Can I sync Company/Account information?
How to sync Company or Account information
- When setting up a new connection, we distinguish 4 steps. The third step allows you to choose your contact type.
- You are able to select the 'Companies' entity on both sides. (eg. Zendesk Sell & HubSpot)
- Syncing Company information can only be done between two Company entities. Selecting the wrong entity will result in an error.
- This sync will match your records based on Company name or the email address, without precedence.
This implies the importance of a preliminary check to make sure your company records contain the correct names.
- This sync is restricted to Company information, without keeping the relationship between Contacts.
Need to sync data from Accounts into Contacts?
This is a process we're calling "company enrichment". You take information from a company entity in one app, and sync into a contact in your other app. It is in the works for PieSync to give you this possibility. In the meantime, we suggest you look into your CRM's capabilities to link or copy that information on the contact object proper, so it can be synced in a contact-to-contact sync.
For instance, Salesforce & Pipedrive support automation workflows and can translate information from the account or opportunity records to render it available on the contacts object. The following videos show how you could set this up using the Salesforce Process Builder or Pipedrive's Workflow Automation respectively.
We currently support the synchronization of Company or Account information for the following apps:
- Bitrix24 CRM
- Capsule CRM
- ConnectWise Manage
- Current RMS
- Infusionsoft by Keap
- Microsoft Dynamics 365
- Teamwork Projects
- Teamwork CRM
- Zendesk Sell (formerly Base CRM)
- Zoho CRM