With SurveyMonkey you can quickly design and publish online surveys, and monitor the results in real time. The tool lets you compare your data to other businesses, putting your results in context and allowing your enterprise to grow with your target market's needs.


surveymonkey

SurveyMonkey

[Salesforce](https://www.salesforce.com/) is one of the largest and most comprehensive CRM solutions in the world. With Salesforce, businesses have ample scope for complexity and personalization; and it helps sales, marketing and service teams work better together by providing them with a single, shared view of customers.

Finance

Sync Finance apps you use everyday to automate your business and be more productive. {{ connectorCount }}+ Accounting & Finance sync integrations currently available. Click on your favorite app to get started.

Billing and Invoicing

Sync billing & invoicing apps you use everyday to automate your business and be more productive. {{ connectorCount }}+ finance & accounting sync integrations currently available. Click on your favorite app to get started.

Management & HR

Sync Management & HR apps you use everyday to automate your business and be more productive. {{ connectorCount }}+ Management & HR sync integrations currently available. Click on your favorite app to get started.

Document signing

Sync Document Signing apps you use everyday to automate your business and be more productive. {{ connectorCount }}+ Document Signing sync integrations currently available. Click on your favorite app to get started.

Lead Generation

Sync lead generation apps you use everyday to automate your business and be more productive. {{ connectorCount }}+ lead generation sync integrations currently available. Click on your favorite app to get started.

Event planning

Sync Event Planning apps you use everyday to automate your business and be more productive. {{ connectorCount }}+ Event planning & lead generation sync integrations currently available. Click on your favorite app to get started.

Forms & Surveys

Sync Form & Survey apps you use everyday to automate your business and be more productive. {{ connectorCount }}+ Form & Survey sync integrations currently available. Click on your favorite app to get started.

Fundraising

Sync Fundraising apps you use everyday to automate your business and be more productive. {{ connectorCount }}+ Fundraising sync integrations currently available. Click on your favorite app to get started.

Inventory

Sync Inventory apps you use everyday to automate your business and be more productive. {{ connectorCount }}+ Inventory, management & HR sync integrations currently available. Click on your favorite app to get started.

Manufacturing & Distribution

Payment Gateway

Sync Payment Gateway apps you use everyday to automate your business and be more productive. {{ connectorCount }}+ Payment Gateway sync integrations currently available. Click on your favorite app to get started.

Project Management

Sync Project Management apps you use everyday to automate your business and be more productive. {{ connectorCount }}+ Project Management sync integrations currently available. Click on your favorite app to get started.

VoIP

Sync VoIP apps you use everyday to automate your business and be more productive. {{ connectorCount }}+ VoIP sync integrations currently available. Click on your favorite app to get started. 

salesforce

Salesforce

<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>

With SurveyMonkey you can quickly design and publish online surveys, and monitor the results in real time. The tool lets you compare your data to other businesses, putting your results in context and allowing your enterprise to grow with your target market's needs.

<Embed src="https://www.youtube.com/embed/0-1waO2F_6k?feature=oembed" />

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

## Supported SurveyMonkey Integrations

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

## Authorizing SurveyMonkey

When you click **'**Authorize**',** a pop-up window appears asking you to log in and allow access.

<InfoBox>Note that Piesync can only connect to an [Advantage](https://www.surveymonkey.com/pricing/details/) or [Premier](https://www.surveymonkey.com/pricing/details/) SurveyMonkey account and as such, excludes the [Basic](https://www.surveymonkey.com/pricing/details/) and [Standard Plan](https://www.surveymonkey.com/pricing/details/).</InfoBox>

![](//images.ctfassets.net/f2ysq090txql/4akiRVPMuJNciws4ngp83i/4542db2f9acf54cac673c5ed7baad2be/screenshot-2019-01-24-at-16-41-09.png)

![](//images.ctfassets.net/f2ysq090txql/6Pdx3EJKCV2vd2pYtWuFyA/f8e1d4596714ab0da5a0b20c37bc8525/screen-shot-2018-11-14-at-09-16-13.png)

If you already authorized SurveyMonkey 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**.

<InfoBox>When setting up a connection with SurveyMonkey, the direction of the sync is set to one way. Therefore, we only have IF conditions.</InfoBox>

![](//images.ctfassets.net/f2ysq090txql/3z0x0Wfhch8nerl8c19vE9/8bc47eba3535876ddf2ee30a55b4126a/screen-shot-2018-11-13-at-13-54-16.png)

## \[IF\] Supported Conditions/Filters

*   Already existing in the app you sync with
*   Field Values (_INCLUDING CUSTOM FIELDS_)

![](//images.ctfassets.net/f2ysq090txql/1GqbCmpL4IYkZGqmUKsmvf/4009646dae176dae20d21fe06fe11cf7/screen-shot-2018-11-13-at-13-56-11.png)

## Default Field Mapping

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

<WarningBox>This integration works best if you are using an **Email Collector** in SurveyMonkey. If not, we won't be able to map the contacts' email addresses by default. This can be surpassed by turning off '[Avoid Duplicates](/help/features/avoid-duplicates/)', but beware of its consequences.</WarningBox>

![](//images.ctfassets.net/f2ysq090txql/RBl864V0kr0lojpSAnd9D/d581fb65859eaef7572bdd556bc453dc/screen-shot-2018-11-13-at-13-57-51.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 SurveyMonkey Custom Fields. 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/35dYMhbmO9PDn5xi7FU5UF/bf1d38ea15bea5443ba418f03fb3fce8/screen-shot-2018-11-13-at-13-58-54.png)

## How to send across SurveyMonkey responses to a CRM?

There are 2 strategies: rules or mappings. You can list several sync rules to have a certain responses translate to CRM attributes. For the full story, consider setting up direct mappings.

Consider the following 2 examples:

![](//images.ctfassets.net/f2ysq090txql/1zUWgc5o1M1BILQSVPWFjK/ecd85750938cffd877d4064295303cbd/image.png)

Rules are a great means to quickly trigger off tags in your CRM based on how responses are being filled out. This is the fastest & easiest way of quickly registering responses in your CRM.

![](//images.ctfassets.net/f2ysq090txql/6RV0iRs7bqdQVK6sa7Vrxs/bb04b5f40594360957869114d4ad3692/image.png)

Alternatively, set up a direct field mapping at the bottom of PieSync's connection settings to transport the full contents of survey replies into your CRM. First you'll need to create dedicated fields in your CRM to store responses. Then you can rely on your CRM's built-in mechanisms to segment your audience based on the survey's answers.

## Additidonal Options

### Syncing Deletions

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

### Syncing Unsubscribes

Currently, there are no SurveyMonkey 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>

<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>

GETTING STARTED GUIDE: How to set up a new connection?  ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.  With SurveyMonkey you can quickly design and publish online surveys, and monitor the results in...

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

Supported Apps

[Active Campaign](https://www.activecampaign.com/) is an all-in-one marketing tool with extensive functionality such as email marketing, sales and CRM. Built for SME's, it provides a broad range of tools such as campaign segmentation, dynamic content, and A/B testing for your Marketing.

activecampaign

ActiveCampaign

**PieSync is available for ALL SALESFORCE PLANS.**

![](//images.ctfassets.net/f2ysq090txql/1Ia7tI6glgsITk7dMTIJer/6ac7632f8f8bbb02907e29383573268b/acpiesync-s.gif)

Everyone likes to work with the best of breed apps. For example, marketing wants to use ActiveCampaign and sales choose to work with Salesforce. Each app has their specific qualities that work well for those teams. Even though both platforms share CRM capabilities, ActiveCampaign provides complete marketing automation at a reasonable cost, while Salesforce’s overal CRM capabilities are undisputed. PieSync can integrate these apps so that together they form a killer lead gen stack.

If you haven’t done so already, [setting up a new PieSync account is super easy.](http://app.piesync.com/sync/salesforce/activecampaign) After you’ve authorized both Salesforce and ActiveCampaign, you’ll be greeted by sync rules.

## Rules & mappings for Salesforce & ActiveCampaign

Every sync in PieSync is a combination of a set of rules and a series of mappings. They both control the dynamic of the sync.

*   [**Rules**](/help/features/multiple-rules/) let you define how you want your two databases to talk to one another.
*   [**Mappings**](/help/features/new-customizable-field-mapping/) show how the information flows across

In this article, we will illustrate a couple of ways to craft rules & mappings to let ActiveCampaign & Salesforce truly work in tandem.

![](//images.ctfassets.net/f2ysq090txql/5MyN1x67sYDwwIAqEbL1iu/b2ce862fd79cce999769f506832cd794/ezgif-com-resize.gif)

## Sending new ActiveCampaign subscribers into Salesforce

Contacts that are subscribed in ActiveCampaign will seamlessly sync with your Salesforce database. Not only will contacts be created, or kept in sync with existing data in SF, it will also update a critical attribute on those contacts inside Salesforce: the opt-in/opt-out switch. This registers whether or not your contact opted in for marketing.

<TipBox>If you don't want to create new contacts, but only want to update existing contacts, check out the help article [Sync without creating new contacts](/help/want-to-learn-more/sync-without-creating-new-contacts/).</TipBox>

Since you're using ActiveCampaign to register opt-in & opt-out's, you are probably not even using the "Email opt out" value in Salesforce. But through PieSync, you can easily have ActiveCampaign control that toggle. No more excuses. You cannot exclusively store marketing preferences in your ActiveCampaign silo. They need to sync to Salesforce too. Here's the rule you need:

This rule would also work if it's not the default Opt-out field you are using, but rather a custom field in your Salesforce.

<InfoBox>[How is PieSync different](/help/want-to-learn-more/salesforce-active-campaign/) from Zapier in integrating Salesforce & ActiveCampaign?</InfoBox>

## Sync more than just contact information

How the data will be exchanged between Salesforce & ActiveCampaign is not something to worry about: PieSync’s smart merge algorithms ensure no data gets lost in the sync. On the contrary, most of the default contact data is mutually enriched, leaving you in full control with [custom mappings](/help/features/new-customizable-field-mapping/).

Mapping Salesforce fields to ActiveCampaign fields will allow you to leverage live CRM data in your ActiveCampaign mailings. In the other way round, data you are capturing through ActiveCampaign landing pages can now be sent directly into existing or newly created custom fields in your CRM.

Consider the following example where not only the standard contact fields are being exchanged, but several proprietary AC fields are being mapped with SF fields.

Once the sync runs, it will keep up with changes on both sides [every 5 minutes](/help/faq/how-long-does-it-take-to-sync-contacts-or-updates/).

<TipBox>Did you know? [You can run a test sync ](/help/want-to-learn-more/running-a-test-sync/)on a limited set of contacts.</TipBox>

## Leads converting into contacts

If you are using Salesforce to its fullest potential, your sales flow sees [_leads_](/help/faq/syncing-leads/) convert into opportunities & sales _contacts_.

This process is important to keep in mind while you are setting up your sync with ActiveCampaign. Salesforce has 2 separate databases: one for leads & one for contacts. In contrast, ActiveCampaign just has the one single contacts database, that would both store leads as well as contacts.

It's likely that you want to both Salesforce databases to stay in sync with ActiveCampaign. To do this you need to set up two syncs that stay out of each other way. Not setting up these rules correctly would cause already converted contacts to be recreated as leads in Salesforce.

How this will exactly play out is going to be different for each business, but the following two examples of a leads sync (left) and a contact sync (right) illustrate the logic. Click to enlarge.

![](//images.ctfassets.net/f2ysq090txql/2uGLDDRokOfhNDI6lrO7IJ/f124811cf42707284cfc86ee315a9b97/screen-shot-2019-04-03-at-13-59-23.png)

**Leads** sync only when they are tagged "Lead". This tag is e.g. applied automatically in an automation. When leads are added in Salesforce directly, they sync into ActiveCampaign but not without attaching the same tag "Lead".

The active undo-toggle will automatically take away the tag as soon as the leads get converted to a sales opportunity, preventing the leads from syncing back into Salesforce.

In short, ActiveCampaign now knows how to distinguish "Leads" from converted "Contacts".

![](//images.ctfassets.net/f2ysq090txql/4ThGcW3x2S1P1U6Hntza6J/d0d8859b8c08cfae4ec64bfbc13a15ff/screen-shot-2019-04-03-at-14-02-40.png)

**Contacts** sync from Salesforce with ActiveCampaign, but with a rule to ensure that contacts are tagged accordingly in ActiveCampaign. This also prevents contacts from leaking back into Salesforce as leads.

A contact in Salesforce should no longer be labeled as a Lead in ActiveCampaign so this rule makes sure that this never is the case.

These two examples build off contacts carrying "Lead" and "Contact" tags in ActiveCampaign though you may just as well work on the basis of lists or even custom fields that you set up in ActiveCampaign.

## Clever filters to keep the contact count down

Filters can keep your contact count down. If your underlying idea of a sync is to get leads to be called in Salesforce, maybe you don't need to sync all contacts, but only those that have an actual phone number filled out in ActiveCampaign? This example rule shows how you only sync the contacts which phone number is filled in.

![](//images.ctfassets.net/f2ysq090txql/2Xu4pAB08ULLOvu4IZMPk5/26f4439c318ff30682dd2c136cb5cfb5/image.png)

If you want to be careful not to inadvertently create leads or contacts in Salesforce, make sure to include a filter that blocks contacts from being created altogether. In the following rule, the opt out toggle will only be changed for contacts that already existed.

![](//images.ctfassets.net/f2ysq090txql/48Lul1TYL1FBWoPHCNCujO/80388249820af78d30cc2075181b6a37/image.png)

## Personalized mailings by including sales contacts

In Salesforce, each contact would come with its respective owner. From a customer's perspective, that could be their trusty sales contact. In ActiveCampaign, there is no such notion of an owner. With Piesync, it is a piece of cake to send the owner across to ActiveCampaign. The field "contact owner" in the example below is a custom text field that was created to store exactly this piece of information.

![](//images.ctfassets.net/f2ysq090txql/3BYdBzUYq0QK7MsyDlNxgQ/8e6dcc7d50bf37ce11d86fd2d0dcb745/image.png)

## Enriched UTM tracking

Attribution is an ActiveCampaign feature that allows you to measure _conversions_ and the _touchpoints_ leading up to a conversion. If you have this option activated, you unlock some extra fields in your contacts database. Using the field mapping inside PieSync, you can easily have this synced across to Salesforce.

You can add field mappings to your own needs. The only thing you need to do in advance is to make custom fields in your Salesforce account to store these respective UTM's. This is a perfect use case for a 2-way sync, since it may well be possible to now directly populate the UTM values within Salesforce too, for those leads that aren't necessarily active in ActiveCampaign's tracking. Two-way enrichment of these values is a solution to this.

![](//images.ctfassets.net/f2ysq090txql/5p8gC2su84F4pqKpn0sUAu/2740680550b98b9b69c6e76f5f82b02d/image.png)

## GDPR compliance

The general data protection regulation, GDPR, makes a lot of sense, but it's hard to stay compliant if your customer data is all over the place. [Using PieSync](/help/faq/piesync-and-gdpr/) is actually perfectly in line with what GDPR dictates:

*   Through PieSync, you treat your customer's contact data with respect. You are keeping the customer's details consistent regardless of the app it is in. When a customer says he wants to receive the X & Y newsletter, but not the Z? PieSync will make sure every app knows.
*   Under GDPR, your customers have the right to change their own contact information at any time. And they actually can! On an ActiveCampaign landing page you can include a form to allow customers to change their contact information. Through PieSync, those changes will immediately propagate to the rest of Salesforce.
*   When customers want to get out, let them get out. Storing marketing opt-in preferences makes sense on the CRM level. Here's one rule which creates an easy way to immediately unsubscribe any contact from any future correspondence.

![](//images.ctfassets.net/f2ysq090txql/1McFiYyXbzE2St475GyXgh/a71cb7ed9cf8f70f39c1ca63ae46cee0/image.png)

<InfoBox>Learn more about syncing [Salesforce](/help/connector-apps/salesforce/), or about [ActiveCampaign](/help/connector-apps/active-campaign/), in their respective support articles.</InfoBox>

PieSync is available for ALL SALESFORCE PLANS.  Everyone likes to work with the best of breed apps. For example, marketing wants to use ActiveCampaign and sales choose to work with Salesforce. Each app has their specific qualities that work well f...

Popular sync combinations

Salesforce and ActiveCampaign

#### What does the 'Avoid Duplicates' option do?

When 'Avoid Duplicates' is enabled in the configuration set-up, PieSync only syncs contacts that have an email address. We use the email address as the main identifier for a contact in order for us to prevent creating duplicates and to match and enrich contacts where possible in both applications.

![](//images.ctfassets.net/f2ysq090txql/6Y233jtNhZQphmahNGNAJX/74ce2980b5ad34fc4206915cb966a126/screenshot-2019-09-03-at-14-19-48.png)

#### What happens when the 'Avoid Duplicates' option is switched off

If the 'Avoid Duplicates' option is switched off we won't be able to double check if contacts that don't have an email address already exist in the receiving app, as such we might be creating duplicates.

That's why we would always recommended to keep this option switched on. If you do want to switch this option off then it is always recommend to first:

*   clean up your database
*   create a backup

#### How do I disable the 'Avoid Duplicates' option?

As a precaution we don’t allow users to disable this setting themselves because PieSync may not be able to reverse a sync and KWCommand does not have a way of restoring contacts either.

**If you read the above and you want to disable the 'Avoid Duplicates' option anyway then just send an email to support@piesync.com and we will disable this checkbox for you.**

What does the 'Avoid Duplicates' option do?  When 'Avoid Duplicates' is enabled in the configuration set-up, PieSync only syncs contacts that have an email address. We use the email address as the main identifier for a contact in order for us to p...

Keller Williams

How do I disable the Avoid Duplicates option for my KW Command connection?

> Do you need to setup a sync from Salesforce data to another app and the data you need sits on the Account instead of the Contact?

The fields you can choose to sync to your other app with are only those from **the contact level.** Data you store on the account is not to be found in the PieSync rules or mappings. (We're working on improving this)

![](//images.ctfassets.net/f2ysq090txql/6cZkxLGnW8QF1BuCDx53NF/44ed5f500a4365045b0e8f1c4aa0c83d/ky-us-6-xh-te-p.gif)

There's a workaround to this if you need this today. This is valid to sync data **from Salesforce to your other app** (continuously). You cannot expect this workaround to update fields on the other object in Salesforce. Possible scenarios?

*   you only want to sync contacts whereby the **Account is from a certain Type**
*   you want to sync contacts but they don't have a **billing address** stored, instead it is stored on the Account
*   if no phone number on the contact is available, then and only then **copy over a phone number from the account**

Here's what you'll need to do.

## Step 1: Create fields on the contact that will take in the account data

The overall principle of this workaround is that we will set up formula fields on the Contact object that replicate the Account fields that we need. Go to the [Salesforce object manager](https://help.salesforce.com/apex/HTViewHelpDoc?id=extend_click_find_objectmgmt_parent.htm) and update the contacts object. Hit 'New'.

![](//images.ctfassets.net/f2ysq090txql/M9SHXs8SDfhlss12LI1Px/76a4ec17ecec24e25275e8ece6d51829/image.png)

You need to make this a formula field. It's a formula since we will rely on Salesforce formula's to take in information from another related object and copy it on the contact record.

![](//images.ctfassets.net/f2ysq090txql/6EUEQUImJBipWkc7qO3ZfL/aca47f62da9f6e0193f1536a8c22734b/image.png)

Choose the format the field will take on the contact level. When in doubt? Choose text. From a Salesforce POV it doesn't really matter that much, since we won't actually make this field visible on the contact layout. But you do want to keep in mind what PieSync rule you'll construct out of this.

![](//images.ctfassets.net/f2ysq090txql/3Oet6FankIHBjCPwSwm5Em/4df57b22b01d99c5ed302387707e6ce8/image.png)

You also need to give it a label. I would suggest you name it something like "Account ...." for easy reference.

![](//images.ctfassets.net/f2ysq090txql/4uvbcGIp8g4EEkGnSHu8YM/c3b967f8c3ed3bb67abf95bae88daa9b/image.png)

Now we get to defining a formula which is easier than you may think. Hit "Insert field".

![](//images.ctfassets.net/f2ysq090txql/37ZYq5AqUV1Fk5WLL44tDF/7a4f0850751d091f8920a85d56adc460/image.png)

Browse to the field on the Account that you need. In this example, I'm taking the industry which is a value stored on Account. Hit next.

![](//images.ctfassets.net/f2ysq090txql/2pf0HHekATjI7qKBeVLZGR/1568758b46e0c45d2c3105e51ce7cb06/image.png)

When Salesforce returns an error like ... Picklist fields are only supported in certain functions, you will need to tweak your formula by prefixing your formula with TEXT and putting the field in between round brackets.

![](//images.ctfassets.net/f2ysq090txql/3cRCuiFsVpggi3PlBbOfD0/e842539c011c65c2741de4c7111de9c3/duu-0-eu-pqbx.gif)

Need to copy over address fields? Those are composite fields and you can spread them out over different lines with BR() codes. For instance, if you want to bring the billing address down the contact level too, copy this text _Account.BillingStreet & BR() & Account.BillingCity & BR() & Account.BillingState & BR() & Account.BillingPostalCode & BR() & Account.BillingCountry_

![](//images.ctfassets.net/f2ysq090txql/5HPem6694DnAV5IvIezfJ4/d43136b498c514b8b84cd99dc77935d3/x-0-r-9-n-9-c-zyh.gif)

You can get creative with formulas. When you know certain contacts don't have a phone number referenced, but their account does, you can create a **fallback number**. The following formula is what I have behind a field named "Fallback Phone". IF( ISBLANK(Phone), Account.Phone , Phone )

This formula first looks at whether a specific phone number for the contact is available, and only if it isn't, it goes and fetches the general phone on the account instead. This way, when you sync Salesforce contacts to Google Contacts, you are more likely to have a phone number referenced.

![](//images.ctfassets.net/f2ysq090txql/2WJJNp0Cq4i2KChpArVD66/bce38f99c874a64c3372474fddd2b081/image.png)

## Step 2: Create a process flow

PieSync's engine relies on an update of the "last modified timestamp" on the contact. The information that we just copied over to the contact can now be read into by PieSync, however, updating it on the account level doesn't make PieSync detect those updates. In fact, PieSync's engine relies on an update of the "last modified timestamp" on the contact. That's where setting up a process flow with the [Process Flow Builder](https://trailhead.salesforce.com/en/content/learn/modules/business_process_automation/process_builder) comes in.

This is necessary so that any updates you make also give a little update - a nudge so you will - to the underlying contact. The Process Flow is going to be a very easy one.

Create a new process by giving it a name. You'll want to do this so you remember why you did this when in 2 years you stumble on this page again.

![](//images.ctfassets.net/f2ysq090txql/5boXJaYgjGhHy5cObqBXcc/26702adf9af6ad44d71ee0e3fd194454/image.png)

We're going to keep this process very simple. This process flow will run each time an Account is created or edited, so that's exactly what we're putting in the fields it's asking for.

![](//images.ctfassets.net/f2ysq090txql/76qfoLnzwMb98UmcqKCdk2/9fece0d6f9a34cf9571edbf57ae613bd/image.png)

Next step - criteria. We want this process flow to run whenever the fields that we are copying over actually change. You can potentially set this to "No criteria - just execute the actions" too.

![](//images.ctfassets.net/f2ysq090txql/2JIF4Bfod7VYTZSpye5HZu/c35cf1dbb27b663affc55bbbc078ef97/image.png)

Under action, we need to force a change on the contact. Choose the action "Update records" and refer to the Record type of Contacts. Here, since I'm never using the business fax number anyhow, I'm updating that fax value with a random number.

![](//images.ctfassets.net/f2ysq090txql/4KLWCumZZc23gV7EapvSiy/29f551423e76095c7b8c9aa8ea917d00/image.png)

Activate this process flow.

## Step 3: Now you can set up those field mappings in PieSync!

The rules will allow you to refer to filter out contacts that only have a certain value on the account. You refer to the field on the contact, but based on the steps you completed above the information is actually coming from the account.

![](//images.ctfassets.net/f2ysq090txql/2sYmLyo93GpZdHLxvox0Dt/ff77fa031f1040647a571346d81a6bc5/image.png)

And it also works in the mappings!

![](//images.ctfassets.net/f2ysq090txql/5LDVse7ESQFhUgdImh1p4n/3bc91eb915991e2fd0af234280f52e83/image.png)

Do you need to setup a sync from Salesforce data to another app and the data you need sits on the Account instead of the Contact?  The fields you can choose to sync to your other app with are only those from the contact level. Data you store on th...

Want to learn more?

Salesforce: Copying account data to contact level

<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>

**Salesforce CRM (Sales Cloud)** is one of the largest and most renowned CRM solutions on the market. Main features such as lead scoring, forecasting tools, and team collaboration will help to reach your goals. Get your marketing and sales departments aligned with better sales leads and quality pipelines. Key mobile functionality will allow your team to give great service while staying on target, even when working remote.

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

## Supported Salesforce Integrations

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

## Authorizing Salesforce

<TipBox>PieSync is available for **ALL** Salesforce plans.</TipBox>

First, decide whether you want to contact to your Sandbox or Production environment. 

![](//images.ctfassets.net/f2ysq090txql/j5ez7PpOJt0zW35ivDsSg/ac71e905f19635f4459001b1a517ace2/screen-shot-2019-02-13-at-16-10-09.png)

<TipBox>Learn more about Salesforce Sandbox [here](https://help.salesforce.com/articleView?id=create_test_instance.htm&type=5). Info on how to log in on your Sandbox environment can be found [here](https://salesforce.stackexchange.com/questions/31543/how-to-login-into-a-sandbox-from-sandboxes-page-in-production-org).</TipBox>

We need you to log into your account and allow access. **When you click 'Authorize Salesforce', a pop-up window will ask you to log in and allow access.**

![](//images.ctfassets.net/f2ysq090txql/6HXV7tY4RXuWHX1Sa5exQo/cd9e1cfd6355c3f6f877cd586e3096b5/image.jpeg)

If you already authorized Salesforce 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/5EZHBvCSN4Xnznq8LiLZ5N/e306692bca0181a6913f8d8e8ec6fee2/image.jpeg)

## Choose your contact type

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

![](//images.ctfassets.net/f2ysq090txql/uEYCIjjclLusc18PZPEz1/615d59936bfb86840986bf9a5aced193/screen-shot-2019-11-20-at-08-04-19.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 Account to Account sync can be found [here](/help/faq/can-i-sync-company-account-information/).

## \[IF\] Supported Conditions/Filters

By default, we'll sync any contact from your Salesforce list of contacts. **PieSync does not sync Contact from or into accounts. HOWEVER, THERE IS A WORKAROUND for this...**[**just click here to see it**](https://help.piesync.com/faq/can-i-sync-accounts-companies-organisations-with-pie-sync).

You can choose to have PieSync only sync a subset of these contacts:

*   (not) OWNED BY
*   (not) OWNED BY ME (a user who authorized Salesforce)
*   GETS DELETED
*   a filter on FIELDS, including CUSTOM FIELDS

![](//images.ctfassets.net/f2ysq090txql/30qHfYT5VRjWBL5c5p6ipp/2d8bd947b59c34a98f3f9fae824020fc/image.png)

## \[THEN\] Supported Actions

When you are syncing contacts into Salesforce Contacts, you can choose to update CONTACT FIELDS, including CUSTOM FIELDS.

![](//images.ctfassets.net/f2ysq090txql/4qcpjpGaD13mtdt2fU5VuB/8506422a58a261a3b5ab4f4a8e080154/image.png)

<TipBox>Take a look at a specific integration between Salesforce and ActiveCampaign with some actions and filters in [this](/help/usecases/salesforce-active-campaign/) article.</TipBox>

## Default Field Mapping

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

![](//images.ctfassets.net/f2ysq090txql/HWGly1XTEzZtrsdFY1BBM/ab0a0b05b98ff62636ee4d611999fa8c/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

This feature allows you to create custom mappings, defining which contact fields should be kept in sync between your applications, including standard and custom fields. **Want to know more about setting up custom fields in Salesforce? Find out** [**here**](https://help.salesforce.com/articleView?id=adding_fields.htm&type=0)**!**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.  [More information](/help/features/new-customizable-field-mapping/) on Customizable Field Mapping.

![](//images.ctfassets.net/f2ysq090txql/2VDvi92s5YCZ14LpHNfVFQ/d7fd832570ef3245dc518cdac96015c8/image.png)

The video below shows a 2-way sync connection between Salesforce and ActiveCampaign.

<Embed src="//www.youtube.com/embed/Q50mUepkeIc" />

<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>

<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>

GETTING STARTED GUIDE: How to set up a new connection? ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics. Salesforce CRM (Sales Cloud) is one of the largest and most renowned CRM solutions on the market....

Office 365 is Microsoft’s app suite and cloud collaboration tool. This platform includes Office Online, OneDrive and Outlook.[Outlook](https://outlook.live.com/owa/) is a popular email service with a modern and intuitive interface, with features such as simple contact management, email organization, calendar scheduling and task management.

outlook-office365

Outlook

Access business email, calendar, and contacts on your PC, phone, and web browser with Exchange Online, hosted email that’s easy to use and easy to manage. Maintain control over your environment while gaining the advantage of hosting your email on Microsoft servers. Exchange Online helps protect your information with advanced capabilities. Anti-malware and anti-spam filtering protect mailboxes.

msexchange

Microsoft Exchange

<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>

**Salesforce** and **Outlook**. **PieSync is available for ALL SALESFORCE PLANS.** The first is a state of the art CRM & marketing beast, the second is the environment you spend most of your working day in. If you’re not properly connecting these two apps, you’re missing out. PieSync offers a connector for Outlook & Salesforce.

#### Didn’t Salesforce already have a built-in connection with Outlook & Exchange?

Yes - Salesforce has developed the so-called [Lightning sync](https://help.salesforce.com/articleView?id=lightning_sync_admin_overview.htm&type=5). We'll be honest: in itself, Salesforce Lightning is a very complete syncing solution and covers the needs of a lot of businesses. If you're using it, you're not wrong. It does a full calendar sync, it syncs your contacts two-way, it's available out-of-the-box, and best of all it's included in your Salesforce subscription.

Furthermore, there's also [plugin](https://help.salesforce.com/articleView?id=app_for_outlook_overview.htm&type=5) which nests itself right into Outlook to give you a very native integration experience.

But if you are reading this article, there is probably still something missing to the Lightning sync.

#### So what's different about PieSync's Outlook connector for Salesforce?

At its core, PieSync strengthens the link between contacts databases**.** It's all that PieSync's been focused on for several years now. Our two-way sync engine [supports an ever-growing list of apps](https://www.piesync.com/connections). In fact, Salesforce & Outlook were among the first of the apps we released two-way sync support for.

Who should care about this sync? At PieSync, we've spoken to a lot of **lawyers**, **real estate agents, brokers**, ... their Outlook database is nicely structured and really a true goldmine of contacts. Their CRM though? Often underused and giant mess.

That's where PieSync helps. To take an organized Outlook database, to make the CRM just as organized. And keep it like that.

With PieSync, you get two main advantages over Salesforce's built-in sync:

*   A better configuration of how you send **new and existing Outlook contacts upstream into Salesforce**
*   An improved and complete configuration of the **field mapping**

<TipBox>Compared to the Lightning connector, PieSync offers unique abilities to configure the sync of Outlook contacts into Salesforce, and Salesforce contacts into Outlook. We'll list some configuration options down below.</TipBox>

PieSync comes with the ability to sync Outlook folders & categories to regular custom attributes on Salesforce leads & contacts. This makes our sync suitable to aid in new implementations of Salesforce if e.g. the contacts structure is already well structured in Outlook. Setting up the sync rules in PieSync is easy - it's by no means something only a Salesforce admin can pull off.

Mappings, i.e. how the data syncs between Outlook & Salesforce, is highly configurable too. This is not the case in Salesforce built-in sync. For instance, within PieSync you can have all information sync for contacts, but keep the "Notes" field private to your Outlook, instead of it being broadcast to the CRM for everyone to see.

#### Just to be clear: which contacts will be synced by PieSync?

PieSync provides a solution to **2-way sync** contacts you would find in Microsoft Outlook, specifically inside personal contacts folders. A personal Outlook Contacts Folder is meant...

*   for personal use
*   that easily syncs with your [smartphone](/help/faq/get-your-phone-contacts-in-sync/)
*   sync compatible for PieSync (read how to for [Outlook](/help/connector-apps/outlook-office365/) / [Exchange](/help/connector-apps/msexchange/))

If you’re looking to sync other Outlook contacts, like those from a GAL or a Public Folder - we also have you coverd. [Check out this article on CiraSync.](/help/want-to-learn-more/gal-public-folders-sync/)

#### Sounds great! How do I set up this sync?

If you haven't already, setting up a sync between Salesforce & Outlook is as easy [as following this link.](https://app.piesync.com/sync/salesforce/outlook) A one time operation involves authorizing both apps at this stage, which is super easy. A popup will open inside PieSync and you just log in to both platforms respectively. This brings you to the sync setup, where you can leave everything to its default settings, or really dial in some custom syncs.

The connection can be adjusted in several ways. The **default setting** of a sync is always a **2-way sync**. This means you allow PieSync to transfer changes you make to contacts in Salesforce as well as in Outlook. We recommend you keep this 2-way setting. However make sure you understand the two rules that you start off with by default.

*   All contacts in Outlook will go into Salesforce, _so that may include personal contacts_.
*   All contacts in Salesforce will go into Outlook, _so you're running the risk of making this sync very heavy depending on your database._

To avoid those unwanted scenarios, use the filters, or you can turn off any of these two rules if they don't fit your workflow. This quick video shows the various options:

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

#### What are filters & actions?

**Filters & actions** allow you to really dial in the sync settings. It brings more nuance to the sync, and also allows you to scope with laser precision which contacts should be part of the sync. For instance, consider the following example where contacts in an Outlook folder are matched up to an owner in Salesforce:

![](//images.ctfassets.net/f2ysq090txql/6o6XqUGyUdI038UCqpNJNb/43b97773592cef6efc23b6643c4cba0f/image.png)

There is a toggle at the bottom of this rule meaning you can also consider the rule in the other way around. Depending on the owner in Salesforce, some contacts will be synced to Outlook, and others will be kept out of scope.

Here's another rule to prevent contacts from Outlook to sync into SF if they are just simple contacts. Yet if you fill out a company name for them, then and only then will they sync with Salesforce. Contacts that you already had in Salesforce will sync with their company names attached to them so they will also sync 2-way.

![](//images.ctfassets.net/f2ysq090txql/PBGi8SU478MMBP8WzG5O4/2b67a32110dee16869b7cc645c02b981/image.png)

These IF-THEN rules are easy to create and the above were just examples. How will the data sync? Up to you to decide. You can validate the existing mappings, toggle them off or on, and include new fields.

![](//images.ctfassets.net/f2ysq090txql/2WmMyUbcNebOmojsumNag2/36b22743df602bc95d07d9441b5cb6c7/h-d-8-zf-r-3-t-i-3.gif)

<TipBox>Want to discover more great tips for Outlook? Click [here](https://www.piesync.com/ebooks/outlook-people/) to download our ebook “The Ultimate Guide to Outlook People”  
More information about the two apps can be found here: [Office 365 Outlook.com](/help/connector-apps/outlook-office365/) & [Salesforce](/help/connector-apps/salesforce/)</TipBox>

GETTING STARTED GUIDE: How to set up a new connection? ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.  Salesforce and Outlook. PieSync is available for ALL SALESFORCE PLANS. The first is a state of t...

Outlook and Salesforce

When we look at the popular combinations on the PieSync platform, it is no wonder [Salesforce](https://www.salesforce.com) & [ActiveCampaign](https://www.activecampaign.com/) are a match made in heaven. But how do you connect the two platforms? Should you use Zapier, or PieSync? Or both?

The biggest difference between Zapier and PieSync is that PieSync provides a continuous two-way sync of your contacts, whereas [Zapier only supports one-time one-way pushes without handling historical data](https://zapier.com/help/common-problems/). 

## Using PieSync & Zapier together

Two-way syncing and trigger-action workflows [are fundamentally different](/help/faq/what-s-the-difference-between-piesync-and-zapier/). But that doesn't mean you can't use PieSync & Zapier together. In fact, while Zapier is not ideal to sync contacts two-way (or even one-way), it still is a good platform to move & prepare data inside of your apps, which makes your syncs better!  

<Embed src="https://www.youtube.com/embed/1fW_T1kekcM" />

## Using Zapier for contact syncing: problematic

Connecting Salesforce & ActiveCampaign through Zapier can be challenging.

Both platforms contain actual rich contacts databases that ultimately need to run in tandem, and [Zapier cannot handle this properly](/help/faq/what-s-the-difference-between-piesync-and-zapier/). As contacts constantly evolve, zaps simply cannot keep up with the changes on either side.

Let’s consider a simple form of sales & marketing working together. There's two kinds of data flows here:

*   **AC -> SF.** Leads fill out an ActiveCampaign form, and you need to have that information in Salesforce.
*   **SF -> AC.** You have leads in Salesforce that need to receive a newsletter sent out via ActiveCampaign.

Zapier performs a 1-way sync, which can be helpful to push data from one app to another. So in other words, if you want to execute this integration, you'll need to set up 2 separate zaps that run in opposite directions.

On a more problematic note, however, because of how zaps work, you run the risk of overwriting existing data in Salesforce, or even create duplicates in your contact database. We'll visit an example later in this article.

Finally, Zapier just takes effect from the moment you set up those zaps. In other words, it may create those contacts in the future, but it leaves the existing data untouched.

## Limited in configuration

When you set up a zap, you have to choose a trigger. Those triggers are technically tied to one single ActiveCampaign list.

So with multiple forms, multiple lists,... already you may be forced into setting up multiple zaps. And as we’ve pointed out, it will ignore all previous form submissions and only start from the moment you set up this zap.

Actually building out the zap can be time consuming since it requires that you spell out the mapping in the configuration of your zap. Which field on the form corresponds to which field in Salesforce?

## Syncing through Zapier: doesn't work 2-way, overwrites data 1-way

Admittedly, when you exclusively collect fresh leads all the time, zaps may end up working well. After all, it’s simple one-way traffic from ActiveCampaign into Salesforce.

In our simple example, we also want contacts pushed from Salesforce into ActiveCampaign, so there’s increased chance of having identical contacts existing on both sides. That’s a risk because zaps are executed blindly - they don’t take into account that data may already exist.

That brings with it an ugly side effect to see some fields get overwritten as shown in the example below. Here’s Brian's contact sheet in Salesforce… And along comes new information from the webform in ActiveCampaign. It also includes some relevant information on Brian's marketing journey, as well as more details that he left on the form.

![](//images.ctfassets.net/f2ysq090txql/3aLTBz4GNCSibtknhVQ0nK/d4a6f7ce262cfc18ec8dc363a0bef036/acto-s.gif)

Relying on the 1-way zap from ActiveCampaign → Salesforce has your data in Salesforce run the risk of being overwritten or simply erased all together. In the above example, you had some address information - but now it’s gone! Zaps strictly execute what they are told; so when empty information needs to be carried over, it will carry over.

What about syncing data the other way? A 1-way zap from Salesforce → ActiveCampaign, for instance to subscribe Brian to the newsletter, would also see some information be lost with the sync. The phone number that Brian had left in his original contact form gets overwritten.

## Syncing through PieSync: a true 2-way sync

In contrast, a true 2-way sync with PieSync respects existing data, and makes it better on both sides. Two-way means the sync simultaneously reads & writes data in both directions. Any changes, whether they happen within a single field, or multiple fields at the same time, are all picked up by PieSync’s synchronization engine.

With PieSync, contact sheets are truly merged, resulting in 2 databases that are always up to date, and complete.

You would have an identical contact sheet for Brian on both sides. All the time.

![](//images.ctfassets.net/f2ysq090txql/7EhouGNQ3jjgbaq3gQjQrL/7d62173c68e8c8a50f9eda9e92964323/acpiesync-s.gif)

## PieSync: How do you get started?

If you haven’t done so already, [setting up a new PieSync account is super easy.](http://app.piesync.com/sync/salesforce/activecampaign) After you’ve authorized both Salesforce and ActiveCampaign, you’ll be greeted by sync rules.

It’s through these rules that you define how you want your two databases to talk to one another. Here's a combination of rules that show off the 2-way sync between ActiveCampaign and Salesforce.

Contacts that are subscribed in ActiveCampaign will seamlessly sync with your Salesforce database. Not only will contacts be created, or kept in sync with existing data in SF, it will also update a critical attribute on those contacts inside Salesforce: the opt-in/opt-out switch. This registers whether or not your contact opted in for marketing.

Since you're using ActiveCampaign, you're probably not even using that value in Salesforce anyhow. But through PieSync, you can easily have ActiveCampaign control that toggle! You cannot exclusively store marketing preferences in your ActiveCampaign silo. They need to sync to Salesforce too. Here's the rule you need:

It's important to store marketing opt-in preferences on a CRM level too. Ever since [GDPR](/help/faq/piesync-and-gdpr/) came into play, you need to have access to one easy way to immediately unsubscribe a contact from any future correspondence. Here's a PieSync rule that will do exactly that:

Possibilities with rules are [endless](/help/features/conditions-and-actions/).

How the data will be exchanged is not something to worry about: PieSync’s smart merge algorithms ensure no data gets lost in the sync. On the contrary, all the data is mutually enriched, leaving you in full control with [custom mappings](/help/features/new-customizable-field-mapping/).

Consider the following example where not only the standard contact fields are being exchanged, but several proprietary AC fields are being mapped with SF fields.

Once the sync runs, it will keep up with changes on both sides [every 5 minutes](/help/faq/how-long-does-it-take-to-sync-contacts-or-updates/).

<InfoBox>Learn more about syncing [Salesforce](/help/connector-apps/salesforce/), or about [ActiveCampaign](/help/connector-apps/active-campaign/), in their respective support articles.</InfoBox>

<InfoBox>To get into the nitty-gritty of zapping vs. syncing you can have a look [here](http://www.piesync.com/piesync-vs-zapier/)</InfoBox>

<InfoBox>Related articles:[Why prefer PieSync over other (native/free) integrations?](/help/faq/why-prefer-pie-sync-over-other-native-free-integrations/)</InfoBox>

When we look at the popular combinations on the PieSync platform, it is no wonder Salesforce & ActiveCampaign are a match made in heaven. But how do you connect the two platforms? Should you use Zapier, or PieSync? Or both?  The biggest difference...

Should you use Zapier or PieSync to connect Salesforce & ActiveCampaign?

iContact is an award winning email marketing app, that allows you to create, send, segment and track emails, backed by a strong customer support team. iContact makes it easy for SMEs to choose from their collection of results-orientated features to suit any budget. 


icontact

iContact

**PieSync is available for ALL SALESFORCE PLANS.** Frans Leys, PieSync's solutions engineer, walks you through some possible rules & mappings in a Salesforce & iContact sync (11 minute video)

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

### Sync rules

![](//images.ctfassets.net/f2ysq090txql/2KpSopid4rJB5kFYylPsQZ/8377fac0361135c6b6161822a6fe7e5c/image.png)

👆🏻 Only when 'Accepts mailing' as well as 'Sales newsletter' are checked in Salesforce will the contact sync into iContact. If you want this to be either/or, you need to break this down in two separate rules.

![](//images.ctfassets.net/f2ysq090txql/5GuQmILFOX8RncGhJzWv9L/2491b964875046b47606ed5f67caf121/image.png)

👆🏻 Once contacts unsubscribe within iContact, the checkbox for "Sales newsletter" can be checked off. The undo toggle will make sure it gets checked back on if the subscriber changes their mind. If your list already holds subscribers that you want to see pushed into Salesforce as leads, the following rule that looks leads subscribed in a list would fit.

![](//images.ctfassets.net/f2ysq090txql/30Qt4z0Y4wtGhCMhkGaigs/50209f3c827e74a81a7853343cb75d8c/image.png)

👆🏻 **Be careful**! When running concurrent syncs with leads & contacts make sure iContact is aware of whether a subscriber should sync either as lead, or as contact into Salesforce. You don't want to sync contacts into your Salesforce leads folder, nor have leads immediately sync into Salesforce as contacts. The following rule makes sure converted leads are taken off of the drip campaign, and added to another customer list. This way, in iContact, there's no ambiguity as to who sits where in Salesforce.

![](//images.ctfassets.net/f2ysq090txql/4K9fMvrIuNWk6NBcx15N09/ae3b1bebd7a842eb88977308e1a54a80/image.png)

### Mapping examples

![](//images.ctfassets.net/f2ysq090txql/334NUrP8rVxBAXpveP51sh/1b7b5a3951c1b0688d9f5533ea4a2c8b/image.png)

The default field mapping includes all essential contacts data. For personalized mailings, you need to include other mappings.

![](//images.ctfassets.net/f2ysq090txql/UvFBKylw3gt0OdZXBKHhI/db5d771c513cc64cef9d97c6d87dc1e5/image.png)

Sir? Madam? Your Majesty? This could be an important merge field to include.

![](//images.ctfassets.net/f2ysq090txql/6PJZB3e2nJe5SX7tDuuS92/da66e03b8aeed20146a9fc029da9b6b4/image.png)

Leads in Salesforce will not get created unless you provide a company name. Make sure you include a mapping for this.

![](//images.ctfassets.net/f2ysq090txql/4x47CU9rRsGi0djVmLhwml/b8278a09ee6303a175c3df7c5fa39c73/image.png)

You can directly read into the iContact status (Normal, Bounced, DNC, Pending, Invitable). You can have Salesforce's process flow builder just read into the content of this field and have other values set.

PieSync is available for ALL SALESFORCE PLANS. Frans Leys, PieSync's solutions engineer, walks you through some possible rules & mappings in a Salesforce & iContact sync (11 minute video)  Sync rules  👆🏻 Only when 'Accepts mailing' as well as 'Sale...

iContact and Salesforce

salesforceiq

Salesforceiq

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.


<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>

**SalesforceIQ** is the simplified CRM solution in the Salesforce family designed and engineered for small businesses who don’t necessarily need to have a customized CRM. Automatically updated lists are the home base to track potential customers, opportunities in the pipeline, and gather relevant information. Inbound and outbound activity views are all automated so your team can focus on actually selling! This intelligent automation reduces data entry, and powerful reports give you valuable company insights and analysis. Share comments, notes and emails to collaborate better as a team, even when away from your desk, with native mobile apps for Android and iPhone.

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

## Supported SalesforceIQ Integrations

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

## Authorizing SalesforceIQ

We simply ask your login details and your permission.

**For SalesforceIQ, we need a set of API keys. You can fetch these from your settings. Go to 'Integrations' and create a new 'Custom Integration'. Give the integration a name and copy the key. you to log in to your account. When you click 'Authorize SalesforceIQ' a pop-up window appears requesting this information.**

<InfoBox>Currently, we can only connect to SalesforceIQ **Business** accounts, because this is the only plan with [API access](https://www.salesforceiq.com/pricing), which is crucial for us to be able to sync.</InfoBox>

![](//images.ctfassets.net/f2ysq090txql/uiF2dURvaBsBmTecCtZBv/1ac7593e273f13e05756f2472581adc9/1.png)

If you already authorized SalesforceIQ 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/2sNzOrqffTBQa7Pprq0nmG/a79bcde06cc0e6dd7f4a72a4ff0c7cf4/2.png)

## \[IF\] Supported Conditions/Filters

*   FIELD VALUES
*   ALREADY EXISTING IN APP YOU SYNC WITH 

![](//images.ctfassets.net/f2ysq090txql/3vBt5fjvWZHV4gz9pOQDwp/9b309179a0e65fe1b7c5fcf122a45bdd/3.png)

## \[THEN\] Supported Actions

*   UPDATING FIELD VALUES

![](//images.ctfassets.net/f2ysq090txql/3emU5xU8ww0WqKiVNkYw5W/95f68390c528c02974b7bf87e950554c/4.png)

## Default Field Mapping

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

![](//images.ctfassets.net/f2ysq090txql/3KUCUdaO0KHJMFrRyG9Jeu/7ae120421caed5817117656ed7214fe8/5.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

SalesforceIQ is not part of the first wave of the Customizable Field Mapping roll-out, stay tuned as it will become available soon!

You can 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/5mk2zRKv7eCrh43q2XFIH2/492d3a76128546b4f6fcabaa89228e86/6.png)

## Additional Options

### Syncing Unsubscribes/Deletions

Currently, there are no SalesforceIQ 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>

GETTING STARTED GUIDE: How to set up a new connection? ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics. SalesforceIQ is the simplified CRM solution in the Salesforce family designed and engineered for ...

SalesforceIQ

You run your business hands on. Let's make marketing hands-free.
OutboundEngine is super simple marketing software combined with a team of experts who make it work for you. We'll help you keep your customers and generate new ones, effortlessly.

90ffecc391d679dd1e8241bdd8d1e140a23558aefd19a3f4a21d70eb

OutboundEngine

If you're new to PieSync, [this guide will you get started with the essentials.](https://www.piesync.com/help/features/getting-started/)

When you sync OutboundEngine with Salesforce, you can customize the following three elements to your sync. 

1. Sync direction
2. Connection rules
3. Field mappings

There is no one typical use case, no one best practice that can be documented to sync Salesforce and OutboundEnging. We'll provide various different tips, rules, and field mappings for you to draw inspiration from. You don't have to use them all!

## Sync direction
It starts by choosing the [direction of your sync](https://www.piesync.com/help/features/sync-direction/). Depending on how OutboundEngine and Salesforce are implemented in your org, you can consider three different settings. 

1. Most customers opt for a two-way sync, allowing records to be modified by PieSync in either system. This is the setup we see most commonly as it would enable contacts to move from Salesforce into OutboundEngine as well as the other way round.

![Pasted Image 01 10 2020 10 52](//images.ctfassets.net/f2ysq090txql/3grJKyCjJNSt1MmyKAQcWv/c22a95e4c14a91236ac75b9e9e0485f0/Pasted_Image_01_10_2020__10_52.png)

2. You could choose for a strict one-way sync. Imagine you only want to sync certain OutboundEngine contacts tagged in a certain way move into Salesforce. You don't want data flowing back. Ever. 

![Pasted Image 01 10 2020 10 53 2](//images.ctfassets.net/f2ysq090txql/TTMz22wyS63Ady9DJx8gp/b94ce050bdc4ca313f5ea5fa727bf69c/Pasted_Image_01_10_2020__10_53_2.png)

3. Of course there's the opposite way too. For example, a Salesforce Audience can define which data can move into OutboundEngine to become contacts there. We will cover more possible filters in the next part on Rules.

![Pasted Image 01 10 2020 10 53](//images.ctfassets.net/f2ysq090txql/70trtldTJsf9iaXCR378bo/529eb198aad3892d93c25c3c51bf6847/Pasted_Image_01_10_2020__10_53.png)

## Connection rules
On to the [connection rules](https://www.piesync.com/help/features/multiple-rules/). These define which contacts are in scope of the sync. In a secondary use case, rules are capable of translating Salesforce states into OutboundEngine states or vice versa. Rules come with filters and actions.

![Pasted Image 01 10 2020 10 54](//images.ctfassets.net/f2ysq090txql/4T0x0hBgSXhqoomV2nBR5C/8c9c1cf60f5f7a4d4b950ef04466c769/Pasted_Image_01_10_2020__10_54.png)

With this setup, PieSync would create in OutboundEngine any newly created Salesforce contacts (1), as well as in fact create any existing OutboundEngine contacts (2). Once they are created or identified, it would update and keep those contacts in continuous sync (3). It would do the same in the other way round, requiring PieSync to identify which contacts are potentially already present in both systems. 

## Connection Settings
Underneath the rules, we give you some easy toggles to play around with to tweak your connection even more.

### Only sync contacts with an email address
'Avoid Duplicates' is enabled in the configuration set-up so that PieSync will only sync contacts that have an email address. We use the email address as the main identifier for a contact in order for us to prevent creating duplicates and to match and enrich contacts where possible in both applications. 

## Field mappings
### Default field mappings
The field mapping defines how contacts will sync. A huge time & lifesaver in PieSync is that __most of these are automatically set__ for all basic contact fields that Salesforce & OutboundEngine share by default. 

Typically it's best to keep these default field mappings all activated as they represent the essential contact attributes that you would not want to grow out of sync in any circumstance.

![Pasted Image 01 10 2020 10 55](//images.ctfassets.net/f2ysq090txql/5GeKlPK5qZaXmU4tYcMcjp/d7144620a3d5075573e891b538c3349a/Pasted_Image_01_10_2020__10_55.png)

### Customizable field mappings
Field mapping also includes ability to include the mapping of Number of children, a field that can be created in OutboundEngine as well. Mappings are fully customizable not only before setting up a new sync, but it can also be modified for an ongoing sync.

![Pasted Image 01 10 2020 10 56](//images.ctfassets.net/f2ysq090txql/6hg3Vr1zABb0h5RlcDwvs4/9595353b7b19a1b45138bd87beaafae8/Pasted_Image_01_10_2020__10_56.png)

## PieSync syncs more than just OutboundEngine
Being able to sync Salesforce with OutboundEngine aids in frictionless selling because it keeps the underlying contact data in sync, and saves time in manual import/export operations. 

That ease of use & data consistency comes in handy as well when syncing contacts to a billing app, or a secondary CRM, a VOIP system, or even another dedicated marketing platform. 

PieSync is not only a turnkey solution to sync Salesforce and OutboundEngine exclusively. In fact, __it solves a data problem that goes beyond these two apps__. On average, users tend to connect 3-4 applications all through PieSync. 


If you're new to PieSync, this guide will you get started with the essentials.  When you sync OutboundEngine with Salesforce, you can customize the following three elements to your sync.  Sync direction Connection rules Field mappings  There is no...

OutboundEngine and Salesforce

## 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!"  Hesitant to "Start syncing now" after you configured a sync? Follow these steps to gain peace of mind! 1) Pause other syncs to your apps  Turn off or pause any existing integrations in parallel (other Pi...

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