Quickbooks is an accounting app for small businesses and one-man bands. A full scope of app integrations and features such as invoicing, billing, accounting and estimates, will help you keep those books balanced and stay organized without losing valuable time.


quickbooks

Quickbooks

The Veeva CRM suite of products is a multichannel CRM solution created specifically for the life sciences industry. The complete suite offers to all user groups;- primary and specialty care representatives, medical science liaisons and managed markets account executives - a range of prebuilt functionalities.

Veeva

Veeva CRM

<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>

**QuickBooks** is an accounting app for small businesses and one-man bands. A full scope of app integrations and features such as invoicing, billing, accounting and estimates, will help you keep those books balanced and stay organized without losing valuable time.

## See a video of the Quickbooks sync in action

<Embed src="https://www.youtube.com/embed/0FXGagQjzEY/" />

## Supported QuickBooks Integrations

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

## Authorizing QuickBooks

We simply ask your login details and permission for access. For QuickBooks, we need you to log in to your account and allow access. When you click "Authorize QuickBooks", a pop-up window appears requesting this information.

<InfoBox>We connect with all **online** QuickBooks accounts, i.e. **not** QuickBooks Desktop.  Learn about the advantages of an online plan [here](https://quickbooks.intuit.com/move-to-online/).</InfoBox>

![](//images.ctfassets.net/f2ysq090txql/7kEhfdWLWHW690CZmofArh/d61e38c2d2e43eacb5058b15e80b3e49/image.png)

![](//images.ctfassets.net/f2ysq090txql/7yFoPF2ODQvPZf3d72pU8r/67e76485cb60332d039370f998ed8f97/image.png)

If you already authorized QuickBooks List(s) 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/41W56MeHLW4IkuswyeHsF1/283054e7a28031b8d0d189d017398b35/image.png)

## \[IF\] Supported Conditions/Filters

*   STATUS
*   FIELDS
*   ALREADY EXISTING IN APP YOU SYNC WITH

![](//images.ctfassets.net/f2ysq090txql/2hFaHzLx9btihUroUJ7XyK/81a5a3aef2ee1a82b0becf3ab2792363/image.png)

![](//images.ctfassets.net/f2ysq090txql/1Xhy8erlqVp0rMLS5rOPF9/f6d53094d1df9fb81a6743ee5b99b9d9/image.png)

## \[THEN\] Supported Actions

*   UPDATE STATUS
*   UPDATE FIELDS

![](//images.ctfassets.net/f2ysq090txql/yVFTFkpfF8JxvwWF5Yrxu/19c2a9c3737d7aedc9109addaeb35da1/image.png)

## Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard Quickbooks fields being mapped. For instance, a connection with  HubSpot will look something like this:

![](//images.ctfassets.net/f2ysq090txql/1O5YeqUHiM7JGFarhfUSX2/3c0739ba3af09b648b85d49f7eb20e0a/image.png)

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

## Customizable Field Mapping

For now, we **don't support** Quickbooks customizable contact fields. Therefore, you can only custom map any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping [here](/help/features/new-customizable-field-mapping/).

![](//images.ctfassets.net/f2ysq090txql/2ggaj6wYtD0ShwHPa9FPKm/dbfddcc75541f04cbe541ab81203f57a/image.png)

## Additional Options

### Syncing Unsubscribes/Deletions

**There are no supported QuickBooks integrations on the PieSync platform, that support our Unsubscribes/Deletions Sync\*.** 

<InfoBox>The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes [here](/help/features/syncing-unsubscribes/) or on Deletions [here](/help/features/syncing-deletions/).</InfoBox>

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

QuickBooks is an accounting app for small businesses and one man bands  A full scope of app integrations and features such as invoicing  billing  accounting and estimates  will help you keep those books balanced and stay organized without losing valu…

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

Supported Apps

QuickBooks

Capsule is a powerful and simple tool that can be customized to fit your business, so you can keep track of everything important. Complete contact views, sales and task management are just a few features available to make sure you stay on top of your game!


capsulecrm

Capsule

### 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 can also automatically send customer information from Capsule to Quickbooks when a deal is closed so that invoicing can begin. This saves your teams loads of time and ensures that customer data is up to date across all your apps.

<TipBox>Through **PieSync your** **sales team** can now smoothly hand over the necessary contacts for invoices to **accounting** and vice versa</TipBox>

#### Let's get started!

To integrate [Quickbooks](/help/connector-apps/quickbooks/) and [Capsule](/help/connector-apps/capsule/) first **authorise your apps** on the PieSync dashboard

Thereafter, **Setup a two-way sync** between your invoicing app and your CRM.

After closing a deal, **sales staff typically identifies to whom invoices should be sent. They will create this contact in the CRM.** Through PieSync, these contacts can be pushed to accounting in a controlled way by labeling them with "Invoice recipient" or something similar. 

![](//images.ctfassets.net/f2ysq090txql/37CrTX8staJJjCWym8qatP/839879be5a28d3fcb2d5c6c08db59c90/blob)

**Set up a rule** in PieSync to push contacts from Capsule CRM to Quickbooks if they carry a specific tag. This way, colleagues in accounting can rely on recipients' address information to be pre-filled out in Quickbooks, without them having to get back to sales. **Smooth handover!**

In a less ideal scenario, maybe sales doesn't do a proper handover to accounting. No worries: even when accounting creates new contacts in their own invoice app, they will be pushed to and **identified as invoice recipients** in the CRM. So make sure you set up a rule that stipulates that PieSync pushes contacts from Quickbooks to Capsule CRM if they carry a specific tag.

Last, but not least, Quickbooks can track whether a contact **still has open invoices** or not to their name. This is definitely information that's worthwhile pushing to your CRM.  Since PieSync works 2-way, as soon as the invoice gets paid, the tag disappears in the CRM. Make sure you switch on the toggle next to "Undo" for this - this toggle is located under the rule on the PieSync dashboard.

![](//images.ctfassets.net/f2ysq090txql/5gMH1mk6J8OKJibhZjaRSc/b3d058e66321471ada8964d8f8f92a0b/blob)

Hit sync once you’re happy with your configuration.

That’s it! You’ve got your accounting and sales teams all aligned. Have you thought about aligning your other teams such as marketing or customer ware?

_Happy syncing!_

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 can also automatically send customer information f…

Popular sync combinations

Capsule CRM and Quickbooks

[HubSpot CRM](http://hubspot.com/piesync) 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

Are you using [HubSpot](https://www.piesync.com/help/connector-apps/hubspot/) & [Quickbooks](https://www.piesync.com/help/connector-apps/quickbooks/) side by side? Did you wish they play nice with each other? You’re not alone.

PieSync’s sync engine helps you create an __intelligent connection__ between HubSpot and Quickbooks … and more than 240+ other cloud-based apps in __real time__.

<InfoBox>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.</InfoBox>

<InfoBox>Curious to read more about what objects PieSync can sync? [Click here](https://www.piesync.com/help/faq/what-does-piesync-sync/).</InfoBox>

## Step 1: Select Quickbooks and HubSpot. 

PieSync offers over 240+ apps that you can connect with each other. In the top right corner you can search for the apps that you need.

![HS Quickbooks choose apps](//images.ctfassets.net/f2ysq090txql/6UhUmu3SIxUOTbg5QfiauX/41f51715f592389ce20d0b79ba97b994/Screen_Shot_2020-06-25_at_13.47.16.png)

## Step 2: Authorize Quickbooks

We simply ask your login details and permission for access. For QuickBooks, we need you to log in to your account and allow access. When you click "Authorize QuickBooks", a pop-up window appears requesting this information.

<InfoBox>We connect with all **online** QuickBooks accounts, i.e. **not** QuickBooks Desktop.  Learn about the advantages of an online plan [here](https://quickbooks.intuit.com/move-to-online/).</InfoBox>

![](//images.ctfassets.net/f2ysq090txql/7kEhfdWLWHW690CZmofArh/d61e38c2d2e43eacb5058b15e80b3e49/image.png)

![](//images.ctfassets.net/f2ysq090txql/7yFoPF2ODQvPZf3d72pU8r/67e76485cb60332d039370f998ed8f97/image.png)

If you already authorized QuickBooks List(s) 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/41W56MeHLW4IkuswyeHsF1/283054e7a28031b8d0d189d017398b35/image.png)


## Step 3: Authorize HubSpot

<InfoBox>All HubSpot plans are able to set up a PieSync connection.</InfoBox>

For HubSpot CRM, we need you to first log in to your HubSpot CRM account in a separate window or tab, and copy your "Hub ID", to be found in the top right corner. When you click 'Authorize HubSpot CRM', a pop-up window appears with a request to enter this ID, followed by a window asking you to authorize your account.

![](//images.ctfassets.net/f2ysq090txql/5ORq6c4w1bz4W3AvyMTx3H/b44437898cf5d0387fce2fe16e14e749/image.png)

If you already authorized HubSpot CRM 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/3LfOMHUiQp3uzETQXxkc6h/b39b4ee88a9699daae7427c5c50d9af5/screenshot-2019-10-04-at-13-31-41.png)


## Step 5: Configuration
##### Connection Rules

Once you authorized  Quickbooks and HubSpot, you tell PieSync how we should keep your contacts/customer data in sync. By default, PieSync proposes a two-way sync with a drop-down to allow for one-way syncs ([do I need one-way or two-way?](/help/features/sync-direction/)).

![Hs Quickbooks sync arrows](//images.ctfassets.net/f2ysq090txql/5XVOjWAxPyuDUmjthJkvK9/4ab8c0f125e52ff426fceda674accc3c/Screen_Shot_2020-07-07_at_16.14.51.png)

A two-way sync starts off with 2 rules. Each rule fulfills the conditions of each side of the sync. [PieSync looks at all the data stored on each side](http://help.piesync.com/faq/what-will-happen-during-the-initial-sync), so you can define exactly what data needs to move from one side to the other.

If you need a simple all-to-all sync, this is all you need to set up (ie. don't change anything to the default setup). Starter plans are limited to two of these rules, but **the Pro plan allows for more**.

However, through PieSync you can and you should tweak the sync so that not only contacts/customers get synced, but you also respect the segmentation, tags, owners, person stages, custom attributes, subscription status, ... of the apps that the contacts live in. In a PieSync [rule](/help/features/multiple-rules/), you can choose to add a filter and add actions to syncs. 

![HS Quickbooks pro-rules](//images.ctfassets.net/f2ysq090txql/7fKl0Gp4q3qezMo1521bQr/41907063476333ad2dde06db25349d68/Screen_Shot_2020-07-07_at_16.18.28.png)

What you can do [depends from app to app](/help/faq/which-connectors-do-you-support/). Typically, in the if-clause you define a segment of your contacts/customers. In the then-clause, you perform actions such as adding the contacts/customers to the counterpart of that same segment in the other app. Combine this with other actions you can perform as a result of a sync, and the possibilities are truly endless.


##### Connection Field Mapping
![Quickbooks HS field mapping](//images.ctfassets.net/f2ysq090txql/54Js53B48XwOAzcw4rmBRg/dc5a3b504cbe00d2fb2021071947fe50/Quickbooks_HS_default_fields.webp)

Two fields that are kept in sync by PieSync, without explicitly requiring the user to choose them. These are built-in mappings between standard fields that exist in both applications you are keeping in sync. 

As of the Pro Plan, you are able to customize the default field mappings and you are also able to add your own field mappings. Any user-created mapping is also often referred to as the "Custom (Field) Mapping".

![HS quickbooks custom fields](//images.ctfassets.net/f2ysq090txql/7uUAD5adcLEmZFjlT27iFQ/6c559a49f8a316ea8c56fb6fee22f42a/quickbooks_hs_custo_fields)

## More questions?

<InfoBox>Don't hesitate to let us know if you have any further questions. Reach out to [support@piesync.com](mailto:support@piesync.com)</InfoBox>

Are you using HubSpot   Quickbooks side by side  Did you wish they play nice with each other  You re not alone   PieSync s sync engine helps you create an intelligent connection between HubSpot and Quickbooks   and more than 240  other cloud based ap…

HubSpot and Quickbooks

[Nimble](https://www.nimble.com) is a social CRM for small businesses that centralizes contacts and delivers a 360° view of all customers. Nimble’s easy-to-use contact manager generates actionable social insights, tracks engagement history, and works well with other SaaS-based business apps, such as the ones listed [here](https://www.piesync.com/connections/).

## Nimble and Google Contacts (G Suite)

Google Contacts and G Suite, don't have their own team contacts manager. This is a huge headache for administrators who want to be able to manage contacts on a team based level.  Many businesses choose to use Nimble in conjunction with Google Contacts or G Suite because it allows administrators to manage contacts on a team based level. 

![](//images.ctfassets.net/f2ysq090txql/D8cT5yiHt44lMJQ1D8b7L/b682a99dabcb3d47c8ccde773278cfc9/google-contacts-nimble.png)

Thanks to PieSync's [team](/help/account/teams/) features, you and your colleagues can sync contacts in Google Contacts or G Suite into Nimble.  Duplicates (where the same contact is synced multiple times) are prevented because PieSync first checks to see if no similar contacts have been synced based on email addresses.  

➡️  **Google to Nimble**. Don't sync your complete Google Contact list, create [intelligent sync rules](/help/features/multiple-rules/) by filtering by groups found in Google Contacts and G Suite. This way, you remain in full control of which contacts are synced to Nimble.

⬅️  **Nimble to Google.** All contacts that are added to Nimble will also be synced by PieSync into the corresponding Google Group. 

![](//images.ctfassets.net/f2ysq090txql/4zzsl0xN0JlHqCQD43uvYq/0901424c582e56f52885fb35430190a9/image.png)

<TipBox>**What happens to deletions?** If you delete a contact in either app, PieSync will label the deleted contacts as "trash" in the other app so you can manually check and then delete them there too ([explanation video](/help/features/syncing-deletions/))</TipBox>

## Nimble and HubSpot

MQLs may have limited profiles in HubSpot. Combined with the power of Nimble, you can further enrich your contact information in HubSpot. 

![](//images.ctfassets.net/f2ysq090txql/1KMaJITedXLDwGhBXCjld0/22f201f737df2609fb86882bc67b5e9b/nimble-hub-spot.jpg)

➡️  **Nimble to HubSpot.** Nimble sends enriched contact information to HubSpot so your HubSpot lead scoring can be calculated based on more attributes.

⬅️  **HubSpot to Nimble.** You can sync website visits and website activity  from HubSpot and into Nimble.

For instance, you can control Nimble's contact rating based on a prospect's responsiveness to e-mails that are being sent via HubSpot. 

![](//images.ctfassets.net/f2ysq090txql/5mqzri0Q0mYkkwPIcs2KZi/ac2e0cf6b8f0315f5eab16f8def59cc6/hubspot-1.gif)

If your marketing runs on HubSpot, you can score based on :  

* e-mails clicked  
* e-mails opened  
* website visits  
* website link clicks  
* form submissions  
* ... and so much more

You can also directly sync HubSpot's analytics to Nimble through [PieSync's customizable field mapping.](/help/features/new-customizable-field-mapping/) 

First, create the custom fields you need within Nimble, such as when did they last visit your website, and what was the last marketing e-mail they opened from you?

![](//images.ctfassets.net/f2ysq090txql/65om6r8rkeMs63sXIVV7Tc/caff9296e476e31ecae9b9df0f76b39e/createhubspotfields.gif)

On the PieSync dashboard you can map those custom fields between HubSpot and Nimble, so that this information is synced to Nimble from HubSpot. You only need to link these fields once, and you're all setup! 

![](//images.ctfassets.net/f2ysq090txql/5HLwAjTzIlv6tyJbwbBxiP/3e959dd1aeecc301072ddb20290952c3/hubspotfields.gif)

## Nimble and MailChimp

One of the most popular PieSync integrations is keeping selected (marketing opted-in) Nimble contacts in sync with a MailChimp list.

![](//images.ctfassets.net/f2ysq090txql/2ZmdMA0d2WfC6wZM3yVazy/dc9d4fba473635ba4b960873cdee1138/nimble-mailchim.png)

Syncing through PieSync is a 2-way affair:

➡️  **Nimble to MailChimp.** Nimble contacts that have opted-in to a mailing list will be synced to MailChimp

⬅️  **MailChimp to Nimble.** New subscribers to your mailing list (e.g through a webform) will be synced to your Nimble contact list. 

Don't just blindly sync your Nimble contacts to your MailChimp list. Only sync those contacts of whom you have [obtained express permission.](https://kb.mailchimp.com/accounts/compliance-tips/the-importance-of-permission) In the following example, a tag in Nimble is controlling whether or not contacts get synced to MailChimp.

![](//images.ctfassets.net/f2ysq090txql/1Ztv6LcxBbE5e0Uf5jZAOh/a430d3706a5f15b8735ca5213accad8a/image-14.png)

The rule comes with a handy toggle that completes the 2 way sync. This toggle works like this. Say you have a newsletter and you contacts opt-in to receive it. The contacts that have opt-in for your newsletter will get the tag "Newsletter" inside Nimble. If the contact no longer wants to receive the newsletter, simply removing the tag in Nimble and PieSync will ensure that this information is synced to MailChimp, and they will be unsubscribed in MailChimp. Watch this 3 minute video on some typical MailChimp and Nimble usecases: 

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

## Nimble and Quickbooks

Through a sync between Nimble and Quickbooks, colleagues in accounting can count on the addresses in Quickbooks to be correct and up to date. This saves time going back to sales or customer care to find out if the details are correct. Through the power of syncing, your business has only **one address book** to maintain: Nimble's.

![](//images.ctfassets.net/f2ysq090txql/3J3g1NgBtXmq2tsDy58OCO/30d124d32db0ccaac3153f2d99fccc7d/nimble-quickbooks.png)

➡️  **Nimble to Quickbooks**. When sales closes a deal, the customer's address information is synced into Quickbooks. You can configure this for all contacts, or only when a deal is won.

⬅️  **Quickbooks to Nimble.** If accounting creates **new** contacts in Quickbooks, they will be synced to Nimble, along with the information about their payment status (handy for sales and customer care teams who are in contact with contacts). 

![](//images.ctfassets.net/f2ysq090txql/1325jr3ForhsTWSjJFqq6n/2823ab7f40d998ebaec570734a8510ec/pasted-image-at-2019-04-11-3-30-pm.png)

<TipBox>Learn more about syncing Quickbooks in [our PieSync recipe](/help/usecases/sync-recipe-invoicing-done-right/)</TipBox>

Nimble is a social CRM for small businesses that centralizes contacts and delivers a 360  view of all customers  Nimble s easy to use contact manager generates actionable social insights  tracks engagement history  and works well with other SaaS base…

Want to learn more?

Intelligent syncing for Nimble

<InfoBox>[Zoho's CRM](https://www.zoho.com) makes sure your sales team stays focused on their targets. Lead generation from existing websites, lead activity tracking, email integration, task management and complete sales cycle views are just some of Zoho's many features. PieSync allows you to connect Zoho CRM to over [90 other cloud apps](https://www.piesync.com/zoho/).</InfoBox>

## Zoho CRM and Google Contacts (G Suite)

Google Contacts and G Suite, don't have their own team contacts manager. This is a huge headache for administrators who want to be able to manage contacts on a team based level.  That's why businesses choose to use Zoho CRM in conjunction with Google Contacts or G Suite because it allows administrators to manage contacts on a team based level. 

![](//images.ctfassets.net/f2ysq090txql/5V6iHIYHdaJHlIzDuShDLl/d168cdb419c71fbc779c550f9c112fb5/image.png)

### Let's get started!

1.  In the PieSync dashboard, choose Google Contacts and Zoho CRM

![](//images.ctfassets.net/f2ysq090txql/7IdnYCHls24gPAdo5IlM8P/f9d09adb4c1e2562373e6ff599d174b7/image.png)

2.  Authorize your apps. 

![](//images.ctfassets.net/f2ysq090txql/2CaKdwueM8sHXYEYOPUxzl/234f5aa881c143e39036b894e8a32f65/image-3.png)

3.  Configure your sync. A two-way real time sync requires two rules which are preconfigured for you.  They read "IF a contact is in Google Contacts THEN sync the contact between Google Contacts and Zoho CRM" and "IF a contact is in Zoho CRM THEN sync the contact between Google Contacts and Zoho CRM" this means all contacts in Google Contacts will be synced over to Zoho CRM and all contacts in Zoho CRM
    
![](//images.ctfassets.net/f2ysq090txql/6MKmW2cHjLeh3EoirRvFDx/76d5ae3be8d8977b1d14326eac36e00f/image-4.png)

A lot of people don't want to sync all contacts, or they want to segment the contacts into lists or groups. This can be done by configuring rules. For instance, you can filter your contacts based on their tags in Zoho CRM.  Perhaps you want to segment contacts who have the tag "Prospects" in Zoho CRM into a Group called "Prospects" in Google Contacts (you will need to create this group in Google Contacts if you don't already have one). Create a rule that reads "IF a contact is in Zoho CRM and has the tag "Prospects" THEN sync the contact between Google Contacts and Zoho CRM and add to Group "Prospects'" At the bottom of this rule activate the toggle which reads "Undo if tag does not equal Prospects, then remove from Group Prospects in Google Contacts". This will ensure your list is kept up to date.   

![](//images.ctfassets.net/f2ysq090txql/7vaw0xcROkTVwudfmsSSZt/341a08b924c704da834dd6872e105c48/image-5.png)

Thanks to PieSync's [team](/help/account/teams/) features, you and your colleagues can sync contacts in Google Contacts or G Suite into Zoho CRM. Duplicates (where the same contact is synced multiple times) are prevented because PieSync first checks to see if no similar contacts have been synced based on email addresses.  

<TipBox>**What happens to deletions?** If you delete a contact in either app, PieSync will label the deleted contacts as "trash" in the other app so you can manually check and then delete them there too ([explanation video](/help/features/syncing-deletions/))</TipBox>

## Zoho CRM and HubSpot

Everyone likes to work with **the best of breed apps.** Marketeers love Hubspot's rich web analytics & nurturing methods. Meanwhile, other sales operations prefer to stay in Zoho for its robust CRM approach. **PieSync can integrate both these apps so that together they form a killer lead gen stack and sales machine.**

![](//images.ctfassets.net/f2ysq090txql/10VJzXzEa0nC5Aa93w6m52/3f50e1921606cf40c67aca32f5cc1d66/image.png)

<TipBox>Everyone likes to work with **the best of breed apps**. For example, marketing wants to use HubSpot and sales choose to work with Zoho CRM. Each app has their specific qualities that work well for those teams. **PieSync can integrate these apps so that together they are a killer lead gen stack.** This recipe is especially useful for CRMs that don't treat leads differently from prospects or other contacts.  
</TipBox>

### Send Marketing Qualified Leads to Zoho CRM

<InfoBox> This recipe aims to showcase the power of PieSync for streamlining the marketing lead qualification process. We invite you to [get in touch](https://calendly.com/piesync) if you want to explore some options.</InfoBox>

### Let's get started!

1.  Start your sync through PieSync between HubSpot and [Z](/help/connector-apps/pipedrive/)oho CRM (here's [how](/help/features/getting-started/).)
2.  Then create this rule to make up this sync:   
    1) **IF a contact in HubSpot is greater than 5 THEN sync the contact to Zoho CRM and add Tag "MQL"**.  In essence this reads when a HubSpot contact's lead score goes over a certain threshold (in this case 5, but you can choose), then PieSync syncs this contact to Zoho CRM and adds a tag indicating that it is a marketing Qualified lead. 

![](//images.ctfassets.net/f2ysq090txql/5C2zrB2tBRfa0KCbVahls/a39cec8ac487ee20a6c70dd69fe78d1e/image-7.png)

<TipBox>⬅️  **You can also** assign those Marketing Qualified Leads to a dedicated Zoho  CRM sales rep through a filter. Instead of choosing "add a tag" select "set Owner to" and choose your rep from the drop down menu.  </TipBox>

### Sync based on opt-in and opt-out preferences

You can also keep your email lists sparkling clean by syncing based on your subscriber's opt-out and opt-in preferences.

In the following example, customers who have not opted out are subscribed to a list:

![](//images.ctfassets.net/f2ysq090txql/1ZGydmetNOd9DTo8LiIlVx/9008ed9b795c20a76e5498a3a44609bc/pasted-image-at-2019-03-08-4-36-pm.png)

<InfoBox>Keeping [GDPR](https://www.eugdpr.org/) in mind, syncing & storing opt-out preference on a CRM level is a **must**. </InfoBox>

### Sync HubSpot Analytics to Zoho CRM

With the Hubspot to Zoho CRM sync, you're able to sync HubSpot's analytics to Zoho CRM through [PieSync's customizable field mapping.](/help/features/new-customizable-field-mapping/) First, create the custom fields you need within Zoho CRM, such as when did they last visit your website, and what was the last marketing e-mail they opened from you.

![](//images.ctfassets.net/f2ysq090txql/3fjCjbbWPT3DGr4njabdSK/877a76f987f2292c07503d9c8f49364d/pasted-image-at-2019-03-08-4-50-pm.png)

On the PieSync dashboard you can map those custom fields between HubSpot and Zoho CRM, so that this information is synced to Zoho CRM from HubSpot. You only need to link these fields once, and you're all setup! 

![](//images.ctfassets.net/f2ysq090txql/5Jl947y9W3DZliUS0wwPPL/5981366004eb631605e0f468a50a4073/image-8.png)

<InfoBox>Good to know: setting up a sync between HubSpot and Zoho CRM **syncs historical website activity** too! Learn more on syncing with Hubspot in our [PieSync Recipe](/article/Kn1gzO3582-sync-recipe-translate-lead-scoring-intelligence-into-your-crm), which uses Pipedrive as an example but the underlying idea remains the same.  
</InfoBox>

## Zoho CRM and MailChimp

### Sync Email Subscribers

One of the most popular PieSync integrations is keeping selected (marketing opted-in) Zoho CRM contacts in sync with a MailChimp list.

![](//images.ctfassets.net/f2ysq090txql/4ApSo7RnenOhdBQ0DgKiPO/263a73f639a614aef875eb8017f15831/pasted-image-at-2019-03-29-1-37-pm.png)

Businesses that use this sync notice an **increase in productivity** because they no longer have to manually keep email lists up to date in either app. It is also easier to implement email marketing campaigns knowing that all your **subscriber information is up to date.**

Correct subscriber information is paramount these days, with strict data protection laws such as **GDPR**. You don't want to be hit with a fine because you accidentally sent out a bunch of emails to subscribers who are no longer opted-in!

This sync helps you send out timely campaigns to interested subscribers in email marketing lists with the most up to date information.

### Let’s get started!

Authorise your apps on the PieSync dashboard. [Click here to find out how to authorize Zoho CRM](/help/connector-apps/zoho-crm/).For MailChimp, you can only sync one MailChimp list per connection slot. If you want to sync more MailChimp lists, you have to create more syncs. [Click here to find out how to authorize MailChimp.](/help/connector-apps/mailchimp/)  
  

>  MailChimp advocates using one master list, as opposed to many small lists. [Read this best practices guide to find out more](https://kb.mailchimp.com/lists/growth/requirements-and-best-practices-for-lists)  

Then it’s time to set up a two-way sync between Zoho CRM and MailChimp.

![](//images.ctfassets.net/f2ysq090txql/2guLLPuWX1mYfvqHF3liCf/b61dd84d16f0e729097c638598e69e2c/image-1.png)

This reads that **all contacts in Zoho CRM will be synced to MailChimp and all contacts in MailChimp List (List Name) will be synced to Zoho CRM.** Because syncing ALL contacts between the two is usually not what we’re after, you can **add some nuance** to the sync.

### Filter Based on Tags

You can filter contacts using **Zoho CRM tags**. To do this add a filter under Zoho CRM on both rules.

I have added the additional filter that the contact has the tag “Newsletter” then it will be synced to MailChimp.

![](//images.ctfassets.net/f2ysq090txql/2Cf0oBFfQxVI3pv8Kw4ngd/e4c2b00c822073b31ca275ffd2ae24d3/image-2.png)

  
If someone subscribes to the MailChimp List (via a form on your website), their information will be synced to Zoho CRM and the tag "Newsletter" will be added.

### Sync based on opt-in and opt-out preferences

You can also keep your email lists sparkling clean by syncing based on your subscriber’s opt-out and opt-in preferences.

In the following example, customers who have not opted out are subscribed to a list:

![](//images.ctfassets.net/f2ysq090txql/7WHnbfpQ0FbBAbo3HTI5A/4bb0c05ecfb988a7e9f81610e8f3a436/pasted-image-at-2019-03-12-11-17-am.png)

*   If a customer unsubscribes from your mailing list, this information gets picked up by PieSync and is reflected in Zoho CRM.

<TipBox>Bonus tip: if your contacts opt-in for your subscriptions on a **Shopify** checkout page, you can choose to automatically opt in these contacts in Zoho CRM! [Here's how](/article/8m4vBymOGa-sync-recipe-shopify-your-crm).</TipBox>

## Zoho CRM and Quickbooks

By creating a sync between Zoho CRM and Quickbooks, colleagues in accounting can count on the addresses in Quickbooks to be correct and up to date.  It can also automatically send through customer information from Zoho CRM to Quickbooks when a deal is closed so that invoicing can begin. Through the power of syncing, your business has only **one address book** to maintain: Zoho CRM's... Or Quickbooks! Whichever you want.

![](//images.ctfassets.net/f2ysq090txql/3hBLiJrnVDH63VrPWs5Pg6/9f5a9693be0ccc7bbee3774caee961ca/image.png)

<InfoBox>After closing a deal, sales staff typically identifies to whom invoices should be sent. They will create this contact in Zoho CRM. Through PieSync, the contacts of the invoice recipient can be synced to your accounting team in Quickbooks.  
</InfoBox>

### Let's get started!

1.  **Authorise your apps** on the PieSync dashboard. 
2.  **Setup a two-way sync** between your Quickbooks and your Zoho CRM. 
3.  Set up a rule in PieSync to sync contacts from Zoho CRM to Quickbooks using tags such as "invoice recipient". This way, colleagues in accounting can rely on recipients' address information to be correctly pre-filled out in Quickbooks, no more double checking. **Smooth handover!**
4.  Maybe sales forgot to handover to accounting. No worries: even when accounting creates new contacts in their own invoice app, they will be synced to and **identified as invoice recipients** in Zoho CRM. So make sure you set up a rule that stipulates that PieSync sync contacts from Quickbooks to Zoho CRM if they carry a specific tag such as "invoice recipient"
5.  The cherry on top: Quickbooks can track whether a contact **still has open invoices  or not to their name.**  Since PieSync works 2-way, as soon as the invoice gets paid and is logged in Quickbooks, the tag disappears in Zoho CRM. Make sure you switch on the toggle next to "Undo" for this - this toggle is located under the rule on the PieSync dashboard. 

![](//images.ctfassets.net/f2ysq090txql/rctnzm6ZoJfbXw4r2eThG/73a746fb96620646f5c37e81d574db0d/image-9.png)

⬅️  **Quickbooks to Zoho CRM.** When accounting creates **new** contacts in Quickbooks, they will be synced to Zoho CRM, along with the information about their payment status (handy for sales and customer care teams who are in contact with contacts). For this latter feature, you simply create a custom field in Zoho so it can store Quickbooks' information.

Using custom fields in Zoho CRM you can create more nuances:

![](//images.ctfassets.net/f2ysq090txql/RLyiM5I2Ym4u9fyseeaXd/49d99a87fc44e1d4e635eb3f7acaaeb0/image-10.png)

Zoho CRM and Google Contacts  G Suite   Google Contacts and G Suite  don t have their own team contacts manager  This is a huge headache for administrators who want to be able to manage contacts on a team based level   That s why businesses choose to…

PieSync Guidelines for Zoho CRM Users

## 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        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 you…

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/" />


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    Acc…

Setting up your iPhone to sync with Google Contacts


## Step 1: Choosing your apps

In setting up a sync connection, you first choose [the apps](/help/faq/which-connectors-do-you-support/) that contain the contacts data you need synced. We have provided a handy search bar to quickly get to the apps you're looking for. After you select the first app, you immediately proceed to select the second app. We will connect to these apps in a second step.  

![](//images.ctfassets.net/f2ysq090txql/3KxQtwOhw5ZSMt8fYYXTfz/ee3e8abcd18d5947d5b84b9168a9ace3/screenshot-2019-05-20-at-15-18-15.png)

> We add new apps [every week!](http://www.piesync.com/connections/) 

Please reach out to us if you're not able to set up the combination you need - we might be able to help.

## Step 2: Authorize your apps

In order to use PieSync, you need to have registered accounts with the apps you selected. At this point, you'll need to connect PieSync to these apps so we can fetch the contacts data configuration. You do this for both apps. While the screenshots below are some examples, [the instructions for your app are listed separately on this page](/help/connector-apps). If it is the first time using PieSync, you will need to authorize both apps, one after the other.

![](//images.ctfassets.net/f2ysq090txql/1yIcstEdqicA8OeMVfSaUI/428747f5c872177d0df7e2eea579634b/image.jpeg)

If you have previously set up a connection with any of these apps, you can choose to re-purpose that authorization. Of course, you can also choose to login to your apps with a separate account too.

![](//images.ctfassets.net/f2ysq090txql/2reZkRSo7ZAWia7MPDV88B/04af9415b8c8fe7660a6e6c6996b651b/screenshot-2019-05-20-at-15-19-31.png)

## Step 3: Choose your contact type

Choose whether you want to sync Contacts or Leads. The availability to sync Leads depends on whether your app has a Leads entity

![](//images.ctfassets.net/f2ysq090txql/7Ak44LlJd6uTiQPVjMkPBu/2fd9180354747b46255728c013542995/screenshot-2019-05-20-at-15-30-18.png)

<InfoBox>This step will only appear if the applicable app has Leads available.</InfoBox>

## Step 4: Configure your sync

### 4.1 A two-way sync is made up by at least two rules

Once you authorized  2 apps, you tell PieSync how we should keep your contacts data in sync. By default, PieSync proposes a two-way sync with a drop-down to allow for one-way syncs ([do I need one-way or two-way?](/help/features/sync-direction/)).

![](//images.ctfassets.net/f2ysq090txql/7FOQ10iMP8cUSoUsuyH4oZ/a41f6387ed9676de2ec541d5f6074725/screenshot-2019-05-20-at-15-47-19.png)

A two-way sync starts off with 2 rules. Each rule fulfills the conditions of each side of the sync. PieSync looks at all the data stored on each side, so you can define exactly what data needs to move from one side to the other.

![](//images.ctfassets.net/f2ysq090txql/4WXwFvxUcgeOUEBZ17ujQu/d70d784e556e5bd2b797d3c583e78628/screenshot-2019-05-20-at-15-51-54.png)

> _In this  example, rule 1 dictates that for every contact that PieSync finds in Google Contacts, PieSync will update or create one in Copper in case it didn't exist already there. Rule 2 completes this 2 way sync: for each contact that exists in Copper, a counterpart will be updated or created in Google Contacts. For instance, if you don't need all of your Copper contacts into Google Contacts, simply remove this rule!_

If you need a simple all-to-all sync, this is all you need to set up (ie. don't change anything to the default setup). Starter plans are limited to two of these rules, but **the Pro plan and onward allow for more**. Why would you need more than 2 rules? Read on!

### 4.2) Adding conditions & actions

Your contacts don't behave the same way across apps:

*   In your marketing tool, customers are recipients that move across distribution lists and change subscriber status
*   in your invoicing tool, they have carefully kept address & contact information
*   In your contacts management tool linked to your phone, you expect to have their phone numbers and benefit from caller ID
*   In your e-commerce platform, new buyers become customers
*   ..And in your CRM, your customers should consolidate all of this information into a single view

Through PieSync you can and you should tweak the sync so that not only contacts get synced, but you also respect the segmentation, tags, groups, categories, custom attributes, subscription status, ... of the apps that the contacts live in. In a PieSync [rule](/help/features/multiple-rules/), you can choose to add a filter and add actions to syncs. 

![](//images.ctfassets.net/f2ysq090txql/7d7LBTtReimN4YR9MFzbVV/3c8dd3ac16c3881a11e57b45b95604bd/screenshot-2019-05-20-at-15-56-27.png)

> Good to know; in a two-way sync, PieSync will suggest to optionally undo & revert the actions so you can sync datasets in unison. In the above example, all of the contacts in Google Contacts label "Coworkers" are those that are in HubSpot's static list. If you remove contacts from the Hubspot list, they also get their Google Contacts label removed.

What you can do [depends from app to app](/help/faq/which-connectors-do-you-support/). Typically, it is in the if-clause that you'll be able to define a segment of your contacts. In the then-clause, you can perform actions such as adding the contacts to the counterpart of that same segment in the other app. Combine this with other actions you can perform as a result of a sync, and the possibilities are truly endless.

![](//images.ctfassets.net/f2ysq090txql/3pP2FN1NfJywOj07n89CWM/82bd11ed58dd49d4365684b1f3cfc726/screenshot-2019-05-20-at-16-18-46.png)

![](//images.ctfassets.net/f2ysq090txql/UR3fAVJo4MTSfRS4eojEg/dcc7b5e6a64730b63ac251bc1197ddc8/screenshot-2019-05-20-at-16-25-59.png)

> Our customers have come up with so many creative use-cases that help them maximize the benefits of their cloud-stack. 

### 4.3) Connection settings

In addition to setting up sync rules, PieSyncs presents a series of app-dependent options. These include: 

*   a toggle to help [AVOID DUPLICATES](/help/features/avoid-duplicates/) - possibly hard-coded by default
*   handy ways to have PieSync [SYNC DELETIONS](/help/features/syncing-deletions/) or [SYNC UNSUBSCRIBES](/help/features/syncing-unsubscribes/) across datasets
*   you should [CHOOSE YOUR MASTER APP ](/help/features/master-app/)so that during the initial sync and afterwards, conflicting changes can be resolved
*   in connections that include Google Contacts, we suggest you [ADDITIONALLY SYNC TO THE GOOGLE CONTACTS GROUP 'MY CONTACTS'](/help/features/my-contacts/), especially useful for iPhone users, as your iPhone contacts get synced to 'my contacts' in Google by default.

![](//images.ctfassets.net/f2ysq090txql/g07Md3qATNeSngQ4vptIj/d459cbab4f02c1268e13d4fdb9d1c3e6/image.jpeg)

> Options available under a Google-Mailchimp connection. The options under "connection settings" are app-dependent. If you do not see a particular option, the app does not support it unfortunately.

### 4.4) Field mapping

A contact is more than just a name. All your contacts attributes need to be carefully mapped with one another in a sync. 

*   PieSync's [DEFAULT FIELD MAPPING](/help/features/new-default-field-mapping/) shows you those default fields we will always keep in sync and details how we mapped them between the two apps you have connected. You cannot change these fields.
*   In the [CUSTOMIZABLE FIELD MAPPING](/help/features/new-customizable-field-mapping/), you'll be able to map fields stored in your apps that we didn't find logical counterparts for. This includes default fields as well as custom fields. The customizable field mapping is set up and shown in the white part below the default field mapping in the configuration. You can add an unlimited amount of mappings and remove, enable/disable them anytime. 

<InfoBox>Custom Mappings are available from the Pro Plan onward. More information on why you should upgrade to a Pro Plan [HERE](/help/faq/why-should-i-upgrade-to-medium-as-a-small-or-micro-subscriber/).</InfoBox>

![](//images.ctfassets.net/f2ysq090txql/6TYE1HpRDGiXLR90yDVcRy/2734fd39119f00201fa161b31d2af3f7/screenshot-2019-05-20-at-16-36-41.png)

### 4.5) Start syncing!

![](//images.ctfassets.net/f2ysq090txql/6CZH8gP8SUoaMOKgdB1lHD/bed220e9ac6040ae417e4bd3330c2631/image.png)

Make sure no other integrations are running next to PieSync for the accounts you have connected in PieSync. Other integrations will have access to your data and have the ability to manipulate as well. For this reason, we kindly ask you to use PieSync and nothing else to keep your data in sync. **Other integrations running in parallel with PieSync are a no-go!**

_In case you have a lot of contacts in your applications, the initial sync will take some time, even if you configured PieSync only to sync a subset of your contacts. During the initial scan, we need to process all of your contacts (also the contacts outside the chosen subset) to avoid duplicates during the sync. After the initial sync, it should never take much longer than five minutes for updates to show._

## Step 5: Monitor your connection in the Dashboard

Once the connection is running, the activity monitor will be your real-time view into PieSync's operations. It provides insight into: 

*   new contacts being created from your first app to your second app that didn't exist yet
*   new contacts being created from your second app to your first app that didn't exist yet (if you did a 2-way sync)
*   updates made to contacts that had been synced & matched up before: the update is now also synced up
*   whether your synchronization is active or not - you can pause the connection should you so wish

![](//images.ctfassets.net/f2ysq090txql/6sSzj03PVg91eb7tWh0LM/6e45073632cc0fcfaa72b696de1bf6c4/screenshot-2019-05-20-at-16-40-35.png)



## Optional: Want to become an expert in PieSync?
Follow Frans & Jan along [a one hour deep-dive](https://app.hubspot.com/academy/tracks/86/) on all things PieSync on the HubSpot Academy. 
[![Gif of the HubSpot Academy](//images.ctfassets.net/f2ysq090txql/5V3TGS0putUt844bcBLM6C/209bf5106150370d83c2f8d68274bade/ezgif.com-gif-maker.gif)](https://app.hubspot.com/academy/tracks/86/)

In setting up a sync connection, you first choose the apps that contain the contacts data you need synced. We have provided a handy search bar to quickly get to the apps you're looking for.

The essentials of setting up a two-way or one-way sync between your apps.

Getting started

Getting started with PieSync

microsoftdynamics

Microsoft Dynamics 365

Microsoft Dynamics 365 is a cloud-based CRM that focuses on intelligent customer engagement, and allows companies to market and sell more productively and smarter to their customers.  Native integrations to other Microsoft products make this a powerful CRM.


<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>

**Microsoft Dynamics 365** is a cloud-based CRM that focuses on intelligent customer engagement and allows companies to market and sell more productively and smarter to their customers. Native integrations to other Microsoft products make this a powerful CRM. Office 365 is Microsoft’s App suite and cloud collaboration tool and includes Microsoft Dynamics 365.

**Below you'll find detailed information, specifically for Microsoft Dynamics 365 integrations:**

## Supported MS Dynamics 365 Integrations

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

This video sets up a 2-way sync between Microsoft Dynamics 365 and Chargebee.

<Embed src="//www.youtube.com/embed/0BsnntPXr9w" />

## Authorizing MS Dynamics 365

We simply ask your login details and your permission. **To Authorize your MS Dynamics 365 account, we need:**

1.  **Your Microsoft Dynamics 365 'Root Service Address', to be found in the URL of your application, it should end in** **_dynamics.com_.**
2.  **Your Microsoft Dynamics API version - you can retrieve this in the settings 'About' / The first 2 numbers represent the API version.**

![](//images.ctfassets.net/f2ysq090txql/7sI1xJX9Mz7VnkpymlI0w/617b7e80ad08b6f77e26ecaa49f71ce9/screen-shot-2018-04-24-at-12.57.02.png)

If you already authorized Microsoft Dynamics 365 account(s) in the past or in any other PieSync integration, you'll be able to the first part of the authorization and choose from your **CONNECTED ACCOUNTS**.

![](//images.ctfassets.net/f2ysq090txql/4ZPxvZI7fzN25q2GYKTuDY/21035ee991952b38aff628f905006823/2.png)

## Choose your contact type

Distinguish between Contacts, Leads or Accounts before proceeding to the configuration page.

![](//images.ctfassets.net/f2ysq090txql/J8O5ply6UCdgDOUWADNAG/94648eadbd8f0c7957a6325d242eee3f/screenshot-2019-09-19-at-11-51-37.png)

Learn about our contact sync below.

<TipBox>[Incorporate Company related information in a connection between Contacts.](/help/faq/syncing-company-related-information-on-contact-level/)</TipBox>

* More in-depth info about syncing Leads can be found [here](/help/faq/syncing-leads/).
* More in-depth info about our Company to Company sync can be found [here](/help/faq/can-i-sync-company-account-information/).

## \[IF\] Supported Conditions/Filters

*   OWNERSHIP
*   EMAIL OPT-IN/OPT-OUT STATUS
*   ACTIVE/INACTIVE STATUS
*   ALREADY EXISTING IN APP YOU SYNC WITH 
*   STATUS
*   CONTACT FIELDS (phone, address, ....)
*   CUSTOM FIELDS

![](//images.ctfassets.net/f2ysq090txql/3KvMf6itAsiSbG3TuaB7QQ/aee8e894df037ed7b8d1ab935bfd4d54/image.png)

## \[THEN\] Supported Actions

*   UPDATE (CUSTOM) FIELD VALUES 

![](//images.ctfassets.net/f2ysq090txql/7gbikvMZYKqbLXkp0oXdoV/a5bc9237df5200d84fa167fd41d85f85/image.png)

## Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard Microsoft Dynamics 365 fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:

![](//images.ctfassets.net/f2ysq090txql/QlV3gitBnFStAq6uU7sLs/5b1836dc3888b75c1e6d827850db310b/image.png)

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

## Customizable Field Mapping

You can custom map your Microsoft Dynamics 365 Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping [**HERE**](/help/features/new-customizable-field-mapping/). 

![](//images.ctfassets.net/f2ysq090txql/1C36efxvVHD4Jj6hivmy9J/60d775b9fdc632a0e2c59c33dc6a31de/image.png)

## Additional Options

### Syncing Unsubscribes/Deletions

Currently, there are no MS Dynamics 365 integrations on the PieSync platform that support our [Unsubscribes](/help/features/syncing-unsubscribes/)/[Deletions](/help/features/syncing-deletions/) sync.

<InfoBox>The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes [here](/help/features/syncing-unsubscribes/) or on Deletions [here](/help/features/syncing-deletions/).</InfoBox>

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

Microsoft Dynamics 365 is a cloud based CRM that focuses on intelligent customer engagement and allows companies to market and sell more productively and smarter to their customers  Native integrations to other Microsoft products make this a powerful…

MS Dynamics 365

<Embed src=" https://www.youtube.com/watch?v=04xRku0dQcs"/>

The field mappings allow you to decide which contact data should be synced for each contact. Every connection comes equipped with a predefined list of mapped contact fields, which we call the "[Default Field Mapping](/help/features/new-default-field-mapping/)". This a list of the default contact fields that PieSync was already able to map. 

As of the Pro Plan, you are able to customize the default field mappings and you are also able to add your own field mappings. This is what we will discuss in this article. Any user-created mapping is also often referred to as the "**Custom (Field) Mapping"**.  

_Below you see an example of the field mapping between Pipedrive and ActiveCampaign. Of course, the list of default mapped fields is dependant on the apps you have connected and which (custom) fields you have available on both sides._

![](//images.ctfassets.net/f2ysq090txql/46XBGtEPZpRT2zCS9hrBjM/5fa119e33488e4d9bc769aac35a00717/screenshot-2019-05-15-at-21-20-17.png)

<TipBox>If you've just added a field in your app and it hasn't popped-up yet in the dropdown, then just press 'refresh field list' in the bottom right corner</TipBox>

### Changing the Default Field Mapping

As the default field mapping is a predefined list of mappings, some of the field mappings might not suit your use case. In that case, you are able to change that field mapping by:

1.  Disabling the mapping by setting the toggle to 'off'
2.  Adding a field mapping and selecting the two fields you want to connect instead.

_In the example below we wanted to remap the default mapping for 'Phone' <=> 'Work Phone' to 'Phone' <=> 'Home Phone' and 'Mailing Address' <=> 'Work Address' to 'Mailing Address' <=> 'Home Address':_

![](//images.ctfassets.net/f2ysq090txql/2qEbpfOnUAlYQnHoVw2qqn/49bff488ae2d340fe61e992de9f92711/screenshot-2019-07-12-at-15-33-15.png)

### Adding Custom Mappings

To add your own field mapping, simply click 'Add field mapping' below the Default Field Mapping. 

By default the custom mappings will sync in the direction you have set up in the configuration of your connection, so this could be either two-way or one-way. However, you are often able to change the sync direction of your custom field mappings.  

![](//images.ctfassets.net/f2ysq090txql/5mEsmPqVaLrsussQY8ZPNv/1be51718034ccba7380ddcd3eef52607/screenshot-2019-05-15-at-21-24-51.png)

### Custom mapping restrictions

[We've created an in-dept article to provide more information on this. ](https://www.piesync.com/help/faq/why-cant-i-custom-map-my-custom-fields-greyed-out/)



<TipBox>**Don’t forget to read our [Blog Post](http://blog.piesync.com/custom-fields/) about our Customizable Field Mapping feature!** </TipBox>

Changing the Default Field Mapping  As the default field mapping is a predefined list of mappings  some of the field mappings might not suit your use case  In that case  you are able to change that field mapping by   1   Disabling the mapping by sett…

Customizable Field Mapping

kw logo

KWCommand

KW Command allows you to optimize, manage, and run your real estate business with unprecedented simplicity and insight, inside Keller Cloud. It is the centralized environment for everything a Keller Williams agent and their team must accomplish during any given day.

<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>

**KWCommand** allows you to optimize, manage, and run your real estate business with unprecedented simplicity and insight, inside Keller Cloud. It is the centralized environment for everything a Keller Willliams agent and their team must accomplish during any given day.

## Keller Williams use cases

Sync KWCommand with other **CRM's**

<Embed src="https://www.youtube.com/embed/dSA7Jz5aVKs?feature=oembed" />

Sync KWCommand with **marketing platforms**

<Embed src="https://www.youtube.com/embed/3Hwrva3taCw?feature=oembed" />

Sync KWCommand with **your phone**

<Embed src="https://www.youtube.com/embed/X4_qmmT79sM?feature=oembed" />

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

## Supported KWCommand Integrations

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

## Authorizing KW Command

To authorize KW Command, just go to KW Command settings & choose for PieSync. A PieSync account connected to your KW Command account will open automatically. Only if you are authorizing KW Command out of an existing PieSync account, we require your username and password.

![](//images.ctfassets.net/f2ysq090txql/2aUTokSLUGwysSLwxwrf8O/fc5c32da3c24a502b8a054f77cecf788/screen-shot-2019-02-11-at-10-17-10.png)

If you already authorized KWCommand account(s) in the past or in any other PieSync integration, you'll be able to skip the first part of the authorization and choose from your **CONNECTED ACCOUNTS**.

![](//images.ctfassets.net/f2ysq090txql/7n0PkfTKfKGUq7AeAIPVrh/4c5bd9425e566a71e4eb977a19af3c7c/screen-shot-2019-02-11-at-10-19-42.png)

## \[IF\] Supported Conditions/Filters

*   has Tag
*   Notes
*   Preferred Method of Contact
*   Stage
*   ...
*   Field values (_INCLUDING CUSTOM FIELDS_)
*   Already existing in the app you sync with

![](//images.ctfassets.net/f2ysq090txql/5Xw4mG1mrMq91obthDSEra/73f7a96ad507f259c0afd68932f7b2ac/screen-shot-2019-02-11-at-10-20-07.png)

## \[THEN\] Supported Actions

*   Add Tag / Remove Tag
*   Update Notes
*   Update Preferred Method of Contact
*   ...
*   Updating field values (_INCLUDING CUSTOM FIELDS_)

![](//images.ctfassets.net/f2ysq090txql/7oy0WLtPyaaQTPP2RcLlog/98e0cc15c6a009fa39996f56954b8e3c/screen-shot-2019-02-11-at-10-20-25.png)

## Default Field Mapping

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

![](//images.ctfassets.net/f2ysq090txql/l3CYEINv8c0bMQ7JaJKRW/018b429a1731bf80828044a9261e1adf/image.png)

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

<WarningBox>Please note if the address mapping of a contact does not have the fields "street", "number" and "city" filled out, the address will not sync.</WarningBox>

## Customizable Field Mapping

You can custom map your KWCommand Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping [here](/help/features/new-customizable-field-mapping/).

![](//images.ctfassets.net/f2ysq090txql/7m6blJNXOK4QGM2mCMIbAI/149807aedf44d25ecefb9f205ebb094a/screen-shot-2019-02-11-at-10-26-49.png)

## Additional Options

### Syncing Deletions

Currently, there are no KWCommand integrations on the PieSync platform that support our [deletions sync](/help/features/syncing-deletions/).

### Syncing Unsubscribes

Currently, there are no KWCommand integrations on the PieSync platform that support our [unsubscribes sync](/help/features/syncing-unsubscribes/).

<InfoBox>The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes [here](/help/features/syncing-unsubscribes/) or on Deletions [here](/help/features/syncing-deletions/).</InfoBox>

## Start Syncing

![](//images.ctfassets.net/f2ysq090txql/3nQhYJUmRlclrJ569OtsZG/b33520f099584b1dc75e38e3508981a2/screen-shot-2019-02-11-at-10-36-29.png)

Hit the "start syncing now" button once you have finalized your configuration. PieSync will first scan all your contacts in both applications, even if you only choose to sync a subset. This initial scan is necessary to [avoid duplicates](/help/features/avoid-duplicates/). After this scan, the synchronization will start! If you have a lot of contacts, this can take a bit longer. 

Have a look at the [PieSync dashboard](/help/features/pie-sync-dashboard-logging/) for an overview of your syncing activity. 

<WarningBox>Is your connection active but not showing activity feed, have a look at your [troubleshooting](/help/faq/troubleshooting/) to make sure everything is correctly set up.</WarningBox>

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

KWCommand allows you to optimize  manage  and run your real estate business with unprecedented simplicity and insight  inside Keller Cloud  It is the centralized environment for everything a Keller Willliams agent and their team must accomplish durin…

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Nimble

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