Can I also sync Leads?

Last synced 3 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.

    In Q4/2018 we are starting the phased roll-out of Relations: once leads and relations are both available, you can apply the relations sync to contacts as well as to leads. E.g. an opportunity related to a lead vs an opportunity related to a contact.

    Relations: Can I sync accounts/companies/organisations?
    Relations: Can I sync objects such as Deals/Tasks/Invoices/Opportunities/Notes/...?

    How did we do?