Can I sync objects such as Deals/Tasks/Invoices/Opportunities/Notes/... ?

Updated 1 month ago by Jonas

In short, no. PieSync currently syncs CONTACTS only. 

Syncing Deals, Tasks, Invoices, Opportunities, ... (app-dependent) is not yet available as these are different objects/entities from a syncing perspective. 

PieSync's next big upcoming feature Relations will include syncing Companies (Q1/2019). Afterwards, we'll gradually enable the possibility to sync related objects. 

  1. First Phase: Enriching contacts by taking information from the contact related object/entity such as the deals/tasks/invoices/... to enrich the contact information via rules and mappings. We will not be able to create and link contacts to them during this phase yet.
  1. Second Phase: Creating different objects/entities such as  deals/tasks/invoices/... In this phase, we won’t be able to keep e.g. a deal in sync with a company or task just yet. It still needs to originate on the contact level. 
  2. Third Phase: Syncing contacts with contacts, companies with companies etc. while maintaining the relation/link between them.
If your need is short-term, perhaps Zapier or other integration software can help bring over some information? Watch the video below to find out how. 

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