GETTING STARTED GUIDE: How to set up a new connection?
ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.
BigContacts is a fair-priced, easily accessible CRM for small businesses. You can allow it to grow at your pace; start by using just the basic contact-organizing functionality and move forward with a more advanced toolset including task and campaign management, lead tracking and 360° contact view. Below you'll find detailed information, specifically for BigContacts integrations:
SUPPORTED BIGCONTACTS INTEGRATIONS
HOW TO AUTHORISE BIGCONTACTS IN PIESYNC
We simply ask your login details and your permission.
If you already authorized BigContacts 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.
SUPPORTED FILTERS TO DETERMINE THE CONTACT SUBSET(S) TO SYNC WITH = IF
- LEAD SOURCE
- LEAD TYPE
- CONTACT OWNER
- OPTED IN/OUT EMAILS
- PRIVATE YES/NO
- SYNCED TO EMAIL MARKETING MODULE YES/NO
- FIELD VALUES ( NOT INCLUDING CUSTOM FIELDS)
- ALREADY EXISTING IN APP YOU SYNC WITH
SUPPORTED TRIGGERS = THEN
- ADDING/REMOVING TAGS
- MAKING CONTACT PRIVATE/NOT PRIVATE
- OPTING IN/OUT OUT AND FROM EMAILS
- ENABLING/DISABLING SYNCING TO EMAIL MARKETING MODULE
- UPDATING LEAD SOURCE
- UPDATING LEAD TYPE
- UPDATING FIELD VALUES ( NOT INCLUDING CUSTOM FIELDS)
DEFAULT FIELD MAPPING
Depending on the other app you're syncing with, you'll see a number of standard BigContacts fields being mapped by default. For instance, in a connection with MailChimp, the default field mapping looks like this:
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 one 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.
CUSTOMIZABLE FIELD MAPPING
You can custom map any additional BigContacts 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.
You can choose to only sync your Personal Records and exclude your Business Records
In connections between BigContacts and some marketing tools we support such as e.g. MailChimp, you are able to SYNC UNSUBSCRIBES one-way. When a contact gets unsubscribed in your marketing tool, we add the tag 'PieSync Unsubscribes' to that same contact in BigContacs. You will be able to review this segment first before taking any action in Nimble too
In connections between Google Contacts and BigContacts, you are able to SYNC DELETIONS one-way. When a contact gets deleted in Google Contacts, we add the tag 'PieSync Trash' to that same contact in BigContacts. You will be able to review this segment first before deleting or taking any other action in BigContacts too.
*The availability of these features is app and connection dependent. If the feature box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect deletions on one side and at the same time be able to create add the tag 'PieSync Trash' on the other side.
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, 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 - email@example.com.
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