Two-way contact sync between Workbooks and Sage Financials (formerly Sage Live)

WorkbooksSage Financials (formerly Sage Live)

PieSync integrates Workbooks with Sage Financials (formerly Sage Live) for an automatic 2-way contacts sync. Every time you add or update a contact in Workbooks, it is automatically synced with Sage Financials (formerly Sage Live), and vice versa - eliminating import/export!

Want to win time by managing just one application? Set up PieSync for free today and start syncing your Workbooks and Sage Financials (formerly Sage Live) contacts.

It takes 5 minutes to start syncing Workbooks with Sage Financials (formerly Sage Live)

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Other available connections on PieSync

More connections with Workbooks and Sage Financials (formerly Sage Live) are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.

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.

Workbooks

About Workbooks

Workbooks is a CRM for SMEs who love the Windows-like interface. Features such as lead-creation, pipeline management, deal tracking and invoice creation together with sales and marketing automation, and integrations make this a great tool to grow your business from!

Sage Financials (formerly Sage Live)

About Sage Financials (formerly Sage Live)

Sage Accounting (Sage Live) aligns your entire organization with business critical, real-time information, so you can take collaboration, and your business, to the next level. Sage Accounting delivers the convenience of the cloud with all the intelligence, scalability, and support you need to accelerate your business into the future.

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