PieSync integrates Salesforceiq with MyProsperity for an automatic 2-way contacts sync. Every time you add or update a contact in Salesforceiq, it is automatically synced with MyProsperity, and vice versa - eliminating import/export!
Syncing Salesforceiq with MyProsperity is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.
Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing Salesforceiq with MyProsperity.
More connections with Salesforceiq and MyProsperity are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
PieSync works in the background and integrates your contacts two-way and in real time between your favorite cloud apps. This means you will have access to the most up to date customer information, no matter where you are or who entered the data.
SalesforceIQ - simplified solution of Salesforce CRM, designed for small businesses. Auto updated lists serve to track potential customers and opportunities in the pipeline. Automated inbound and outbound activity views keep your team focused on actually selling.
Personal wealth redefined myprosperity empowers advisers and their clients to make the most of their finances. Powered by live data feeds, the client wealth portal offers everything from cashflow to budgeting, property, tax, and estate planning. Clients can manage their entire financial world in one place.
Our staff loves how easy it is to tag prospects and customers based on their industry and product interest in Insightly. PieSync’s intelligent syncing helps translate all of these tags effortlessly into various segmented e-mail campaigns in Mailchimp.
Everything works smoothly with PieSync. After a 10-minute setup we were able to sync our contacts between Salesforce and HubSpot. In Salesforce we collect information about clients and prospects that, thanks to the sync, we can use in HubSpot for marketing purposes. I would definitely recommend it!