Two-way contact sync between SugarCRM (Cloud & OnDemand) and WorkflowMax

SugarCRM (Cloud & OnDemand)WorkflowMax

PieSync integrates SugarCRM (Cloud & OnDemand) with WorkflowMax for an automatic 2-way contacts sync. Every time you add or update a contact in SugarCRM (Cloud & OnDemand), it is automatically synced with WorkflowMax, and vice versa - eliminating import/export!

Syncing SugarCRM (Cloud & OnDemand) with WorkflowMax 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 SugarCRM (Cloud & OnDemand) with WorkflowMax.

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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.

SugarCRM (Cloud & OnDemand)

About SugarCRM (Cloud & OnDemand)

SugarCRM lets you build better business relationships using one of the most affordable CRM solutions available. With this customizable CRM platform you can lower costs and automate customer service and core sales, focusing on the individual needs of your clients.

WorkflowMax

About WorkflowMax

WorkflowMax, a cloud-based project/job management solution is loved by 10,000+ businesses. Creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants and anyone who bills by time should try this software. Supercharge your profitability and sort out all your project/job/workflow management needs with all-in-one system.

Try it out for yourself

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

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.

Michel DevisscherGeneral Manager
Medys