Woodpecker.co automates sending personalized sales emails and follow-ups to prospective clients. Send emails and follow-up sequences automatically from your mailbox and have all prospects' replies detected. In outbound, Woodpecker will help you grow your business within the Predictable Revenue methodology and Account Based Sales Development approach. In inbound, you’ll be able to nurture your leads more personally, start conversations and build valuable B2B relations.
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2) AUTHORIZE YOUR APPS
For Woodpecker.co, We need your API key which you can find under 'settings' within your Woodpecker.co account. API access is available for all Woodpecker.co users. Don't worry, though, we treat your data securely with absolute confidentiality!
3) CONFIGURE YOUR SYNC
For each step in the configuration, we have a separate help article available in the PieSync Help Centre. For ease of reference, we linked them in the subtitles below.
Choose the filter for each app to define the subset of contacts you want to keep in sync. Setting up more than one rule is available from the Medium plan onward. For Woodpecker.co, we filter your contacts based on tags or all your contacts at once.
Keep in mind some important side notes in regards to the availability of Multiple Rules.
Want to set up more than one rule? Check out here how to do this!
Once you have chosen your filter(s), you can continue with the rest of the configuration as described in the steps below. Bear in mind that not all steps/features are available in each connection. Don't hesitate to drop us a line at firstname.lastname@example.org in case you have further questions!
In between your filters you are able to choose the direction of your sync in the drop-down menu. Choose to sync two-way or one-way in either direction.
3.3) AVOID DUPLICATES
Only syncing contacts with an email address, as this is the field we use to match your contacts. This feature is optional when configuring 'older' connections, you'll be able to tick or untick the box. For newer ones, this is mandatory, just to make sure you're always protected from duplicates (don't we all hate them!). If you do wish to turn off this feature, just give us a shout at email@example.com. Don't worry, we will always advise first on how best to proceed!
The availability of these features is app and connection dependent. If the boxes are not there to tick, the features are simply not available. We need to be able to detect deletions and/or unsubscribes on one side and at the same time be able to create a tag/group/list/... named 'PieSync Trash' or 'PieSync Unsubscribes' on the other side. When available, we always explain how and in which direction this feature works for that particular connection.
Syncing Unsubscribes or Syncing Deletions is not available in all connections.
We need you to choose the 'winning app' in case PieSync detects conflicting changes. PieSync detects changes on a field level: Chances of having a conflict are very small; only when two people are updating the same field of the same contact, in different applications at the same time, with conflicting information, there is a conflict (phew, we hope you survived that sentence as well)! On the rare occasion, when a conflict does occur, PieSync will take the value of the master application.
When you have a connection setup with Google Contacts, you can additionally sync your contacts to the Google Contacts group 'My Contacts’. This feature is especially useful for iPhone users, as your iPhone contacts get synced to 'my contacts' in Google by default.
This Feature is only available in connections with Google Contacts.
This part in the configuration shows you the default fields we currently keep in sync and how we map them between the two apps you have connected.
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.
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