With so many new digital marketing platforms available, collecting and organizing data is no longer the problem. The new challenge is how to prevent Data Silos. 

ActiveDEMAND + PieSync: Eliminating Data Silos to Achieve Customer Intimacy

Marketing automation tools make marketers lives easier by automating repetitive tasks and making multi-channel workflows more efficient. But here's a quick guide with some aspects that you might want to keep in mind before you click the “buy” button. 

Quick Guide: How to choose the best Marketing Automation tool for your SME

On May 25th the new European privacy regulation (GDPR) came into force. (Remember that endless stream of ‘Goodbye’ and ‘We’ve updated our privacy policy’-emails?) Don’t panic if you failed to meet the deadline.  We’ve listed five popular apps that can make your post-GDPR life a lot easier. 

5 business apps to help you master GDPR

ActiveDEMAND is now available for our 2-way Contact Sync

ActiveDEMAND is an integrated marketing platform that makes online marketing easy. ActiveDEMAND enables small businesses manage social media marketing, email marketing, and the marketing contact database. One tool for all online marketing.


activedemand

ActiveDEMAND

Florian Anderhub

Founder & CEO at Ander Group

ander group

HubSpot CRM arms your sales team with the information and the tools needed for today's modern sales process. HubSpot Marketing, meanwhile, is the marketer's number one inbound marketing tool that can help with landing page creation, email campaigns, social media scheduling and blogging. PieSync supports both Hubspot CRM as well as Hubspot Marketing.

hubspot logo

HubSpot

Nimble shows you detailed customer profiles in just a single view so you can get to know your customers in person. Sales and marketing features, activity management tools and a responsive social listening system will make sure you have all the insight you need!


nimble

Nimble

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


Mailchimp Logo-Vertical Black

Mailchimp

Google Contacts is a free easy-to-use contact management tool that allows you to organize your contacts with fields and segmentation. It has native integrations to other Google products such as Google Calendar, Google Drive and Gmail.


google contacts logo

Google Contacts

Ander Group was created in 2006 with the mission to merge strategy, design and technology to create meaningful, sustainable growth and profit for their clients. 

Their current software stack consists of [HubSpot](https://www.piesync.com/hubspot/) as a CRM, [Mailchimp](https://www.piesync.com/mailchimp/) for email marketing, [Google Contacts](https://www.piesync.com/google-contacts) and [Nimble](https://www.piesync.com/nimble/) as a centralized repository of contact information. In Nimble, they store and manage more than 5.000 contacts.

This Swiss digital agency often carries out a complete digital transformation for their clients. This implies the creation of a website, content and the implementation of a CRM. As a HubSpot Partner, they provide their clients with a unique instance of this software while having PieSync working in the background for them. 

#### How PieSync helped 

Florian Anderhub, CEO and Founder of the Ander Group, explains how the process of their contact management works: *“When we receive a new contact, the first software in which we add it is Nimble. In case we want to push this contact to our CRM, we add the tag «HubSpot» and use PieSync to automatically sync it”.* 

This workflow is enabled by PieSync's [ruled-based Intelligent Syncing engine](https://www.piesync.com/blog/introducing-intelligent-syncing/).

![hubspot nimble](//images.ctfassets.net/f2ysq090txql/3vGPIfxEQC7budS1zOQCai/18f70aae26dfb4bc64ca0e139bf439c8/hubspot_nimble_.png)

At the same time, Florian and his team are using PieSync to share [Nimble contacts with their GSuite environment](https://www.piesync.com/nimble/google-contacts/). This means that employees of the Ander Group work from the same, up-to-date database. 

> We needed to be able to share contacts with a GSuite Environment. The first time I saw that there was finally a way to establish communication between a contact repository and Google, I knew I was facing an amazing product.
 
*“With PieSync and Nimble, we have an efficient sync and we can filter the tags we use. This allows us to have a very neat and organized contact list.”*

#### Results and future plans 

Nimble is currently offering the possibility to create autogenerated profiles that include social media information. Florian is considering adding this social data into their contacts. 

>__“The leads that we have generated on HubSpot can be populated back into Nimble through PieSync.__ That way we would see the contact with the additional social information obtained in Nimble and get a better idea of who this person is.”

Ander Group is now implementing an inbound content strategy. The idea is to attract customers through relevant and helpful content. The goal is to grow and pull up their clients with them. The future will see them using PieSync to help them enrich their database.

![ander-group](//images.ctfassets.net/f2ysq090txql/4DWKyb9M9pdCA65xMgbzdn/51b460e076bb4a0dabc09f95c588cb33/ander-group.png)

Florian Anderhub and his team depend on PieSync to keep their contact databases in sync, up-to-date and properly organized. Learn how this digital agency keeps HubSpot, Google Contacts, Mailchimp and Nimble in sync.

Ander Group

This digital agency integrates HubSpot, Google Contacts, Mailchimp and Nimble via PieSync

Ander Group uses PieSync to keep HubSpot, Google Contacts, Mailchimp and Nimble in sync

Bram Callewier

Founder & CEO at Stoneasy

stoneasy

> PieSync has a very simple but powerful function: to keep everything connected. When it’s there, you don’t even notice, because it all works as it should. But when it’s gone, you certainly miss it. 

#### Challenges 

Bram Callewier’s team is always on the road. For them, the job is not only about selling stones. They also search the globe for exceptional products that satisfy their client’s high expectations. They offer their clients a highly personalized service that caters to their specific needs - for example, the client has the option to keep track of the stages of importing their order, step by step. 

To guarantee this service, it’s crucial for the Stoneasy team to have up-to-date, correct client contact data available on their phones at all times. For instance, a client could be calling from Paris, asking for information about their shipment, while the account manager is in Mumbai catching a train, far away from the computer. 

Stoneasy worked with two platforms to store and manage their client contact data: [Google Contacts](https://www.piesync.com/google-contacts/) and [Highrise](https://www.piesync.com/highrise/). They urgently needed a solution to synchronize these two platforms so that account managers could have easy access to crucial client data, whether they were on the road or in the office. __That’s when they discovered PieSync.__

#### How PieSync helped 

Bram and his team began to use PieSync in 2015. Their first sync was between Google Contacts and Highrise, and they were immediately pleased with the service. *“At the time we were working on lead generation strategies, but everything was working separately. With PieSync, it was finally all connected.”* 

At last, they could answer a call anywhere in the world and have all the information about a new or existing client in the palm of their hands. It didn’t matter anymore how far they were from their headquarters or which member of the team had previously talked with that particular client. They all had the complete customers’ records available and were able to provide complete assistance. 

However, Stoneasy was growing and it needed a new CRM. They decided to switch Highrise for [Hubspot](https://www.piesync.com/hubspot/). Back then, PieSync didn’t have a sync with HubSpot, so they suspended the service. *“We immediately noticed problems in our customer service. It was annoying not to have our contacts in sync. We couldn’t offer the same assistance as we did before.”*

Luckily, Bram didn’t have to wait long. HubSpot became available for syncing on the PieSync dashboard only a few months later. Stoneasy didn’t hesitate a second to sign up for the subscription service again. 

> What we like the most about PieSync is the possibility of picking up the phone and knowing exactly who the client is. It doesn’t matter if the colleague that usually talks to him or her is on a holiday or unavailable. Anyone from the team can have access to their full records and give them personalized service.

#### Results and future plans 

A few months ago, PieSync offered Bram and his team to try out the beta version of a feature that was being officially launched in September 2017. This new feature allows the user to establish logic rules with an "[if-*this*-then-*that*](https://www.piesync.com/blog/introducing-intelligent-syncing)” workflow. Bram explains how it works for him: 

*“One of my colleagues only needs one particular segment of contacts. Before this feature, we could only share the full list with her and she had access to many contacts she didn’t really need, so she constantly had to filter them. Now we add the condition: if the contact is in a certain app and group, only then sync with data with her.”*

For Stoneasy, PieSync is integral for the smooth functioning of their business. They can now take it for granted that they will always have the right client information at the right moment. 

> When you are out on the road and you need urgent information, then you realize why you are paying for it. I’m already used to PieSync. Now I can’t imagine a world without it.

This business is keeping HubSpot and Google Contacts in sync with PieSync. Thanks to this integration, they have correct and up-to-date customer data available on their phones whenever they need it. 

Stoneasy is using PieSync to have up-to-date customer data available on their phones at all times. They keep HubSpot and Google Contacts in sync. 

How Stoneasy uses PieSync to keep Google Contacts and HubSpot in sync

Stoneasy

Scott Magill - Director at CFO Consulting Partners 

Director at CFO Consulting Partners 

cfoconsultingpartners

Highrise is for lovers of simplicity - it will do what you need, no bells or whistles attached. Their straightforward, but powerful functions help you keep your business on track. Features include email, task and document management.


highrise

Highrise

Office 365 is Microsoft’s App suite and cloud collaboration tool. This platform includes Office Online, OneDrive and Outlook.com. Outlook.com is a personal email service with a modern and intuitive interface, keeping your emails tidy and your contacts up to date!


outlook-office365

Outlook

> Before PieSync, syncing our data to a CRM was more of a hassle than an advantage. We needed to keep the categories we were using in Outlook. That was the basis of our internal lead tracking and no other cloud integration software was offering that possibility.

####  The challenge

CFO Consulting Partners (CFOCP) has 20 employees providing senior-level financial management and accounting services. Virtually all of their projects have been obtained throughout referrals. 

Each consultant at CFOCP has an [Outlook](https://www.piesync.com/outlook/) account with their individual contact information - some relevant to CFOCP, some not. 

They developed a system in which everyone was using the same categories to organize their contacts. They classify contacts per industry, company, friend of the firm, influencer, competitor, etc. They are managing over 30 categories. In a business where trust is what closes deals, to have the right references and contacts around the client is the key.

When Scott Magill, Director at CFO, realized his firm needed a CRM, he knew he was facing a big challenge. How could they add all the contact data of each partner to a CRM like [Highrise](https://www.piesync.com/highrise/) without losing their organization system from Outlook? 

> I was looking everywhere for a solution, there was not a single software that would allow me to sync without losing all the categories we were managing, which was something essential for us.

#### How PieSync helped 

PieSync’s [Intelligent Syncing](https://www.piesync.com/blog/introducing-intelligent-syncing/) feature introduced the possibility to set up “if-*this*-then-*that*” rules, which allows Scott to choose which tags, categories or lists to sync and how. 

![outlook highrise](//images.ctfassets.net/f2ysq090txql/5YpFFLnxdO7CHorDGHgT15/e48964de49abcb0d23478b95924077b7/outlook_highrise.png)

> Intelligent Syncing makes PieSync the most advanced sync engine out there.

 *“Each of my partners is now connected with Highrise, and there we have all the information we need to reach out to existent or potential clients. That’s the new core of our business. Thanks to PieSync’s Intelligent Syncing, we all have this information in the same place, up-to-date and any one of us can access it whenever we need it.”*

CFO is also benefitting from 2-way syncing. Next to the sync between [Outlook and Highrise](https://www.piesync.com/outlook/highrise/), they now use some tags in Highrise that are being added to their Outlook categories. 

This allows updates in Outlook to be synced to Highrise and from Highrise back to Outlook, even updating multiple Outlook instances with a single correction. 

![highrise outlook](//images.ctfassets.net/f2ysq090txql/62QRV8121zX0sumal1RQoQ/10195def06089e2235a286689eef0b05/highrise_outlook_.png)

#### Results and plans 

Scott and his team at CFO Consulting Partners see enormous potential in working with PieSync. 

Gathering the categories and tags from both Highrise and Outlook, they now have an extremely well segmented database. That’s why their next marketing project is to implement personalized email campaigns. 

By creating an Intelligent Sync between [Highrise and Constant Contact](https://www.piesync.com/highrise/constantcontact/), they will be able to reach out to their clients with a targeted email, an initiative that promises high levels of engagement.

CFO Consulting Partners relies on PieSync’s Intelligent Syncing to connect Highrise and Outlook. Find out how this consultancy firm created a well segmented and integrated database between their apps with PieSync.

consultancy software stack

This consultancy firm is benefitting from PieSync’s Intelligent Syncing to connect Highrise and Outlook 2-way. PieSync allowed them to create an extremely well segmented contact database that enables personalized marketing campaigns.

How CFO Consulting Partners is using PieSync to connect Highrise and Outlook 

CFO Consulting Partners

Getting started with PieSync

Can I sync tags?

A link to a Google Slides presentation to be used as a basis to (re)sell PieSync. Export available to various formats: ppt & key

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Want to submit a guest blog? Some simple guidelines apply. Please reach out to Claudia Martinez (claudia@piesync.com) to get featured on piesync.com/blog

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Short on time? Need a quick refresher on what PieSync is all about?

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PieSync's two-way syncing and Zapier's trigger-action workflow handling are fundamentally different. This 4 minute presentation compares the two methodologies.

Video: PieSync vs Zapier to set up a 2-way sync

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Do your customer-facing teams want to know more about PieSync? A 60 minute (or less) training for your team to address what PieSync does, what value it brings for your customers, and to answer any questions you may have.

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Competitor Comparison - See the use cases for PieSync vs Zapier, Automate.io, BedrockData, Tray.io, Workato, MuleSoft, Jitterbit, DellBoomi

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This one pager gives a short explanation about what PieSync is. This can be sent to customers and prospects.

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We expose the long list of PieSync's available (or soon to be) connectors in real time on an open endpoint. You can leverage this information to build out your app's marketplace. Amend the URL with the name of your app the same way you find it on this page (replace "googlecontacts") 

API endpoint of available connectors

An overview on how information security is maintained at PieSync both from an application POV as well as on an organizational level. 

20190529Security at PieSync

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