Two-way contact sync between Softpro and iPipeline CRM

SoftproiPipeline CRM

PieSync integrates Softpro with iPipeline CRM for an automatic 2-way contacts sync. Every time you add or update a contact in Softpro, it is automatically synced with iPipeline CRM, and vice versa - eliminating import/export!

Syncing Softpro with iPipeline CRM 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 Softpro with iPipeline CRM.

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About PieSync

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.

Softpro

About Softpro

The Softpro Group is a specialized vendor in the niche of systems for capture and verification of handwritten signatures - one segment of Biometrics.

iPipeline CRM

About iPipeline CRM

iPipeline™ leads its industry in providing the next-generation suite of sales distribution software to the insurance and financial services markets as an on-demand service. By positively influencing behavior across the value chain through flexible, rules-based technology, iPipeline's channel solutions for carriers, distributors, and producers automate activities for quoting, forms processing, illustrations development, requirements ordering, contracting, and content distribution, enabling the insurance industry to market, sell, and process faster. iPipeline provides the process automation and seamless integration needed on a global basis to make a sale by aggregating approximately 125 carriers, 875 distributors and financial institutions, and their producers and licensed advisors in a Web-based environment — the iPipeline Network.

Try it out for yourself

More connections with Softpro and iPipeline CRM are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.

We’re using PieSync to help a client of ours sync their contacts in two different CRM’s. In one CRM, contacts are signed up for a trial to use our client's software, and in the other CRM, this trial sign-up triggers an automated email workflow. Before PieSync, contacts would be sent from one CRM to the other upon creation. Later, if they signed up for a trial, their updated trial sign-up information wouldn’t be sent from one CRM to the other. This wouldn’t trigger the email automation campaign, and new trial users wouldn’t get the information they needed. Now we have PieSync, and that information is accurate, all the time. Let me know if you need some more information.

Marvin McTawFounder & CEO

I love PieSync! We had to switch a client from MarketingCloud to ActiveCampaign and PieSync gave me immediate (and seamless) access to the Salesforce contact information we needed within hours! PieSync was so simple, intuitive, and reassuring. Great results within less than a few hours!

Raquel MeyerCEO