Last synced 4 weeks 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. 

Bpm’online CRM is a process-driven cloud based software that connects the dots between marketing, sales and customer service, efficiently managing the complete customer journey – from lead to order, and to ongoing account maintenance.

Supported Bpm’online Integrations

Authorizing Bpm’online

We simply ask your login details and permission for access. For bpm'online, we need you to put in your URL subdomain (the part that comes before .bpmonline.com in your web browser's address bar), and your account login and password.

We also support self-hosted open-source deployments.
The terms and conditions with regards to self-hosted apps can be found here.

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

Choose your contact type

Distinguish between Contacts or Leads before proceeding to the configuration page.

Learn more about syncing Leads here.

[IF] Supported Conditions/Filters

  • DEPARTMENT EQUALS (Choose from existing list)
  • JOB TITLE EQUALS (Choose from existing list)
  • ROLE EQUALS (Choose from existing list)
  • TYPE EQUALS (Choose from existing list)

[THEN] Supported Actions

  • UPDATE DEPARTMENT (Choose from existing list)
  • UPDATE JOB TITLE (Choose from existing list)
  • UPDATE ROLE (Choose from existing list)
  • UPDATE TYPE (Choose from existing list)

Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard bpm'online fields being mapped.  For instance, a connection to Office 365 Outlook.com 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

You can custom map your bpm'online 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. More information on Customizable Field Mapping.

Additional Options

Syncing Unsubscribes/Deletions

There are no supported bpm'online integrations on the PieSync platform so far 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!

How did we do?