ProsperWorks

GETTING STARTED GUIDE

ProsperWorks, the only CRM built for Google Apps, offers you seamless integration with the whole range of Google Apps, such as Gmail and Hangouts. Powerful features like pipeline progression reports, automated customer research and sales forecasting, make this an impressive CRM to build your business from.

SUPPORTED PROSPERWORKS INTEGRATIONS


HOW TO AUTHORISE PROSPERWORKS IN PIESYNC


For ProsperWorks, we access the Prosperworks API. This access is available to ProsperWorks users on Professional & Business plans. When you click 'Authorize ProsperWorks', a pop-up window appears requesting to enter your e-mail & API Key. Don't worry, though, we treat your data securely with absolute confidentiality!

If you already authorized Prosperworks in the past or in any other PieSync integration, you'll be able to skip this step and choose from your CONNECTED ACCOUNTS.




SUPPORTED FILTERS TO DETERMINE CONTACT SUBSET TO SYNC WITH = IF

By default we'll sync any contact in your Prosperworks list of contacts (section "People"). You can choose to have PieSync only sync a subset of these:

  • (does not have) TAG
  • (not) OWNED BY
  • (not) ASSIGNED
  • a filter on FIELDS, including CUSTOM FIELDS

SUPPORTED ACTIONS = THEN

When you are syncing contacts into Prosperworks, you can choose to have specific actions take place:

  • ADD TAG
  • REMOVE TAG
  • update CONTACT FIELDS, including CUSTOM FIELDS

DEFAULT FIELD MAPPING

Prosperworks contact records offer ample fields to store contact information. Depending on the other app you're syncing with, a default mapping is proposed. This could look like this, on the left, Google, on the right, Prosperworks. 

If you are expecting some Prosperworks fields to appear here and they are not, it is likely the other app does not support this field by default and they will have to be custom mapped

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

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 ProsperWorks? Find out here!

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 on Customizable Field Mapping.

SYNC DELETIONS

The availability of this feature is app and connection dependent. More Information on Syncing Deletions in other integrations HERE.



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