ff02cbd8badbe3a408ccae867580a/Screen_Shot_2020-06-16_at_13.41.01.png)

With this setup, PieSync would create in Outlook any newly created Command contacts (1), as well as in fact create any existing Command 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 Command. 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 Command would allow contacts to start (or stop) syncing. 

![KWOutlook tag syncing](//images.ctfassets.net/f2ysq090txql/5bsrXXtCIezDp7ClP3SbZX/c0fa752f6ae0269e7e49f7d23aa551ad/Screen_Shot_2020-06-16_at_13.43.04.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 Stage (Command) and Category (Outlook) need to move in tandem!

![KWOutlook stage syncing](//images.ctfassets.net/f2ysq090txql/3Fy5cCSIVeMmEAbQxLRov4/f7a46eff14b0fd2641ae2926ae2c140c/Screen_Shot_2020-06-16_at_13.45.07.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)
![KWOutlook avoid dupl](//images.ctfassets.net/f2ysq090txql/6hES4PuH767dT4Wow7QUcN/a79f4994fa1d891ba06065b978d3524c/Screen_Shot_2020-06-16_at_13.46.40.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 & 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.

![KW Outlook default fields](//images.ctfassets.net/f2ysq090txql/2BX3juxqnrBzlTgOtwbiIS/9d3b9f90708d054bd5de8c6ed315416d/Screen_Shot_2020-06-16_at_13.48.30.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.

![KWOutlook custom fields](//images.ctfassets.net/f2ysq090txql/2RD3VmFdHSe0ImXA3P75Ep/98683fd53087b48b104a8322e663f5aa/Screen_Shot_2020-06-16_at_13.51.19.png)

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

Here’s what this could look like syncing not only Command and Outlook, but Dotloop and Mailchimp as well.

![KW outlook overview Dotloop - Mailchimp](//images.ctfassets.net/f2ysq090txql/74J4GZYlb5Dlq3XotBeBbO/19b2966cc7d3b6e03880b0b526ddfffe/Screen_Shot_2020-06-16_at_13.54.01.png)

PieSync is not only a turnkey solution to sync Command 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.__ 

As a KW agent, you may even want to consider to sync Gsuite/Google Contacts that are attached to your @kw.com address instead? 

If you happen to have contacts sitting in disparate contact clouds,  you can choose to sync those with Command too - but you don't need to keep these syncs running permanently. 

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)


 KWCommand separates your personal contacts from your team contacts. PieSync will only sync your personal KWCommand contacts.  If you're new to PieSync, this guide will you get started with the essentials.  When you sync Command with Outlook, you ...

KW Command and Outlook

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

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

### Why are my contacts not syncing? Why is my sync not working? Why am I seeing duplicates?

These are questions you might have if you see anything unusual happen with your contacts or sync(s) and you're wondering 'why?' Our troubleshooting tips below can provide an answer to questions about commonly encountered events and might help you fix them. 

<InfoBox>_If troubleshooting does not clarify your experience, we require temporary access to your app-data to investigate why your contacts are not syncing. Email support@piesync.com & provide the email address of one or two contacts that aren't syncing correctly._</InfoBox>

<TipBox>We're working hard on the PieSync Health Dashboard, this is on our 2019 roadmap and will make the below-described troubleshooting more transparent.</TipBox>

## 1\. Do your contacts have an email address? Is [_Avoid Duplicates_](/help/features/avoid-duplicates/) enabled? 

The algorithm of PieSync is based on the allocation of an existing email address. **Contacts will only be synced if an email address is included**.  With some applications this setting is mandatory, with others you're able to determine yourself. When mandatory, you can always contact us, we just want to make sure you are aware of possible implications before doing so. 

![Screen Shot 2020-10-07 at 3.45.27 PM](//images.ctfassets.net/f2ysq090txql/68xVggsELNZ7ls03ZYO7nF/bf25d3f46f213e7c12e9c20679009903/Screen_Shot_2020-10-07_at_3.45.27_PM.png)

![Screen Shot 2020-10-07 at 3.44.32 PM](//images.ctfassets.net/f2ysq090txql/6GQfG9HMEBVF8exn6AzMEh/e24c3833530e3d6dfb6b0bc0c3cba618/Screen_Shot_2020-10-07_at_3.44.32_PM.png)

## 2. Are your contacts part of the rules (IF/THEN) you have configured?

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. 

**It’s crucial to know the distinction between adding additional filters (IF) within a rule (AND) or creating a completely new rule per filter (IF).**

For each filter you add within a rule, you establish an extra **requirement**. A contact will only be synced when it fulfills **ALL** of the requirements. In the example below, a contact needs to have the birthday equal 10/20/2020 **and** is not starred **and** company equals PieSync in order for it to be synced.

![Screen Shot 2020-10-07 at 3.49.31 PM](//images.ctfassets.net/f2ysq090txql/7ocgnUr5cpF5f5Xx2aucCt/5d3363a06ca895e335041fd0ce378562/Screen_Shot_2020-10-07_at_3.49.31_PM.png)

Creating separate rules for each filter allows you to sync contacts that are in **ANY** of the filters (IF) you choose rather than having to be present in **ALL** before it will sync. 

![Annotation on 2020-10-07 at 15-57-29](//images.ctfassets.net/f2ysq090txql/1j2tcNkvrCI7bpD1j0B2dz/f78ef3583eeac750288d638221d7dde8/Annotation_on_2020-10-07_at_15-57-29.png)

<WarningBox>Disclaimer: This is a fabricated example, solely used for educational purposes.</WarningBox>

## 3. Does PieSync still have access to your app-accounts? _(Access Revoked/Authentication Failed)_?

Due to long inactivity, changes in your login details or changes in the API restrictions, it might happen that PieSync loses access to your applications. 

Rauthenticate your account via the **red banner**, visible on your configuration page. 

1.  Log in on the [**PieSync platform**](https://app.piesync.com/signin)
2.  Click the **"connections" tab** and access your connection
3.  Click the **configuration** button at the top right of the page.

<InfoBox>More information about _(re-)authorisation_ can be found [here](/help/faq/why-am-i-seeing-authentication-failed/).</InfoBox>

## 4. Do your contacts meet the app-requirements?

Whether or not a contact is being kept in sync between two applications can also be dependent on the requirements of the applications itself. 

The example below shows a contact in _Capsule CRM_ which can only be created after providing a first or last name. Therefore, a contact will not be synced if this requirement is not met. Another example, for instance: a contact in HubSpot be created with only an email address. In a connection with Capsule, this contact will not be synced to Capsule until the first or last name is added there first. 

![](//images.ctfassets.net/f2ysq090txql/50tMU7ZgLZKtsLy7L4zjuA/64151c3a1e0f2ba0d98b4f9ddd6e5673/gif-2.gif)

<TipBox>Some applications have strict requirements such as e.g [EZ texting](/help/connector-apps/eztexting/), [Drip](/help/connector-apps/drip/),…</TipBox>

## 5. Am I trying to sync CONTACT/LEADS information?

We only sync **contact & leads** information. 

Depending on the apps you have connected, you might be looking for data that you believe to be part of the contacts in that app. However, it might actually be part of a different entity we don't sync (just) yet. In the example below, we only sync **People & Leads.**

![](//images.ctfassets.net/f2ysq090txql/d1LMgPyflYaAE4X6Zg6Yq/5fd83e02ee48257da8f5bb79762ff642/screen-shot-2017-11-10-at-15-09-04.png)

<TipBox>More in-depth info about syncing Leads can be found [here](/help/faq/syncing-leads/).</TipBox>

<TipBox>More in-depth info about our Company to Company sync can be found [here](/help/faq/can-i-sync-company-account-information/).</TipBox>

## 6. Is there a third party or native integration _in parallel with PieSync_ active?

Before activating PieSync, you want to make sure there is no other native or third-party integration **running in parallel**. Some applications come with their own integrations. Other/parallel integration(s) will also have access to your data and the ability to manipulate which could cause large numbers of duplicates & loops. That's why we ask you to use PieSync and nothing else to keep your data in sync between two apps. 

<InfoBox>A native integration differs tremendously from PieSync. More info can be found [here](/help/faq/why-prefer-pie-sync-over-other-native-free-integrations/).</InfoBox>

## 7. Did you make an adjustment to a field that is mapped?

It's important to check the default field mappings between a connection. If you update a contact field in application A and you notice it's not syncing to application B, this field might not be part of the default mappings. In some cases, this can be solved by adding a [custom field mapping](/help/features/new-customizable-field-mapping/).  

## 8. Case sensitivity

The screenshot below shows an example of a rule to create segmentation based on the Company Name.   

The value of these fields are **case sensitive**. This means that contacts with the allocated "**p**ie**s**ync" name in QuickBooks will **NOT** sync.   

![](//images.ctfassets.net/f2ysq090txql/5WbSGeLu6yaQWWl4dvgPJu/84c8ec88e477f72ec245975cdc5c2104/screen-shot-2018-09-13-at-15-45-59.png)

#### Make sure the distinction between upper-and-lower cases is correct!

## 9. Are you experiencing Duplicates? This might be why.

*   [I am experiencing a small number of duplicates](/help/faq/how-come-i-am-getting-a-small-amount-of-duplicates/)
*   [I am experiencing a large number of duplicates](/help/faq/why-am-i-getting-a-large-number-of-duplicates/)

## 10. Still experiencing issues? 

If the aforementioned topics are not helping, it's always possible to reach out to us. 

<InfoBox>For us to investigate this issue further, we would require temporary access to your app data. If this is ok for you, would you mind providing us with the ID (Copy URL when opening the contact) or email address of a contact that is not syncing? Please send us an email via **support@piesync.com**.</InfoBox>

Why are my contacts not syncing? Why is my sync not working? Why am I seeing duplicates?  These are questions you might have if you see anything unusual happen with your contacts or sync(s) and you're wondering 'why?' Our troubleshooting tips belo...

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

Troubleshooting - My contacts are not syncing

<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>

**BigContacts** is a fair-priced, easily accessible CRM for small businesses. You can allow it to grow at your pace; start by using just the basic contact-organizing functionality and move forward with a more advanced toolset including task and campaign management, lead tracking and 360° contact view. **Below you'll find detailed information, specifically for BigContacts integrations**

## Supported BigContacts Integrations

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

## Authorise BigContacts

To connect BigContacts, we simply ask your login details and your permission.   

![](//images.ctfassets.net/f2ysq090txql/7E8hBptr1WEli0IUUV9WRg/8868f7b0fbf30f573569bdf30311a562/image.png)

![](//images.ctfassets.net/f2ysq090txql/7h63dPwfVDHVYU06oteV8h/1e3eb321316e571472e1ed7e8a968377/image.png)

  
If you already authorized BigContacts 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/3PFPALVtvEbuwwHZF0DmPf/2be288153bb5a4e53bb3f3eeeddd42ec/image.png)

## \[IF\] Supported Conditions/Filters

*   TAGS
*   LEAD SOURCE
*   LEAD TYPE
*   CONTACT OWNER
*   OPTED IN/OUT EMAILS
*   PRIVATE YES/NO
*   SYNCED TO EMAIL MARKETING MODULE YES/NO
*   FIELD VALUES ( _**NOT**_ INCLUDING CUSTOM FIELDS)
*   ALREADY EXISTING IN APP YOU SYNC WITH

![](//images.ctfassets.net/f2ysq090txql/5mAMOu6WLgA5rqikrrxmLp/28405b45338c664ed5259aab6f1b6409/image.png)

![](//images.ctfassets.net/f2ysq090txql/2k9HoozHGjXgqQJWraHKvH/34c6687a0edf207d909e80e81f8a971e/image.png)

## \[THEN\] Supported Actions

*   ADDING/REMOVING TAGS
*   MAKING CONTACT PRIVATE/NOT PRIVATE
*   OPTING IN/OUT OUT AND FROM EMAILS
*   ENABLING/DISABLING SYNCING TO EMAIL MARKETING MODULE
*   UPDATING LEAD SOURCE
*   UPDATING LEAD TYPE
*   UPDATING FIELD VALUES ( _**NOT**_ _INCLUDING CUSTOM FIELDS_)

![](//images.ctfassets.net/f2ysq090txql/RaOaDF7qizre90P1KDr8r/d901cc9e11553858ed197ef0fe1b2da5/image.png)

![](//images.ctfassets.net/f2ysq090txql/2kQv4hC7kIQ50UgPA1ynhX/bc22f5eefbe764705fc88ac1c3c89b49/image.png)

## Default Field Mapping

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

![](//images.ctfassets.net/f2ysq090txql/1tQkBZpUPrnNmLkas2Enq7/462f86411db69c3933e41e1bd01ad50e/image.png)

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

## Customizable Field Mapping

You can custom map any additional BigContacts 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/4OROAlf2Ig0be9VlZKQYgQ/9d1c2eeb5430fdd5d4865dcb60c327b2/image.png)

## Additional Options

### Syncing Unsubscribes

**![](//images.ctfassets.net/f2ysq090txql/6v11p6MbLJb11IOHMCE1Cf/bc9a598af4d8f52203d8fa142caf1a37/image.png)**

In connections between BigContacts and some marketing tools we support such as e.g. MailChimp, you are able to [SYNC UNSUBSCRIBES](/help/features/syncing-unsubscribes/) one-way.  
When a contact gets unsubscribed in your marketing tool, we add the tag 'PieSync Unsubscribes'  to that same contact in BigContacs.  
You will be able to review this segment first before taking any action in BigContacts too  
  

### Syncing Deletions

![](//images.ctfassets.net/f2ysq090txql/7vmlZrby0uZZoyvqCvg6Hx/4f435ff5d21374a5b7bb47f0c634b8e8/image.jpeg)

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

### Only Sync Personal Records

![](//images.ctfassets.net/f2ysq090txql/2GFNWtTkPA441ULBkrVHLw/3818e3813b8727570a1c06d406694415/image.png)  

You can choose to only sync your Personal Records and exclude your Business Records  

<InfoBox>The availability of these additional options is app and connection dependent. If the boxes (screenshots above) are not there to tick, it's simply not possible. We need to be able to detect deletions/unsubscribed on one side and at the same time be able to create add the tag 'PieSync Trash' or 'PieSync Unsubscribes' on the other side. Syncing only Personal Records is available in any BigContact integration. </InfoBox>

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

GETTING STARTED GUIDE: How to set up a new connection? ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics. BigContacts is a fair-priced, easily accessible CRM for small businesses. You can allow it to gro...

[Google Contacts](https://contacts.google.com/) is a free, easy-to-use contact management tool that allows you to organize your contacts in a simple interface 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

### PieSync and Global Address List & Public Folders

<Embed src="https://www.youtube.com/embed/s2gCcmJFotQ?feature=oembed" />

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

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

However, this personal contacts folder doesn’t include the contacts of the **Global Address** List (GAL), data maintained by your IT administrator. This is where you would essentially find the contacts data of all your colleagues. A personal contacts folder is not the same as what Outlook classifies as a **public folder** either. Still, these assets contain contacts you may want to sync towards a CRM, or towards an e-mail marketing app.

It’s why we’ve partnered up with [CiraSync](https://www.cirasync.com/gal-sync/). They've developed a solution to sync GAL & Public folder contacts internally inside Outlook environments. They can move the data to a personal contacts folder from where PieSync picks them up. So you will need both CiraSync & PieSync. How does this work?

#### Sync contacts from the GAL to other cloud apps

If you want to synchronize GAL contacts towards other cloud apps, follow these steps

1.  Go to [cirasync.com](https://www.cirasync.com/gal-sync/) and sign up for **CiraSync Personal Edition**, and set up a GAL sync ([video](https://www.cirasync.com/gal-sync/)) to a personal or shared mailbox
2.  Your GAL contacts should now be moved over into an Outlook personal contacts folder
3.  Set up PieSync, authorize the mailbox with access to this folder and connect it to connect to the [many available apps](https://www.piesync.com/outlook/) (read how to for [Outlook](/help/connector-apps/outlook-office365/) / [Exchange](/help/connector-apps/msexchange/))
4.  There is no step 4, you're all done.

#### Sync contacts from Public Folders to other cloud apps

Similarly, if you need to synchronize public folder contacts towards other cloud apps;

1.  Go to [cirasync.com](https://www.cirasync.com/public-folder-sync/) and sign up for **CiraSync Personal Edition**, and set up a public folder sync ([video](https://www.cirasync.com/public-folder-sync/)) to a personal or shared mailbox
2.  Your public folder contacts should now be copied over in a personal mailbox
3.  Set up PieSync, authorize the mailbox with access to this folder and connect it to connect to the [many available apps](https://www.piesync.com/outlook/) (read how to for [Outlook](/help/connector-apps/outlook-office365/) / [Exchange](/help/connector-apps/msexchange/))
4.  There is no step 4, you're all done.

#### Syncing contacts towards Outlook Personal Contacts folders

The above scenario's move Outlook contacts towards other cloud apps. What about the other way round? Getting all CRM contacts synced towards a thousand Outlook mailboxes at once? While it's possible to set this up in PieSync if you only need to sync towards a handful of inboxes, IT system engineers or Outlook administrators will find it more interesting to investigate [CiraSync Enterprise Edition](https://www.cirasync.com/ufaqs/enterprise-vs-personal-edition-enterprise-edition/) in combination with PieSync to accomplish this task.

PieSync acts as the bridge between Outlook & contacts [from 130+ cloud apps](https://www.piesync.com/outlook/). On top of this, [CiraSync EE](https://www.cirasync.com/ufaqs/enterprise-vs-personal-edition-enterprise-edition/) you will get a powerful administrative tool to assist in copying over into large numbers of Outlook mailboxes. CiraSync EE comes with a 30 day free trial. A short video of this platform is available [here](https://www.youtube.com/watch?v=ygR4l6RYb6M&t=8s).

PieSync and Global Address List & Public Folders  PieSync provides a solution to 2-way sync contacts you would find in Microsoft Outlook, specifically inside personal contacts folders. A personal Outlook Contacts Folder is meant...  for personal ...

GAL & Public folders sync

## 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!"  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...

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