1CRM

GETTING STARTED GUIDE: How to set up a new connection? 
ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics. 

1CRM offers businesses a solution for managing their sales, customer service and business operations. It combines a CRM system with full order management functionality to develop quotes, track orders, generate invoices, and manage projects.

Below you'll find detailed information, specifically for 1CRM integrations:

Supported 1CRM Integrations


Authorizing 1CRM

We simply ask your login details and your permission. For 1CRM, we need your Subdomain, Username and Password.

If you already authorized 1CRM 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.


[IF] Supported Conditions/Filters

  • CATEGORIES
  • HAS A VALID EMAIL ADDRESS
  • OPTED IN FOR/OUT FROM EMAILS
  • IS/IS NOT PORTAL ACTIVE
  • LEAD SOURCE
  • FIELD VALUES (INCLUDING CUSTOM FIELDS)
  • ALREADY EXISTING IN APP YOU SYNC WITH 

[THEN] Supported Actions

  • ADDING/REMOVING CATEGORIES
  • MAKE/UNMAKE PORTAL ACTIVE
  • OPT IN FOR/OUT FROM EMAILS
  • LEAD SOURCE
  • MARK EMAIL AS INVALID
  • UPDATING FIELD VALUES (INCLUDING CUSTOM FIELDS)

Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard 1CRM fields being mapped by default. For instance, in a connection with Google Contacts, 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 a single 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 1CRM 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


Additional Options

Syncing Unsubscribes/Deletions

Currently, there are no 1CRM integrations on the PieSync platform that support our Unsubscribes/Deletions sync.

The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes here or on Deletions here.


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 - support@piesync.com.  Don't forget to read our blog for the latest in productivity, apps, and technology!

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