Contactually is a powerful and intuitive CRM suite allowing you to build stronger relationships with great results. Its outstanding features will help you nurture leads, develop long-term relationships with your customers and generate referrals. Revenue pipelines, valuable insights, key integrations, team collaboration tools and a mobile app, make this one of the most well-rounded CRMs on the market.
Below you'll find detailed information, specifically for Contactually integrations:
Supported Contactually Integrations
We simply ask your login details and your permission. For Contactually, we need you to log in and allow access. We connect to all Contactually accounts. When you click 'Authorize Contactually', a pop-up window appears requesting this information.
If you already authorized Contactually 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
- IN/NOT IN BUCKET
- FIELD VALUES (INCLUDING CUSTOM FIELDS)
- ALREADY EXISTING IN APP YOU SYNC WITH
[THEN] Supported Actions
- ADDING/REMOVING TAGS
- ADDING TO/REMOVING FROM BUCKETS
- 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 Contactually fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:
Customizable Field Mapping
You can custom map your Contactually 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.
In connections between Google Contacts and Contactually, you are able to SYNC DELETIONS one-way. When a contact gets deleted in Google Contacts, we add the tag 'PieSync Trash' to that same contact in Contactually. You will be able to review this segment first before deleting or taking any other action in Contactually too.
In connections between Contactually and some marketing tools we support such as e.g. MailChimp, you are able to SYNC UNSUBSCRIBES one-way. When a contact gets unsubscribed in your marketing tool, we add the tag 'PieSync Unsubscribes' to that same contact in Contactually. You will be able to review this segment first before taking any action in Contactually too.