ProsperWorks, the only CRM built for Google Apps, offers you seamless integration with the whole range of Google Apps, such as Gmail and Hangouts. Powerful features like pipeline progression reports, automated customer research and sales forecasting, make this an impressive CRM to build your business from.
Supported Prosperworks Integrations
|When you click 'Authorize ProsperWorks', a pop-up window appears requesting to enter your e-mail & API Key. Don't worry, though, we treat your data securely with absolute confidentiality!
If you already authorized Prosperworks in the past or in any other PieSync integration, you'll be able to skip this step and choose from your CONNECTED ACCOUNTS.
[IF] Supported Conditions/Filters
By default we'll sync any contact in your Prosperworks list of contacts (section "People"). You can choose to have PieSync only sync a subset of these:
- (does not have) TAG
- (not) OWNED BY
- (not) ASSIGNED
- a filter on FIELDS, including CUSTOM FIELDS
[THEN] Supported Actions
When you are syncing contacts into Prosperworks, you can choose to have specific actions take place:
- ADD TAG
- REMOVE TAG
- update CONTACT FIELDS, including CUSTOM FIELDS
Default Field Mapping
Prosperworks contact records offer ample fields to store contact information. Depending on the other app you're syncing with, a default mapping is proposed. This could look like this, on the left, Google, on the right, Prosperworks.
If you are expecting some Prosperworks fields to appear here and they are not, it is likely the other app does not support this field by default and they will have to be custom mapped.
Customizable Field Mapping
This feature allows you to create custom mappings, defining which contact fields should be kept in sync between your applications, including standard and custom fields. Want to know more about setting up custom fields in ProsperWorks? Find out here!
The customizable field mapping is set up and shown in the white part below the default field mapping in the configuration. You can add an unlimited amount of mappings and remove, enable/disable them anytime. More information on Customizable Field Mapping.
In connections between Google Contacts and ProsperWorks, you are able to sync deletions one-way from Google Contacts to ProsperWorks. When a contact gets deleted in Google Contacts, we add the tag 'PieSync Trash' to that same contact in ProsperWorks. You will be able to review this segment first before deleting or taking any other action in ProsperWorks too.
In connections between ProsperWorks 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 ProsperWorks. You will be able to review this segment first before taking any action in ProsperWorks too.