GETTING STARTED GUIDE: How to set up a new connection?
ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.
Capsule is a powerful yet simple tool that can be customized to fit your business, so you can keep track of everything important. Complete contact views, sales and task management, are just some of the features that are making sure you stay on top of your game! Below you'll find detailed information, specifically for Podio integrations:
SUPPORTED CAPSULE INTEGRATIONS
HOW TO AUTHORISE CAPSULE IN PIESYNC
We simply ask your Capsule site address and your permission. If you are not yet logged into Capsule, we will ask you to do so first.
If you already authorized Capsule 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
- DELETED YES
- CONTACTED YES/NO
- FIELD VALUES (NOT INCLUDING CUSTOM FIELDS)
- ALREADY EXISTING IN APP YOU SYNC WITH
SUPPORTED TRIGGERS = THEN
- ADDING/REMOVING TAGS
- 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 Capsule 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 your Podio Custom Fields and 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.
ONLY SYNCING PEOPLE ('PERSON' IN CAPSULE)
In connections between Google Contacts and Capsule, you are able to SYNC DELETIONS two-way. When a contact gets deleted in Google Contacts, we add the tag 'PieSync Trash' to that same contact in Capsule and vice versa. You will be able to review this segment first before deleting or taking any other action in Podio too and vice versa.
In connections between Capsule 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 Capsule. You will be able to review this segment first before taking any action in Capsule 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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