Can I also sync Leads?

Last synced 4 months ago by Jonas

How can I synchronize my Leads in PieSync? 

The availability to sync Leads depends on whether your app has a Leads entity. The screenshot shown below is an example of the Leads entity in Copper.

When setting up a new connection, we distinguish 4 steps. 

After selecting your preferred apps and finalizing the authorization process, you're able to select the contact type you wish to keep in sync. 

Interested in learning more about step 1 & 2? More info can be found here.

For both applications, you can choose which contact type you wish to implement in the sync.

Watch the video below to learn more about our Leads feature.

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