Propeller CRM

Zendesk

![PropellerCRMZendesk](//images.ctfassets.net/f2ysq090txql/5ORnFSGCjCMklLsHCZJ7p3/41a9adc735dda6dec9caa6a32cba2e2e/PropellerCRMZendesk.png)

## Customer Contacts automatically synced between Propeller CRM and Zendesk

Zendesk is one of the world’s most powerful customer care tools, and you can extend this power by integrating it with other apps such as your CRM. Use PieSync to sync important customer data from your CRM to your customer care tool so your support staff can offer a faster end-to-end resolution and an improved customer experience.  

__Let's get started!__

Setup a two-way sync between your support app and your CRM. Propeller CRM and Zendesk are used in this recipe, but you could substitute these with your favorite CRM and support app.

The default sync is to sync all customer contacts in Zendesk to Propeller CRM , and all contacts in Propeller CRM  to Zendesk. Many businesses want to nuance this sync. You can do this by using filters.

![zendesk-propellerCRM](//images.contentful.com/f2ysq090txql/2aFwUDz5FimOeeMUeCYeoy/d233ed7b51e6c7b9fe3deb6a366ffdf0/zendesk-propellerCRM.gif)

Here we add a filter each customer or prospect that is under the list “Has Opprotunities” is synced to Zendesk with the tag “Customer of Prospect”

Your customer care team can also flag interesting use cases for marketing. Simply create a rule that IF a contact has the tag use case, then it syncs to your CRM (or marketing app) with the tag “use case”

Check out this video demo we created, with even more Zendesk sync ideas, such as Zendesk and MailChimp:

<Embed src="https://www.youtube.com/watch?v=zREkq4G7wFs" />

If you liked this guideline, be sure to check out our “PieSync Recipe Book”

<Embed src="https://cdn.flipsnack.com/widget/v2/widget.html?hash=ftn54nncg&amp;bgcolor=EEEEEE&amp;t=1516291718" />


Zendesk is one of the world’s most powerful customer care tools, and you can extend this power by integrating it with other apps such as your CRM. Use PieSync to sync important customer data from your CRM to your customer care tool.

Customer Service

Zendesk and Propeller CRM sync 

![Sync Propeller CRM Office 365, Outlook, desk.com, Freshbooks, HubSpot, Quickbooks, MailChimp, Emma, Campaign Monitor, Active Campaign, Zendesk, HelpScout, BombBob, Constant Contact,](https://blogassets.piesync.com/wp-content/uploads/2016/10/Propeller-CRM-launch-1024x512.jpg)

We have some exciting news today - [Propeller CRM](https://www.propellercrm.com/blog/propeller-and-piesync/?utm_source=partnerblog&utm_campaign=launch&utm_medium=referral&utm_term=piesync) is now a part of the PieSync family which means you can now sync your contacts two-way and in real-time between Propeller CRM and your cloud business apps!

<Widget type="piesync-widget" left="propellercrm" />

We’re working hard to bring you new cloud apps to connect with every month - so keep your eyes open for announcements in our newsletter.

## Sync your business cloud apps with Propeller CRM
Most businesses use several business cloud apps - a customer care platform like Zendesk, a marketing automation platform like Infusionsoft and a CRM like Propeller CRM. But this can be the beginning of some huge headaches. 

Customer and prospect data is spread across these disparate platforms. You then have to waste a huge amount of time to make sure that data is migrated from one system to another. Most people use the clunky import/export function, or worse - they resort to the dreaded data entry.

Thanks to PieSync you never again have to use these antiquated methods. PieSync syncs your contacts between Propeller CRM and other business clouds apps such as MailChimp, Zendesk or Quickbooks.

This forms one transparent tunnel through which your customer and prospect data freely flows, meaning your contacts are continuously in sync and always up to date.

We know that deals can be made or broken in a matter of minutes so you don’t want to waste time looking for the correct email or phone number. 

There’s also nothing more embarrassing than ringing a client and not having the full story. Which is why you should sync your marketing and customer care platforms with Propeller CRM. 

You’ll never have to waste time looking for a contact and you’ll always have access to the most up to date information, allowing you to have a 360° view on all your customers and prospects.

Take a look at what our happy customers have to say:
![](https://blogassets.piesync.com/wp-content/uploads/2016/10/Frank-Hamerlinck.jpeg)

> "Working with several business apps with several teams, I had multiple contact databases. Once I started using PieSync, the complexity of using all those different databases has been resolved and I have access to all my contacts in all my apps. I just works, in the background without any hassle." - Frank Hamerlinck, COO and co-founder of [NGDATA](http://www.ngdata.com/)

Read more reviews at [GetApp](https://www.getapp.com/)
## Advantages of using PieSync
**Scale your growth**

Just starting out and only want to sync one other app with Propeller CRM? No problem! Getting bigger and need to branch out to more cloud apps? We’ve got you covered! 

Avoid legacy systems and data silos. You can either sync your current cloud apps together or you can do a one-way migration of your data from one app to another. [Click here to start your 14-day trial today. ](http://www.piesync.com/propeller-crm/?utm_source=launch&utm_medium=blog&utm_campaign=propellercrm&utm_content=cta2) 

**Real-time syncing** 

Some syncing systems only sync every hour - or even less! PieSync syncs every five minutes - you’ll always have access to the most up to date data when you need it most.

PieSync will also help you to:
- Save time spent on data entry 
- No more import/export of your contacts
- One database across all your cloud apps
- Sync changes, including deletions and unsubscribes, in your favorite cloud apps and CRM
- Keep track of your contacts, so you never lose a contact again
- Share accurate customer information across your marketing, sales and customer service platforms.
- Migrate your contact data from one CRM to another.

PieSync works in the background and syncs your contacts two-way and in real time. This means you’ll have access to the most up to date customer information, no matter where you are or who entered the data. 

Start your FREE trial today, and let us take care of your contacts for you. 

<Button href="http://www.piesync.com/propeller-crm/?utm_source=launch&amp;utm_medium=blog&amp;utm_campaign=propellercrm&amp;utm_content=cta3" text="START MY SYNC" />

 

Propeller is now a part of the PieSync family which means you can now sync your contacts two-way and in real-time between Propeller CRM and your cloud business apps!

Sales

We are now syncing Propeller CRM!

Xero

Quickbooks

FreshBooks

Sage Accounting (formerly Sage One)

Sage Financials (formerly Sage Live)

Zoho Invoice

Zoho Books

![accounting software](//images.ctfassets.net/f2ysq090txql/1vTB9q66d2sGMg0MMwieAK/c4d09a0bce49614dd5733f0870d44432/rawpixel-579241-unsplash.jpg)

## Tips and trick from the experts: 

### Sage: [Coconut: How to deal with investors and find the right employees](https://www.sage.com/en-gb/blog/coconut-deal-with-investors/)
Our friends from Sage shared an interview to the CEO and co-founder of Coconut, he told them about his experience dealing with investors and finding the right employees for his business. Plus, he shared tips that will help with your company’s financial challenges.

### Freshbooks: [How Outsourcing Helps You Spend More Time on Fulfilling Work](https://www.freshbooks.com/blog/outsourcing) 
New business owners have way too many challenges and too few people to help them out. If you find yourself juggling everything, from marketing to  bookkeeping, you might want to take a look at this article. Here are 3 reasons to consider outsourcing.

### Quickbooks: [How to Get A Small Business Loan When You Don’t Know Where to Start](https://quickbooks.intuit.com/blog/accountant-advice/how-to-get-a-small-business-loan-when-you-dont-know-where-to-start/) 
Navigating the lending process can be intimidating, but don’t let that keep you from locating the cash your business needs. In this article, Michael Ly shared with Quickbooks five things he have learned through over a decade of working with startups and small businesses. 

<RelatedPost slug="5-useful-accounting-software-for-your-small-business" />

## The Latest Features 

### Xero: [Xero Central keeps getting better – introducing discussions](https://www.xero.com/blog/2018/10/xero-central-getting-better-introducing-discussions/)
Great news for Xero users!  A new discussions feature now lives right in Xero Central. Now you can ask questions and find answers from other Xero users including many accounting and bookkeeping partners. You can also answer questions and showcase your own Xero and business expertise. Check it out! 

### Zoho: [Client Approval for Timesheets in Zoho Invoice](https://www.zoho.com/invoice/blog/client-approval-for-timesheets-in-zoho-invoice.html)

Zoho Invoice has come up with the Client Approval feature to help you reduce mistakes made during invoicing time. The new feature guarantees accurate time entries, easy conversations, proof of conversation, and submitting time entries for multiple projects. The best part? It doesn’t take more than a minute to set it up! 



What are accountants reading lately? The best tips and trick recommended by Freshbooks and Quickbooks and the latest features introduced by Zoho Invoice and Xero! 

Accounting & Finance

This is what accountants have been reading lately!

Propeller is a powerful CRM for startups and small businesses that integrates within your Gmail account. It allows you to sync your mail and calendar, use various email templates, run reports, visualize your pipeline, keep track of your activity and more.


propellercrm

Sage Accounting (Sage Live) aligns your entire organization with business critical, real-time information, so you can take collaboration, and your business, to the next level. Sage Accounting delivers the convenience of the cloud with all the intelligence, scalability, and support you need to accelerate your business into the future.


sage

Supported Apps

GETTING STARTED GUIDE : How to set up a new connection?. ALL FEATURES EXPLAINED : All our features/functionality explained in detail - no app-specifics.. Sage Financials aligns your entire organizati…

Sage Financials (Sage Live)

GETTING STARTED GUIDE : How to set up a new connection? ALL FEATURES EXPLAINED : All our features/functionality explained in detail - no app-specifics. Sage One is a simple, online accounting softw...

Sage Accounting (Sage One)

GETTING STARTED GUIDE : How to set up a new connection?. ALL FEATURES EXPLAINED : All our features/functionality explained in detail - no app-specifics.. Propeller CRM is built for sales teams in sma…

GETTING STARTED GUIDE : How to set up a new connection?. ALL FEATURES EXPLAINED : All our features/functionality explained in detail. Zendesk Sell (formerly Base CRM) is sales force automation softwa…

Zendesk Sell (formerly Base CRM)

Want to learn more?

In short: on average around 3-4 hours/week. How do we calculate this average? Let's first see what PieSync handles for you. There are 2 different tasks PieSync solves so you don't need to do it manua…

How much time will PieSync save me?

GETTING STARTED GUIDE : How to set up a new connection?. ALL FEATURES EXPLAINED : All our features/functionality explained in detail - no app-specifics.. Keap, formerly called Infusionsoft now has tw…

Keap

In the Activity Feed of your connection you can check the status. A connection is syncing when the status indicates ' Synchronization is active '. You can ' Pause ' a connection in the upper right co…

What happens when you Pause, Save or Resume a connection?

GETTING STARTED GUIDE : How to set up a new connection?. ALL FEATURES EXPLAINED : All our features/functionality explained in detail - no app-specifics.. Infusionsoft (by Keap) offers your small busi…

Infusionsoft by Keap

Make sure you get the most of your syncs from and to Hubspot through these recipes that cover phone sync, gdpr, lead nurturing, lead scoring, ..

Intelligent syncing for Hubspot

Popular sync combinations

Integrate Quickbooks and Capsule. By creating a sync between Capsule and Quickbooks, colleagues in accounting can count on the addresses in Quickbooks to be correct and up to date and vice versa. It…

Capsule CRM and Quickbooks

google contacts logo

Google Contacts

Mailchimp Logo-Vertical Black

Mailchimp

sendgrid

SendGrid

outlook-office365

Outlook

front

Front

quickbooks

activecampaign

ActiveCampaign

Crisp

sendinblue

SendinBlue

fastbill

FastBill

hubspot logo

HubSpot

ringcentral

RingCentral

intercom

Intercom

aircall-icon@2x (1)

Aircall

freshbooks

FreshBooks Classic

twdesk

Teamwork Desk

zendesk

1CRM-logo-box

1CRM Cloud

AT & T

AT&T Office@Hand

aweber

AWeber

act!

Act! 365

actpremium

Act! Premium Cloud

activedemand

ActiveDEMAND

activetrail-1502192111-logo

ActiveTrail

Acumatica

Acumatica CRM

agendor_logo

Agendor

agilecrm

Agile CRM

allclients

AllClients

apptivo

Apptivo

aproplan

Aproplan

autopilot

Autopilot

btcloudphone

BT Cloud Phone

batchbook

Batchbook

benchmark

Benchmark

bigcommerce

BigCommerce

bigcontacts

BigContacts

bitrix

Bitrix24 CRM

bombbomb

BombBomb

bookeo

Bookeo

boomtown

BoomTown

bpmonline

Bpm'online

Brivity CRM

bullhorn

Bullhorn

campaignmonitor

Campaign Monitor

campaigner

Campaigner

capsulecrm

Capsule

chargebee

Chargebee

logo-cin7

Cin7

cxsocial

Clarabridge Engage

Classy-icon-coral

Classy

clio

Clio

companyHub

CompanyHub

connectwisemanage

ConnectWise Manage

constantcontact

Constant Contact

Contactlab Marketing Cloud

Contacts+ Logo Mark (1)

Contacts+ (formerly FullContact)

contactually

Contactually

Copper-icon-circle-pink

Copper

currentrms

Current RMS

datavalidation

DataValidation

daylite

Daylite

d-logo-L-transparent

Debitoor

Delivra

desk

Desk

logo-digitaleo

Digitaleo

directmailmac

Direct Mail for Mac

dotloop

Dotloop

Drift Logo

Drift

drip

Drip

ERPNext logo

ERPNext

eztexting

EZ Texting

easybill

EasyBill

efficycrm

Efficy CRM

Elastic Email

emma

Emma

espocrm

EspoCRM

eventbrite 2018

Eventbrite

facebook-lead-ads

Facebook Lead Ads

facten

Facten

finfolio

FinFolio

flexmail

Flexmail

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Recent Propeller CRM & Sage Financials (formerly Sage Live) Blog Posts

Zendesk and Propeller CRM sync

We are now syncing Propeller CRM!

This is what accountants have been reading lately!

Help Articles related to syncing Propeller CRM & Sage Financials (formerly Sage Live)