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

Pinpointe is an easy email marketing service for businesses who want to take their email marketing to the next level. Features include: over a 1,000 email templates to choose from, drip campaigns, segmentation, social sharing, real time analytics, and heat mapping.


pinpointe

Pinpointe

<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

<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>

**PinPointe** is an easy email marketing service for businesses who want to take their email marketing to the next level. Features include: over a 1,000 email templates to choose from, drip campaigns, segmentation, social sharing, real time analytics, and heat mapping.

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

## Supported PinPointe Integrations

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

## Authorizing PinPointe

In order to connect to your Pinpointe account, we need your;
1. Domain
2. API username
3. API key

The host can be found in your browser's address bar as shown on the below screenshot.

The API Username and Key can be retrieved by going to your 'Account Settings' --> 'API + Connectors' as shown on the below screenshot as well.

![Pasted Image 08 12 2020 10 02](//images.ctfassets.net/f2ysq090txql/39IwScCtdUxx2hwFSZaJIr/7c0d7092443aaa0236c4c34b19b00f32/Pasted_Image_08_12_2020__10_02.png)

Next, choose the Pinpointe database you want to sync with.

![Pasted Image 08 12 2020 10 05](//images.ctfassets.net/f2ysq090txql/530afE3K8GKXqZyVNnUgjG/1d98232515b7bf5b955b7143dc2a2903/Pasted_Image_08_12_2020__10_05.png)

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

![Pasted Image 08 12 2020 10 06](//images.ctfassets.net/f2ysq090txql/UQGqAEAQ2Wq083VU48Q3m/bf4e16c379d6f31b43e0ea3a8604bcfa/Pasted_Image_08_12_2020__10_06.png)

<InfoBox>If you would like to connect multiple PinPointe databases, simply add another account, go through the steps above and select a different database.</InfoBox>

## \[IF\] Supported Conditions/Filters 

**You can sync one database per connection - PieSync needs you to authorize each PinPointe database separately**

- in Contact List…
- is Confirmed
- Bounced At…
- Confirm Date…
- Confirm IP…
- Date Added…
- Date Last Updated…
- Email Address…
- Last Click…
- Last Open…
- Request IP…
- Subscriberid…
- Timezone…
- Total Clicks…
- Total Opens…
- Unsubscribed At…
- Email Format…
- is Unconfirmed
- Already existing in the app you sync with

![Pasted Image 08 12 2020 10 11](//images.ctfassets.net/f2ysq090txql/6zd98MjaDQ3lxOlilpsqTL/d8bfa6eb4ea0fbcbad421d43442f9600/Pasted_Image_08_12_2020__10_11.png)

## \[THEN\] Supported Actions

- add to Contact List…
- mark as Confirmed
- remove from Contact List…
- update Email Address…
- update Email Format…
- Update fields _(INCLUDING CUSTOM FIELDS)_

![Pasted Image 08 12 2020 10 53](//images.ctfassets.net/f2ysq090txql/6ACgD0vwgaqGvFqBuhvhGm/2fd21f27c75c796846c14aa93ca0c3c6/Pasted_Image_08_12_2020__10_53.png)

## Field Mapping 

PinPointe has a limited number of standard fields, however, PieSync allows you to map any additional (custom) fields needed.

<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, 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 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. PinPointe is an easy email marketing service for businesses who want to take their email marketin...

PinPointe

Yes - you can use PieSync to sync two or more HubSpot portals with one another. 

Contacts or Companies can be kept in an active sync across multiple portals, using complex sync rules to keep the overview. Important to note: this will not sync contact-company associations, nor will it sync timeline events.

### Other ways to sync portals
[Check out the Portal Replicator](https://ecosystem.hubspot.com/marketplace/apps/productivity/project-management/hubspot-portal-replicator-203066) if you only need a one-time complete sync of portals instead of a continuous sync. 

For a more comprehensive, continuous sync of more than just contacts and companies, including timeline events, consider [Lynton's Multi-Portal Sync](https://ecosystem.hubspot.com/marketplace/apps/sales/crm/multiple-hubspot-portals-integration-203965)




Yes - you can use PieSync to sync two or more HubSpot portals with one another.  Contacts or Companies can be kept in an active sync across multiple portals, using complex sync rules to keep the overview. Important to note: this will not sync cont...

Can you use PieSync to sync HubSpot portals with one another?

### 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,...

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

What does PieSync sync? 

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

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

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

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

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

**2) Back up your data**

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

**3) Time to clean**

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

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

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

**4) Do a sanity check**

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

**5) Run a test sync**

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

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

  

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

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

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

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

Preparing your data for PieSync

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

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

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

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

## Managing multiple contact lists on an iPhone

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

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

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

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

## Where are your contacts stored?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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


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

Setting up your iPhone to sync with Google Contacts

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