Last synced 2 years ago by Jonas

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

Batchbook prides itself on being a straightforward and social CRM for small-sized companies. Get started in no time with a simple setup and organize all your contact details, viewing it on just one screen. You can build powerful lists based on any account information for follow ups and create to-do lists and reminders for efficient task management. Email and Task automation will create better workflows for your team and build a more meaningful relationship with your customer while simultaneously saving a lot of time! Below you'll find detailed information, specifically for Batchbook integrations.

Authorizing Batchbook

We need your login URL and API authentication code

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

Supported Conditions/Filters [IF]

  • TAGS

Supported Actions [THEN]


Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard Batchbook fields being mapped. For instance, a connection with Office365 will look something 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

Currently, you can't custom map any additional Batchbook fields. More information on Customizable Field Mapping here

Additional Options 

Syncing Unsubscribes

In connections with Marketing Tools (e.g. such as MailChimp), you are able to sync unsubscribes one-way. When a contact unsubscribes in e.g. MailChimp, we add the tag 'PieSync Unsubscribes' in Batchbook. You will be able to review this segment first before e.g. deleting or taking action on that side of the sync.  

Syncing Deletions

We sync deletions the same way in the Batchbook/GoogleContacts integration, one-way only from Google to Batchbook. If you delete a contact in Google, we'll add the tag 'PieSync Trash' in Batchbook so you can review this segment first before deleting it there as well.

The availability of these additional options 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 and/or unsubscribes on one side and at the same time be able to create add a new subset 'PieSync Trash' or 'PieSync Unsubscribes' 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 - Don't forget to read our blog for the latest in productivity, apps, and technology!

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