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.
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]
- CHAMPION? YES/NO
- FIELDS (INCLUDING CUSTOM FIELDS)
- ALREADY EXISTING IN APP YOU SYNC WITH
Supported Actions [THEN]
- ADDING/REMOVING TAGS
- MAKE/UNMAKE CHAMPION
- UPDATE FIELDS (INCLUDING CUSTOM FIELDS)
Default Field MappingDepending 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:
Customizable Field Mapping
Currently, you can't custom map any additional Batchbook fields. More information on Customizable Field Mapping here.
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.
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.