Company Sync - Choose your App
Are the contacts stored in your Accounting or CRM part of a company entity? We’ve created a sync solution especially for that. With PieSync, you can sync your company data just like you would sync contact data: two-way, in real time and with the possibility to choose which companies to sync and how.
Your business contacts are everywhere: you have contacts on your phone, CRM, accounting, email marketing tool, lead generation tool and so many other apps. How do you keep them all in sync? PieSync’s 2-way contact sync is the perfect solution.
PieSync enables users to share data across the different stages of the customer’s lifecycle. By syncing leads between apps, you can create automatic workflows in which leads, converted leads and contacts are duly differentiated for marketing and sales purposes.
Custom field mapping
PieSync will automatically match some of the information fields between your companies. But since the information stored in your CRM might be customized, you can also manually map your customized fields between apps.
Monitor your sync
Once your sync is running, the activity monitor will be your real-time view of PieSync’s operations. It provides insight into the way your companies’ data is flowing between applications.
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