Outlook

HubSpot

![OutlookHubSpot](//images.ctfassets.net/f2ysq090txql/4zAivTgTqR9Gma9DxZGqSP/ae1149679066b7ddf66491996153d809/OutlookHubSpot.png)

HubSpot and Outlook. The first one is a state of the art CRM & marketing beast, the second one 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 perfect bridge between Outlook and HubSpot.

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

There are a couple of Outlook plugins available for HubSpot users. Whether it's 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 under an __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 processes Outlook’s or HubSpot’s data in the background, and that could be an issue. Data is changing all the time in both apps. While new contacts are added through web forms on HubSpot, your contact information is constantly being updated on Outlook. 

The extensions we talked about before, don't really offer a true 2-way solution. But don't worry, that's where PieSync steps in! 


## 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 perfect 2-way synchronization: up-to-date contacts all the time.

<Button text="Try PieSync for free" href="https://app.piesync.com/signup/" />

## 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](https://help.piesync.com/faq/get-your-phone-contacts-in-sync)
- sync compatible for PieSync (read how to for [Outlook](https://help.piesync.com/connector-apps/office-365-outlook-com) / [Exchange](https://help.piesync.com/connector-apps/microsoft-exchange))

If you’re looking to sync other Outlook contacts, like those from a GAL or a Public Folder - [check out this article on CiraSync](https://help.piesync.com/want-to-learn-more/gal-public-folders-sync).

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

If you haven't already, [set up a free trial between Hubspot and Outlook](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.

![image (5)](//images.ctfassets.net/f2ysq090txql/4JLATxxoh7NT4ULIxt6iJq/2bdc4e478f0694b1a91f4e0c34c06d78/image__5_.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*.

<RelatedPost slug="introducing-intelligent-syncing" />

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/watch?v=hfKBJhvcXgQ" />

## What are filters and 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:

![pasted image 0 (1)](//images.ctfassets.net/f2ysq090txql/4Jf0jnwEwFS5QEqx94NCC3/7423ee9e1f1064ff2da2173f98c207d1/pasted_image_0__1_.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 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.

![image (6)](//images.ctfassets.net/f2ysq090txql/68THFjT9m3ErUZid2943HQ/1924ff86a9540677a940743a6789e3f4/image__6_.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:

![image (7)](//images.ctfassets.net/f2ysq090txql/1sqsKLnI8Rze25z0F8j3KX/66cef4a313ec2adec45413a30d7f1490/image__7_.png)

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

<Embed src="https://www.youtube.com/watch?v=iQB5_IGATjo&feature=youtu.be" />

__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](https://help.piesync.com/connector-apps/office-365-outlook-com) & [HubSpot](https://help.piesync.com/connector-apps/hubspot).
__

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.

Contact Management

The best way to keep Outlook and HubSpot in sync

Customer Care

Nimble

Nimble is one of the best social CRMs around. Through a user-friendly interface, it enriches your contact information to help you build better relationships with customers and prospects. Nimble can be used as a stand-alone CRM or enhance the value of other business applications.

This CRM is the perfect complement for G Suite and Office 365. Within Nimble’s settings, you can choose to seamlessly track email communications, stay up-to-date with events, and even import the contacts [from your Outlook address book into Nimble](https://support.nimble.com/being-nimble-in-microsoft-office-365-and-outlook/nimble-contacts-add-in-for-outlook-and-office-365-setup). This feature, however, only works one-way.  That means that if you modify the information on Nimble, you won’t see the change reflected on your Office 365 address book. Need to keep these apps in sync rather than push data? That’s where PieSync steps in! 

## A 2-way sync between Nimble and Office 365/Outlook 

Nimble and PieSync have an in-the-box integration to provide a 2-way contact sync solution with 160+ cloud-based applications, including Microsoft Office 365, Business Central, and many others. 

<Widget type="piesync-widget" left="nimble" size="compact" />

You can access the PieSync dashboard within [Nimble’s Settings under “third-party integrations”](https://support.nimble.com/being-nimble-in-microsoft-office-365-and-outlook/getting-started-with-piesync-and-office-365) or in the Networks and Imports page. Once there, select "Contacts," and then run a search for the app you'd like to connect with Nimble.

Wait… what’s a 2-way integration?

[A 2-way integration or bi-direccional sync](https://www.piesync.com/blog/what-is-a-bi-directional-sync-and-how-does-it-work/), implies that whenever you add or modify a contact’s information in either connected app, you’ll have it automatically up-to-date in the other, in real-time. No matter who entered the data or from which device. 

![Nimble-+outlook](//images.ctfassets.net/f2ysq090txql/71bd1t2TOxy4nzN8k2hJAP/274f28dcb4bd66b3a4384184bc4545f8/Nimble-_outlook.gif)

The first time you create a sync between Nimble and Office 365, PieSync will consider the historical data of each app, and if you want, it will merge your duplicate contacts. Then, the software will be constantly checking for changes in either application to make sure the information is always up-to-date.  

> “Having the PieSync two-way data synchronization capability embedded in the Nimble platform delivers seamless connections between Nimble and over 160+ Saas based apps and truly extends the power of Nimble CRM,” said Ewout Meyns, Founder and CEO of PieSync. “This ensures that users have the most up to date contact information right where they need it most. Delivering the right data at the right time in the right app deepens and strengthens relationships with end customers.”

<Button text="Try PieSync for free" href="https://app.piesync.com/signup/" />

## Create your own workflow

PieSync offers you two features to optimize and customize the way your data is kept in sync between your applications. 

The first one is called [“Intelligent Sync,”](https://www.piesync.com/blog/introducing-intelligent-syncing/) and it allows you to set rules or conditions for the data to flow between apps. That means you can keep in sync any subset of contacts you have under a tag, label, list, category, etc. Keeping your segmentation across your different apps.

![nimble](//images.ctfassets.net/f2ysq090txql/5lCXUznr0JxNt7zmFQkX7a/5fa8eff5d2d75b5cd90e2ffdbea5a8f6/nimble_.png)

The second feature you might find useful, is what we call [“custom mapping.”](https://www.piesync.com/blog/announcing-our-biggest-update-to-date-custom-fields-and-customizable-field/) PieSync maps by default the classic information fields on each app (name, address, phone, email, etc.). Additionally, you can map any custom-made field you’ve created in either Outlook or Nimble.  

![nimble 2](//images.ctfassets.net/f2ysq090txql/VCj7Xw9Ch3d3wcFHYceAy/de11c75ad6a8ad3c3e764757718feb25/nimble_2.png)

## The benefits

- Keep in sync all the contacts’ insights collected by both application such as: name, phone, company name, title, biography, location, keywords, work experience, education, social identities, industry, company type, revenue, ticker, business address, and more.
- Avoid duplicates and out-of-date customer and prospect information.
- Save hours of time on manual data entry.
- Share contacts from multiple accounts between the entire team.
- Keep your one single segmentation in both Office 365 and Nimble.
- Have access to a 360-degree view of your contacts from any device. 

## Microsoft Dynamics 365 Business Central is also available!

Another tool from the MS Dynamics 365 suite, you can [easily integrate with Nimble via PieSync is Business Central](https://www.nimble.com/blog/nimble-piesync-enrichment/). This connection will empower your business management tool with the unique social insights Nimble offers. The results? An immediate boost in your customer engagement. 

## Elevate Your Team's Customer Engagement to Spectacular

On April 24th, you’ll have the opportunity to join Sarah Mouton, Partner Success Manager at PieSync and Jon Ferrara, CEO at Nimble for an interactive and practical webinar! 

Learn how to manage interactions with customers and prospects more effectively by creating a simple, integrated relationship system with Nimble and PieSync. Join these experts and empower your team to engage contacts in much more personalized, informed ways. 

<Button text="Register now" href="https://www.nimble.com/webinar/team-customer-engagement/" />



Nimble and PieSync have an in-the-box integration to provide a 2-way contact sync solution with 160+ cloud-based applications, including Microsoft Office 365, Business Central, and many others. 

A full 2-Way Sync: Get the most out of Nimble and Office 365 

Microsoft Exchange

![Cirasync 1](//images.ctfassets.net/f2ysq090txql/g9i6pEZAacgmckMWseIks/a64bbd42a1a1a8d79386c2fa2c3f2620/Cirasync_1.jpg)

Good news! We've partnered up with [CiraSync](https://www.cirasync.com/) to offer Outlook and Microsoft Exchange customers a powerful solution for contact syncing between their Global Address List, their Public Folders and other Outlook environments such as their personal contact folder or even external cloud-based applications. 

The extraordinary combination between CiraSync and PieSync, allows you to get the most out of the data you gather in Exchange or Outlook.

## CiraSync + PieSync 

[__CiraSync__](https://www.cirasync.com/) enables you to sync your Office 365 contacts to iPhone and Android users in about a minute. Meanwhile, PieSync allows you to sync your contacts with [more than 130+ cloud apps](https://www.piesync.com/connections/?utm_source=launch&utm_medium=blog&utm_campaign=cirasync&utm_content=connections) based on your customized parameters. PieSync’s method is to continually check and understand the data in both apps to sync according to your exact needs and criteria.

Plus, during the initial sync, the service matches the existing historical data between the two systems and merges your duplicate contacts.

CiraSync comes in [two flavors](https://www.cirasync.com/pricing/), a free edition and an enterprise edition. Even without PieSync, Outlook and Exchange administrators will want to check out [CiraSync Enterprise Edition](https://www.cirasync.com/ufaqs/enterprise-vs-personal-edition-enterprise-edition/). With CiraSync EE you will get a powerful administrative tool to assist in copying over contact lists into large numbers of Outlook mailboxes.

By combining the power of both PieSync and CiraSync, you can create a variety of data flows with your [Outlook](https://www.piesync.com/outlook-office365/?utm_source=launch&utm_medium=blog&utm_campaign=cirasync&utm_content=outlook) or [Exchange](https://www.piesync.com/msexchange/?utm_source=launch&utm_medium=blog&utm_campaign=cirasync&utm_content=exchange) contacts for marketing or sales purposes. 

After a seamless setup, you can just let both apps working in the background for you.

[__Learn more about in our Help Center!__](https://help.piesync.com/want-to-learn-more/gal-public-folders-sync)

## Use Cases 

CiraSync and PieSync know that every business has its own structure and it needs customized solutions. That's why both services offer a "toolbox" with all the necessary features for their customers to build up their personalized connections. 

![Cirasync gif](//images.ctfassets.net/f2ysq090txql/1xkb3jMPGEyyW88ius6eQO/fa1af8dd9ce44c7c0ece369c1137ed9c/Cirasync_gif.gif)

Among the dozens of different uses you can give to this partnership, we've gathered a couple of common scenarios: 

### 1. Sync the GAL to MailChimp

You and your teams are collecting valuable contact information in your Office 365 environment and in other apps, but if you are not able to share effectively that data between teams, you are losing that essential 360 view of your customer. With the CiraSync + PieSync killer combination, you can have all or a selection of GAL contacts pushed in near real time towards a MailChimp mailing list. 

![image (8)](//images.ctfassets.net/f2ysq090txql/3QY91OJpmgU8U4mokcCcaS/5c307d62d7909214eb1cacce85a2c9d7/image__8_.png)

Not conviced yet? __Rutger van Bostelen, Director of ICT at Prooleiden/OBSG __is already using combining the power of these sync solutions. This is what he told us:  

> "The Global Address List (GAL) of our Primary School Foundation grows with new staff on a daily basis. I need personnel added to a MailChimp mailing list constantly. Using this unique combination of CiraSync & PieSync saves us lots of time. An up to date mailing list synced from Exchange towards MailChimp, perfectly segmented!" 

[__Start Syncing MailChimp and Outlook!__ ](https://www.piesync.com/mailchimp/outlook-office365/)

### 2. Sync the GAL to RingCentral

RingCentral is powerful VOIP software but true ['caller ID'](https://www.ringcentral.com/office/features/caller-id-control/overview.html) will only function properly if the RingCentral extension is populated with contacts. Several CRM's can be hooked up to RingCentral so your customers are sent directly to your phone, but what about data that is lodged deep inside the Global Address List (GAL)? CiraSync to the rescue!  

![image (9)](//images.ctfassets.net/f2ysq090txql/3kMXKAKWS4sOa8gsCQeq4M/3d2bece2348eeeed94241ccab7cb9345/image__9_.png)

__[Start Syncing Outlook and RingCentral! ](https://www.piesync.com/ringcentral/outlook-office365/)__

### 3. Sync Public Folders to Teamwork Projects

PieSync functions like a bridge for you contacts to stay in sync between Outlook and 130+ cloud apps. Project management software like Podio or Teamwork Projects will only function properly if they are enriched with the most up to date contact data of the projects stake holders. If that contacts data is is pooled together inside a public folder, you need the combination of Cirasync & PieSync. 

![Pasted image at 2018-09-13 5 06 PM](//images.ctfassets.net/f2ysq090txql/5rxQuwXYzuCYwu06We6kuw/d188d8f692371db0b091203d3fc6c910/Pasted_image_at_2018-09-13__5_06_PM.png)

[__Start Syncing Teamwork Projects and Outlook__](https://www.piesync.com/teamworkprojects/outlook-office365/) 


## See how it works!

<Embed src="https://www.youtube.com/watch?v=s2gCcmJFotQ" />


 We've partnered up with CiraSync to offer Outlook and Microsoft Exchange customers a powerful solution for contact syncing between their Global Address List, their Public Folders and other Outlook environments such as their personal contact folder or even external cloud-based applications. 

Supercharge your Outlook and Exchange Connectors with CiraSync! 

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

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Start syncing Outlook and BigContacts two-way

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The best way to keep Outlook and HubSpot in sync

A full 2-Way Sync: Get the most out of Nimble and Office 365

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