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![business process automation](//images.ctfassets.net/f2ysq090txql/6NKY8e2HH7lfaB6wW4IIXc/e7b8b401c7596b6403d8fe2112db7ec3/photo-1568790309276-16462ea4161d.jpeg)

Automation unlocks countless benefits. As more businesses are realizing this, spending for automation tools is skyrocketing – and even [overtaking advertising spend](https://www.hubspot.com/marketing-statistics).

With business process automation, you save your team countless hours of admin and manual work. There’s less room for human error, duplicate contacts and data silos. You can focus on what's really worth your time – and enjoy more of your work while you're at it.

Automation can sound like a scary word, though... or at least one that requires a lot of tech know-how and too much time to set up. To prove that's a misconception, here are 9 business processes you can quickly automate before your lunch break.

## Your list of business processes to quickly automate

#### 1. Nurture sales leads with email workflows

How much time do your sales reps spend following up and nurturing leads until they're ready to buy your product? For most businesses, it's *way too much*. Automation takes the hassle out of this – especially if you set up some clever email workflows.

**How to set it up:** Use your CRM or email marketing tool to create a series of emails that are automatically triggered for new sales leads and personalized for each individual.

Start with one email offering a free business consultation or a valuable piece of content that enables a sale. You can later add more emails to the workflow and test small adjustments to your email content and subject line.

----
#### 2. Let qualified contacts book directly into your calendar

If you feel like you spend hours on end trying to organize calls, there's a better solution. Tools like [Calendly](https://calendly.com) allow contacts to book directly into gaps in your calendar. Some CRMs also offer calendar scheduling features and enable you to restrict your time to qualified leads.

**How to set it up:** Set up Calendly (or see if your CRM has a calendar booking function, [as HubSpot does](https://www.hubspot.com/products/sales/schedule-meeting), and connect it to your calendar to show your availability. Then you can simply link your calendar booking page in emails or as part of your default email signature.

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#### 3. Send follow-up emails after content downloads

What do you do after a contact downloads a piece of content and gives you their email address? If the answer is nothing, you're missing an opportunity to get their attention while they're most engaged.

**How to set it up:** Use automation to trigger a follow-up email after someone downloads one of your popular lead magnets. Make sure to include a next step call-to-action, such as to another content offer or to book an introductory call.


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#### 4. Sync new CRM leads with your newsletter list

One piece of golden wisdom: there's rarely a good reason to manually export and import data between tools, especially when it's contact and email data.

If you collect contact details and send emails in different tools, make sure you have a two-way sync in place to keep things simple. Automating this business process saves you hours of needless work as well as eliminating data errors and duplicates.

**How to set it up:** [Use PieSync to sync the right CRM leads with your newsletter list](https://www.piesync.com/connections/) and ensure that both tools are always updated with the relevant contacts.

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#### 5. Automate customer feedback with tools like NPS

To keep your customers happy and reduce churn, it's important to collect regular data showing user satisfaction levels. One of the best ways to do this is with a feedback tool like NPS (Net Promoter Score) or CSAT (Customer Satisfaction Score) that shows customer happiness over time.

**How to set it up:** Sign up for a customer feedback tool like [Wootric](https://www.wootric.com/nps-software/). It's a good idea to automatically trigger feedback collection at key points in the customer journey, such as one month and six months after purchase. While this collects data in the background, you can quickly access the most recent batch of information whenever you need it.

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#### 6. Automatically reply to NPS scores and comments

If you have set up an NPS feedback tool, you can also automatically send instant responses to customers who participate.

**How to set it up:** First, make sure your NPS tool is connected to your CRM or email marketing tool. Next, create an automation that triggers an email thanking customers who gave a positive response. This is also the perfect chance to ask if they could review you on a public site like [Capterra](http://capterra.com) or [G2 Crowd](https://www.g2.com).

If a customer gives you a negative NPS score, this requires more tact than just one automated email. Instead, trigger an internal notification to the customer's account manager letting them know that action is required to avoid churn.

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#### 7. Sync CRM contacts with your phone's contacts app

If your work phone starts ringing with an unfamiliar number and you're not sure if it's a lead or a double glazing company, this automation is perfect for you.

**How to set it up:** If you have an iPhone, [sync iCloud with your CRM](https://www.piesync.com/icloud/). Android users can easily do the same with [Google Contacts](https://www.piesync.com/google-contacts/). [Contacts+](https://www.piesync.com/fullcontact/) is another handy choice for storing contacts between devices and syncing these with your CRM. When your phone rings, any contact in your CRM will now come up on caller ID.

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#### 8. Reach out to unengaged contacts

How many of your contacts are unengaged? It might be a much higher number than you think. Automation can re-engage these contacts without using up much of your time.

**How to set it up:** Use your CRM or automation software to trigger an email promoting some of your best content. What can you send to your audience that has the best chance of piquing their interest? It could be a recently published ebook, offer or free course that matches their industry, business size, pain points and interests.

You could also make this email part of a workflow of 2–3 tailored messages designed to trigger engagement, and don’t forget to keep an eye on what’s working and what isn’t.

----
#### 9. Sync paying contacts with your accounting software

Connecting sales and accounting isn't always simple. All too often you can be faced with several moving parts and salespeople who want to move on to the next sale rather than getting bogged down by admin.

**How to set it up:** Create a [two-way sync between your CRM and accounting software](https://www.piesync.com/connections/). By choosing certain types of contacts to sync – such as those marked as “closed won” or with a recent deal attached – it's easy to hand over the right contacts to accounting and smoothly process invoices.

----

Once you have the right tools at your fingertips, it's easier than you think to automate business processes and get a huge return in the long run. Start with an easy-to-use CRM, [connect it to the rest of your app stack](https://www.piesync.com), and make use of the automation features on offer – from email workflows to data collection, two-way contact syncs and more.

It's easier than you think to automate business processes and get a huge return in the long run. Get started with these 9 quick automation ideas.

Contact Management

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9 ways to automate your business processes in an hour

Business Process Automation

![HubSpot-Recipe](//images.ctfassets.net/f2ysq090txql/6N0XbK1QatZmXuML1TbgB/b5e0cd0e14ca7d21fdfbc0acf17efd7e/HubSpot-Recipe.png)

[HubSpot](https://www.hubspot.com/) is the marketer's number one inbound marketing tool, but your phone’s address book likely runs on a different environment, such as Google Contacts. PieSync is the ideal solution to get these two apps to talk to each other - it allows you to create a bidirectional contact sync that works in real time.

- [Isn't there already a sync between HubSpot and Google Contacts?](#sync-hubspot-google-contacts) 
- [Let’s get started!](#get-started)
- [Pre-programmed options](#pre-programmed-options)
- [Google storage limits](#storage-limits)
- [Learn how to setup a sync between HubSpot and 190+ apps](#sync-hubspot) 
 
## Isn't there already a sync between HubSpot and Google Contacts?{#sync-hubspot-google-contacts}

HubSpot already offers its users a few Google plugins. 

These add-ons help transfer email conversations from Gmail to have them show up in HubSpot. They also allow you to look up HubSpot details from within Gmail.

However, you will only be able to visualize actionable information when working on a certain contact record. These integrations are provided by Zapier, and therefore only work one way. They don’t offer actual synchronization, they just pull and push certain data.

A true two-way syncing solution for contacts is now available thanks to PieSync’s intelligent engine.

## Let’s get started!{#get-started}

1. Make sure you’ve got Google Contacts on your iPhone. You don’t have it yet? [Check this article](https://support.google.com/contacts/answer/2753077). 
2. Go to your settings and make Gmail your “default account”, as seen in the screenshot below. This ensures that new contacts are added to Google Contacts and synced to your CRM.
![google contacts hubspot](//images.ctfassets.net/f2ysq090txql/2SESY7LwIeSbnRRsveN5yO/02f5f1fc573c3abf547ac0e7d4657e37/google_contacts_hubspot.png)
3. The next step is setting up a sync between HubSpot and Google Contacts, super easy! 
A popup will open inside PieSync, so just log in to both platforms. This will bring you to the sync setup, where you can leave everything in its default settings or set up some custom syncs. The default setting of a sync is always a two-way sync. This means that you allow PieSync to transfer changes you make to contacts in HubSpot as well as in Google Contacts. ![Gsuite hubspot](//images.ctfassets.net/f2ysq090txql/hmjcklI6A3mW1MqRfZe9R/d435696b82228cb824609c0fc0fd6987/Gsuite_hubspot.png) 
We recommend you keep this two-way setting. Make sure you understand the two rules that you start off with by default:
 * All contacts in Google Contacts will go into HubSpot, so that may include personal contacts.
 * All contacts in HubSpot will go into Google Contacts, so there is the risk of making this sync very heavy depending on your database. To avoid unwanted scenarios, you can use filters or turn off any of these two rules if they don't fit your workflow.
4. Not only does PieSync create new leads or contact in the connected apps, but you can also use [“if-*this*-then-*that*” rules and filter](https://www.piesync.com/blog/introducing-intelligent-syncing/) the sync to your liking. You can map as many customized fields as you wish. Afterward, you can just let it work in the background. Set it and forget it!

<Button text="Sync these two apps" href="https://www.piesync.com/hubspot/googlecontacts/" />

## Pre-programmed options{#pre-programmed-options}

In addition, PieSync gives you some pre-programmed options to manage the sync, such as choosing which application would ‘win’ when a conflicting change is detected. You might want to let your CRM win, but of course this is an individual choice.

![piesync hubspot google](//images.ctfassets.net/f2ysq090txql/7nmtXb5hr9LVxcepSAqqdW/355f72ea877b4454db57d026b7d4ab18/piesync_hubspot_google_.png)

This function is very useful when creating a sync between Google Contacts and HubSpot and both apps already have a lot of contacts in common before syncing. For example, if Steve’s phone number exists in both applications, PieSync needs to know which of the two phone numbers to keep moving forward. 

Another helpful tool is the dashboard, where you can follow the progress of your sync. 

![piesync dashboard](//images.ctfassets.net/f2ysq090txql/3G6TorDqVdhV1ziBUtVx3g/aeeb39b410bcd2830b8e29e9a1887ac8/piesync_dashboard.png)

## Google storage limits{#storage-limits}

The filters we offer in the PieSync interface can definitely come in handy in case you have large HubSpot databases. Google Contacts has a technical limit of 50K contacts, so if your HubSpot database is larger than that, you will need to include filters to trim down that number.

You can use HubSpot filters such as:

- Only the contacts that you own
- Only the contacts that have a phone number
- Only the contacts that came in over the past month

We hope that you're all set now!

<Button text="Start your free trial!" href="https://app.piesync.com/signup/" />

## Learn how to setup a sync between HubSpot and 190+ apps{#sync-hubspot} 

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


PieSync is the ideal solution to get HubSpot and Google Contacts to talk to each other. It allows you to create a bidirectional contact sync that works in real time.

Sync your Google Contacts address book with HubSpot

Podio

![Google-contacts-Podio](//images.ctfassets.net/f2ysq090txql/7iR4siDQru19CMeE4WQqzw/82dddbc10a797858434d53060ab83a25/Google-contacts-Podio.png)

[Podio](https://podio.com/site/en) is a CRM that forms a complete and up-to-date database of all the leads and contacts of your company.

However, your phone’s address book runs on a different cloud, such as [Google Contacts](https://contacts.google.com).

To get these two apps to talk to each other, you probably already tried a multitude of solutions: copy and paste contacts, import a CSV file, type them in manually... and, as you might have noticed, these methods all have their disadvantages! 

Therefore we created PieSync, which helps you create an intelligent and __bidirectional contact sync__ that works in real time, all the time.

- [What are the benefits of a two-way sync?](#benefits-two-way-sync) 
- [Setting up the sync](#setting-up-sync)
- [What are filters and actions?](#filters-actions)
- [Pre-programmed options](#pre-programmed)

## What are the benefits of a two-way sync?{#benefits-two-way-sync}

PieSync offers a two-way sync. What do we mean by this and what are the benefits?

Whenever there is a new or updated contact in Podio, PieSync will transfer the information into your Google Contacts account and vice-versa. Because of this sync, you now have two completely up-to date and synced databases without wasting your time!

Consequently, when a contact in Podio calls you, their information will appear on your phone's “caller ID” because PieSync automatically synced this contact to your Google Contacts.

Moreover, this two-way sync works in real time, which means that PieSync constantly searches for updates in your existing contacts. You can also [set up connection rules](https://www.piesync.com/blog/segment-filter-syncs/) to customize your sync according to your needs.

## Setting up the sync{#setting-up-sync}

First,  you have to make sure that all your contacts in Podio are stored in the default Podio Contact app, as seen on the screenshot below. PieSync can only sync contacts in and out of this particular app. __If you have data stored in a custom table, you should convert the data first!__

![Podio](//images.ctfassets.net/f2ysq090txql/1vMvoyiUkNiXLsCBGYRCRc/b29b0727e44b5d867aa57dc5342ebe12/Podio_.png)

Now, when syncing these two apps, you will need to select the Podio workspace you want to work with. If your Podio Workspace doesn’t appear here, your app is not a Podio Contacts app and you should convert it first.

![Podio workspace](//images.ctfassets.net/f2ysq090txql/14JRL3t3a6b9H3T7kWt2mr/f7f928c8e48c218eecdc58ecda473a0f/Podio_workspace.png)

The default setting of a sync is always a two-way sync. This means you allow PieSync to transfer changes you make to contacts in Podio as well as in Google Contacts.

We recommend you keep this two-way setting. Make sure you understand the two rules that you start off with by default:

- All contacts in Google will go into Podio, so that may include personal contacts.
- All contacts in Podio will go into Google, so you're running the risk of making this sync very heavy depending on your database.

To avoid  unwanted scenarios, you can apply filters or switch off any of these two rules if they don't fit your workflow.

<Button text="Sync these two apps" href="https://www.piesync.com/google-contacts/podio/" />

## What are filters and actions?{#filters-actions}

PieSync's filters allow you to really customize your sync acording to your needs.

For example, contacts with a __Google Contacts label__ are matched up to a __tag in Podio__. 

![Google contacts-Podio](//images.ctfassets.net/f2ysq090txql/7amCPySSglKkKOMEwrz7BM/a2aa397a0b0235ef7a1ad45441067e4c/Google_contacts-Podio.png)

At the bottom, you have the option to consider your rule also in the other way around. These if-then rules are very easy to create, and you can customize them to perfectly fit your workflow.

## Pre-programmed options{#pre-programmed}

PieSync gives you some pre programmed options to manage the sync, such as choosing which application would ‘win’ when a conflicting change is detected. Usually, you might let your CRM win, but of course this is an individual choice.

![Pre-programmed options Podio-Google Contacts](//images.ctfassets.net/f2ysq090txql/ldH4kmE1GNDk1V1JY5wQj/cc9438fee5c5deefa22e51e8df4d01bc/Pre-programmed_options_Podio-Google_Contacts.png)

This toggle is very useful when creating a sync between Google Contacts and Podio and both apps already have a lot of contacts in common before syncing. For example, if Steve’s phone number exists in both applications, PieSync has to know which of the two phone numbers to keep moving forward. 

Another helpful tool is the dashboard, where you can follow the progress of your sync.

![Dashboard Podio-Google Contacts](//images.ctfassets.net/f2ysq090txql/5nlYgIJqRZarmRvCMR8aRD/426529487ce40432c525ea5ad7f9dccd/Dashboard_Podio-Google_Contacts.png)

__Every contact that you add or edit that matches your filters will get synced to the other side in no more than 5 minutes.
__

We hope you're all set now! If you have any questions, please reach out to our [support center](https://help.piesync.com) and we’ll gladly help out.

<Button text="Start your free trial!" href="https://app.piesync.com/signup/" />

Are you using Podio and Google Contacts side by side? Wouldn't it be great if the data in these two apps communicated at the flick of a switch? PieSync helps you create a two-way sync between these tools!

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Google Contacts + Podio: sync these apps for a fully integrated database

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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.


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Supported Apps

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Want to learn more?

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 d…

Setting up your iPhone to sync with Google Contacts

Learn more by reading our Free E-books ! . The ultimate guide to contact management. Beginner's guide to CRM. The ultimate guide to Google Contacts. The ultimate guide to Outlook people. PieSync guid…

Check out our Free E-Books!

Setup Guide

ADDITIONALLY SYNC YOUR CONTACTS TO 'MY CONTACTS'. When you have a connection setup with Google Contacts, you can additionally sync your contacts to the Google Contacts group 'My Contacts’. This featu…

My Contacts

A connection is any pair of apps you link up to sync contact data. A connection may sync contacts 2-way or 1-way. Some important side notes: As you need to allow PieSync to sync across your contact d…

What is a connection?

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 enga…

Intelligent syncing for Nimble

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Recent Salesboom & Google Contacts Blog Posts

9 ways to automate your business processes in an hour

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